Eaton Financial Holdings Company, LLC Incresed Positions in Q1 2024

Eaton Financial Holdings Company, LLC

  • $193 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
68.1K
+ 11.97%
$54.75 - $57.86 $3.73M - $3.94M
637K $36.8B
IVV
Ishares Core S&P 500 ETF

ETFs
2.29K
+ 15.96%
$469.56 - $525.73 $1.08M - $1.21M
16.7K $8.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.73K
+ 13.82%
$396.28 - $446.38 $686K - $773K
14.3K $6.33B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.62K
+ 2.68%
$137.1 - $157.55 $222K - $255K
61.9K $9.64B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
147
+ 0.11%
$82.87 - $90.44 $12.2K - $13.3K
140K $12.7B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.64K
+ 5.04%
$92.24 - $103.91 $243K - $274K
55K $5.71B
MSFT
Microsoft Corp

Technology
181
+ 1.15%
$367.75 - $429.37 $66.6K - $77.7K
15.9K $6.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 1.38%
$359.29 - $420.52 $49.6K - $58K
10.1K $4.27B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
9.51K
+ 9.55%
$28.9 - $32.81 $275K - $312K
109K $3.58B
CVX
Chevron Corp

Energy
2.3K
+ 21.21%
$141.82 - $157.74 $327K - $363K
13.2K $2.08B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.54K
+ 1.98%
$49.02 - $54.29 $75.7K - $83.8K
79.5K $4.31B
DIS
Walt Disney CO

Communication Services
146
+ 1.17%
$89.29 - $122.36 $13K - $17.9K
12.6K $1.54B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.24K
+ 3.5%
$52.72 - $58.68 $65.1K - $72.5K
36.5K $2.14B
WMT
Walmart Inc.

Consumer Defensive
15.3K
+ 212.84%
$58.61 - $175.86 $894K - $2.68M
22.4K $1.35B
GOOGL
Alphabet Inc.

Communication Services
254
+ 1.75%
$131.4 - $153.51 $33.4K - $39K
14.8K $2.23B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
67
+ 1.13%
$178.75 - $214.34 $12K - $14.4K
6K $1.28B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
130
+ 1.88%
$372.72 - $397.76 $48.5K - $51.7K
7.03K $2.8B
IYW
Ishares Dj Us Tech ETF

ETFs
536
+ 8.37%
$117.5 - $136.59 $63K - $73.2K
6.94K $937M
V
Visa Inc.

Financial Services
106
+ 2.23%
$257.98 - $290.37 $27.3K - $30.8K
4.86K $1.36B
EPD
Enterprise Products Partners L.P.

Energy
663
+ 1.91%
$26.23 - $29.18 $17.4K - $19.3K
35.4K $1.03B
USFR
Wisdomtree Floating Rate Treas

ETFs
1.66K
+ 0.88%
$50.23 - $50.46 $83.3K - $83.7K
190K $9.57B
F
Ford Motor CO

Consumer Cyclical
4.21K
+ 17.94%
$10.99 - $13.28 $46.3K - $55.9K
27.7K $368M
VZ
Verizon Communications Inc

Communication Services
228
+ 1.44%
$37.9 - $42.49 $8.64K - $9.69K
16K $672M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.25%
$157.48 - $175.27 $1.1K - $1.23K
2.84K $498M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
11
+ 0.35%
$65.39 - $69.77 $719 - $767
3.16K $220M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.12%
$102.35 - $110.52 $307 - $332
2.45K $271M
UPS
United Parcel Service Inc

Industrials
587
+ 2.76%
$139.08 - $161.22 $81.6K - $94.6K
21.8K $3.24B
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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