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
VKTX
Viking Therapeutics, Inc.

Healthcare
10.5K
New
$19.98 - $29.49 $211K - $311K
10.5K $279K
UBER
Uber Technologies, Inc

Technology
2.98K
New
$64.62 - $93.3 $192K - $278K
2.98K $277K
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $177K - $273K
1.06K $273K
SPYG
Spdr Portfolio

ETFs
852
+ 6.66%
$71.83 - $95.32 $61.2K - $81.2K
13.6K $1.3M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
24.2K
New
$10.92 - $11.45 $265K - $278K
24.2K $272K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
25K
New
$10.39 - $11.24 $260K - $281K
25K $269K
EQR
Equity Residential

Real Estate
3.97K
New
$61.82 - $71.72 $246K - $285K
3.97K $268K
SLV
I Shares Silver Trust

ETFs
8.15K
New
$27.08 - $33.74 $221K - $275K
8.15K $267K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.18K
New
$141.37 - $228.57 $167K - $270K
1.18K $267K
TEQI
T Rowe Price Exchange Traded F

Technology
5.75K
New
$36.8 - $42.54 $212K - $245K
5.75K $244K
VTI
Vanguard Total Stock Market Et

ETFs
655
+ 48.2%
$243.75 - $303.93 $160K - $199K
2.01K $612K
D
Dominion Energy, Inc

Utilities
3.81K
+ 10.88%
$49.66 - $58.0 $189K - $221K
38.8K $2.19M
IDCC
Inter Digital, Inc.

Communication Services
1K
New
$183.37 - $234.7 $183K - $235K
1K $224K
SRLN
Ssga Active Trust

ETFs
5.37K
New
$39.47 - $41.59 $212K - $223K
5.37K $223K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.7K
New
$48.22 - $60.41 $178K - $224K
3.7K $221K
GD
General Dynamics Corp

Industrials
755
New
$247.68 - $291.66 $187K - $220K
755 $220K
KLAC
Kla Corp

Technology
135
+ 29.87%
$576.53 - $902.94 $77.8K - $122K
587 $525K
RSG
Republic Services, Inc.

Industrials
883
New
$227.2 - $258.07 $201K - $228K
883 $217K
AXON
Axon Enterprise, Inc.

Industrials
259
New
$497.13 - $827.94 $129K - $214K
259 $214K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.06K
New
$68.11 - $69.33 $209K - $212K
3.06K $212K
TXN
Texas Instruments Inc

Technology
1.09K
New
N/A
1.09K $211K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.32K
New
$32.0 - $39.87 $170K - $212K
5.32K $211K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.78K
New
$61.79 - $76.67 $172K - $213K
2.78K $211K
SUB
Ishares Short Term National Mu

ETFs
1.92K
+ 26.9%
$104.77 - $106.34 $202K - $205K
9.08K $965K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.05K
New
$55.86 - $68.61 $170K - $209K
3.05K $209K
BOTZ
Global X Fds

ETFs
6.12K
New
$24.51 - $32.65 $150K - $200K
6.12K $199K
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
2.88K
+ 7.49%
$27.33 - $38.69 $78.8K - $112K
41.4K $1.53M
FDG
American Centy ETF Tr Focused

ETFs
366
+ 4.87%
$81.22 - $109.26 $29.7K - $40K
7.88K $860K
FNDA
Schwab Fundamental U S Small C

ETFs
2.98K
+ 5.41%
$23.85 - $28.69 $71.1K - $85.5K
58.1K $1.66M
DIS
Walt Disney CO

Communication Services
750
+ 32.18%
$81.72 - $124.01 $61.3K - $93K
3.08K $382K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
21.4K
+ 84.91%
$5.76 - $7.37 $123K - $158K
46.6K $326K
LAMR
Lamar Advertising CO

Real Estate
709
+ 9.02%
$102.35 - $121.67 $72.6K - $86.3K
8.57K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.53K
+ 18.31%
$24.32 - $27.87 $183K - $210K
48.7K $1.29M
ENIC
Enel Chile S.A.

Utilities
15.9K
+ 7.28%
$2.89 - $3.97 $45.8K - $62.9K
234K $848K
NOW
Service Now, Inc.

Technology
74
+ 29.96%
$721.65 - $1040.18 $53.4K - $77K
321 $330K
MA
Mastercard Inc

Financial Services
154
+ 4.85%
$479.92 - $590.74 $73.9K - $91K
3.33K $1.87M
DUK
Duke Energy Corp

Utilities
1.53K
+ 12.07%
$112.46 - $124.05 $173K - $190K
14.2K $1.68M
INQQ
Exchange Traded Concepts Tr In

ETFs
3.58K
+ 11.55%
$13.61 - $16.6 $48.7K - $59.4K
34.6K $573K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.51K
+ 36.24%
$50.1 - $51.02 $126K - $128K
9.44K $481K
C
Citigroup Inc

Financial Services
341
+ 6.11%
$58.13 - $85.12 $19.8K - $29K
5.92K $504K
ARCC
Ares Capital Corp

Financial Services
4.96K
+ 20.49%
$18.91 - $22.43 $93.8K - $111K
29.2K $640K
MUB
Ishares National Muni Bond ETF

ETFs
1.16K
+ 5.95%
$102.31 - $105.8 $118K - $122K
20.6K $2.15M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
5.17K
+ 3.03%
$9.25 - $10.26 $47.8K - $53.1K
176K $1.81M
AXP
American Express CO

Financial Services
200
+ 27.51%
$231.39 - $318.98 $46.3K - $63.8K
927 $295K
EVF
Eaton Vance Senior Income Trust

Financial Services
19.1K
+ 19.59%
$5.15 - $5.81 $98.3K - $111K
117K $663K
SURG
Surge Pays, Inc.

Technology
21.2K
+ 76.85%
$2.23 - $3.36 $47.2K - $71.2K
48.8K $151K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.5K
+ 20.43%
$48.03 - $58.9 $71.8K - $88.1K
8.81K $486K
COF
Capital One Financial Corp

Financial Services
187
+ 12.76%
$150.57 - $212.76 $28.2K - $39.8K
1.65K $351K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
18.6K
+ 8.0%
$11.12 - $12.78 $206K - $237K
251K $3.04M
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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