Eaton Financial Holdings Company, LLC Purchases in Q3 2024

Eaton Financial Holdings Company, LLC

  • $246 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
294K
New
$48.51 - $52.86 $14.2M - $15.5M
294K $15.5B
JEPI
J P Morgan Exchange Traded Fd

ETFs
224K
+ 35.11%
$54.98 - $59.51 $12.3M - $13.3M
860K $51.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
55.1K
+ 2244.97%
$105.53 - $118.34 $5.81M - $6.52M
57.5K $6.73B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
154K
+ 141.63%
$32.44 - $36.11 $5.01M - $5.58M
263K $9.51B
EFV
Msci Eafe Value ETF

ETFs
63.8K
+ 287.7%
$51.72 - $57.96 $3.3M - $3.7M
86K $4.95B
MUB
Ishares National Muni Bond ETF

ETFs
32K
New
$106.13 - $108.7 $3.39M - $3.47M
32K $3.47B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8.87K
+ 14.33%
$152.9 - $180.39 $1.36M - $1.6M
70.8K $12.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.31K
+ 42.53%
$405.19 - $478.57 $1.75M - $2.06M
14.5K $6.65B
AAPL
Apple Inc.

Technology
2.49K
+ 9.41%
$207.23 - $234.82 $516K - $584K
28.9K $6.74B
GOOGL
Alphabet Inc.

Communication Services
9.91K
+ 66.96%
$148.65 - $191.18 $1.47M - $1.89M
24.7K $4.1B
PHYS
Sprott Physical Gold Trust

Financial Services
85.8K
New
$18.12 - $20.72 $1.55M - $1.78M
85.8K $1.75B
NVDA
Nvidia Corp

Technology
29.6K
+ 1220.21%
$98.91 - $134.91 $2.93M - $4M
32.1K $3.89B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.4K
+ 260.44%
$56.04 - $62.99 $1.48M - $1.67M
36.6K $2.24B
META
Meta Platforms, Inc.

Communication Services
2.68K
+ 270.85%
$453.41 - $572.44 $1.21M - $1.53M
3.66K $2.1B
AMZN
Amazon Com Inc

Consumer Cyclical
8.12K
+ 62.36%
$161.02 - $200.0 $1.31M - $1.62M
21.1K $3.94B
IVV
Ishares Core S&P 500 ETF

ETFs
351
+ 2.11%
$520.18 - $576.82 $183K - $202K
17K $9.82B
XLE
Energy Sector Spdr

ETFs
14.5K
+ 39.99%
$84.35 - $93.39 $1.22M - $1.35M
50.7K $4.45B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14.7K
New
$47.18 - $48.74 $692K - $715K
14.7K $714M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.09%
$434.77 - $502.96 $5.65K - $6.54K
14.3K $6.97B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
368
+ 0.67%
$101.72 - $112.94 $37.4K - $41.6K
55.4K $6.25B
WMT
Walmart Inc.

Consumer Defensive
100
+ 0.45%
$66.91 - $81.4 $6.69K - $8.14K
22.5K $1.82B
TSLA
Tesla, Inc.

Consumer Cyclical
1.51K
New
$191.76 - $263.26 $290K - $398K
1.51K $396M
COST
Costco Wholesale Corp

Consumer Defensive
244
New
$801.83 - $917.05 $196K - $224K
244 $216M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.37K
+ 2.3%
$50.2 - $50.48 $219K - $221K
195K $9.78B
IYW
Ishares Dj Us Tech ETF

ETFs
40
+ 0.58%
$133.16 - $158.73 $5.33K - $6.35K
6.98K $1.06B
ITOT
Ishares Core S&P Total U.S. St

ETFs
289
+ 4.04%
$113.41 - $125.62 $32.8K - $36.3K
7.45K $936M
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.44%
$294.65 - $384.0 $2.06K - $2.69K
1.59K $608M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.89%
$194.9 - $224.8 $7.8K - $8.99K
4.54K $957M
VZ
Verizon Communications Inc

Communication Services
143
+ 0.89%
$38.89 - $45.0 $5.56K - $6.44K
16.2K $726M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.43%
$517.38 - $573.86 $2.07K - $2.3K
942 $541M
IEFA
Ishares Tr

ETFs
188
+ 3.48%
$70.09 - $78.74 $13.2K - $14.8K
5.59K $437M
EPD
Enterprise Products Partners L.P.

Energy
1.22K
+ 3.45%
$27.88 - $30.0 $34.1K - $36.7K
36.6K $1.07B
SDG
Ishares Trust Ishares Msci Glo

ETFs
34
+ 1.05%
$74.95 - $85.33 $2.55K - $2.9K
3.28K $278M
VXF
Vanguard Extended Market ETF

ETFs
10
+ 0.35%
$163.98 - $182.92 $1.64K - $1.83K
2.85K $518M
MA
Mastercard Inc

Financial Services
6
+ 0.49%
$429.6 - $500.99 $2.58K - $3.01K
1.23K $609M
GE
General Electric CO

Industrials
3
+ 0.24%
$156.66 - $189.66 $470 - $569
1.27K $240M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
22
+ 0.7%
$67.43 - $74.23 $1.48K - $1.63K
3.18K $231M
V
Visa Inc.

Financial Services
9
+ 0.19%
$253.74 - $291.56 $2.28K - $2.62K
4.87K $1.34B
ESPR
Esperion Therapeutics, Inc.

Healthcare
10K
+ 29.39%
$1.61 - $2.73 $16.1K - $27.3K
44K $72.7M
CVX
Chevron Corp

Energy
50
+ 0.38%
$137.88 - $161.97 $6.89K - $8.1K
13.2K $1.95B
MRK
Merck & Co., Inc.

Healthcare
486
+ 3.91%
$111.15 - $128.97 $54K - $62.7K
12.9K $1.47B
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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