Filling information for Eaton Financial Holdings Company, LLC as Treemap, investor disclosed 52 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 422673 | 1880 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 226226 | 2339 | |
| 381430503 | 381430503 | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 4176576 | 51630 | |
| 46435G334 | 46435G334 | ISHARES TR | MSCI UK ETF NEW | 623618 | 19331 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 547993 | 1339 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 688324 | 8930 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 25927116 | 63071 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2519602 | 24290 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4403400 | 15274 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 778856 | 20027 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 2077545 | 6246 | |
| 46641Q167 | 46641Q167 | J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 871556 | 16930 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1976241 | 18576 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1732913 | 8353 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 514225 | 6920 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 665070 | 3648 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 3624179 | 35650 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 1277198 | 10236 | |
| 78464A870 | 78464A870 | SPDR SER TR | S&P BIOTECH | 316500 | 4153 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 360481 | 5201 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 10371402 | 140572 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1729659 | 10601 | |
| 46435G532 | 46435G532 | ISHARES TR | MSCI GBL SUS DEV | 257878 | 3256 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 256856 | 7125 | |
| 92936U109 | 92936U109 | WP CAREY INC | COM | 244018 | 3151 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3007084 | 20793 | |
| 931142103 | 931142103 | WALMART INC | COM | 952822 | 6462 | |
| 552953101 | 552953101 | MGM RESORTS INTERNATIONAL | COM | 306768 | 6906 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1563848 | 38330 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 706833 | 7806 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 231883 | 1455 | |
| 46137V142 | 46137V142 | INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 2815909 | 52782 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 246496 | 2555 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 872548 | 33689 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 27297810 | 499960 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 630566 | 8619 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 685919 | 3361 | |
| 82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC | COM | 48741 | 12277 | |
| 43300A203 | 43300A203 | HILTON WORLDWIDE HLDGS INC | COM | 1198108 | 8505 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 2616914 | 25336 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 392971 | 2803 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 640116 | 22384 | |
| 78468R796 | 78468R796 | SPDR SER TR | SPDR S&P 500 ETF | 341261 | 10267 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 1197168 | 11956 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 694477 | 1911 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 687991 | 5280 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1126173 | 4995 | |
| 46641Q845 | 46641Q845 | J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 6720555 | 168604 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 1885884 | 34937 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 322815 | 940 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 377815 | 1651 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3714503 | 12030 |