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Eaton shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 948 374.25
2025-06-30 $338k 948 356.99

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Massachusetts Financial Services
Raymond James Financial
Nuveen
Goldman Sachs Group
Coatue Management
Northern Trust
Invesco
Henderson Group

View all funds holding Eaton