Ethos Financial Group, LLC Incresed Positions in Q3 2025

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
161K
+ 1216.7%
$72.65 - $78.68 $11.7M - $12.6M
174K $13.6M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
247K
+ 31.59%
$33.08 - $36.3 $8.18M - $8.98M
1.03M $37.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.5K
+ 66.68%
$420.11 - $472.68 $6.53M - $7.34M
38.8K $18.2M
VUG
Vanguard Growth ETF

ETFs
16.1K
+ 362.29%
$433.97 - $484.08 $6.98M - $7.78M
20.5K $9.84M
EEM
Ishares Msci Emerging Markets

ETFs
139K
+ 1883.83%
$48.07 - $53.4 $6.66M - $7.4M
146K $7.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.4K
+ 445.14%
$108.97 - $121.65 $6.37M - $7.11M
71.5K $8.64M
SGOL
Abrdn Gold ETF Trust

ETFs
19.3K
+ 2.03%
$31.18 - $36.81 $603K - $712K
973K $35.8M
GLD
Spdr Gold Trust

ETFs
7.57K
+ 18.61%
$300.96 - $355.47 $2.28M - $2.69M
48.2K $17.1M
GOOG
Alphabet Inc.

Communication Services
7.15K
+ 16.56%
$175.16 - $255.24 $1.25M - $1.82M
50.3K $12.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.2K
+ 0.59%
$23.82 - $25.84 $292K - $316K
2.07M $53.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
36.7K
+ 192.7%
$100.37 - $100.74 $3.68M - $3.69M
55.7K $5.61M
VONG
Vanguard Russell 1000 Growth E

ETFs
28.8K
+ 637.68%
$108.08 - $121.73 $3.12M - $3.51M
33.4K $4.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.3K
+ 3.95%
$28.92 - $32.19 $992K - $1.1M
902K $28.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.97K
+ 0.5%
$24.46 - $26.5 $146K - $158K
1.21M $31.8M
TSLA
Tesla, Inc.

Consumer Cyclical
406
+ 2.68%
$293.94 - $444.72 $119K - $181K
15.6K $6.93M
NVDA
Nvidia Corp

Technology
2.63K
+ 4.87%
$153.3 - $186.58 $403K - $490K
56.6K $10.6M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
17.4K
+ 7.07%
$42.62 - $46.98 $740K - $816K
263K $12.3M
XLU
Utilities Sector Spdr

ETFs
1.45K
+ 0.71%
$81.14 - $87.32 $117K - $126K
204K $17.8M
IVV
Ishares Core S&P 500 ETF

ETFs
926
+ 7.14%
$620.67 - $670.08 $575K - $620K
13.9K $9.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.67K
+ 1.0%
$27.61 - $29.15 $184K - $194K
676K $19.7M
KLAC
Kla Corp

Technology
701
+ 119.42%
$843.9 - $1078.6 $592K - $756K
1.29K $1.39M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.01%
$339.37 - $366.46 $1.02K - $1.1K
29.5K $10.8M
CAT
Caterpillar Inc

Industrials
1.11K
+ 44.33%
$390.92 - $477.15 $434K - $530K
3.61K $1.72M
SCHR
Schwab Intermediate Term Us Tr

ETFs
29.5K
+ 165.19%
$24.69 - $25.26 $728K - $744K
47.3K $1.19M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.62K
+ 0.95%
$65.78 - $69.95 $107K - $114K
172K $12M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
282
+ 0.24%
$68.95 - $75.02 $19.4K - $21.2K
120K $8.96M
XLE
Energy Sector Spdr

ETFs
712
+ 0.53%
$84.25 - $91.99 $60K - $65.5K
135K $12M
USFR
Wisdomtree Floating Rate Treas

ETFs
12.9K
+ 25.29%
$50.23 - $50.48 $646K - $649K
63.7K $3.2M
VEA
Vanguard Ftse Developed Market

ETFs
10.2K
+ 86.12%
$56.02 - $60.3 $571K - $614K
22K $1.32M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.99K
+ 22.32%
$91.44 - $91.77 $548K - $550K
32.8K $3.01M
MUB
Ishares National Muni Bond ETF

ETFs
4.72K
+ 22.95%
$103.24 - $106.68 $487K - $504K
25.3K $2.69M
AMD
Advanced Micro Devices Inc

Technology
2K
+ 37.27%
$134.8 - $184.42 $269K - $368K
7.35K $1.19M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
42.4K
+ 16.91%
$11.79 - $12.45 $500K - $528K
293K $3.46M
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
2.84K
+ 6.86%
$36.15 - $44.54 $103K - $126K
44.2K $1.95M
LVHI
Franklin International Low Vol

ETFs
3.58K
+ 2.8%
$32.69 - $35.19 $117K - $126K
131K $4.57M
NEE
Nextera Energy Inc

Utilities
1.27K
+ 2.57%
$69.77 - $77.54 $88.3K - $98.2K
50.5K $3.81M
PLTR
Palantir Technologies Inc.

Technology
876
+ 17.5%
$130.68 - $186.97 $114K - $164K
5.88K $1.07M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 2.05%
$105.83 - $117.22 $115K - $127K
53.9K $6.07M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.19K
+ 3.9%
$49.78 - $50.75 $308K - $314K
165K $8.35M
MELI
Mercadolibre Inc

Consumer Cyclical
338
+ 21.78%
$2292.04 - $2514.05 $775K - $850K
1.89K $4.42M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.37K
+ 6.55%
$40.04 - $45.11 $135K - $152K
54.9K $2.43M
JNJ
Johnson & Johnson

Healthcare
53
+ 0.59%
$155.17 - $185.42 $8.22K - $9.83K
9.11K $1.69M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.41K
+ 3.24%
$26.46 - $28.43 $117K - $125K
140K $3.92M
WDC
Western Digital Corp

Technology
7
+ 0.14%
$63.84 - $120.06 $447 - $840
4.85K $582K
PPL
Ppl Corp

Utilities
2.87K
+ 6.01%
$33.54 - $37.24 $96.1K - $107K
50.5K $1.88M
SLV
I Shares Silver Trust

ETFs
4.1K
+ 50.22%
$32.73 - $42.5 $134K - $174K
12.2K $518K
TIP
Ishares Tr Tips Bd ETF

ETFs
377
+ 0.21%
$109.11 - $111.88 $41.1K - $42.2K
177K $19.7M
MS
Morgan Stanley

Financial Services
1.38K
+ 85.75%
$139.09 - $161.16 $192K - $222K
2.99K $474K
DUK
Duke Energy Corp

Utilities
1.27K
+ 8.89%
$116.31 - $125.93 $147K - $160K
15.5K $1.92M
Activity Summary
Buys All Purchases 240 New Holdings 69 Increased Positions 171 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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