$117 Million is the total value of Eaton Financial Holdings Company, LLC's 68 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 22.0% |
| ISHARES TR | 4 | Q3 2023 | 20.3% |
| ISHARES TR | 4 | Q3 2023 | 8.6% |
| GOLDMAN SACHS ETF TR | 4 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.6% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 3.1% |
| AMAZON COM INC | 4 | Q3 2023 | 2.1% |
| ALPHABET INC | 4 | Q3 2023 | 2.0% |
| SPDR DOW JONES INDL AVERAGE | 4 | Q3 2023 | 1.8% |
| MERCK & CO INC | 4 | Q3 2023 | 1.8% |
View Eaton Financial Holdings Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-04-05 |
View Eaton Financial Holdings Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.