Eaton Financial Holdings Company, LLC
Q1 2025 13F Holdings
- Locationcoral springs, FL
- Num holdings
63
- Value ($000)
$240,904
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSPA T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $18.40 M | 8 % | 523,251 | ||
GPIX GOLDMAN SACHS ETF TR | S&P 500 CORE PRE | 38149W622 | $16.24 M | 7 % | 348,502 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $14.67 M | 6 % | 291,383 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $14.31 M | 6 % | 250,475 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $14.21 M | 6 % | 278,267 | ||
HYGW ISHARES TR | HIGH YLD CORP BD | 46436E320 | $13.60 M | 6 % | 432,304 | ||
VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | $12.53 M | 5 % | 57,264 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $11.90 M | 5 % | 148,967 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $11.53 M | 5 % | 71,484 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $10.54 M | 4 % | 114,202 |
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