Notify me when Eaton Financial Holdings Company, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 134 | $372,049,785 | +$30,565,363 | -$14,598,307 | +$15,967,056 | GPIX, FTEC, TSPA, JEPI, AAPL | 13F-HR | 09 Feb 2026, 17:23 |
| Q3 2025 | 121 | $354,852,300 | +$69,977,428 | -$63,210,109 | +$6,767,319 | GPIX, FTEC, TSPA, JEPI, USFR | 13F-HR | 17 Nov 2025, 14:37 |
| Q2 2025 | 116 | $325,012,098 | +$101,168,309 | -$32,882,528 | +$68,285,781 | GPIX, USFR, TSPA, FTEC, VDC | 13F-HR | 15 Jul 2025, 08:49 |
| Q1 2025 | 63 | $240,903,981 | +$61,258,336 | -$72,199,915 | -$10,941,579 | TSPA, GPIX, USFR, JEPI, SPYV | 13F-HR | 13 May 2025, 15:27 |
| Q4 2024 | 63 | $259,714,090 | +$40,118,186 | -$26,517,327 | +$13,600,859 | JEPI, TSPA, SPYV, FTEC, IUSV | 13F-HR | 10 Feb 2025, 15:10 |
| Q3 2024 | 62 | $245,753,080 | +$68,824,909 | -$24,730,815 | +$44,094,094 | JEPI, SPYV, IUSV, DGRW, FTEC | 13F-HR | 22 Nov 2024, 10:40 |
| Q1 2024 | 60 | $192,654,409 | +$30,183,169 | -$265,506,750 | -$235,323,581 | JEPI, DGRW, IUSV, FTEC, USFR | 13F-HR | 19 Apr 2024, 10:28 |
| Q4 2023 | 151 | $412,620,908 | +$86,340,719 | -$88,038,392 | -$1,697,673 | JEPI, DGRW, NRG, IUSV, USFR | 13F-HR | 12 Feb 2024, 13:05 |
| Q3 2023 | 155 | $372,390,364 | +$269,336,243 | -$25,624,664 | +$243,711,579 | JEPI, DGRW, IUSV, NRG, HUM | 13F-HR | 14 Nov 2023, 08:38 |
| Q2 2023 | 52 | $132,716,688 | +$22,088,650 | -$24,336,847 | -$2,248,197 | JEPI, IVV, USFR, IUSV, MSFT | 13F-HR | 11 Aug 2023, 10:59 |
| Q1 2023 | 52 | $127,874,083 | +$21,948,563 | -$14,788,796 | +$7,159,767 | JEPI, IVV, IUSV, JPSE, MSFT | 13F-HR | 13 Apr 2023, 13:52 |
| Q4 2022 | 68 | $116,958,131 | $0 | $0 | $0 | JEPI, IVV, IUSV, GSLC, HDV | 13F-HR | 05 Apr 2023, 15:46 |