Portfolio (Quarterly)
Guide ↗
Eaton Financial Holdings Company, LLC
· CIK 0001972322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 71,748 | $4.2M | 1.39% | SOLD |
| 2 | IEI | ISHARES TR | — | 26,199 | $3.1M | 1.02% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 19,818 | $2.9M | 0.95% | SOLD |
| 4 | TFLR | T ROWE PRICE ETF INC | — | 18,677 | $941K | 0.31% | SOLD |
| 5 | GIC | GLOBAL INDUSTRIAL COMPANY | Industrials | 14,087 | $444K | 0.14% | SOLD |
| 6 | LMT | LOCKHEED MARTIN CORP | Industrials | 656 | $397K | 0.13% | SOLD |
| 7 | FITB | FIFTH THIRD BANCORP | Financial Services | 4,547 | $211K | 0.07% | SOLD |
| 8 | AKBA | AKEBIA THREAPEUTICS INC | Healthcare | 11,800 | $16K | 0.01% | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
23.4%
Consumer Cyclical
15.5%
Communication Services
11.4%
Industrials
5.6%
Healthcare
3.0%
Basic Materials
1.6%
Consumer Defensive
1.3%
Energy
0.6%