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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.2K
+ 8.77%
$39.89 - $49.46 $367K - $455K
114K $5.64M
SCHO
Schwab Short Term Us Treasury

ETFs
36.6K
+ 394.14%
$24.19 - $24.45 $885K - $895K
45.9K $1.12M
NRG
Nrg Energy, Inc.

Utilities
5.2K
New
$83.61 - $162.67 $435K - $846K
5.2K $835K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
7.42K
New
$83.67 - $109.12 $621K - $810K
7.42K $809K
STX
Seagate Technology Holdings PLC

Technology
5.47K
New
$66.54 - $144.33 $364K - $789K
5.47K $789K
SCHW
Schwab Charles Corp

Financial Services
8.38K
New
$69.06 - $91.24 $579K - $765K
8.38K $764K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$59.24 - $71.39 $596K - $718K
10.1K $716K
IBM
International Business Machines Corp

Technology
1.75K
+ 70.3%
$221.03 - $294.78 $386K - $515K
4.23K $1.25M
APH
Amphenol Corp

Technology
6.25K
New
$59.09 - $98.75 $369K - $617K
6.25K $616K
NDAQ
Nasdaq, Inc.

Financial Services
6.88K
New
$66.4 - $89.42 $457K - $615K
6.88K $615K
PFE
Pfizer Inc

Healthcare
24.4K
+ 214.48%
$21.59 - $24.84 $527K - $607K
35.8K $868K
SYLD
Cambria Shareholder Yld ETF

ETFs
7.63K
+ 11.93%
$55.35 - $65.57 $422K - $500K
71.6K $4.65M
AMD
Advanced Micro Devices Inc

Technology
3.31K
+ 161.91%
$78.21 - $143.81 $259K - $476K
5.36K $760K
FNDF
Schwab Fundamental Intl Large

ETFs
10.3K
+ 29.98%
$32.25 - $40.02 $333K - $414K
44.8K $1.79M
CSCO
Cisco Systems, Inc.

Technology
6.6K
+ 66.86%
$53.19 - $69.38 $351K - $458K
16.5K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
385
+ 15.57%
$908.13 - $1056.85 $350K - $407K
2.86K $2.83M
XLV
Select Sector Spdr Fund Health

ETFs
3.73K
+ 192.82%
$128.77 - $144.3 $481K - $539K
5.67K $764K
PANW
Palo Alto Networks Inc

Technology
2.26K
New
$152.44 - $204.64 $344K - $461K
2.26K $461K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.8K
New
$24.54 - $25.07 $438K - $447K
17.8K $446K
BXSL
Blackstone Secured Lending Fund

Financial Services
19.5K
+ 17.31%
$26.88 - $32.74 $524K - $638K
132K $4.06M
LOW
Lowes Companies Inc

Consumer Cyclical
1.92K
+ 86.81%
$210.83 - $235.28 $405K - $452K
4.14K $917K
NFLX
Netflix Inc

Communication Services
155
+ 32.84%
$855.86 - $1339.13 $133K - $208K
627 $839K
BK
Bank Of New York Mellon Corp

Financial Services
4.33K
New
$73.31 - $91.62 $317K - $396K
4.33K $394K
VEA
Vanguard Ftse Developed Market

ETFs
6.18K
+ 109.55%
$45.65 - $57.01 $282K - $352K
11.8K $674K
QCOM
Qualcomm Inc

Technology
2.34K
+ 87.45%
$124.66 - $159.48 $291K - $372K
5.01K $797K
NVS
Novartis Ag

Healthcare
3.2K
New
$101.96 - $121.01 $326K - $387K
3.2K $386K
V
Visa Inc.

Financial Services
990
+ 13.78%
$308.27 - $373.31 $305K - $370K
8.18K $2.9M
VV
Vanguard Large Cap ETF

ETFs
1.12K
+ 59.88%
$228.25 - $285.3 $256K - $320K
2.99K $853K
VBR
Vanguard Small Cap Value ETF

ETFs
1.87K
New
$162.76 - $195.77 $304K - $366K
1.87K $364K
CTBB
Qwest Corp Nt 6.5% Due 2058 (C

ETFs
19.8K
New
$15.91 - $18.42 $315K - $364K
19.8K $355K
AMGN
Amgen Inc

Healthcare
1.43K
+ 88.84%
$262.28 - $309.85 $376K - $444K
3.05K $850K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
20.1K
+ 14.19%
$19.78 - $21.29 $397K - $427K
161K $3.33M
INTC
Intel Corp

Technology
15.1K
New
$18.13 - $22.69 $274K - $343K
15.1K $338K
CRM
Salesforce, Inc.

Technology
1.23K
+ 173.27%
$236.26 - $291.15 $289K - $357K
1.93K $526K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
26.3K
+ 249.39%
$12.21 - $13.9 $321K - $365K
36.8K $479K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.42K
+ 24.33%
$49.79 - $50.75 $320K - $326K
32.8K $1.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.18K
New
$100.04 - $100.54 $318K - $320K
3.18K $319K
WDC
Western Digital Corp

Technology
4.84K
New
$30.54 - $63.99 $148K - $310K
4.84K $309K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.93K
New
$41.45 - $54.46 $246K - $323K
5.93K $308K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.68K
New
$151.62 - $183.47 $254K - $307K
1.68K $307K
GILD
Gilead Sciences, Inc.

Healthcare
2.76K
New
$96.91 - $113.0 $267K - $311K
2.76K $305K
SOJD
Southern CO

Industrials
15.3K
New
$19.61 - $20.9 $300K - $320K
15.3K $303K
CI
Cigna Corp

Healthcare
906
New
$301.89 - $340.04 $274K - $308K
906 $299K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.76K
New
$141.87 - $164.49 $250K - $290K
1.76K $290K
WSFS
Wsfs Financial Corp

Financial Services
5.23K
New
$45.9 - $55.54 $240K - $290K
5.23K $287K
CRWD
Crowd Strike Holdings, Inc.

Technology
564
New
$321.63 - $509.31 $181K - $287K
564 $287K
PM
Philip Morris International Inc.

Consumer Defensive
1.57K
New
$149.23 - $184.95 $234K - $290K
1.57K $285K
STT
State Street Corp

Financial Services
2.66K
New
$75.33 - $106.34 $200K - $282K
2.66K $282K
ALC
Alcon Inc

Healthcare
3.19K
New
$82.88 - $98.3 $265K - $314K
3.19K $281K
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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