EF

Eaton Financial Holdings Company, LLC

13F
Eaton Financial Holdings Company, LLC
Last update 2025-05-13 63 Stocks (7 new)
Value $241.00 Mil Turnover 25 %
Countries:
Top Holdings: TSPA(7.64%)GPIX(6.74%)USFR(6.09%)JEPI(5.94%)SPYV(5.90%)
Summary Stock Picks Current Portfolio
Eaton Financial Holdings Compa... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSPA 		T. Rowe Price U.S. Equity Research ETF
523,251
18,397.5
+5.67%
7.640
+0.41%
1.620
+4.89%
+2.06%
1,587.5
 
GPIX 		Goldman Sachs S&P 500 Premium Income ETF
348,502
16,243.7
New Holding
6.740
+6.74%
8.630
+4.25%
+2.24%
195.8
 
USFR 		WisdomTree Floating Rate Treasury Fund
291,383
14,665.3
+728.15%
6.090
+5.35%
0.080
+1.05%
+1.85%
18,872.5
 
JEPI 		JPMorgan Equity Premium Income ETF
250,475
14,312.1
-74.27%
5.940
-16.02%
0.040
-0.65%
+1.04%
39,412.9
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
278,267
14,211.1
-6.26%
5.900
-0.37%
0.060
-0.07%
+0.84%
25,967.5
 
HYGW 		iShares High Yield Corporate Bond BuyWrite Strategy ETF
432,304
13,596.0
+124.53%
5.640
+3.13%
6.060
+0.55%
+1.50%
222.0
 
VDC 		Vanguard Consumer Staples ETF
57,264
12,530.4
New Holding
5.200
+5.20%
0.170
+0.05%
+5.23%
7,432.2
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
148,967
11,896.5
-1.26%
4.940
-0.06%
0.080
+1.35%
+1.92%
15,380.3
 
FTEC 		Fidelity MSCI Information Technology Index ETF
71,484
11,528.2
+0.80%
4.790
+0.04%
0.100
+10.43%
+0.98%
12,010.5
 
IUSV 		ISHARES TRUST
114,202
10,539.7
-16.07%
4.380
-0.78%
0.050
-0.10%
+0.66%
20,279.5
 

Eaton Financial Holdings Company, LLC's Historical Top Holdings Breakdowns

Eaton Financial Holdings Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Reduce
-16.02%
●
56.17 ($58.26) 59.71
$56.03
-3.83%
Reduce -74.27%
250,475
-723,145
GPIX 		Goldman Sachs S&P 500 Premium Income ETF2025-03-31New Buy
+6.74%
●
45.8 ($48.96) 50.81
$48.46
-1.02%
New holding
348,502
348,502
USFR 		WisdomTree Floating Rate Treasury Fund2025-03-31Add
+5.35%
●
50.29 ($50.4) 50.5
$50.37
-0.06%
Add 728.15%
291,383
256,198
VDC 		Vanguard Consumer Staples ETF2025-03-31New Buy
+5.20%
●
206.54 ($216.07) 226.16
$221.23
2.39%
New holding
57,264
57,264
HYGW 		iShares High Yield Corporate Bond BuyWrite Strategy ETF2025-03-31Add
+3.13%
●
31.22 ($31.73) 32.03
$30.40
-4.19%
Add 124.53%
432,304
239,765
COST 		Costco Wholesale Corp2025-03-31Add
+2.16%
●
890.62 ($974.97) 1076.86
$1,014.94
4.10%
Add 2259.43%
5,757
5,513
FESM 		Fidelity Enhanced Small Cap ETF2025-03-31Reduce
-1.98%
●
29.17 ($32.04) 34.06
$31.34
-2.18%
Reduce -71.42%
63,524
-158,752
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31New Buy
+1.70%
●
49.25 ($50.03) 50.66
$48.61
-2.84%
New holding
82,717
82,717
IBIT 		ISHARES BITCOIN TR2025-03-31Sold Out
-1.36%
●
44.91 ($52.94) 60.42
$59.26
11.94%
Sold Out
0
-66,738
MUB 		iShares National Muni Bond ETF2025-03-31Reduce
-1.25%
●
104.71 ($106.35) 107.68
$103.20
-2.96%
Reduce -93.68%
2,044
-30,291

Eaton Financial Holdings Company, LLC Total Holding History ($B)

To

Eaton Financial Holdings Company, LLC's Asset Allocation

To

Eaton Financial Holdings Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Eaton Financial Holdings Company, LLC's Hypothetical Growth since 2025-03-31

Eaton Financial Holdings Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Eaton Financial Holdings Company, LLC's Holdings Heat Map

Size field:

Eaton Financial Holdings Company, LLC's Holdings Bubble Chart

Eaton Financial Holdings Company, LLC News

  • 1

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