Ethos Financial Group, LLC Purchases in Q4 2024

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDG
American Centy ETF Tr Focused

ETFs
7.51K
New
$91.61 - $109.13 $688K - $820K
7.51K $780K
GBIL
Goldman Sachs Access Treasury

ETFs
7.71K
New
$99.85 - $100.22 $770K - $773K
7.71K $770K
PLTR
Palantir Technologies Inc.

Technology
10.2K
New
$36.46 - $82.38 $371K - $838K
10.2K $769K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 64.27%
$46.94 - $51.62 $591K - $650K
32.2K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 3.44%
$205.18 - $250.29 $128K - $156K
18.8K $4.5M
AVGO
Broadcom Inc.

Technology
1.89K
+ 49.26%
$159.67 - $250.0 $301K - $471K
5.71K $1.32M
RPV
Invesco Exchange Traded Fd Tr

ETFs
7.22K
New
$87.41 - $97.21 $631K - $702K
7.22K $651K
CTRA
Coterra Energy Inc.

Energy
23.9K
New
$22.71 - $27.63 $542K - $660K
23.9K $610K
MSTR
Microstrategy Inc

Technology
1.12K
+ 54.75%
$162.69 - $473.83 $182K - $529K
3.16K $914K
ERIE
Erie Indemnity CO

Financial Services
1.34K
New
$401.65 - $542.86 $540K - $730K
1.34K $554K
DXCM
Dexcom Inc

Healthcare
6.93K
New
$65.68 - $81.01 $455K - $561K
6.93K $538K
GOOGL
Alphabet Inc.

Communication Services
1.69K
+ 21.89%
$161.86 - $196.66 $273K - $332K
9.39K $1.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.32K
+ 74.42%
$61.68 - $67.87 $451K - $496K
17.1K $1.07M
SUB
Ishares Short Term National Mu

ETFs
4.34K
+ 154.19%
$104.94 - $106.2 $455K - $461K
7.15K $754K
MSCI
Msci Inc.

Financial Services
755
New
$569.09 - $635.99 $430K - $480K
755 $453K
MLPA
Global X Mlp ETF

ETFs
7.4K
+ 12.47%
$47.44 - $52.61 $351K - $389K
66.7K $3.3M
LLY
Eli Lilly & CO

Healthcare
664
+ 66.53%
$727.2 - $932.06 $483K - $619K
1.66K $1.28M
VXF
Vanguard Extended Market ETF

ETFs
365
+ 0.93%
$179.17 - $207.15 $65.4K - $75.6K
39.7K $7.55M
PG
Procter & Gamble CO

Consumer Defensive
2.37K
+ 86.45%
$161.05 - $179.7 $381K - $425K
5.11K $855K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.27K
New
$105.85 - $112.84 $346K - $369K
3.27K $360K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.93K
New
$50.73 - $51.08 $351K - $354K
6.93K $352K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.02K
New
$311.11 - $335.64 $318K - $343K
1.02K $329K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
771
New
$260.53 - $404.79 $201K - $312K
771 $294K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
+ 15.65%
$44.04 - $49.49 $622K - $699K
104K $4.59M
MCD
Mcdonalds Corp

Consumer Cyclical
1.1K
+ 35.13%
$288.47 - $316.54 $316K - $347K
4.22K $1.22M
DIS
Walt Disney CO

Communication Services
2.33K
New
$92.39 - $117.6 $215K - $274K
2.33K $259K
ENB
Enbridge Inc

Energy
5.98K
New
$40.4 - $43.92 $242K - $263K
5.98K $253K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.21K
New
$26.05 - $29.17 $240K - $269K
9.21K $241K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
556
New
$338.38 - $446.21 $188K - $248K
556 $241K
MS
Morgan Stanley

Financial Services
1.9K
New
$104.42 - $134.99 $199K - $257K
1.9K $239K
CRM
Salesforce, Inc.

Technology
707
New
$270.87 - $367.87 $192K - $260K
707 $236K
OKE
Oneok Inc

Energy
2.17K
New
$92.28 - $117.05 $200K - $254K
2.17K $217K
AXP
American Express CO

Financial Services
727
New
$267.35 - $305.57 $194K - $222K
727 $215K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$18.41 - $40.87 $212K - $471K
11.5K $213K
ETN
Eaton Corp PLC

Industrials
629
+ 72.8%
$326.96 - $377.52 $206K - $237K
1.49K $495K
EMR
Emerson Electric CO

Industrials
1.68K
New
$108.13 - $134.33 $181K - $225K
1.68K $207K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.67K
New
$75.95 - $88.05 $203K - $235K
2.67K $203K
MSI
Motorola Solutions, Inc.

Technology
438
New
$449.08 - $504.6 $197K - $221K
438 $202K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.95K
New
$40.06 - $45.21 $198K - $224K
4.95K $201K
AMGN
Amgen Inc

Healthcare
923
+ 133.77%
$258.78 - $328.31 $239K - $303K
1.61K $420K
HSY
Hershey CO

Consumer Defensive
1.48K
+ 59.82%
$168.67 - $193.65 $250K - $287K
3.96K $670K
IVE
Ishares S&P 500 Value ETF

ETFs
966
New
$189.5 - $206.17 $183K - $199K
966 $184K
GOOG
Alphabet Inc.

Communication Services
53
+ 0.73%
$163.08 - $198.16 $8.64K - $10.5K
7.3K $1.39M
SCHW
Schwab Charles Corp

Financial Services
2.41K
New
$63.31 - $82.85 $153K - $200K
2.41K $178K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
900
New
$172.07 - $207.36 $155K - $187K
900 $177K
XLK
Technology Sector Spdr

ETFs
749
New
$220.26 - $241.44 $165K - $181K
749 $174K
ORCL
Oracle Corp

Technology
1.11K
+ 33.03%
$165.41 - $192.43 $184K - $214K
4.48K $747K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.7K
+ 265.61%
$26.93 - $84.95 $800K - $2.52M
40.9K $1.12M
APH
Amphenol Corp

Technology
2.41K
New
$62.07 - $75.35 $149K - $181K
2.41K $167K
Activity Summary
Buys All Purchases 275 New Holdings 125 Increased Positions 150 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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