Eaton Financial Holdings Company, LLC holdings history

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175 is the total number of securities Eaton Financial Holdings Company, LLC has owned. The longest Eaton Financial Holdings Company, LLC has owned a single stock is 4 quarters.

Eaton Financial Holdings Company, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JEPI J P MORGAN EXCHANGE TR...447.17%17.30%21.98%Q4 2022Q3 20234
IVV ISHARES TR441.53%13.22%20.28%Q4 2022Q3 20234
IUSV ISHARES TR442.78%6.92%8.60%Q4 2022Q3 20234
GSLC GOLDMAN SACHS ETF TR441.17%2.83%3.49%Q4 2022Q3 20234
MSFT MICROSOFT CORP441.38%2.83%3.57%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...440.92%2.19%3.10%Q4 2022Q3 20234
AMZN AMAZON COM INC440.42%1.51%2.05%Q4 2022Q3 20234
GOOGL ALPHABET INC440.49%1.43%1.97%Q4 2022Q3 20234
DIA SPDR DOW JONES INDL AV...440.58%1.41%1.77%Q4 2022Q3 20234
MRK MERCK & CO INC440.53%1.37%1.78%Q4 2022Q3 20234
IHI ISHARES TR440.46%1.25%1.56%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.49%1.18%1.63%Q4 2022Q3 20234
PFE PFIZER INC440.32%1.08%1.71%Q4 2022Q3 20234
TSLA TESLA INC440.37%0.97%1.47%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.50%0.95%2.22%Q4 2022Q3 20234
V VISA INC440.31%0.74%0.89%Q4 2022Q3 20234
DIS DISNEY WALT CO440.27%0.72%0.94%Q4 2022Q3 20234
HLT HILTON WORLDWIDE HLDGS...440.24%0.71%0.94%Q4 2022Q3 20234
WMT WALMART INC440.31%0.65%0.78%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.27%0.62%1.18%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR440.14%0.59%1.34%Q4 2022Q3 20234
J P MORGAN EXCHANGE TR...440.23%0.58%0.74%Q4 2022Q3 20234
EPD ENTERPRISE PRODS PARTN...440.25%0.57%0.68%Q4 2022Q3 20234
PEP PEPSICO INC440.51%0.56%0.64%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.21%0.50%0.65%Q4 2022Q3 20234
ITOT ISHARES TR440.19%0.49%0.65%Q4 2022Q3 20234
BAC BANK AMERICA CORP440.17%0.47%0.74%Q4 2022Q3 20234
CAT CATERPILLAR INC440.25%0.46%0.97%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.15%0.46%0.57%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.15%0.43%0.64%Q4 2022Q3 20234
SHW SHERWIN WILLIAMS CO440.32%0.42%0.64%Q4 2022Q3 20234
EWU ISHARES TR440.16%0.41%0.51%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.17%0.39%0.55%Q4 2022Q3 20234
VXF VANGUARD INDEX FDS440.11%0.26%0.32%Q4 2022Q3 20234
LLY LILLY ELI & CO440.14%0.26%0.34%Q4 2022Q3 20234
XBI SPDR SER TR440.07%0.24%0.39%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.08%0.23%0.33%Q4 2022Q3 20234
SPYX SPDR SER TR440.10%0.22%0.28%Q4 2022Q3 20234
