Ethos Financial Group, LLC Purchases in Q1 2025

Ethos Financial Group, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
60K
+ 5873.78%
$302.31 - $337.54 $18.1M - $20.3M
61.1K $18.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
199K
+ 108.67%
$74.85 - $84.89 $14.9M - $16.9M
381K $31.2M
XLU
Utilities Sector Spdr

ETFs
203K
New
$74.7 - $80.27 $15.1M - $16.3M
203K $16M
AAPL
Apple Inc.

Technology
74.1K
+ 135.76%
$209.68 - $247.1 $15.5M - $18.3M
129K $28.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37.2K
+ 248.83%
$360.07 - $417.26 $13.4M - $15.5M
52.2K $18.8M
MSFT
Microsoft Corp

Technology
28.6K
+ 214.79%
$375.39 - $447.2 $10.7M - $12.8M
41.9K $15.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
99.1K
New
$96.3 - $112.23 $9.54M - $11.1M
99.1K $9.66M
LPRO
Open Lending Corp

Financial Services
2.95M
New
$2.76 - $6.61 $8.14M - $19.5M
2.95M $8.14M
JFR
Nuveen Floating Rate Income Fund

Financial Services
733K
New
$8.41 - $9.05 $6.16M - $6.63M
733K $6.2M
FSK
Fs Kkr Capital Corp

Financial Services
233K
New
$20.47 - $24.06 $4.78M - $5.61M
233K $4.89M
AINV
Apollo Investment Corp

Financial Services
397K
+ 2074.55%
N/A
416K $4.63M
SGOL
Abrdn Gold ETF Trust

ETFs
7.23K
+ 0.85%
$25.14 - $29.82 $182K - $216K
857K $25.6M
IYF
Ishares Tr

ETFs
37.7K
New
$107.69 - $119.37 $4.06M - $4.5M
37.7K $4.25M
BGT
Blackrock Floating Rate Income Trust

Financial Services
338K
New
$12.34 - $12.93 $4.17M - $4.37M
338K $4.19M
SO
Southern CO

Utilities
40.6K
+ 1193.42%
$80.96 - $92.96 $3.29M - $3.77M
44K $4.05M
IYW
Ishares Dj Us Tech ETF

ETFs
26.4K
New
$140.44 - $166.79 $3.71M - $4.41M
26.4K $3.71M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
53.2K
New
$62.43 - $84.12 $3.32M - $4.48M
53.2K $3.47M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
19.6K
New
$162.48 - $175.37 $3.19M - $3.44M
19.6K $3.41M
NEE
Nextera Energy Inc

Utilities
46K
+ 555.53%
$66.96 - $76.16 $3.08M - $3.5M
54.3K $3.85M
IYH
Ishares Tr

ETFs
51.3K
New
$58.32 - $62.76 $2.99M - $3.22M
51.3K $3.12M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
141K
New
$20.11 - $21.21 $2.84M - $3M
141K $2.99M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
242K
New
$12.24 - $13.31 $2.96M - $3.22M
242K $2.96M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
232K
New
$12.61 - $13.36 $2.93M - $3.1M
232K $2.95M
HD
Home Depot, Inc.

Consumer Cyclical
8.06K
+ 243.23%
$347.25 - $424.87 $2.8M - $3.43M
11.4K $4.17M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
172K
New
$16.18 - $18.56 $2.78M - $3.19M
172K $2.78M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
221K
New
$12.48 - $13.53 $2.76M - $2.99M
221K $2.77M
FDUS
Fidus Investment Corp

Financial Services
134K
New
$20.39 - $23.37 $2.74M - $3.14M
134K $2.74M
SCM
Stellus Capital Investment Corp

Financial Services
192K
New
$13.64 - $15.5 $2.63M - $2.98M
192K $2.69M
T
At&T Inc.

Communication Services
88.8K
+ 634.21%
$21.56 - $28.28 $1.91M - $2.51M
103K $2.91M
XLP
Consumer Staples Sector Spdr

ETFs
33.7K
New
N/A
33.7K $2.57M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
307K
New
$7.6 - $7.96 $2.34M - $2.45M
307K $2.38M
MELI
Mercadolibre Inc

Consumer Cyclical
1.21K
New
$1739.0 - $2260.0 $2.1M - $2.73M
1.21K $2.35M
BLW
Blackrock LTD Duration Income Trust

Financial Services
158K
New
$13.95 - $14.38 $2.21M - $2.27M
158K $2.24M
JNJ
Johnson & Johnson

Healthcare
12.2K
+ 213.36%
$142.06 - $167.7 $1.74M - $2.05M
18K $2.98M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
215K
New
$9.38 - $9.81 $2.02M - $2.11M
215K $2.04M
META
Meta Platforms, Inc.

Communication Services
3.56K
+ 147.0%
$576.36 - $736.67 $2.05M - $2.62M
5.98K $3.44M
D
Dominion Energy, Inc

Utilities
35K
New
$52.85 - $57.43 $1.85M - $2.01M
35K $1.96M
WHF
White Horse Finance, Inc.

Financial Services
200K
New
$9.5 - $11.29 $1.9M - $2.26M
200K $1.93M
WMT
Walmart Inc.

Consumer Defensive
21.9K
+ 149.73%
$84.5 - $105.05 $1.85M - $2.3M
36.5K $3.21M
ABBV
Abb Vie Inc.

Healthcare
8.56K
+ 310.98%
$169.2 - $216.66 $1.45M - $1.85M
11.3K $2.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.74K
+ 160.54%
$182.82 - $196.21 $1.78M - $1.91M
15.8K $2.98M
XOM
Exxon Mobil Corp

Energy
10.4K
+ 22.51%
$105.44 - $118.93 $1.1M - $1.24M
56.8K $6.76M
PPL
Ppl Corp

Utilities
48.9K
New
$31.68 - $36.11 $1.55M - $1.77M
48.9K $1.77M
ED
Consolidated Edison Inc

Utilities
15.6K
New
$88.0 - $110.59 $1.38M - $1.73M
15.6K $1.73M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
171K
New
$9.83 - $10.34 $1.68M - $1.77M
171K $1.71M
AEP
American Electric Power CO Inc

Utilities
14.5K
New
$90.32 - $109.27 $1.31M - $1.59M
14.5K $1.59M
DUK
Duke Energy Corp

Utilities
12.7K
New
$105.87 - $121.97 $1.35M - $1.55M
12.7K $1.55M
FNDA
Schwab Fundamental U S Small C

ETFs
55.1K
New
$26.87 - $30.99 $1.48M - $1.71M
55.1K $1.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.8K
+ 13.13%
$81.83 - $82.73 $1.37M - $1.39M
145K $12M
Activity Summary
Buys All Purchases 219 New Holdings 128 Increased Positions 91 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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