Elios Financial Group Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $17.9B, Vanguard Index Fds S&P 500 ETF with a value of $17.4B, Spdr S&P 500 ETF Trust with a value of $11.4B, Vanguard Whitehall Fds Intl Di with a value of $9.95B, and Invesco Exchange Traded Fd Tr with a value of $8.66B.

Examining the 13F form we can see an increase of $217B in the current position value.

Elios Financial Group Inc. is based out at Westlake, OH

Below you can find more details about Elios Financial Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $217 Billion
ETFs: $189 Billion
Technology: $6.5 Billion
Consumer Cyclical: $1.66 Billion
Healthcare: $1.65 Billion
Basic Materials: $1.44 Billion
Industrials: $1.35 Billion
Communication Services: $730 Million
Consumer Defensive: $675 Million
Other: $875 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $217 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 113 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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