SDG ISHARES TR440.06%0.18%0.27%Q4 2022Q3 20234
USB US BANCORP DEL440.06%0.17%0.27%Q4 2022Q3 20234
IJR ISHARES TR440.07%0.17%0.21%Q4 2022Q3 20234
PHO INVESCO EXCHANGE TRADE...330.94%1.83%2.36%Q1 2023Q3 20233
RSP INVESCO EXCHANGE TRADE...330.75%1.80%2.35%Q1 2023Q3 20233
PLD PROLOGIS INC.330.93%0.99%1.03%Q4 2022Q2 20233
DUK DUKE ENERGY CORP NEW210.19%0.66%1.55%Q4 2022Q3 20233
SCHD SCHWAB STRATEGIC TR330.49%0.55%0.63%Q4 2022Q2 20233
QQQ INVESCO QQQ TR210.24%0.53%1.12%Q4 2022Q3 20233
MGM MGM RESORTS INTERNATIONAL330.20%0.24%0.28%Q4 2022Q2 20233
WPC WP CAREY INC330.16%0.19%0.22%Q4 2022Q2 20233
SIRI SIRIUS XM HOLDINGS INC330.04%0.05%0.07%Q4 2022Q2 20233
WISDOMTREE TR222.03%6.37%10.71%Q2 2023Q3 20232
JPSE J P MORGAN EXCHANGE TR...223.08%4.17%5.26%Q4 2022Q1 20232
HDV ISHARES TR222.83%3.01%3.18%Q4 2022Q1 20232
AAPL APPLE INC111.84%2.43%3.01%Q4 2022Q3 20232
J P MORGAN EXCHANGE TR...220.97%1.82%2.68%Q2 2023Q3 20232
HUM HUMANA INC110.18%1.24%2.30%Q4 2022Q3 20232
FTEC FIDELITY COVINGTON TRUST110.38%1.15%1.91%Q4 2022Q3 20232
EFA ISHARES TR220.24%0.39%0.54%Q2 2023Q3 20232
BX BLACKSTONE INC110.15%0.25%0.35%Q4 2022Q3 20232
F FORD MTR CO DEL110.20%0.21%0.22%Q4 2022Q3 20232
ABBV ABBVIE INC220.18%0.20%0.23%Q4 2022Q1 20232
DGRW WISDOMTREE TR113.94%3.94%3.94%Q3 2023Q3 20231
NRG NRG ENERGY INC112.64%2.64%2.64%Q3 2023Q3 20231
ETR ENTERGY CORP NEW112.14%2.14%2.14%Q3 2023Q3 20231
JPST J P MORGAN EXCHANGE TR...112.08%2.08%2.08%Q4 2022Q4 20221
URI UNITED RENTALS INC112.04%2.04%2.04%Q3 2023Q3 20231
ORA ORMAT TECHNOLOGIES INC111.89%1.89%1.89%Q3 2023Q3 20231
AES AES CORP111.88%1.88%1.88%Q3 2023Q3 20231
ANET ARISTA NETWORKS INC111.80%1.80%1.80%Q3 2023Q3 20231
AY ATLANTICA SUSTAINABLE ...111.79%1.79%1.79%Q3 2023Q3 20231
AVT AVNET INC111.75%1.75%1.75%Q3 2023Q3 20231
NI NISOURCE INC111.56%1.56%1.56%Q3 2023Q3 20231
NGG NATIONAL GRID PLC111.51%1.51%1.51%Q3 2023Q3 20231
WTRG ESSENTIAL UTILS INC111.44%1.44%1.44%Q3 2023Q3 20231
LULU LULULEMON ATHLETICA INC111.37%1.37%1.37%Q3 2023Q3 20231
NVDA NVIDIA CORPORATION111.32%1.32%1.32%Q3 2023Q3 20231
ERJ EMBRAER S.A.111.25%1.25%1.25%Q3 2023Q3 20231
UNM UNUM GROUP111.18%1.18%1.18%Q3 2023Q3 20231
FDLO FIDELITY COVINGTON TRUST111.18%1.18%1.18%Q4 2022Q4 20221
CNC CENTENE CORP DEL111.13%1.13%1.13%Q3 2023Q3 20231
CRWD CROWDSTRIKE HLDGS INC111.10%1.10%1.10%Q3 2023Q3 20231
AVGO BROADCOM INC110.96%0.96%0.96%Q3 2023Q3 20231
WEX WEX INC110.91%0.91%0.91%Q3 2023Q3 20231
AFL AFLAC INC110.85%0.85%0.85%Q3 2023Q3 20231
ABNB AIRBNB INC110.84%0.84%0.84%Q3 2023Q3 20231
BLKB BLACKBAUD INC110.82%0.82%0.82%Q3 2023Q3 20231
