Ethos Financial Group, LLC Purchases in Q3 2024

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
114K
New
$64.57 - $71.76 $7.37M - $8.2M
114K $8.19M
VXF
Vanguard Extended Market ETF

ETFs
39.4K
New
$163.98 - $182.92 $6.46M - $7.2M
39.4K $7.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
16.4K
+ 143.88%
$332.02 - $382.76 $5.45M - $6.29M
27.8K $10.5M
SGOL
Abrdn Gold ETF Trust

ETFs
35.8K
+ 4.94%
$22.26 - $25.51 $796K - $913K
760K $19.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14K
+ 2.43%
$59.93 - $66.52 $838K - $931K
589K $39.2M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
62.3K
New
$31.14 - $33.49 $1.94M - $2.09M
62.3K $2.08M
MBOX
Ea Series Trust Freedom Day Di

ETFs
53.7K
New
$31.45 - $34.15 $1.69M - $1.83M
53.7K $1.83M
PAVE
Global X Fds Us Infrastructure

ETFs
43K
New
$36.39 - $41.16 $1.56M - $1.77M
43K $1.77M
XLE
Energy Sector Spdr

ETFs
23.7K
+ 24.43%
$84.35 - $93.39 $2M - $2.22M
121K $10.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20.1K
+ 10.12%
$85.84 - $85.84 $1.72M - $1.72M
219K $18.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.44K
+ 3.12%
$73.43 - $80.37 $399K - $437K
180K $14.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 1.43%
$61.11 - $67.85 $265K - $295K
308K $20.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.13K
+ 5.56%
$105.92 - $110.83 $756K - $791K
135K $15M
VV
Vanguard Large Cap ETF

ETFs
4.2K
New
$236.92 - $263.4 $995K - $1.11M
4.2K $1.11M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
15.9K
+ 5.0%
$28.1 - $30.6 $446K - $486K
333K $10.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.18K
New
$110.22 - $120.89 $901K - $989K
8.18K $984K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
8.58K
+ 5.29%
$41.88 - $46.21 $359K - $396K
171K $7.88M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.75K
+ 3.08%
$89.91 - $101.33 $247K - $278K
92K $9.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
229
+ 0.96%
$517.38 - $573.86 $118K - $131K
24K $13.8M
FNDF
Schwab Fundamental Intl Large

ETFs
6.13K
+ 2.26%
$33.67 - $37.71 $206K - $231K
278K $10.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.5K
+ 4.49%
$45.2 - $47.87 $384K - $407K
198K $9.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 6.29%
$162.83 - $179.16 $279K - $307K
28.9K $5.18M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.54K
+ 3.68%
$98.99 - $101.51 $450K - $461K
128K $13M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
3.09K
+ 4.6%
$55.15 - $64.23 $170K - $198K
70.3K $4.51M
UNH
Unitedhealth Group Inc

Healthcare
700
+ 28.16%
$488.01 - $604.18 $342K - $423K
3.19K $1.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.3K
+ 5.01%
$41.9 - $48.26 $180K - $208K
90.2K $4.32M
K
Kellogg CO

Consumer Defensive
6.31K
New
$56.19 - $80.81 $355K - $510K
6.31K $509K
HSY
Hershey CO

Consumer Defensive
2.48K
New
$182.45 - $203.25 $452K - $504K
2.48K $475K
FICO
Fair Isaac Corp

Technology
228
New
$1496.51 - $1947.38 $341K - $444K
228 $443K
WMT
Walmart Inc.

Consumer Defensive
3.57K
+ 30.95%
$66.91 - $81.4 $239K - $290K
15.1K $1.22M
SHV
Ishares Tr

ETFs
3.66K
+ 4.09%
$110.05 - $110.63 $403K - $405K
93.1K $10.3M
BAX
Baxter International Inc

Healthcare
10.9K
New
$32.85 - $40.26 $358K - $439K
10.9K $413K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
354
New
$1015.62 - $1159.62 $360K - $411K
354 $407K
IVV
Ishares Core S&P 500 ETF

ETFs
223
+ 2.08%
$520.18 - $576.82 $116K - $129K
11K $6.33M
HOLX
Hologic Inc

Healthcare
4.68K
New
$73.48 - $83.64 $344K - $392K
4.68K $381K
ZTS
Zoetis Inc.

Healthcare
1.95K
New
$172.58 - $196.48 $337K - $384K
1.95K $381K
CBRE
Cbre Group, Inc.

Real Estate
2.95K
New
$85.97 - $124.48 $254K - $367K
2.95K $367K
XOM
Exxon Mobil Corp

Energy
2.41K
+ 5.5%
$109.72 - $119.0 $265K - $287K
46.3K $5.43M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.61K
+ 2.44%
$25.45 - $29.53 $66.3K - $77K
110K $3.2M
DG
Dollar General Corp

Consumer Defensive
4.07K
New
$80.41 - $132.42 $327K - $539K
4.07K $344K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.65K
New
$194.69 - $239.18 $322K - $395K
1.65K $344K
MSTR
Microstrategy Inc

Technology
2.04K
New
$114.3 - $1800.09 $233K - $3.67M
2.04K $343K
URA
Global X Uranium ETF

ETFs
12.2K
+ 34.57%
$23.18 - $31.26 $283K - $382K
47.6K $1.36M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
2.62K
+ 0.88%
$22.58 - $26.27 $59.1K - $68.7K
301K $7.76M
VEA
Vanguard Ftse Developed Market

ETFs
5.47K
New
$47.6 - $53.31 $260K - $291K
5.47K $288K
LAD
Lithia Motors Inc

Consumer Cyclical
880
New
$243.05 - $320.83 $214K - $282K
880 $279K
MPWR
Monolithic Power Systems Inc

Technology
293
New
$757.04 - $947.16 $222K - $278K
293 $271K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.61K
+ 1.75%
$38.33 - $42.48 $138K - $153K
211K $8.85M
META
Meta Platforms, Inc.

Communication Services
180
+ 7.94%
$453.41 - $572.44 $81.6K - $103K
2.45K $1.4M
Activity Summary
Buys All Purchases 149 New Holdings 45 Increased Positions 104 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email