Position in ETN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,319,474
+$999,985 QoQ
Shares Held
7,790
+20.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#883
of 2,629 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $15,573,364 across 7 Specialty Industrial Machinery names. ETN ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,665 | $6,893,174 | |
| 2 | ETN |
Eaton Corp plc
This page
|
7,790 | $3,319,474 | |
| 3 | EMR |
Emerson Electric Co
|
14,787 | $2,116,759 | |
| 4 | GEV |
GE Vernova Inc.
|
1,479 | $1,737,617 | |
| 5 | PH |
Parker-Hannifin Corp
|
651 | $636,756 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,899 | $513,622 | |
| 7 | ROK |
Rockwell Automation, Inc
|
719 | $355,962 |
All Filings in ETN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,319,474 | 7,790 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,319,489 | 6,485 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,559,106 | 4,895 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,859,648 | 4,969 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,518,635 | 4,254 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,130,540 | 4,159 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,357,016 | 4,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,321,119 | 3,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,329,452 | 4,240 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,591,228 | 5,089 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,102,714 | 4,579 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $908,146 | 4,258 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $850,451 | 4,229 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $961,217 | 5,610 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $883,942 | 5,632 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $470,627 | 3,529 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $535,457 | 4,250 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $624,644 | 4,116 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $426,429 | 2,856 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $350,742 | 2,367 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $251,669 | 1,820 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||