Elios Financial Group Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2024-09-30 to 2025-06-30, Elios Financial Group Inc. opened 6 positions, added to 44, reduced 15 and sold out of 2.
- Q2 2025: Stock PLTR; Country of operation United States; Class CL A; Shares before 2,707.
- Q2 2025: Stock JPM; Country of operation United States; Class COM; Shares before 3,009.
- Q2 2025: Stock ROK; Country of operation United States; Class COM; Shares before 1,322.
- Q2 2025: Stock LECO; Country of operation United States; Class COM; Shares before 5,202.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2035601), 3 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,707 | 2,714 | +7 | $228,471 | $369,972 | +$141,501 | 2025-08-13 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,009 | 3,012 | +3 | $738,039 | $873,288 | +$135,249 | 2025-08-13 |
|---|
| Q2 2025 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,322 | 1,324 | +2 | $341,666 | $439,944 | +$98,278 | 2025-08-13 |
|---|
| Q2 2025 | LECO
LINCOLN ELEC HLDGS INC | United States | COM | 5,202 | 5,203 | +1 | $984,046 | $1,078,689 | +$94,643 | 2025-08-13 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 2,201 | 2,317 | +116 | $418,762 | $508,327 | +$89,565 | 2025-08-13 |
|---|
| Q2 2025 | MCD
MCDONALDS CORP | United States | COM | 3,500 | 3,517 | +17 | $1,093,315 | $1,027,492 | -$65,823 | 2025-08-13 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 2,544 | 2,552 | +8 | $533,078 | $473,676 | -$59,402 | 2025-08-13 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,501 | 1,534 | +33 | $234,472 | $272,116 | +$37,644 | 2025-08-13 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 3,293 | 3,297 | +4 | $561,155 | $525,331 | -$35,824 | 2025-08-13 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 3,447 | 3,459 | +12 | $302,862 | $338,218 | +$35,356 | 2025-08-13 |
|---|
| Q2 2025 | T
AT&T INC | United States | COM | 23,201 | 23,277 | +76 | $656,115 | $673,628 | +$17,513 | 2025-08-13 |
|---|
| Q2 2025 | LIN
LINDE PLC | United Kingdom | SHS | 2,650 | 2,651 | +1 | $1,233,958 | $1,243,808 | +$9,850 | 2025-08-13 |
|---|
| Q2 2025 | MO
ALTRIA GROUP INC | United States | COM | 4,589 | 4,601 | +12 | $275,424 | $269,731 | -$5,693 | 2025-08-13 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 17,405 | 17,850 | +445 | $4,358,624 | $3,964,995 | -$393,629 | 2025-05-08 |
|---|
| Q1 2025 | SHW
SHERWIN WILLIAMS CO | United States | COM | 3,978 | 4,467 | +489 | $1,352,311 | $1,559,726 | +$207,415 | 2025-05-08 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 4,353 | 4,471 | +118 | $1,834,951 | $1,678,307 | -$156,644 | 2025-05-08 |
|---|
| Q1 2025 | LIN
LINDE PLC | United Kingdom | SHS | 2,646 | 2,650 | +4 | $1,107,811 | $1,233,958 | +$126,147 | 2025-05-08 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,430 | 4,496 | +66 | $640,612 | $745,588 | +$104,976 | 2025-05-08 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 4,758 | 4,993 | +235 | $638,922 | $541,147 | -$97,775 | 2025-05-08 |
|---|
| Q1 2025 | MCD
MCDONALDS CORP | United States | COM | 3,476 | 3,500 | +24 | $1,007,552 | $1,093,315 | +$85,763 | 2025-05-08 |
|---|
| Q1 2025 | ABBV
NVIDIA CORPORATION | United States | COM | 2,520 | 2,544 | +24 | $447,852 | $533,078 | +$85,226 | 2025-05-08 |
|---|
| Q1 2025 | TSLA
TESLA INC | United States | COM | 1,618 | 2,194 | +576 | $653,413 | $568,597 | -$84,816 | 2025-05-08 |
|---|
| Q1 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,842 | 3,293 | +451 | $476,531 | $561,155 | +$84,624 | 2025-05-08 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 2,140 | 2,201 | +61 | $469,495 | $418,762 | -$50,733 | 2025-05-08 |
|---|
| Q1 2025 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,318 | 1,322 | +4 | $376,582 | $341,666 | -$34,916 | 2025-05-08 |
|---|
| Q1 2025 | LLY
ELI LILLY & CO | United States | COM | 490 | 498 | +8 | $378,045 | $411,395 | +$33,350 | 2025-05-08 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,401 | 1,501 | +100 | $266,720 | $234,472 | -$32,248 | 2025-05-08 |
|---|
| Q1 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 2,982 | 3,009 | +27 | $714,817 | $738,039 | +$23,222 | 2025-05-08 |
|---|
| Q1 2025 | LECO
LINCOLN ELEC HLDGS INC | United States | COM | 5,201 | 5,202 | +1 | $975,108 | $984,046 | +$8,938 | 2025-05-08 |
|---|
| Q1 2025 | WMT
WALMART INC | United States | COM | 3,407 | 3,447 | +40 | $307,819 | $302,862 | -$4,957 | 2025-05-08 |
|---|
| Q4 2024 | TSLA
TESLA INC | United States | COM | 1,115 | 1,618 | +503 | $291,717 | $653,413 | +$361,696 | 2025-02-13 |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 17,377 | 17,405 | +28 | $4,048,778 | $4,358,624 | +$309,846 | 2025-02-13 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 1,697 | 2,140 | +443 | $316,202 | $469,495 | +$153,293 | 2025-02-13 |
|---|
| Q4 2024 | WMT
WALMART INC | United States | COM | 2,651 | 3,407 | +756 | $214,065 | $307,819 | +$93,754 | 2025-02-13 |
|---|
| Q4 2024 | SHW
SHERWIN WILLIAMS CO | United States | COM | 3,782 | 3,978 | +196 | $1,443,304 | $1,352,311 | -$90,993 | 2025-02-13 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,422 | 4,430 | +8 | $716,679 | $640,612 | -$76,067 | 2025-02-13 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 4,757 | 4,758 | +1 | $577,692 | $638,922 | +$61,230 | 2025-02-13 |
|---|
| Q4 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,260 | 1,401 | +141 | $210,723 | $266,720 | +$55,997 | 2025-02-13 |
|---|
| Q4 2024 | LLY
ELI LILLY & CO | United States | COM | 489 | 490 | +1 | $433,495 | $378,045 | -$55,450 | 2025-02-13 |
|---|
| Q4 2024 | ABBV
ABBVIE INC | United States | COM | 2,511 | 2,520 | +9 | $495,897 | $447,852 | -$48,045 | 2025-02-13 |
|---|
| Q4 2024 | MCD
MCDONALDS CORP | United States | COM | 3,459 | 3,476 | +17 | $1,053,385 | $1,007,552 | -$45,833 | 2025-02-13 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 4,352 | 4,353 | +1 | $1,872,689 | $1,834,951 | -$37,738 | 2025-02-13 |
|---|
| Q4 2024 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,314 | 1,318 | +4 | $352,844 | $376,582 | +$23,738 | 2025-02-13 |
|---|
| Q4 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,661 | 2,842 | +181 | $460,906 | $476,531 | +$15,625 | 2025-02-13 |
|---|
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