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
OEF
Ishares S&P 100 ETF

ETFs
5.49K
+ 178.2%
N/A
8.57K $2.28M
XLE
Energy Sector Spdr

ETFs
4.43K
+ 3.3%
$85.7 - $93.96 $380K - $416K
139K $13M
CAT
Caterpillar Inc

Industrials
4.26K
+ 337.53%
$326.75 - $407.63 $1.39M - $1.74M
5.53K $1.82M
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
38.5K
New
$30.57 - $37.36 $1.18M - $1.44M
38.5K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
21.5K
+ 684.45%
$50.81 - $60.02 $1.09M - $1.29M
24.7K $1.48M
BAC
Bank Of America Corp

Financial Services
31.9K
+ 369.34%
$39.61 - $47.74 $1.27M - $1.53M
40.6K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
4.65K
+ 24.76%
$225.19 - $279.95 $1.05M - $1.3M
23.4K $5.74M
MAR
Marriott International Inc

Consumer Cyclical
5.1K
New
$237.01 - $304.45 $1.21M - $1.55M
5.1K $1.21M
IYE
Ishares Tr

ETFs
23.6K
New
$45.23 - $49.95 $1.07M - $1.18M
23.6K $1.17M
SAR
Saratoga Investment Corp.

Financial Services
45.5K
New
$23.35 - $26.0 $1.06M - $1.18M
45.5K $1.15M
PSX
Phillips 66

Energy
8.88K
+ 361.86%
$113.93 - $131.55 $1.01M - $1.17M
11.3K $1.4M
WTMF
Wisdomtree Tr Managed Futures

ETFs
32.6K
+ 238.82%
$33.94 - $35.62 $1.11M - $1.16M
46.2K $1.58M
POR
Portland General Electric CO

Utilities
24.5K
New
$40.56 - $45.24 $993K - $1.11M
24.5K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
6.63K
+ 132.89%
$222.15 - $428.22 $1.47M - $2.84M
11.6K $3.01M
GOOGL
Alphabet Inc.

Communication Services
8.45K
+ 90.05%
$154.33 - $206.19 $1.3M - $1.74M
17.8K $2.76M
V
Visa Inc.

Financial Services
2.24K
+ 45.18%
$306.92 - $362.71 $686K - $811K
7.19K $2.52M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
89.4K
New
$10.43 - $10.86 $932K - $971K
89.4K $933K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
40.4K
New
$20.96 - $23.51 $847K - $950K
40.4K $903K
COST
Costco Wholesale Corp

Consumer Defensive
905
+ 57.72%
$890.62 - $1076.86 $806K - $975K
2.47K $2.34M
LAMR
Lamar Advertising CO

Real Estate
7.86K
New
$110.65 - $132.9 $870K - $1.04M
7.86K $894K
IYR
Ishares Tr

ETFs
9.33K
New
$89.49 - $98.98 $835K - $924K
9.33K $893K
FAS
Direxion Daily Financial Bull

ETFs
5.64K
New
$136.91 - $185.61 $772K - $1.05M
5.64K $891K
ETR
Entergy Corp

Utilities
9.51K
+ 268.15%
$75.26 - $87.89 $715K - $835K
13.1K $1.12M
GLD
Spdr Gold Trust

ETFs
146
+ 0.86%
$243.19 - $288.14 $35.5K - $42.1K
17.1K $4.92M
EEM
Ishares Msci Emerging Markets

ETFs
18.6K
+ 1595.12%
$40.81 - $45.34 $761K - $845K
19.8K $865K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
10.9K
New
$64.47 - $70.13 $703K - $765K
10.9K $740K
ENIC
Enel Chile S.A.

Utilities
218K
New
$2.85 - $3.47 $621K - $756K
218K $712K
VICI
Vici Properties Inc.

Real Estate
21.8K
New
$28.21 - $32.68 $615K - $712K
21.8K $711K
HE
Hawaiian Electric Industries Inc

Utilities
63K
New
$8.18 - $11.46 $516K - $722K
63K $690K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.59K
New
$254.58 - $302.92 $658K - $783K
2.59K $660K
FE
Firstenergy Corp

Utilities
16.2K
New
$37.95 - $43.5 $615K - $705K
16.2K $654K
BBDC
Barings Bdc, Inc.

Financial Services
64.5K
New
$9.36 - $10.78 $604K - $695K
64.5K $615K
BXSL
Blackstone Secured Lending Fund

Financial Services
18.5K
+ 19.72%
$31.3 - $34.5 $580K - $640K
113K $3.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.19K
+ 9.4%
$551.42 - $612.93 $1.21M - $1.34M
25.5K $14.3M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
32.8K
New
$17.95 - $18.89 $589K - $620K
32.8K $603K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
35.1K
New
$16.48 - $19.07 $578K - $669K
35.1K $582K
EVF
Eaton Vance Senior Income Trust

Financial Services
97.5K
New
$5.84 - $6.28 $569K - $612K
97.5K $569K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 3.45%
$442.66 - $534.52 $88.1K - $106K
5.96K $3.18M
ORCC
Owl Rock Capital Corp

Financial Services
41.4K
+ 6181.79%
N/A
42.1K $563K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.4K
+ 9.19%
$54.25 - $57.64 $562K - $598K
123K $6.78M
EOG
Eog Resources Inc

Energy
4.08K
New
$120.54 - $138.05 $492K - $563K
4.08K $523K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
65K
New
$7.72 - $9.45 $502K - $614K
65K $520K
DTE
Dte Energy CO

Utilities
3.67K
New
$117.6 - $138.27 $431K - $507K
3.67K $507K
ADC
Agree Realty Corp

Real Estate
6.55K
New
$68.36 - $77.19 $448K - $506K
6.55K $505K
VBF
Invesco Bond Fund

Financial Services
29.4K
New
$15.2 - $15.85 $447K - $466K
29.4K $455K
EMQQ
Emqq Emerging Markets Internet

ETFs
11.8K
New
$33.17 - $40.71 $393K - $482K
11.8K $451K
SUN
Sunoco LP

Energy
7.78K
New
$51.29 - $59.25 $399K - $461K
7.78K $451K
PSTL
Postal Realty Trust, Inc.

Real Estate
31.5K
New
$12.42 - $14.39 $391K - $454K
31.5K $450K
SYLD
Cambria Shareholder Yld ETF

ETFs
10.9K
+ 20.45%
$62.77 - $71.4 $681K - $775K
63.9K $4.08M
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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