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Eaton shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Eaton

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

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Quarterly reported holdings in Eaton by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 107 374.25
2025-06-30 $38k 107 356.99
2025-03-31 $29k 107 271.83
2024-12-31 $36k 107 331.88
2024-09-30 $36k 107 331.45
2023-09-30 $7.3k 34 213.29

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West 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