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Eaton shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Eaton

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

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Quarterly reported holdings in Eaton by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 14k 331.44
2024-06-30 $4.3M 14k 313.55
2024-03-31 $3.3M 11k 312.68
2023-12-31 $2.4M 10k 240.82
2023-09-30 $2.1M 9.8k 213.28
2023-06-30 $1.8M 9.1k 201.10
2023-03-31 $1.5M 9.0k 171.34
2022-12-31 $1.3M 8.1k 156.95
2022-09-30 $681k 5.1k 133.40
2022-06-30 $519k 4.1k 126.09
2022-03-31 $596k 3.9k 151.69
2021-12-31 $404k 2.3k 172.80

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Eaton

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

View all funds holding Eaton