Eaton Financial Holdings Company, LLC Reduced Holdings in Q3 2025

Eaton Financial Holdings Company, LLC

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-141K
- 55.71%
$52.12 - $55.33 $7.37M - $7.83M
112K $6.22B
USFR
Wisdomtree Floating Rate Treas

ETFs
-76K
- 20.4%
$50.23 - $50.48 $3.82M - $3.83M
296K $14.9B
SCHO
Schwab Short Term Us Treasury

ETFs
-137K
- 42.39%
$24.23 - $24.42 $3.31M - $3.34M
186K $4.53B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-18.7K
- 25.85%
$94.17 - $99.95 $1.76M - $1.87M
53.5K $5.35B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.69K
- 18.32%
$620.67 - $670.08 $1.05M - $1.13M
7.54K $5.05B
META
Meta Platforms, Inc.

Communication Services
-779
- 6.4%
$695.21 - $791.73 $542K - $617K
11.4K $8.37B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.27K
- 8.35%
$211.65 - $238.24 $480K - $540K
24.9K $5.47B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.96K
- 10.77%
$48.5 - $50.19 $483K - $500K
82.5K $4.13B
SCHW
Schwab Charles Corp

Financial Services
-3.87K
- 42.4%
$91.03 - $98.69 $352K - $382K
5.26K $502M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.72K
- 26.99%
$108.46 - $120.63 $404K - $449K
10.1K $1.2B
F&G Annuities & Life Inc
-6.79K
- 29.2%
N/A
16.5K $515M
HD
Home Depot, Inc.

Consumer Cyclical
-725
- 40.28%
$357.4 - $423.42 $259K - $307K
1.08K $436M
NVDA
Nvidia Corp

Technology
-11.6K
- 17.09%
$153.3 - $186.58 $1.78M - $2.16M
56.2K $10.5B
JPM
Jpmorgan Chase & CO

Financial Services
-1.52K
- 13.11%
$282.78 - $316.06 $430K - $481K
10.1K $3.18B
Super Micro Computer Inc
-2.95K
- 34.55%
N/A
5.58K $268M
DIS
Walt Disney CO

Communication Services
-598
- 7.9%
$112.25 - $124.0 $67.1K - $74.2K
6.97K $798M
AMGN
Amgen Inc

Healthcare
-519
- 23.54%
$271.18 - $309.22 $141K - $160K
1.69K $476M
FITB
Fifth Third Bancorp

Financial Services
-3.9K
- 39.16%
$40.91 - $46.28 $159K - $180K
6.06K $270M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-713
- 4.52%
$459.11 - $506.91 $327K - $361K
15.1K $7.58B
VZ
Verizon Communications Inc

Communication Services
-2.13K
- 24.74%
$40.84 - $45.06 $87K - $96K
6.48K $285M
QCOM
Qualcomm Inc

Technology
-915
- 8.0%
$145.84 - $173.55 $133K - $159K
10.5K $1.75B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-310
- 8.75%
$435.72 - $463.74 $135K - $144K
3.23K $1.5B
EPD
Enterprise Products Partners L.P.

Energy
-2.06K
- 5.25%
$30.74 - $32.14 $63.3K - $66.2K
37.1K $1.16B
WMT
Walmart Inc.

Consumer Defensive
-1.13K
- 9.29%
$94.4 - $104.27 $107K - $118K
11K $1.14B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-78
- 0.43%
$59.29 - $62.87 $4.62K - $4.9K
18.1K $1.09B
MSFT
Microsoft Corp

Technology
-762
- 4.54%
$491.09 - $535.64 $374K - $408K
16K $8.3B
XLE
Energy Sector Spdr

ETFs
-1.28K
- 8.08%
$84.25 - $91.99 $108K - $117K
14.5K $1.3B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-69
- 2.45%
$259.44 - $278.65 $17.9K - $19.2K
2.75K $713M
ABBV
Abb Vie Inc.

Healthcare
-1.5K
- 22.16%
$184.85 - $231.54 $278K - $348K
5.28K $1.22B
GS
Goldman Sachs Group Inc

Financial Services
-82
- 19.16%
$696.56 - $806.32 $57.1K - $66.1K
346 $276M
RDVY
First Trust Rising Dividend Ac

ETFs
-657
- 15.93%
$62.38 - $67.29 $41K - $44.2K
3.47K $233M
RTX
Raytheon Technologies Corp

Industrials
-735
- 15.89%
$144.19 - $167.33 $106K - $123K
3.89K $651M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.65%
$625.65 - $812.69 $3.75K - $4.88K
919 $701M
VXF
Vanguard Extended Market ETF

ETFs
-294
- 11.28%
$193.58 - $213.07 $56.9K - $62.6K
2.31K $484M
GIC
Global Industrial CO

Industrials
-5.36K
- 27.92%
$26.89 - $38.46 $144K - $206K
13.8K $507M
LMT
Lockheed Martin Corp

Industrials
-62
- 7.85%
$410.74 - $499.21 $25.5K - $31K
728 $364M
BAC
Bank Of America Corp

Financial Services
-2.27K
- 7.67%
$44.92 - $52.42 $102K - $119K
27.3K $1.41B
CVX
Chevron Corp

Energy
-501
- 6.93%
$145.57 - $161.83 $72.9K - $81.1K
6.73K $1.05B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-313
- 3.02%
$51.16 - $55.21 $16K - $17.3K
10.1K $556M
VTI
Vanguard Total Stock Market Et

ETFs
-458
- 6.27%
$303.93 - $329.86 $139K - $151K
6.85K $2.25B
SSNC
Ss&C Technologies Holdings Inc

Technology
-1.98K
- 5.79%
$81.85 - $90.2 $162K - $178K
32.2K $2.86B
IYW
Ishares Dj Us Tech ETF

ETFs
-40
- 2.11%
$171.38 - $197.01 $6.86K - $7.88K
1.85K $363M
JXN
Jackson Financial Inc.

Financial Services
-1.58K
- 9.78%
$84.06 - $103.8 $133K - $164K
14.6K $1.48B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-852
- 4.74%
$121.46 - $130.92 $103K - $112K
17.1K $2.23B
WFC
Wells Fargo & Company

Financial Services
-205
- 1.06%
$77.05 - $85.16 $15.8K - $17.5K
19.2K $1.61B
USB
Us Bancorp \De\

Financial Services
-8
- 0.03%
$43.94 - $50.41 $352 - $403
26.5K $1.28B
AVGO
Broadcom Inc.

Technology
-2.33K
- 14.72%
$264.74 - $369.57 $616K - $860K
13.5K $4.45B
CAT
Caterpillar Inc

Industrials
-11
- 1.02%
$390.92 - $477.15 $4.3K - $5.25K
1.06K $507M
IFRA
Ishares Tr

ETFs
-30
- 0.11%
$49.77 - $52.82 $1.49K - $1.58K
27.4K $1.45B
Activity Summary
Buys All Purchases 53 New Holdings 18 Increased Positions 35 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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