Eaton Financial Holdings Company, LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - Apr 19, 2024
Value $
$193M
Signature - Title
Douglas J. Eaton - Chief Compliance Officer
Location
3111 N. University Drive Suite 404, Coral Springs, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 60 $193M +$30.2M -$266M -$235M JEPI, DGRW, IUSV, FTEC, USFR 13F-HR 4/19/2024, 10:28 AM
Q4 2023 151 $413M +$86.3M -$88M -$1.7M JEPI, DGRW, NRG, IUSV, USFR 13F-HR 2/12/2024, 01:05 PM
Q3 2023 155 $372M +$269M -$25.6M +$244M JEPI, DGRW, IUSV, NRG, HUM 13F-HR 11/14/2023, 08:38 AM
Q2 2023 52 $133M +$22.1M -$24.3M -$2.25M JEPI, IVV, USFR, IUSV, MSFT 13F-HR 8/11/2023, 10:59 AM
Q1 2023 52 $128M +$21.9M -$14.8M +$7.16M JEPI, IVV, IUSV, JPSE, MSFT 13F-HR 4/13/2023, 01:52 PM
Q4 2022 68 $117M $0 $0 JEPI, IVV, IUSV, GSLC, HDV 13F-HR 4/5/2023, 03:46 PM