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Eaton shares owned by Wilkerson Advisory Group

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

Historical chart of Wilkerson Advisory Group investment in Eaton

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

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Quarterly reported holdings in Eaton by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $179k 501 357.67

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State Street Spdr S&p 500 Etf Etf (SPY)
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Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson 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