• 13F History

Elios Financial Group Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$212M
Signature - Title
James Elios - President
Location
Westlake, OH
Summary
This page shows a list of all the recent 13F filings made by Elios Financial Group Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elios Financial Group Inc. reported 112 stock holdings with total value $212M as of Q4 2024. Top holdings included FIXD, VOO, SPY, QQQM, and VIGI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 112 $212M +$14.9M -$15M -$52.1K FIXD, VOO, SPY, QQQM, VIGI 13F-HR 2/13/2025, 12:57 PM
Q3 2024 113 $217M $0 $0 FIXD, VOO, SPY, VIGI, QQQM 13F-HR 11/13/2024, 10:50 AM