• 13F History

Eaton Financial Holdings Company, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$260M
Signature - Title
Douglas J. Eaton - Chief Compliance Officer
Location
Coral Springs, FL
Summary
This page shows a list of all the recent 13F filings made by Eaton Financial Holdings Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Eaton Financial Holdings Company, LLC reported 63 stock holdings with total value $260M as of Q4 2024. Top holdings included JEPI, TSPA, SPYV, FTEC, and IUSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $260M +$40.1M -$26.5M +$13.6M JEPI, TSPA, SPYV, FTEC, IUSV 13F-HR 2/10/2025, 03:10 PM
Q3 2024 62 $246M +$68.8M -$24.7M +$44.1M JEPI, SPYV, IUSV, DGRW, FTEC 13F-HR 11/22/2024, 10:40 AM
Q1 2024 60 $193M +$30.2M -$264M -$233M JEPI, DGRW, IUSV, FTEC, USFR 13F-HR 4/19/2024, 10:28 AM
Q4 2023 149 $411M +$86.3M -$83M +$3.29M JEPI, DGRW, NRG, IUSV, USFR 13F-HR 2/12/2024, 01:05 PM
Q3 2023 158 $372M +$269M -$25.6M +$244M JEPI, DGRW, IUSV, NRG, HUM 13F-HR 11/14/2023, 08:38 AM
Q2 2023 52 $133M +$22.1M -$13.5M +$8.57M JEPI, IVV, USFR, IUSV, MSFT 13F-HR 8/11/2023, 10:59 AM
Q1 2023 52 $128M +$21.9M -$2.08M +$19.9M JEPI, IVV, IUSV, JPSE, MSFT 13F-HR 4/13/2023, 01:52 PM
Q4 2022 68 $117M JEPI, IVV, IUSV, GSLC, HDV 13F-HR 4/5/2023, 03:46 PM