Fund HoldingsEaton Financial Holdings Company, LLC

Total Portfolio Value
$373.42M
Total Bought
$270.45M
Total Sold
$27.82M
Net Transaction
+$242.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WISDOMTREE TR(WT)0231,978+231,978014,7283.94%+14,728
NRG ENERGY INC(NRG)0256,266+256,26609,8712.64%+9,871
HUMANA INC(HUM)017,642+17,64208,5832.30%+8,583
ENTERGY CORP NEW(ETR)086,507+86,50708,0022.14%+8,002
UNITED RENTALS INC(URI)017,136+17,13607,6182.04%+7,618
NEXTERA ENERGY INC(NEE)8,930144,409+135,4796638,2732.22%+7,611
FIDELITY COVINGTON TRUST058,130+58,13007,1461.91%+7,146
ORMAT TECHNOLOGIES INC(ORA)0100,734+100,73407,0431.89%+7,043
AES CORP(AES)0462,985+462,98507,0371.88%+7,037
APPLE INC(AAPL)040,201+40,20106,8831.84%+6,883
ARISTA NETWORKS INC036,593+36,59306,7311.80%+6,731
ATLANTICA SUSTAINABLE INFR P0349,676+349,67606,6791.79%+6,679
AVNET INC0135,823+135,82306,5451.75%+6,545
NISOURCE INC(NI)0236,247+236,24705,8311.56%+5,831
DUKE ENERGY CORP NEW(DUK)065,594+65,59405,7891.55%+5,789
NATIONAL GRID PLC(NGG)093,101+93,10105,6451.51%+5,645
ESSENTIAL UTILS INC(WTRG)0156,140+156,14005,3601.44%+5,360
LULULEMON ATHLETICA INC(LULU)013,273+13,27305,1181.37%+5,118
NVIDIA CORPORATION(NVDA)011,373+11,37304,9471.32%+4,947
EMBRAER S.A.(EMBJ)0339,452+339,45204,6571.25%+4,657
UNUM GROUP(UNM)089,836+89,83604,4191.18%+4,419
CENTENE CORP DEL(CNC)061,497+61,49704,2361.13%+4,236
CROWDSTRIKE HLDGS INC(CRWD)024,631+24,63104,1231.10%+4,123
INVESCO QQQ TR88311,638+10,7553264,1691.12%+3,843
BROADCOM INC(AVGO)04,326+4,32603,5930.96%+3,593
WEX INC(WEX)018,080+18,08003,4010.91%+3,401
CATERPILLAR INC(CAT)1,35113,207+11,8563323,6050.97%+3,273
AFLAC INC(AFL)041,447+41,44703,1810.85%+3,181
AIRBNB INC022,894+22,89403,1410.84%+3,141
BLACKBAUD INC(BLKB)043,829+43,82903,0820.83%+3,082
COSTCO WHSL CORP NEW(COST)05,289+5,28902,9880.80%+2,988
HEALTHEQUITY INC(HQY)040,627+40,62702,9680.79%+2,968
AMEREN CORP(AEE)038,981+38,98102,9170.78%+2,917
UNITED PARCEL SERVICE INC(UPS)017,915+17,91502,7920.75%+2,792
MERCADOLIBRE INC(MELI)02,074+2,07402,6300.70%+2,630
AGILENT TECHNOLOGIES INC(A)023,398+23,39802,6160.70%+2,616
PDD HOLDINGS INC(PDD)026,100+26,10002,5600.69%+2,560
HERSHEY CO(HSY)012,213+12,21302,4440.65%+2,444
KRAFT HEINZ CO(KHC)069,895+69,89502,3510.63%+2,351
T-MOBILE US INC(TMUS)015,724+15,72402,2020.59%+2,202
WEC ENERGY GROUP INC(WEC)026,878+26,87802,1650.58%+2,165
EXACT SCIENCES CORP(EXK)031,354+31,35402,1390.57%+2,139
RINGCENTRAL INC(RNG)067,260+67,26001,9930.53%+1,993
SHERWIN WILLIAMS CO(SHW)1,5809,421+7,8414202,4030.64%+1,983
PPL CORP(PPL)080,921+80,92101,9070.51%+1,907
NOVARTIS AG(NVS)017,710+17,71001,8040.48%+1,804
RALPH LAUREN CORP(RL)015,455+15,45501,7940.48%+1,794
