Elios Financial Group Inc. Reduced Holdings in Q4 2024

Elios Financial Group Inc.

  • $212 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-404
- 0.36%
$79.93 - $88.06 $32.3K - $35.6K
112K $8.98B
Linde PLC
-415
- 13.56%
N/A
2.65K $1.11B
VTV
Vanguard Value ETF

ETFs
-1.85K
- 26.46%
$168.32 - $181.87 $312K - $337K
5.15K $871M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.67K
- 17.31%
$75.65 - $83.47 $202K - $223K
12.7K $970M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.96K
- 8.66%
$51.09 - $55.27 $202K - $219K
41.8K $2.14B
RDVY
First Trust Rising Dividend Ac

ETFs
-4.18K
- 3.67%
$58.65 - $64.37 $245K - $269K
110K $6.48B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.65K
- 24.53%
$96.64 - $101.23 $159K - $167K
5.08K $492M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.36K
- 3.13%
$35.45 - $40.33 $119K - $135K
104K $3.73B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.47K
- 7.43%
$62.07 - $66.61 $215K - $231K
43.2K $2.77B
MUB
Ishares National Muni Bond ETF

ETFs
-1.1K
- 10.58%
$105.78 - $108.7 $116K - $120K
9.3K $990M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.49K
- 3.94%
$22.65 - $23.8 $56.5K - $59.3K
60.7K $1.38B
OMFL
Invesco Exchange Traded Self I

ETFs
-3.28K
- 7.13%
$52.49 - $56.58 $172K - $186K
42.7K $2.32B
PLW
Invesco 1 30 Laddered Treasury

ETFs
-1.16K
- 2.73%
N/A
41.4K $1.12B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.19K
- 4.74%
$33.39 - $37.66 $39.9K - $45K
24K $802M
VUG
Vanguard Growth ETF

ETFs
-1.03K
- 8.51%
$378.79 - $428.11 $389K - $440K
11K $4.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
-581
- 2.93%
$567.81 - $607.81 $330K - $353K
19.2K $11.3B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-986
- 5.72%
$107.41 - $115.71 $106K - $114K
16.3K $1.79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-99
- 1.79%
$87.1 - $98.49 $8.62K - $9.75K
5.43K $474M
IEMG
Ishares Inc

ETFs
-41
- 0.42%
N/A
9.66K $504M
FVD
First Tr Value Line Divid Inde

ETFs
-715
- 6.27%
$43.4 - $46.7 $31K - $33.4K
10.7K $467M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.06K
- 17.38%
$44.33 - $49.55 $47.1K - $52.6K
5.05K $227M
SPMD
Spdr Portfolio

ETFs
-919
- 9.9%
$54.13 - $59.56 $49.7K - $54.7K
8.36K $457M
MBB
Ishares Tr

ETFs
-85
- 0.88%
$91.26 - $95.82 $7.76K - $8.14K
9.57K $877M
IVE
Ishares S&P 500 Value ETF

ETFs
-36
- 0.6%
$189.5 - $206.17 $6.82K - $7.42K
5.95K $1.14B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-181
- 1.52%
$38.37 - $42.82 $6.94K - $7.75K
11.7K $449M
American Healthcare Reit Inc
-1.6K
- 14.89%
N/A
9.17K $260M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-36
- 0.36%
$176.42 - $186.91 $6.35K - $6.73K
9.94K $1.77B
VB
Vanguard Small Cap ETF

ETFs
-98
- 4.5%
$233.76 - $261.58 $22.9K - $25.6K
2.08K $500M
BNDX
Vanguard Total International B

ETFs
-10
- 0.12%
$48.91 - $50.61 $489 - $506
8.03K $394M
DLR
Digital Realty Trust, Inc.

Real Estate
-148
- 10.73%
$156.46 - $195.69 $23.2K - $29K
1.23K $218M
USXF
Ishares Esg Advanced Msci Usa

Technology
-500
- 1.38%
$48.45 - $52.57 $24.2K - $26.3K
35.8K $1.78B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-159
- 1.76%
$124.61 - $133.96 $19.8K - $21.3K
8.88K $1.14B
T
At&T Inc.

Communication Services
-151
- 0.64%
$21.22 - $23.88 $3.2K - $3.61K
23.4K $534M
VXF
Vanguard Extended Market ETF

ETFs
-14
- 0.51%
$179.17 - $207.15 $2.51K - $2.9K
2.74K $520M
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.11%
$148.14 - $166.23 $741 - $831
4.38K $698M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-626
- 1.68%
$49.03 - $53.35 $30.7K - $33.4K
36.6K $1.87B
JPM
Jpmorgan Chase & CO

Financial Services
-109
- 3.53%
$205.18 - $250.29 $22.4K - $27.3K
2.98K $715M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-78
- 0.25%
$46.94 - $51.62 $3.66K - $4.03K
31.7K $1.58B
IVW
Ishares S&P 500 Growth ETF

ETFs
-422
- 1.67%
$94.43 - $105.47 $39.8K - $44.5K
24.9K $2.53B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-310
- 0.3%
$66.77 - $71.52 $20.7K - $22.2K
103K $7.11B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.16%
$198.04 - $221.51 $14.1K - $15.7K
43K $9.06B
Activity Summary
Buys All Purchases 67 New Holdings 5 Increased Positions 62 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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