Smallwood Wealth Investment Management »

Eaton shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Eaton

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 250 374.25
2025-06-30 $89k 250 356.99
2025-03-31 $68k 250 271.83

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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