Elios Financial Group Inc. Incresed Positions in Q1 2025

Elios Financial Group Inc.

  • $203 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.5K
+ 263.57%
$42.5 - $46.71 $700K - $769K
22.7K $1.03B
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 56.82%
$47.4 - $52.99 $583K - $652K
33.9K $1.73B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
142
+ 0.13%
$78.97 - $85.82 $11.2K - $12.2K
112K $9.33B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.4K
+ 2.99%
$71.17 - $73.66 $170K - $176K
82.6K $6.06B
SHW
Sherwin Williams CO

Basic Materials
489
+ 12.29%
$330.16 - $365.55 $161K - $179K
4.47K $1.56B
Linde PLC
4
+ 0.15%
N/A
2.65K $1.23B
EFV
Msci Eafe Value ETF

ETFs
480
+ 3.57%
$51.88 - $60.73 $24.9K - $29.2K
13.9K $822M
JNJ
Johnson & Johnson

Healthcare
66
+ 1.49%
$142.06 - $167.7 $9.38K - $11.1K
4.5K $746M
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 0.69%
$279.74 - $321.29 $6.71K - $7.71K
3.5K $1.09B
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.95%
$169.2 - $216.66 $4.06K - $5.2K
2.54K $533M
IMFL
Invesco Ex Tr Self Indx Fd Tr
531
+ 1.2%
$23.3 - $25.76 $12.4K - $13.7K
44.8K $1.1B
IVE
Ishares S&P 500 Value ETF

ETFs
329
+ 5.53%
$185.78 - $198.58 $61.1K - $65.3K
6.28K $1.2B
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.91K
+ 2.73%
$50.17 - $51.45 $95.7K - $98.1K
71.7K $3.61B
ICF
Ishares Tr

ETFs
172
+ 0.51%
$57.98 - $63.8 $9.97K - $11K
33.9K $2.09B
GTO
Invesco Actively Managed ETF T

ETFs
628
+ 3.24%
$45.9 - $47.37 $28.8K - $29.7K
20K $940M
AOA
Ishares Tr Core Aggressive All

ETFs
518
+ 12.73%
$75.7 - $80.01 $39.2K - $41.4K
4.59K $351M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
206
+ 0.34%
$24.73 - $25.62 $5.09K - $5.28K
60.5K $1.55B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1
+ 0.01%
$63.91 - $70.19 $63.9 - $70.2
13.4K $899M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
260
+ 5.12%
$95.85 - $99.25 $24.9K - $25.8K
5.34K $528M
LLY
Eli Lilly & CO

Healthcare
8
+ 1.63%
$725.72 - $929.72 $5.81K - $7.44K
498 $411M
IEMG
Ishares Inc

ETFs
164
+ 1.7%
N/A
9.82K $530M
VTV
Vanguard Value ETF

ETFs
32
+ 0.62%
$167.73 - $179.21 $5.37K - $5.73K
5.18K $895M
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 0.91%
$225.19 - $279.95 $6.08K - $7.56K
3.01K $738M
MBB
Ishares Tr

ETFs
27
+ 0.28%
$90.37 - $94.08 $2.44K - $2.54K
9.59K $900M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.13K
+ 6.62%
$21.75 - $24.28 $68K - $75.9K
50.4K $1.11B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
285
+ 3.26%
$50.48 - $51.04 $14.4K - $14.5K
9.03K $458M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
281
+ 6.87%
$54.25 - $57.64 $15.2K - $16.2K
4.37K $241M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
67
+ 1.8%
$110.75 - $119.78 $7.42K - $8.03K
3.79K $438M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27
+ 0.34%
$25.54 - $27.64 $690 - $746
8.07K $220M
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.02%
$180.51 - $216.81 $181 - $217
5.2K $984M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26
+ 0.65%
$126.11 - $135.06 $3.28K - $3.51K
4K $516M
VCIT
Vanguard Intermediate Term Cor

ETFs
17
+ 0.68%
$79.17 - $82.04 $1.35K - $1.39K
2.51K $205M
PAVE
Global X Fds Us Infrastructure

ETFs
514
+ 9.21%
$37.31 - $43.82 $19.2K - $22.5K
6.1K $230M
FTA
First Tr Large Cap Value

ETFs
7
+ 0.14%
$74.42 - $80.34 $521 - $562
5.02K $385M
QUAL
Ishares Msci Usa Quality Facto

ETFs
424
+ 4.27%
$168.16 - $186.21 $71.3K - $79K
10.4K $1.77B
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.1%
$23.03 - $25.01 $207 - $225
9.04K $213M
WMT
Walmart Inc.

Consumer Defensive
40
+ 1.17%
$84.5 - $105.05 $3.38K - $4.2K
3.45K $303M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.22%
$169.43 - $182.84 $1.19K - $1.28K
3.21K $555M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.02%
$24.91 - $29.02 $49.8 - $58
8.23K $206M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.13%
$522.96 - $601.18 $523 - $601
750 $400M
GOOG
Alphabet Inc.

Communication Services
100
+ 7.14%
$156.06 - $207.71 $15.6K - $20.8K
1.5K $234M
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.3%
$255.29 - $303.75 $1.02K - $1.22K
1.32K $342M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.1%
$217.89 - $252.64 $436 - $505
2.08K $462M
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.33%
$170.36 - $201.04 $1.53K - $1.81K
2.75K $473M
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 2.85%
$190.26 - $242.06 $11.6K - $14.8K
2.2K $419M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
18
+ 0.2%
$120.24 - $134.3 $2.16K - $2.42K
8.9K $1.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.03%
$102.49 - $119.96 $205 - $240
5.93K $620M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
376
+ 1.03%
$48.06 - $53.73 $18.1K - $20.2K
36.9K $1.8B
IYW
Ishares Dj Us Tech ETF

ETFs
20
+ 0.46%
$140.44 - $166.79 $2.81K - $3.34K
4.4K $618M
Activity Summary
Buys All Purchases 61 New Holdings 2 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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