COST COSTCO WHSL CORP NEW110.80%0.80%0.80%Q3 2023Q3 20231
HQY HEALTHEQUITY INC110.80%0.80%0.80%Q3 2023Q3 20231
AEE AMEREN CORP110.78%0.78%0.78%Q3 2023Q3 20231
UPS UNITED PARCEL SERVICE INC110.75%0.75%0.75%Q3 2023Q3 20231
MELI MERCADOLIBRE INC110.70%0.70%0.70%Q3 2023Q3 20231
A AGILENT TECHNOLOGIES INC110.70%0.70%0.70%Q3 2023Q3 20231
PDD PDD HOLDINGS INC110.68%0.68%0.68%Q3 2023Q3 20231
HSY HERSHEY CO110.65%0.65%0.65%Q3 2023Q3 20231
KHC KRAFT HEINZ CO110.63%0.63%0.63%Q3 2023Q3 20231
TMUS T-MOBILE US INC110.59%0.59%0.59%Q3 2023Q3 20231
SPMD SPDR SER TR110.58%0.58%0.58%Q4 2022Q4 20221
WEC WEC ENERGY GROUP INC110.58%0.58%0.58%Q3 2023Q3 20231
EXAS EXACT SCIENCES CORP110.57%0.57%0.57%Q3 2023Q3 20231
SPTM SPDR SER TR110.57%0.57%0.57%Q4 2022Q4 20221
RNG RINGCENTRAL INC110.53%0.53%0.53%Q3 2023Q3 20231
DGRO ISHARES TR110.52%0.52%0.52%Q4 2022Q4 20221
PPL PPL CORP110.51%0.51%0.51%Q3 2023Q3 20231
NVS NOVARTIS AG110.48%0.48%0.48%Q3 2023Q3 20231
RL RALPH LAUREN CORP110.48%0.48%0.48%Q3 2023Q3 20231
AWK AMERICAN WTR WKS CO IN...110.48%0.48%0.48%Q3 2023Q3 20231
WDAY WORKDAY INC110.45%0.45%0.45%Q3 2023Q3 20231
TNK TEEKAY TANKERS LTD110.42%0.42%0.42%Q3 2023Q3 20231
KBH KB HOME110.41%0.41%0.41%Q3 2023Q3 20231
THOMSON REUTERS CORP.110.40%0.40%0.40%Q3 2023Q3 20231
DT DYNATRACE INC110.40%0.40%0.40%Q3 2023Q3 20231
SPSM SPDR SER TR110.40%0.40%0.40%Q4 2022Q4 20221
RPRX ROYALTY PHARMA PLC110.39%0.39%0.39%Q3 2023Q3 20231
TJX TJX COS INC NEW110.38%0.38%0.38%Q3 2023Q3 20231
AZN ASTRAZENECA PLC110.38%0.38%0.38%Q3 2023Q3 20231
LINDE PLC110.35%0.35%0.35%Q3 2023Q3 20231
BL BLACKLINE INC110.34%0.34%0.34%Q3 2023Q3 20231
BLK BLACKROCK INC110.32%0.32%0.32%Q3 2023Q3 20231
VLU SPDR SER TR110.31%0.31%0.31%Q4 2022Q4 20221
DDOG DATADOG INC110.29%0.29%0.29%Q3 2023Q3 20231
MMC MARSH & MCLENNAN COS INC110.28%0.28%0.28%Q3 2023Q3 20231
OC OWENS CORNING NEW110.26%0.26%0.26%Q3 2023Q3 20231
STM STMICROELECTRONICS N V110.25%0.25%0.25%Q3 2023Q3 20231
PLTK PLAYTIKA HLDG CORP110.25%0.25%0.25%Q3 2023Q3 20231
QUAL ISHARES TR110.24%0.24%0.24%Q4 2022Q4 20221
CDNS CADENCE DESIGN SYSTEM INC110.23%0.23%0.23%Q3 2023Q3 20231
SPDW SPDR INDEX SHS FDS110.23%0.23%0.23%Q4 2022Q4 20221
DRAFTKINGS INC NEW110.23%0.23%0.23%Q3 2023Q3 20231
SPLK SPLUNK INC110.22%0.22%0.22%Q3 2023Q3 20231
SPAB SPDR SER TR110.22%0.22%0.22%Q4 2022Q4 20221
AGL AGILON HEALTH INC110.21%0.21%0.21%Q3 2023Q3 20231
HSBC HSBC HLDGS PLC110.21%0.21%0.21%Q3 2023Q3 20231
ASB ASSOCIATED BANC CORP110.21%0.21%0.21%Q3 2023Q3 20231
EXC EXELON CORP110.20%0.20%0.20%Q3 2023Q3 20231
