Safe Harbor Wealth Advisors’s Eaton ETN Stock Holding History

Safe Harbor Wealth Advisors’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$368K	Buy	+944	New	+$335K	0.36%	54

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Safe Harbor Wealth Advisors's ETN Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Eaton (ETN) in Q4 2025: 944 shares worth $368K. The stake represents 0.36% of the portfolio and ranks #54 among its holdings.

2,464 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Safe Harbor Wealth Advisors held 944 shares of Eaton worth $368K as of Q4 2025.
Eaton was a new Safe Harbor Wealth Advisors position in Q4 2025.
Eaton made up 0.36% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #54 holding.
2,464 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.