Eaton Financial Holdings Company, LLC

Q3 2025 13F Holdings

  • Location
    coral springs, FL
  • Num holdings

    121

  • Value ($000)

    $354,852

  • Date Filed
    11/17/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GPIX

GOLDMAN SACHS ETF TR

S&P 500 PREMIUM
38149W622
$43.88M
12 %

840,143

F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$19.74M
6 %

88,872

T
TSPA

T ROWE PRICE ETF INC

US EQUITY RESEAR
87283Q503
$15.93M
5 %

380,070

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$15.06M
4 %

263,668

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$14.90M
4 %

296,432

A
AAPL

APPLE INC

COM
037833100
$11.93M
3 %

46,842

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$11.37M
3 %

127,813

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$11.26M
3 %

211,411

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.49M
3 %

56,215

X
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
81369Y886
$8.68M
2 %

99,572

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