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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eaton Financial Holdings Company LLC
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| CRD # | 316323 |
| SEC # | 801-122301 |
| CIK # | 0001972322 |
| AUM | $389.1 M (2025-04-02) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 954-575-9323 |
| Address | 11555 Heron Bay Boulevard Coral Springs, FL 33076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.3 | ||
| Nvidia Corp | 10.7 | ||
| Facebook Inc | 9.0 | ||
| Microsoft Corp | 8.4 | ||
| Alphabet Inc | 6.1 | ||
| Amazon Com Inc | 6.0 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Broadcom Inc | 4.4 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 90.6 |
| (b) Individuals (high net worth individuals) | 75 | 218.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 18.5 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 60.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,283 | 389.1 |
| By Discretionary | ||
| Discretionary | 1,283 | 389.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,283 | 389.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 387.8 | |
| Total | 1,283 | 389.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001972322] |
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Disciplined Equity Management Inc
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NC | 0.4 |
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Kathleen S Wright Associates Inc
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