Ethos Financial Group, LLC Purchases in Q2 2025

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.2K
+ 105.44%
$456.74 - $568.03 $14.7M - $18.3M
62.8K $35.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
148K
New
$82.32 - $112.47 $12.2M - $16.7M
148K $16.7M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
396K
+ 102.29%
$29.92 - $33.16 $11.8M - $13.1M
783K $26M
RDVY
First Trust Rising Dividend Ac

ETFs
144K
+ 3584.07%
$51.6 - $62.74 $7.43M - $9.03M
148K $9.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
191K
+ 10.2%
$19.1 - $23.83 $3.64M - $4.54M
2.06M $49.1M
PWB
Invesco Exchange Traded Fd Tr

ETFs
64.8K
New
$86.24 - $117.44 $5.59M - $7.61M
64.8K $7.61M
GLD
Spdr Gold Trust

ETFs
23.6K
+ 138.2%
$273.71 - $316.29 $6.45M - $7.46M
40.6K $12.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
18.7K
New
$299.15 - $396.54 $5.6M - $7.43M
18.7K $7.43M
TDIV
First Trust Nasdaq Technology

ETFs
77.7K
+ 2146.81%
$64.41 - $90.17 $5M - $7.01M
81.3K $7.33M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
46.9K
New
$113.67 - $150.4 $5.33M - $7.05M
46.9K $7.05M
GOOG
Alphabet Inc.

Communication Services
31.9K
+ 284.14%
$146.58 - $180.01 $4.68M - $5.75M
43.2K $7.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
65.4K
+ 8.15%
$22.27 - $29.21 $1.46M - $1.91M
868K $25.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.97K
+ 23.39%
$496.48 - $617.85 $2.96M - $3.69M
31.5K $19.4M
PCT
Pure Cycle Technologies, Inc.

Industrials
121K
+ 26.61%
$5.57 - $14.12 $672K - $1.7M
574K $7.86M
SGOL
Abrdn Gold ETF Trust

ETFs
97.1K
+ 11.33%
$28.39 - $32.75 $2.76M - $3.18M
954K $30.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
111K
New
$39.34 - $40.41 $4.38M - $4.5M
111K $4.47M
VT
Vanguard Total World Stk Index

ETFs
14.6K
+ 7.48%
$103.16 - $128.52 $1.51M - $1.88M
210K $27M
NVDA
Nvidia Corp

Technology
12.6K
+ 30.52%
$94.31 - $157.99 $1.19M - $1.99M
53.9K $8.52M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
35.8K
+ 43.64%
$102.02 - $103.5 $3.65M - $3.7M
118K $12.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
30.9K
+ 21.25%
$107.93 - $110.97 $3.34M - $3.43M
176K $19.4M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
17.4K
+ 88.81%
$157.93 - $175.89 $2.75M - $3.06M
37K $6.47M
SCHV
Schwab Strategic Tr Us Large C

ETFs
82.9K
+ 14.14%
$23.55 - $27.67 $1.95M - $2.29M
669K $18.5M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
34.9K
+ 40.22%
$52.11 - $64.98 $1.82M - $2.27M
122K $7.91M
XLF
Financial Sector Spdr

ETFs
46.9K
New
$43.92 - $52.37 $2.06M - $2.46M
46.9K $2.46M
XLC
Select Sector Spdr Tr Communic

ETFs
22.3K
New
$86.13 - $108.53 $1.92M - $2.43M
22.3K $2.43M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
43.9K
+ 38.26%
$49.57 - $50.27 $2.18M - $2.21M
159K $7.98M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.7K
+ 18.43%
$82.21 - $83.12 $2.19M - $2.22M
171K $14.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.79K
+ 12.69%
$152.93 - $181.74 $1.34M - $1.6M
78.1K $14.2M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
42.3K
+ 20.8%
$37.28 - $45.23 $1.58M - $1.91M
246K $10.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.64K
+ 77.88%
$483.48 - $539.8 $2.25M - $2.51M
10.6K $5.15M
META
Meta Platforms, Inc.

Communication Services
1.33K
+ 22.21%
$484.66 - $738.09 $643K - $979K
7.3K $5.39M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
56.3K
New
$24.59 - $33.96 $1.39M - $1.91M
56.3K $1.91M
TSLA
Tesla, Inc.

Consumer Cyclical
3.56K
+ 30.69%
$221.86 - $362.89 $791K - $1.29M
15.2K $4.82M
GOOGL
Alphabet Inc.

Communication Services
7.57K
+ 42.43%
$144.7 - $178.6 $1.1M - $1.35M
25.4K $4.48M
MELI
Mercadolibre Inc

Consumer Cyclical
345
+ 28.58%
$1794.73 - $2613.63 $619K - $902K
1.55K $4.06M
AVGO
Broadcom Inc.

Technology
3.88K
+ 67.49%
$146.29 - $275.65 $567K - $1.07M
9.62K $2.65M
JBBB
Janus Detroit Str Tr Henderson

ETFs
33.4K
+ 13.94%
$46.79 - $48.56 $1.56M - $1.62M
273K $13.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
13.8K
+ 8.83%
$60.06 - $66.28 $829K - $915K
170K $11.3M
VO
Vanguard Mid Cap ETF

ETFs
1.82K
+ 5.35%
$228.54 - $279.83 $417K - $510K
35.9K $10M
ORCL
Oracle Corp

Technology
3.91K
+ 87.24%
$122.82 - $218.63 $480K - $855K
8.39K $1.84M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.2K
+ 11.71%
$38.18 - $45.52 $964K - $1.15M
241K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
464
+ 1.98%
$210.28 - $289.91 $97.6K - $135K
23.9K $6.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.03K
+ 1.64%
$50.08 - $63.14 $101K - $128K
125K $7.9M
LVHI
Franklin International Low Vol

ETFs
33.8K
+ 35.97%
$28.91 - $33.28 $978K - $1.13M
128K $4.16M
CB
Chubb LTD

Financial Services
3.81K
New
$274.32 - $302.46 $1.04M - $1.15M
3.81K $1.1M
VTV
Vanguard Value ETF

ETFs
6.09K
+ 356.73%
$153.67 - $176.74 $936K - $1.08M
7.8K $1.38M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
21.9K
+ 74.11%
$30.96 - $40.6 $679K - $891K
51.5K $2.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.2K
New
$58.41 - $72.69 $771K - $959K
13.2K $959K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.69K
+ 141.58%
$82.96 - $110.1 $638K - $847K
13.1K $1.45M
Activity Summary
Buys All Purchases 282 New Holdings 94 Increased Positions 188 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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