AMERICAN WTR WKS CO INC NEW014,364+14,36401,7790.48%+1,779
PEPSICO INC(PEP)3,64914,045+10,3966762,3800.64%+1,704
WORKDAY INC(WDAY)07,800+7,80001,6760.45%+1,676
TEEKAY TANKERS LTD(TNK)040,447+40,44701,5560.42%+1,556
KB HOME(KBH)033,180+33,18001,5360.41%+1,536
THOMSON REUTERS CORP.012,371+12,37101,5130.41%+1,513
DYNATRACE INC(DT)032,321+32,32101,5100.40%+1,510
ROYALTY PHARMA PLC(RPRX)053,349+53,34901,4480.39%+1,448
TJX COS INC NEW(TJX)016,001+16,00101,4220.38%+1,422
ASTRAZENECA PLC(AZN)020,865+20,86501,4130.38%+1,413
LINDE PLC(LIN)03,537+3,53701,3170.35%+1,317
BLACKLINE INC(BL)023,045+23,04501,2780.34%+1,278
BLACKROCK INC(BLK)01,823+1,82301,1780.32%+1,178
DATADOG INC(DDOG)011,850+11,85001,0790.29%+1,079
MARSH & MCLENNAN COS INC(MRSH)05,448+5,44801,0370.28%+1,037
OWENS CORNING NEW(OC)07,070+7,07009640.26%+964
STMICROELECTRONICS N V(STM)021,515+21,51509290.25%+929
PLAYTIKA HLDG CORP(PLTK)095,837+95,83709230.25%+923
CADENCE DESIGN SYSTEM INC(CDNS)03,717+3,71708710.23%+871
DRAFTKINGS INC NEW(DKNG)029,023+29,02308540.23%+854
SPLUNK INC05,590+5,59008180.22%+818
FORD MTR CO DEL(F)065,427+65,42708130.22%+813
AGILON HEALTH INC(AGL)045,088+45,08808010.21%+801
HSBC HLDGS PLC(HSBC)020,191+20,19107970.21%+797
ASSOCIATED BANC CORP045,576+45,57607800.21%+780
EXELON CORP(EXC)019,714+19,71407450.20%+745
FORTINET INC(FTNT)012,694+12,69407450.20%+745
FLEX LTD(FLEX)027,166+27,16607330.20%+733
COCA COLA CO(KO)012,252+12,25206860.18%+686
HEWLETT PACKARD ENTERPRISE C(HPE)039,235+39,23506820.18%+682
UGI CORP NEW(UGI)029,383+29,38306760.18%+676
CMS ENERGY CORP(CMS)012,381+12,38106580.18%+658
MGE ENERGY INC(MGEE)09,483+9,48306500.17%+650
THE REALREAL INC(REAL)0303,670+303,67006410.17%+641
BOSTON SCIENTIFIC CORP(BSX)012,112+12,11206400.17%+640
MARTIN MARIETTA MATLS INC(MLM)01,555+1,55506380.17%+638
CAL MAINE FOODS INC(CALM)013,081+13,08106330.17%+633
DEERE & CO(DE)01,525+1,52505760.15%+576
BLACKSTONE INC(BX)05,273+5,27305650.15%+565
EVERBRIDGE INC015,824+15,82405340.14%+534
ROGERS COMMUNICATIONS INC(RCI)013,396+13,39605140.14%+514
TRIVAGO N V0294,061+294,06104970.13%+497
BILL HOLDINGS INC04,483+4,48304870.13%+487
WAYFAIR INC(W)07,889+7,88904780.13%+478
DELL TECHNOLOGIES INC(DELL)06,850+6,85004720.13%+472
O-I GLASS INC(OI)027,556+27,55604610.12%+461
ULTA BEAUTY INC(ULTA)01,149+1,14904590.12%+459
ALBERTSONS COS INC020,019+20,01904550.12%+455
PPG INDS INC(PPG)03,394+3,39404410.12%+441
MICROSOFT CORP(MSFT)13,91716,380+2,4634,7395,1721.39%+433
META PLATFORMS INC(META)01,410+1,41004230.11%+423
APTARGROUP INC03,304+3,30404130.11%+413
RTX CORPORATION(RTX)05,589+5,58904020.11%+402
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