Elios Financial Group Inc. Last Quarter Change: USA Stocks, Added

Elios Financial Group Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Elios Financial Group Inc. opened 4 positions, added to 13, reduced 7, sold out of 1 and left 0 unchanged. The largest increase in value was MSFT (+$517,758); the largest decrease was AAPL (-$368,715).

PLTR: Country of operation United States; Class CL A; Shares 2025-03-31 2,707; Shares 2025-06-30 2,714.
JPM: Country of operation United States; Class COM; Shares 2025-03-31 3,009; Shares 2025-06-30 3,012.
ROK: Country of operation United States; Class COM; Shares 2025-03-31 1,322; Shares 2025-06-30 1,324.
LECO: Country of operation United States; Class COM; Shares 2025-03-31 5,202; Shares 2025-06-30 5,203.

Two Form 13F-HR filings compared (SEC CIK 2035601): 2025-03-31 (filed 2025-05-08) and 2025-06-30 (filed 2025-08-13). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-03-31	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
PLTR PALANTIR TECHNOLOGIES INC	United States	CL A	2,707	2,714	+7	$228,471	$369,972	+$141,501
JPM JPMORGAN CHASE & CO.	United States	COM	3,009	3,012	+3	$738,039	$873,288	+$135,249
ROK ROCKWELL AUTOMATION INC	United States	COM	1,322	1,324	+2	$341,666	$439,944	+$98,278
LECO LINCOLN ELEC HLDGS INC	United States	COM	5,202	5,203	+1	$984,046	$1,078,689	+$94,643
AMZN AMAZON COM INC	United States	COM	2,201	2,317	+116	$418,762	$508,327	+$89,565
MCD MCDONALDS CORP	United States	COM	3,500	3,517	+17	$1,093,315	$1,027,492	-$65,823
ABBV ABBVIE INC	United States	COM	2,544	2,552	+8	$533,078	$473,676	-$59,402
GOOG ALPHABET INC	United States	CAP STK CL C	1,501	1,534	+33	$234,472	$272,116	+$37,644
PG PROCTER AND GAMBLE CO	United States	COM	3,293	3,297	+4	$561,155	$525,331	-$35,824
WMT WALMART INC	United States	COM	3,447	3,459	+12	$302,862	$338,218	+$35,356
T AT&T INC	United States	COM	23,201	23,277	+76	$656,115	$673,628	+$17,513
LIN LINDE PLC	United Kingdom	SHS	2,650	2,651	+1	$1,233,958	$1,243,808	+$9,850
MO ALTRIA GROUP INC	United States	COM	4,589	4,601	+12	$275,424	$269,731	-$5,693

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