Elios Financial Group Inc. Reduced Holdings in Q1 2025

Elios Financial Group Inc.

  • $203 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.86K
- 8.96%
$192.82 - $222.1 $744K - $857K
39.2K $7.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
-881
- 4.58%
$551.42 - $612.93 $486K - $540K
18.3K $10.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.4K
- 29.78%
$49.78 - $53.19 $619K - $662K
29.3K $1.5B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.15K
- 2.45%
$96.93 - $109.51 $111K - $125K
45.6K $4.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.09K
- 1.05%
$64.88 - $72.1 $70.6K - $78.4K
102K $6.71B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.05K
- 1.97%
$32.49 - $37.99 $66.7K - $78K
102K $3.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-222
- 7.06%
$468.34 - $539.52 $104K - $120K
2.92K $1.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
-110
- 0.44%
$92.45 - $106.69 $10.2K - $11.7K
24.8K $2.3B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-295
- 0.64%
$119.84 - $136.1 $35.4K - $40.1K
45.8K $5.53B
RDVY
First Trust Rising Dividend Ac

ETFs
-2.56K
- 2.33%
$57.22 - $63.39 $146K - $162K
107K $6.26B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-135
- 0.31%
$59.79 - $67.15 $8.07K - $9.07K
43.1K $2.61B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-9
- 0.06%
$101.98 - $115.66 $918 - $1.04K
16.3K $1.66B
AVLV
American Centy ETF Tr Avantis
-40
- 0.08%
$63.51 - $70.42 $2.54K - $2.82K
47.8K $3.12B
MUB
Ishares National Muni Bond ETF

ETFs
-416
- 4.48%
$104.71 - $107.69 $43.6K - $44.8K
8.88K $936M
VTI
Vanguard Total Stock Market Et

ETFs
-64
- 3.01%
$271.18 - $303.12 $17.4K - $19.4K
2.06K $567M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-276
- 4.06%
$54.51 - $63.63 $15K - $17.6K
6.52K $365M
American Healthcare Reit Inc
-1.83K
- 19.96%
N/A
7.34K $222M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-106
- 1.62%
$57.21 - $65.8 $6.06K - $6.97K
6.46K $377M
SPMD
Spdr Portfolio

ETFs
-34
- 0.41%
$50.21 - $57.73 $1.71K - $1.96K
8.33K $426M
BNDX
Vanguard Total International B

ETFs
-542
- 6.75%
$48.33 - $49.5 $26.2K - $26.8K
7.49K $366M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-584
- 5.39%
$73.78 - $76.59 $43.1K - $44.7K
10.2K $784M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-61
- 1.21%
$40.03 - $46.81 $2.44K - $2.86K
4.99K $203M
FTCS
First Trust Capital Strength E

ETFs
-355
- 6.15%
$86.39 - $91.35 $30.7K - $32.4K
5.42K $486M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-41
- 1.76%
$105.28 - $121.93 $4.32K - $5K
2.29K $249M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-593
- 4.27%
$20.7 - $21.15 $12.3K - $12.5K
13.3K $275M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-40
- 0.23%
$33.94 - $35.62 $1.36K - $1.42K
17.6K $601M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-226
- 4.65%
$76.94 - $78.28 $17.4K - $17.7K
4.64K $363M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-352
- 6.49%
$85.29 - $92.57 $30K - $32.6K
5.07K $462M
EFG
Msci Eafe Growth ETF

ETFs
-567
- 3.87%
$96.1 - $106.37 $54.5K - $60.3K
14.1K $1.41B
EUSB
Ishares Tr Esg Advanced Total

Technology
-179
- 2.51%
$42.05 - $43.43 $7.53K - $7.77K
6.94K $301M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-544
- 4.29%
$25.69 - $26.89 $14K - $14.6K
12.1K $326M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.51K
- 5.7%
$18.36 - $20.51 $27.8K - $31.1K
25.1K $495M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-748
- 3.11%
$32.74 - $36.2 $24.5K - $27.1K
23.3K $813M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2
- 0.02%
$45.92 - $47.58 $91.8 - $95.2
11.7K $555M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-710
- 5.57%
$75.32 - $84.77 $53.5K - $60.2K
12K $983M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.06K
- 4.32%
$33.84 - $37.77 $35.9K - $40K
23.5K $855M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-40
- 0.07%
$22.42 - $23.22 $897 - $929
60.7K $1.4B
LCTD
Blackrock ETF World Ex Us Carb
-16
- 0.19%
N/A
8.53K $394M
MO
Altria Group, Inc.

Consumer Defensive
-235
- 4.87%
$50.81 - $60.02 $11.9K - $14.1K
4.59K $275M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-650
- 0.73%
$22.46 - $23.26 $14.6K - $15.1K
88.2K $2.04B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-214
- 0.43%
$44.72 - $46.25 $9.57K - $9.9K
49.5K $2.28B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.84K
- 0.93%
$22.35 - $24.52 $41.1K - $45.1K
197K $4.68B
T
At&T Inc.

Communication Services
-235
- 1.0%
$21.56 - $28.28 $5.07K - $6.65K
23.2K $656M
DFAX
Dimensional ETF Tr
-266
- 0.21%
$24.45 - $27.2 $6.5K - $7.24K
126K $3.29B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.07K
- 0.22%
$42.4 - $44.11 $45.5K - $47.3K
491K $21.5B
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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