Elios Financial Group Inc. Incresed Positions in Q2 2025

Elios Financial Group Inc.

  • $220 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
19.5K
+ 139.71%
$52.4 - $64.65 $1.02M - $1.26M
33.4K $2.12B
XLG
Invesco Exchange Traded Fd Tr

ETFs
18.2K
+ 55.93%
$40.94 - $52.1 $747K - $950K
50.9K $2.65B
IEMG
Ishares Inc

ETFs
12K
+ 121.64%
N/A
21.8K $1.31B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.28K
+ 10.03%
$72.02 - $73.82 $596K - $611K
90.9K $6.69B
OMFL
Invesco Exchange Traded Self I

ETFs
6.02K
+ 15.01%
$48.43 - $57.78 $291K - $348K
46.1K $2.66B
IVE
Ishares S&P 500 Value ETF

ETFs
1.73K
+ 27.56%
$168.34 - $195.42 $291K - $338K
8.01K $1.56B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.72K
+ 19.27%
$108.06 - $135.3 $185K - $232K
10.6K $1.44B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.65K
+ 56.81%
$46.41 - $47.7 $308K - $317K
18.3K $872M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.53K
+ 21.01%
$73.02 - $90.22 $185K - $228K
14.6K $1.3B
VEA
Vanguard Ftse Developed Market

ETFs
1.17K
+ 3.46%
$45.65 - $57.01 $53.6K - $66.9K
35.1K $2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.15K
+ 12.2%
$19.6 - $24.44 $120K - $150K
56.5K $1.38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.5K
+ 46.86%
$96.84 - $99.46 $242K - $249K
7.84K $778M
IMFL
Invesco Ex Tr Self Indx Fd Tr
3.94K
+ 8.81%
$22.43 - $27.68 $88.5K - $109K
48.7K $1.35B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.45K
+ 14.8%
$30.87 - $39.17 $106K - $135K
26.7K $1.05B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
746
+ 0.73%
$29.52 - $35.31 $22K - $26.3K
103K $3.63B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.07K
+ 9.1%
$39.89 - $49.46 $82.5K - $102K
24.8K $1.23B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.84K
+ 8.9%
$22.68 - $23.28 $178K - $183K
96K $2.23B
AVUV
American Centy ETF Tr Avantis

ETFs
68
+ 0.15%
$75.17 - $91.21 $5.11K - $6.2K
45.8K $4.18B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.76K
+ 9.39%
$45.11 - $52.34 $124K - $144K
32.1K $1.68B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.42K
+ 6.05%
$32.66 - $40.75 $46.4K - $57.9K
24.9K $1.01B
GTO
Invesco Actively Managed ETF T

ETFs
3.19K
+ 15.94%
$45.73 - $47.2 $146K - $151K
23.2K $1.09B
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.85K
+ 5.37%
$49.12 - $50.93 $189K - $196K
75.5K $3.76B
PLTR
Palantir Technologies Inc.

Technology
7
+ 0.26%
$74.01 - $144.25 $518 - $1.01K
2.71K $370M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.1%
$210.28 - $289.91 $631 - $870
3.01K $873M
PLW
Invesco 1 30 Laddered Treasury

ETFs
5.48K
+ 11.94%
N/A
51.3K $1.41B
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.13K
+ 17.79%
$32.91 - $35.38 $103K - $111K
20.7K $732M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.93K
+ 11.69%
$17.76 - $22.1 $52K - $64.7K
28K $618M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
374
+ 9.88%
$104.23 - $134.39 $39K - $50.3K
4.16K $559M
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.15%
$218.97 - $332.17 $438 - $664
1.32K $440M
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.02%
$167.18 - $211.38 $167 - $211
5.2K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
116
+ 5.27%
$167.32 - $223.3 $19.4K - $25.9K
2.32K $508M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
976
+ 15.12%
$51.16 - $62.02 $49.9K - $60.5K
7.43K $461M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 15.74%
$49.07 - $59.23 $50.3K - $60.8K
7.54K $447M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.35K
+ 14.95%
$49.79 - $50.75 $67.2K - $68.5K
10.4K $527M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
559
+ 4.78%
$34.72 - $42.74 $19.4K - $23.9K
12.3K $524M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
329
+ 8.22%
$114.78 - $133.31 $37.8K - $43.9K
4.33K $577M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.26%
$150.43 - $192.71 $1.05K - $1.35K
2.75K $530M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.33K
+ 28.83%
$25.48 - $27.78 $59.3K - $64.6K
10.4K $276M
AOA
Ishares Tr Core Aggressive All

ETFs
293
+ 6.39%
$69.46 - $83.4 $20.4K - $24.4K
4.88K $407M
SCHG
Schwab Strategic Tr Us Large C

ETFs
700
+ 8.5%
$22.27 - $29.21 $15.6K - $20.4K
8.93K $261M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.15K
+ 16.56%
$42.54 - $43.56 $48.9K - $50.1K
8.09K $352M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.3K
+ 17.3%
$20.12 - $21.0 $46.2K - $48.3K
15.6K $326M
LCTD
Blackrock ETF World Ex Us Carb
178
+ 2.09%
N/A
8.71K $443M
ICF
Ishares Tr

ETFs
943
+ 2.78%
$54.56 - $62.47 $51.5K - $58.9K
34.9K $2.13B
GOOG
Alphabet Inc.

Communication Services
33
+ 2.2%
$146.58 - $180.01 $4.84K - $5.94K
1.53K $272M
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.35%
$81.79 - $99.98 $981 - $1.2K
3.46K $338M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.15K
+ 1.89%
$24.98 - $25.66 $28.6K - $29.4K
61.7K $1.58B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.05%
$90.56 - $109.49 $272 - $328
5.93K $648M
SPMD
Spdr Portfolio

ETFs
25
+ 0.3%
$44.89 - $54.38 $1.12K - $1.36K
8.36K $454M
Activity Summary
Buys All Purchases 72 New Holdings 13 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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