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Eaton shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 562 357.70

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Wescott Financial Advisory Group

Top funds holding Eaton

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
FMR
Geode Capital Management
Goldman Sachs Group
Massachusetts Financial Services
Raymond James Financial
Henderson Group
UBS Group
Coatue Management

View all funds holding Eaton