FTNT FORTINET INC110.20%0.20%0.20%Q3 2023Q3 20231
FLEX FLEX LTD110.20%0.20%0.20%Q3 2023Q3 20231
KO COCA COLA CO110.18%0.18%0.18%Q3 2023Q3 20231
HPE HEWLETT PACKARD ENTERP...110.18%0.18%0.18%Q3 2023Q3 20231
UGI UGI CORP NEW110.18%0.18%0.18%Q3 2023Q3 20231
IEFA ISHARES TR110.18%0.18%0.18%Q4 2022Q4 20221
CMS CMS ENERGY CORP110.18%0.18%0.18%Q3 2023Q3 20231
MGEE MGE ENERGY INC110.17%0.17%0.17%Q3 2023Q3 20231
REAL THE REALREAL INC110.17%0.17%0.17%Q3 2023Q3 20231
MLM MARTIN MARIETTA MATLS INC110.17%0.17%0.17%Q3 2023Q3 20231
BSX BOSTON SCIENTIFIC CORP110.17%0.17%0.17%Q3 2023Q3 20231
CALM CAL MAINE FOODS INC110.17%0.17%0.17%Q3 2023Q3 20231
DE DEERE & CO110.15%0.15%0.15%Q3 2023Q3 20231
EVBG EVERBRIDGE INC110.14%0.14%0.14%Q3 2023Q3 20231
RCI ROGERS COMMUNICATIONS INC110.14%0.14%0.14%Q3 2023Q3 20231
TRVG TRIVAGO N V110.13%0.13%0.13%Q3 2023Q3 20231
BILL BILL HOLDINGS INC110.13%0.13%0.13%Q3 2023Q3 20231
W WAYFAIR INC110.13%0.13%0.13%Q3 2023Q3 20231
DELL DELL TECHNOLOGIES INC110.13%0.13%0.13%Q3 2023Q3 20231
OI O-I GLASS INC110.12%0.12%0.12%Q3 2023Q3 20231
ULTA ULTA BEAUTY INC110.12%0.12%0.12%Q3 2023Q3 20231
ACI ALBERTSONS COS INC110.12%0.12%0.12%Q3 2023Q3 20231
PPG PPG INDS INC110.12%0.12%0.12%Q3 2023Q3 20231
FB META PLATFORMS INC110.11%0.11%0.11%Q3 2023Q3 20231
ATR APTARGROUP INC110.11%0.11%0.11%Q3 2023Q3 20231
RTX RTX CORPORATION110.11%0.11%0.11%Q3 2023Q3 20231
TS TENARIS S A110.11%0.11%0.11%Q3 2023Q3 20231
ALLE ALLEGION PLC110.10%0.10%0.10%Q3 2023Q3 20231
IYW ISHARES TR110.10%0.10%0.10%Q3 2023Q3 20231
XRAY DENTSPLY SIRONA INC110.10%0.10%0.10%Q3 2023Q3 20231
IHG INTERCONTINENTAL HOTEL...110.10%0.10%0.10%Q3 2023Q3 20231
RACE FERRARI N V110.09%0.09%0.09%Q3 2023Q3 20231
DKS DICKS SPORTING GOODS INC110.09%0.09%0.09%Q3 2023Q3 20231
PG PROCTER AND GAMBLE CO110.07%0.07%0.07%Q3 2023Q3 20231
MKC MCCORMICK & CO INC110.07%0.07%0.07%Q3 2023Q3 20231
MCD MCDONALDS CORP110.06%0.06%0.06%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.06%0.06%0.06%Q3 2023Q3 20231
AI C3 AI INC110.05%0.05%0.05%Q3 2023Q3 20231
BE BLOOM ENERGY CORP110.05%0.05%0.05%Q3 2023Q3 20231
EGHT 8X8 INC NEW110.02%0.02%0.02%Q3 2023Q3 20231
NAK NORTHERN DYNASTY MINER...110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including J P MORGAN EXCHANGE TRADED F, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Eaton Financial Holdings Company, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Eaton Financial Holdings Company, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Eaton Financial Holdings Company, LLC owns currently or has owned in the past.