Eaton Financial Holdings Company, LLC Reduced Holdings in Q4 2024

Eaton Financial Holdings Company, LLC

  • $260 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-160K
- 81.93%
$50.23 - $50.46 $8.02M - $8.05M
35.2K $1.77B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-54.7K
- 95.14%
$113.92 - $127.38 $6.23M - $6.97M
2.79K $322M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-49.1K
- 58.92%
$49.39 - $52.31 $2.43M - $2.57M
34.3K $1.7B
PEP
Pepsico Inc

Consumer Defensive
-7.93K
- 79.76%
$151.29 - $176.1 $1.2M - $1.4M
2.01K $306M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.62K
- 4.2%
$80.93 - $85.66 $536K - $567K
151K $12.2B
EFV
Msci Eafe Value ETF

ETFs
-3.01K
- 3.5%
$51.78 - $57.15 $156K - $172K
83K $4.36B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.38K
- 1.01%
$91.94 - $100.02 $127K - $138K
136K $12.6B
XOM
Exxon Mobil Corp

Energy
-3.23K
- 47.66%
$105.51 - $125.37 $341K - $405K
3.55K $382M
MRK
Merck & Co., Inc.

Healthcare
-2.3K
- 17.8%
$96.31 - $114.76 $221K - $264K
10.6K $1.06B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-4.31K
- 7.78%
$111.85 - $120.71 $482K - $520K
51.1K $5.88B
VZ
Verizon Communications Inc

Communication Services
-5.37K
- 33.2%
$39.6 - $45.21 $213K - $243K
10.8K $432M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-776
- 2.12%
$55.45 - $61.08 $43K - $47.4K
35.8K $1.99B
CVX
Chevron Corp

Energy
-1.3K
- 9.84%
$141.15 - $162.53 $183K - $211K
11.9K $1.73B
MSFT
Microsoft Corp

Technology
-73
- 0.47%
$406.35 - $454.46 $29.7K - $33.2K
15.5K $6.55B
UPS
United Parcel Service Inc

Industrials
-237
- 3.16%
$122.65 - $138.35 $29.1K - $32.8K
7.25K $915M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-543
- 7.29%
$124.26 - $134.12 $67.5K - $72.8K
6.91K $888M
IFRA
Ishares Tr

ETFs
-309
- 1.11%
$45.94 - $51.71 $14.2K - $16K
27.5K $1.27B
BAC
Bank Of America Corp

Financial Services
-1.92K
- 15.59%
$39.22 - $47.77 $75.3K - $91.7K
10.4K $457M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-74
- 1.05%
$417.69 - $450.94 $30.9K - $33.4K
6.95K $2.96B
VXF
Vanguard Extended Market ETF

ETFs
-158
- 5.55%
$179.17 - $207.15 $28.3K - $32.7K
2.69K $511M
MA
Mastercard Inc

Financial Services
-64
- 5.19%
$491.3 - $536.15 $31.4K - $34.3K
1.17K $616M
IYW
Ishares Dj Us Tech ETF

ETFs
-218
- 3.12%
$148.14 - $166.23 $32.3K - $36.2K
6.76K $1.08B
VTI
Vanguard Total Stock Market Et

ETFs
-43
- 0.71%
$280.04 - $302.45 $12K - $13K
5.99K $1.73B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-83
- 2.86%
$229.83 - $258.46 $19.1K - $21.5K
2.82K $697M
IVV
Ishares Core S&P 500 ETF

ETFs
-280
- 1.65%
$570.51 - $610.59 $160K - $171K
16.7K $9.86B
DIS
Walt Disney CO

Communication Services
-229
- 3.34%
$92.39 - $117.6 $21.2K - $26.9K
6.63K $738M
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 0.71%
$205.18 - $250.29 $6.57K - $8.01K
4.51K $1.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-339
- 2.37%
$481.22 - $538.17 $163K - $182K
13.9K $7.12B
WMT
Walmart Inc.

Consumer Defensive
-607
- 2.7%
$79.1 - $95.7 $48K - $58.1K
21.9K $1.98B
V
Visa Inc.

Financial Services
-50
- 1.03%
$273.87 - $320.91 $13.7K - $16K
4.82K $1.52B
IYC
Ishares U.S. Consumer Discreti

ETFs
-331
- 1.08%
$85.96 - $101.28 $28.5K - $33.5K
30.4K $2.92B
NVDA
Nvidia Corp

Technology
-20
- 0.06%
$117.0 - $148.88 $2.34K - $2.98K
32K $4.3B
AAPL
Apple Inc.

Technology
-165
- 0.57%
$221.69 - $259.02 $36.6K - $42.7K
28.8K $7.21B
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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