Elios Financial Group Inc. New Holdings in Q3 2024

Elios Financial Group Inc.

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
396K
New
$42.87 - $45.76 $17M - $18.1M
396K $17.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33K
New
$475.2 - $527.7 $15.7M - $17.4M
33K $17.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
19.8K
New
$517.38 - $573.86 $10.2M - $11.4M
19.8K $11.4B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
113K
New
$80.13 - $88.89 $9.03M - $10M
113K $9.95B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
43.1K
New
$178.94 - $207.0 $7.71M - $8.92M
43.1K $8.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
103K
New
$60.84 - $67.51 $6.3M - $6.99M
103K $6.99B
RDVY
First Trust Rising Dividend Ac

ETFs
114K
New
$53.68 - $59.24 $6.1M - $6.73M
114K $6.73B
RLY
Ssga Active ETF Tr

ETFs
228K
New
$26.98 - $28.77 $6.14M - $6.55M
228K $6.54B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
45.8K
New
$114.52 - $127.8 $5.25M - $5.86M
45.8K $5.75B
BND
Vanguard Bd Index Fd Inc Total

ETFs
75.6K
New
$71.45 - $75.64 $5.4M - $5.72M
75.6K $5.68B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
46.7K
New
$91.37 - $101.65 $4.27M - $4.75M
46.7K $4.75B
VUG
Vanguard Growth ETF

ETFs
12.1K
New
$341.08 - $391.94 $4.12M - $4.73M
12.1K $4.64B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
72.9K
New
$59.61 - $60.15 $4.35M - $4.39M
72.9K $4.37B
AVUV
American Centy ETF Tr Avantis

ETFs
44.2K
New
$88.24 - $99.7 $3.9M - $4.4M
44.2K $4.24B
AAPL
Apple Inc.

Technology
17.4K
New
$207.23 - $234.82 $3.6M - $4.08M
17.4K $4.05B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
107K
New
$32.65 - $36.69 $3.51M - $3.94M
107K $3.91B
FMB
First Tr Exchange Traded Fd Ii

ETFs
69.3K
New
$51.0 - $52.05 $3.54M - $3.61M
69.3K $3.6B
DFAX
Dimensional ETF Tr
119K
New
$24.29 - $27.25 $2.9M - $3.25M
119K $3.23B
AVLV
American Centy ETF Tr Avantis
45.7K
New
$60.05 - $65.83 $2.74M - $3.01M
45.7K $3.01B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
46.7K
New
$56.29 - $62.74 $2.63M - $2.93M
46.7K $2.93B
OMFL
Invesco Exchange Traded Self I

ETFs
46K
New
$47.65 - $52.99 $2.19M - $2.44M
46K $2.44B
IVW
Ishares S&P 500 Growth ETF

ETFs
25.3K
New
$84.77 - $97.13 $2.15M - $2.46M
25.3K $2.42B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
45.7K
New
$48.51 - $52.86 $2.22M - $2.42M
45.7K $2.42B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
50.4K
New
$44.83 - $47.42 $2.26M - $2.39M
50.4K $2.37B
ICF
Ishares Tr

ETFs
33.7K
New
$56.77 - $67.33 $1.91M - $2.27M
33.7K $2.22B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
43.8K
New
$45.2 - $47.87 $1.98M - $2.1M
43.8K $2.08B
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.2K
New
$97.81 - $108.79 $1.69M - $1.88M
17.2K $1.88B
MSFT
Microsoft Corp

Technology
4.35K
New
$395.15 - $467.56 $1.72M - $2.03M
4.35K $1.87B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.2K
New
$44.24 - $49.47 $1.64M - $1.84M
37.2K $1.84B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.97K
New
$162.64 - $179.3 $1.62M - $1.79M
9.97K $1.79B
USXF
Ishares Esg Advanced Msci Usa

Technology
36.3K
New
$43.59 - $49.35 $1.58M - $1.79M
36.3K $1.78B
EFG
Msci Eafe Growth ETF

ETFs
14.6K
New
$96.84 - $108.77 $1.42M - $1.59M
14.6K $1.57B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
59.7K
New
$24.86 - $26.33 $1.49M - $1.57M
59.7K $1.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.14K
New
$434.77 - $502.96 $1.37M - $1.58M
3.14K $1.53B
XLG
Invesco Exchange Traded Fd Tr

ETFs
31.8K
New
$42.54 - $47.97 $1.35M - $1.52M
31.8K $1.51B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
63.2K
New
$22.51 - $23.92 $1.42M - $1.51M
63.2K $1.5B
Linde PLC
3.06K
New
N/A
3.06K $1.46B
SHW
Sherwin Williams CO

Basic Materials
3.78K
New
$294.65 - $384.0 $1.11M - $1.45M
3.78K $1.44B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
15.4K
New
$75.63 - $84.89 $1.17M - $1.31M
15.4K $1.3B
PLW
Invesco 1 30 Laddered Treasury

ETFs
42.6K
New
N/A
42.6K $1.24B
VTV
Vanguard Value ETF

ETFs
7K
New
$159.75 - $174.57 $1.12M - $1.22M
7K $1.22B
IVE
Ishares S&P 500 Value ETF

ETFs
5.99K
New
$181.06 - $197.17 $1.08M - $1.18M
5.99K $1.18B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9.04K
New
$113.45 - $126.18 $1.03M - $1.14M
9.04K $1.14B
VEA
Vanguard Ftse Developed Market

ETFs
21.6K
New
$47.6 - $53.31 $1.03M - $1.15M
21.6K $1.14B
MUB
Ishares National Muni Bond ETF

ETFs
10.4K
New
$106.13 - $108.7 $1.1M - $1.13M
10.4K $1.13B
IMFL
Invesco Ex Tr Self Indx Fd Tr
44.2K
New
$23.68 - $26.26 $1.05M - $1.16M
44.2K $1.13B
MCD
Mcdonalds Corp

Consumer Cyclical
3.46K
New
$245.82 - $304.51 $850K - $1.05M
3.46K $1.05B
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.5K
New
$61.11 - $67.85 $947K - $1.05M
15.5K $1.05B
LECO
Lincoln Electric Holdings Inc

Industrials
5.2K
New
$173.3 - $211.48 $901K - $1.1M
5.2K $999M
Activity Summary
Buys All Purchases 113 New Holdings 113 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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