Eaton-Financial-Holdings-Company
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GOOGL", null, null, null, "HLT", null, "EMXC", "MUB", "META", null, null, null, null, "MA", "MSFT", "ESPR", "GE", "IJR", null, null, "IVV", "AAPL", "SPY", "NVDA", "VZ", null, "IEFA", "SHW", null, "UPS", "VXF", null, null, "GIC", "GSLC", null, null, "AMZN", null, null, null, null, "VTEB", "V", "WMT", null, "DIA", "IUSV", null, "SPYV", "BAC", "BRK-B", "CVX", "COST", "QQQ", "EPD", "DIS", "GOOG", "XOM", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 63
- Total Value
- 240903981
- Accession Number
- 0001667731-25-000621
- Form Type
- 13F-HR
- Manager Name
- Eaton-Financial-Holdings-Company
Data Enrichment
63% identified40 identified23 unidentified
Holdings
63 positions • $240.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33736G106)✕ | 10.4K | QoQ NEW(+10.4K) YoY NEW(+10.4K) | All Managers (Combined) | $156.0K | 0.1% ($156.0K/$240.9M) | QoQ NEW(+$156.0K) YoY NEW(+$156.0K) |
(cusip464288224)✕ | 10.2K | QoQ NEW(+10.2K) YoY NEW(+10.2K) | All Managers (Combined) | $116.7K | 0.0% ($116.7K/$240.9M) | QoQ NEW(+$116.7K) YoY NEW(+$116.7K) |
| 49.5K | All Managers (Combined) | $71.3K | 0.0% ($71.3K/$240.9M) |