Eaton Financial Holdings Company, LLC
Q4 2024 13F Holdings
- Locationcoral springs, FL
- Num holdings
63
- Value ($000)
$259,714
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001972322
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $56.01M | 22 % | 973,620 | ||
TSPA T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $18.31M | 7 % | 495,198 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $15.18M | 6 % | 296,857 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $13.11M | 5 % | 70,920 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $12.60M | 5 % | 136,074 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $12.21M | 5 % | 150,865 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.86M | 4 % | 16,741 | ||
AAPL APPLE INC | COM | 037833100 | $7.21M | 3 % | 28,773 | ||
FESM FIDELITY COVINGTON TRUST | ENHANCED SMALL | 31609A206 | $7.19M | 3 % | 222,276 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.12M | 3 % | 13,935 |
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