Eaton Financial Holdings Company, LLC Portfolio Holdings

Eaton Financial Holdings Company, LLC

  • $355 Billion
  • Q3 2025

Eaton Financial Holdings Company, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr with a value of $43.9B, Fidelity Covington Tr Msci Inf with a value of $19.7B, T Rowe Price ETF Inc Us Equity with a value of $15.9B, J P Morgan Exchange Traded Fd with a value of $15.1B, and Wisdomtree Floating Rate Treas with a value of $14.9B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $325B to 355B.

Eaton Financial Holdings Company, LLC is based out at Coral Springs, FL

Below you can find more details about Eaton Financial Holdings Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $355 Billion
ETFs: $163 Billion
Technology: $46.9 Billion
Financial Services: $21.2 Billion
Communication Services: $19.1 Billion
Consumer Cyclical: $18.8 Billion
Industrials: $6.61 Billion
Consumer Defensive: $6.45 Billion
Healthcare: $3.64 Billion
Other: $3.55 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$193M
$113 Million 0.03% of portfolio
42,595
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $355 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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