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
Vanguard Total Bond Mkt Index Admiral Shr
2.88K
New
N/A
2.88K $0
Byd CO LTD Ordf
2K
New
N/A
2K $0
Schwab Target 2025
498
+ 3.67%
N/A
14.1K $0
Panagram Bbb B Clo ETF
16.1K
New
N/A
16.1K $0
Hussman Strategic Growth
668
+ 3.0%
N/A
22.9K $0
Hartford Capital Appr Fund Cl A
4.75K
New
N/A
4.75K $0
American Funds Growth Fu Nd Of Amer F3
285
+ 4.91%
N/A
6.09K $0
Glenmede Quant Us Large Cap Core Equity
3.82K
+ 24.74%
N/A
19.3K $0
Glenmede Quant Us Large Cap Gr Eq Adv
4.49K
+ 38.89%
N/A
16K $0
ZECP
Zacks Tr Earnings Constant Por

ETFs
177
+ 1.23%
$30.35 - $32.25 $5.37K - $5.71K
14.6K $445K
Lam Research Corp
486
New
N/A
486 $0
Rational Special Situati Ons Income Instl
215
+ 1.88%
N/A
11.7K $0
American Funds New Perspective A
261
+ 4.46%
N/A
6.11K $0
Schwab Target 2035
686
+ 5.85%
N/A
12.4K $0
TUA
Simpl Exch Traded Fds Sht Term
168K
New
N/A
168K $0
Simplify Mbs ETF
181K
New
N/A
181K $0
American Fd Balanced Fd Cl A
1.05K
+ 5.57%
N/A
19.9K $0
Dodge & Cox Stock
36
+ 4.68%
N/A
806 $0
Neuberger Berman Strat Incm Inst
9.84K
+ 15.79%
N/A
72.2K $0
Vanguard 500 Index Adm
745
+ 53.75%
N/A
2.13K $0
Highlands Reit Inc Real Estate Invst Trust
12.4K
New
N/A
12.4K $0
Blackrock Fndg Inc
422
New
N/A
422 $0
Bitwise Bitcoin ETF
9K
New
N/A
9K $0
STRV
Ea Ser Tr Strive 500 ETF
427K
New
N/A
427K $0
Cannabis Science Inc Xxx Registration Revoked By
100K
New
N/A
100K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
52.6K
New
N/A
52.6K $0
Strive Total Return Bond ETF
28.3K
New
N/A
28.3K $0
Competitive Companie Xxx Registration Revoked By
800K
New
N/A
800K $0
Ab Global Bond Advisor
7K
+ 43.33%
N/A
23.1K $0
Ab Small Cap Growth Advi Sor
153
New
N/A
153 $0
Goldman Sachs Gqg Intl Opps
95
New
N/A
95 $0
GSPRD
Goldman Sachs Group, Inc (The)
650
+ 2.13%
N/A
31.1K $0
Alphacentric Incm Oppty Fd I
7.02K
+ 1.7%
N/A
420K $0
Vanguard Total Stock Mkt Idx Adm
1
+ 0.05%
N/A
1.85K $0
Ab Small Cap Value Advis Or
3.15K
New
N/A
3.15K $0
Wasatch Hoisington Us Tr Easury
2.52K
+ 1.0%
N/A
254K $0
Gqg Partners Emerging
9.64K
New
N/A
9.64K $0
Kenvue Inc Com
8
New
N/A
8 $0
Advisors Disciplined T Ubiquitous Str
12.8K
New
N/A
12.8K $0
American Funds Washingto N Mutual F3
168
+ 4.68%
N/A
3.75K $0
Destinations Large Cap Equity I
1.76K
+ 14.77%
N/A
13.7K $0
Global X Defense Tech ETF
1.87K
+ 3.32%
N/A
58.2K $0
Ishares Bitcoin Trust
9.34K
+ 135.36%
N/A
16.2K $0
DFAI
Dimensional ETF Tr

ETFs
661
+ 8.5%
$29.0 - $31.6 $19.2K - $20.9K
8.44K $246K
LEAD
Siren Divcon Leaders Dividend

ETFs
763
+ 3.97%
$66.53 - $71.39 $50.8K - $54.5K
20K $1.33M
MRK
Merck & Co., Inc.

Healthcare
864
+ 13.8%
$96.31 - $114.76 $83.2K - $99.2K
7.12K $708K
F
Ford Motor CO

Consumer Cyclical
490
+ 4.59%
$9.69 - $11.4 $4.75K - $5.59K
11.2K $110K
BDX
Becton Dickinson & CO

Healthcare
43
+ 4.79%
$220.02 - $243.75 $9.46K - $10.5K
941 $213K
SCHO
Schwab Short Term Us Treasury

ETFs
4.64K
+ 100.0%
$24.06 - $48.88 $112K - $227K
9.28K $223K
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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