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Eaton shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Eaton

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

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Quarterly reported holdings in Eaton by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 8.6k 331.44
2024-06-30 $2.7M 8.5k 313.55
2024-03-31 $270k 865 311.99
2023-12-31 $200k 830 241.08
2019-06-30 $6.0k 77 77.92
2019-03-31 $6.0k 77 77.92
2018-12-31 $7.0k 104 67.31

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Eaton

BlackRock
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Geode Capital Management
Capital World Investors
Jennison Associates
Northern Trust
Raymond James & Associates
Wells Fargo & Company
Invesco
ClearBridge Advisors
Bank of New York Mellon
Amundi
Franklin Resources

View all funds holding Eaton