Eaton Financial Holdings Company, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    coral springs, FL
  • CIK
    0001972322
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

63

$259.71M
JEPI, TSPA, SPYV, FTEC
13F-HR
Feb 10, 2025
000166773125000234

62

$245.75M
JEPI, SPYV, IUSV, DGRW
13F-HR
Nov 22, 2024
000197232224000003

60

$192.66M
JEPI, DGRW, IUSV, FTEC
13F-HR
Apr 19, 2024
000197232224000002

151

$413.16M
JEPI, DGRW, NRA, IUSV
13F-HR
Feb 12, 2024
000197232224000001

155

$373.42M
JEPI, DGRW, IUSV, NRA
13F-HR
Nov 14, 2023
000197232223000004

52

$132.72M
JEPI, IVV, USFR, IUSV
13F-HR
Aug 11, 2023
000197232223000003

52

$127.88M
JEPI, IVV, IUSV, JPSE
13F-HR
Apr 13, 2023
000197232223000002

68

$116.96M
JEPI, IVV, IUSV, GSLC
13F-HR
Apr 5, 2023
000197232223000001
Eaton Financial Holdings Company, Llc 13F Filings