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
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
11.3K
New
$14.03 - $14.65 $159K - $166K
11.3K $160K
VGSH
Vanguard

ETFs
2.63K
+ 25.35%
$58.07 - $58.69 $153K - $154K
13K $762K
MCR
Mfs Charter Income Trust

Financial Services
24.6K
New
$6.24 - $6.47 $153K - $159K
24.6K $154K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
573
+ 0.55%
$42.5 - $46.71 $24.4K - $26.8K
105K $4.75M
CVX
Chevron Corp

Energy
185
+ 3.41%
$146.71 - $167.97 $27.1K - $31.1K
5.61K $938K
MIN
Mfs Intermediate Income Trust

Financial Services
51.2K
New
$2.64 - $2.72 $135K - $139K
51.2K $137K
MMT
Mfs Multimarket Income Trust

Financial Services
27.9K
New
$4.6 - $4.74 $128K - $132K
27.9K $129K
SELF
Global Self Storage, Inc.

Real Estate
25.6K
New
$5.0 - $5.28 $128K - $135K
25.6K $129K
OXSQ
Oxford Square Capital Corp.

Financial Services
47.1K
New
$2.51 - $2.85 $118K - $134K
47.1K $122K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
188
+ 0.17%
$25.81 - $28.52 $4.85K - $5.36K
114K $3.14M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.43%
$279.74 - $321.29 $5.04K - $5.78K
4.24K $1.32M
PPT
Putnam Premier Income Trust

Financial Services
26.5K
New
$3.54 - $3.65 $93.9K - $96.8K
26.5K $95K
FCO
Aberdeen Global Income Fund Inc

Financial Services
15.9K
New
$5.79 - $6.28 $92.3K - $100K
15.9K $95K
PHK
Pimco High Income Fund

Financial Services
19.6K
New
$4.85 - $4.98 $94.9K - $97.5K
19.6K $95K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.24%
$725.72 - $929.72 $2.9K - $3.72K
1.67K $1.38M
IBM
International Business Machines Corp

Technology
74
+ 3.07%
$217.4 - $264.74 $16.1K - $19.6K
2.49K $617K
NFE
New Fortress Energy Inc.

Utilities
10.6K
New
$8.31 - $16.3 $87.7K - $172K
10.6K $87K
ABT
Abbott Laboratories

Healthcare
228
+ 7.94%
$111.1 - $140.22 $25.3K - $32K
3.1K $411K
ICAD
Icad Inc

Healthcare
40K
New
$1.87 - $3.69 $74.8K - $148K
40K $82K
UNP
Union Pacific Corp

Industrials
300
+ 29.41%
$225.21 - $254.42 $67.6K - $76.3K
1.32K $311K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
15
+ 0.05%
$32.66 - $36.43 $490 - $546
29.6K $1.04M
VZ
Verizon Communications Inc

Communication Services
228
+ 2.46%
$37.81 - $46.49 $8.62K - $10.6K
9.51K $431K
SURG
Surge Pays, Inc.

Technology
27.6K
New
$1.12 - $2.35 $30.9K - $64.8K
27.6K $57K
KO
Coca Cola CO

Consumer Defensive
151
+ 3.38%
$60.81 - $72.32 $9.18K - $10.9K
4.61K $330K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 0.75%
$461.52 - $548.18 $7.85K - $9.32K
2.29K $1.2M
VO
Vanguard Mid Cap ETF

ETFs
893
+ 2.69%
$251.87 - $277.95 $225K - $248K
34.1K $8.82M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.32K
+ 4.2%
$22.46 - $23.26 $29.7K - $30.8K
32.8K $760K
PLUG
Plug Power Inc

Industrials
33.2K
New
$1.34 - $3.15 $44.5K - $105K
33.2K $44K
WFC
Wells Fargo & Company

Financial Services
484
+ 20.45%
$66.78 - $81.42 $32.3K - $39.4K
2.85K $204K
ICMB
Investcorp Credit Management Bdc, Inc.

Financial Services
11.8K
New
$3.04 - $3.34 $36K - $39.5K
11.8K $38K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
240
+ 0.59%
$27.01 - $28.54 $6.48K - $6.85K
41.1K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
232
+ 4.29%
$47.4 - $52.99 $11K - $12.3K
5.64K $286K
F
Ford Motor CO

Consumer Cyclical
2.11K
+ 18.92%
$9.12 - $10.43 $19.3K - $22K
13.3K $133K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
69
+ 0.93%
$95.85 - $99.25 $6.61K - $6.85K
7.51K $743K
AREC
American Resources Corp

Basic Materials
26.5K
New
$0.45 - $0.79 $11.9K - $20.9K
26.5K $12K
ENB
Enbridge Inc

Energy
18
+ 0.3%
$41.54 - $45.45 $748 - $818
6K $265K
C
Citigroup Inc

Financial Services
76
+ 1.38%
$67.23 - $84.63 $5.11K - $6.43K
5.58K $396K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.35%
N/A
9.8K $1.79M
GCT
Giga Cloud Technology Inc.

Technology
40.7K
New
N/A
40.7K $0
Abrdn Asia Pacific Income Fu
36.6K
New
N/A
36.6K $0
Ishares Bitcoin Trust
36.9K
+ 227.34%
N/A
53.2K $0
Direxion Shs ETF Tr
6.79K
New
N/A
6.79K $0
Harleysville Finl Co0050
43K
New
N/A
43K $0
Linde PLC
741
New
N/A
741 $0
Target Corp
1.7K
New
N/A
1.7K $0
Ftai Aviation LTD
2.15K
New
N/A
2.15K $0
Alps/Smith Core Plus Bond ETF
212K
New
N/A
212K $0
Blackrock Income Tr Inc
45.6K
New
N/A
45.6K $0
Vanguard Core Bond ETF
21.2K
New
N/A
21.2K $0
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
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email