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
JEPI
J P Morgan Exchange Traded Fd

ETFs
101
+ 1.99%
$57.53 - $60.83 $5.81K - $6.14K
5.17K $297K
WM
Waste Management Inc

Industrials
2
+ 0.2%
$201.79 - $228.46 $404 - $457
1.01K $204K
UNP
Union Pacific Corp

Industrials
57
+ 5.92%
$223.15 - $249.32 $12.7K - $14.2K
1.02K $232K
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 0.53%
$408.59 - $476.19 $1.63K - $1.9K
763 $320K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
54
+ 0.77%
$41.17 - $43.34 $2.22K - $2.34K
7.09K $293K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 1.18%
$442.29 - $483.08 $29.6K - $32.4K
5.76K $2.61M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.09K
+ 5.44%
$26.01 - $28.19 $28.2K - $30.6K
21K $549K
NXST
Nexstar Media Group, Inc.

Communication Services
41
+ 1.59%
$157.01 - $188.5 $6.44K - $7.73K
2.61K $412K
KO
Coca Cola CO

Consumer Defensive
424
+ 10.5%
$61.74 - $71.71 $26.2K - $30.4K
4.46K $277K
LOW
Lowes Companies Inc

Consumer Cyclical
104
+ 4.93%
$244.52 - $284.07 $25.4K - $29.5K
2.21K $546K
PINS
Pinterest, Inc.

Communication Services
350
+ 3.06%
$28.24 - $34.15 $9.88K - $12K
11.8K $342K
XLV
Select Sector Spdr Fund Health

ETFs
27
+ 1.41%
$136.28 - $154.74 $3.68K - $4.18K
1.94K $266K
ASML
Asml Holding Nv

Technology
16
+ 5.59%
$658.43 - $872.27 $10.5K - $14K
302 $209K
TSCO
Tractor Supply CO

Consumer Cyclical
4.69K
+ 402.57%
$52.59 - $303.74 $247K - $1.43M
5.86K $310K
ALB
Albemarle Corp

Basic Materials
37
+ 0.94%
$86.08 - $111.3 $3.18K - $4.12K
3.98K $342K
CMCSA
Comcast Corp

Communication Services
641
+ 4.28%
$37.39 - $45.14 $24K - $28.9K
15.6K $586K
ZTS
Zoetis Inc.

Healthcare
101
+ 5.17%
$162.24 - $194.42 $16.4K - $19.6K
2.05K $334K
PSN
Parsons Corp

Industrials
28
+ 0.6%
$92.25 - $113.31 $2.58K - $3.17K
4.68K $431K
FCX
Freeport Mcmoran Inc

Basic Materials
62
+ 1.19%
$38.08 - $50.82 $2.36K - $3.15K
5.29K $201K
JNJ
Johnson & Johnson

Healthcare
193
+ 3.48%
$143.34 - $165.86 $27.7K - $32K
5.74K $829K
SCCO
Southern Copper Corp

Basic Materials
37
+ 1.23%
$91.13 - $117.95 $3.37K - $4.36K
3.05K $278K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
741
+ 0.65%
$69.58 - $74.87 $51.6K - $55.5K
115K $8.05M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.99K
+ 3.64%
$26.63 - $30.23 $106K - $121K
114K $3.02M
XOM
Exxon Mobil Corp

Energy
80
+ 0.17%
$105.51 - $125.37 $8.44K - $10K
46.4K $4.99M
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
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