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Eaton shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Eaton

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All positions including Eaton held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $480k 1.4k 331.87
2024-09-30 $408k 1.2k 331.44
2024-06-30 $418k 1.3k 313.55
2024-03-31 $381k 1.2k 312.68
2023-12-31 $313k 1.3k 240.82

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Bank of America Corporation
Morgan Stanley
Massachusetts Financial Services
Geode Capital Management
Raymond James Financial
Nuveen Asset Management
Northern Trust
Norges Bank Investment Management
Coatue Management
Jennison Associates

View all funds holding Eaton