Eaton Financial Holdings Company, LLC

Q2 2025 13F Holdings

  • Location
    coral springs, FL
  • Num holdings

    116

  • Value ($000)

    $325,012

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0001972322
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GPIX
GPIX

GOLDMAN SACHS ETF TR

S&P 500 PREMIUM
$24.98M
8 %

501,313

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$18.74M
6 %

372,394

TSPA
TSPA

T ROWE PRICE ETF INC

US EQUITY RESEAR
$15.73M
5 %

404,468

FTEC
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
$15.02M
5 %

76,151

---

VANGUARD WORLD FD

CONSUM STP ETF
$14.88M
5 %

67,927

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$14.36M
4 %

252,599

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$13.29M
4 %

253,953

HYGW
HYGW

ISHARES TR

HIGH YLD CORP BD
$12.20M
4 %

398,559

AAPL
AAPL

APPLE INC

COM
$11.34M
4 %

55,282

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$10.89M
3 %

129,999

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