Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Eaton Financial Holdings Company LLC
  City: Coral Springs
  State: FL
  Zip: 33065
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $192,653,000
  Total Value Change : $-220,503,000
  Securities Held Change : -91
   
All Securities Held : 60
  New Positions : 11
  Closed Positions : 102
  Increased Positions : 28
  Unchanged Positions : 2
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IUS)1 Year Chart         IUS Invesco Rafi Strategic Us Etf 13 New $0.00 $4,067,000 85,701 2.11% 4,067,000 85,701 0.952    N/A
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 15 New $79.61 $3,548,000 43,290 1.84% 3,548,000 43,290 0.101    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 16 New $93.83 $3,417,000 36,191 1.77% 3,417,000 36,191 0.001    Closed - End Fund - E...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 17 New $247.84 $3,324,000 13,433 1.73% 3,324,000 13,433 0.027    Closed - End Fund - E...
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 18 New $0.00 $3,315,000 76,462 1.72% 3,315,000 76,462 0.085    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 33 New $0.00 $1,207,000 22,192 0.63% 1,207,000 22,192 0.001    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 39 New $117.96 $788,000 6,777 0.41% 788,000 6,777 0    Integrated Oil & Gas
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 42 New $0.00 $584,000 10,151 0.3% 584,000 10,151 0.001    N/A
   (CRHCF)1 Year Chart         CRHCF CRH Plc 51 New $83.77 $405,000 4,700 0.21% 405,000 4,700 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 52 New $0.00 $401,000 5,406 0.21% 401,000 5,406 0    N/A
   (GE)1 Year Chart         GE General Electric Co 57 New $163.38 $223,000 1,271 0.12% 223,000 1,271 0    Conglomerates

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results