Ethos Financial Group, LLC Incresed Positions in Q3 2024

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
16.4K
+ 143.88%
$332.02 - $382.76 $5.45M - $6.29M
27.8K $10.5M
SGOL
Abrdn Gold ETF Trust

ETFs
35.8K
+ 4.94%
$22.26 - $25.51 $796K - $913K
760K $19.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14K
+ 2.43%
$59.93 - $66.52 $838K - $931K
589K $39.2M
XLE
Energy Sector Spdr

ETFs
23.7K
+ 24.43%
$84.35 - $93.39 $2M - $2.22M
121K $10.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20.1K
+ 10.12%
$85.84 - $85.84 $1.72M - $1.72M
219K $18.8M
VT
Vanguard Total World Stk Index

ETFs
2.64K
+ 1.54%
$107.72 - $119.96 $284K - $316K
173K $20.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.44K
+ 3.12%
$73.43 - $80.37 $399K - $437K
180K $14.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 1.43%
$61.11 - $67.85 $265K - $295K
308K $20.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.13K
+ 5.56%
$105.92 - $110.83 $756K - $791K
135K $15M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
15.9K
+ 5.0%
$28.1 - $30.6 $446K - $486K
333K $10.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.75K
+ 3.08%
$89.91 - $101.33 $247K - $278K
92K $9.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
229
+ 0.96%
$517.38 - $573.86 $118K - $131K
24K $13.8M
FNDF
Schwab Fundamental Intl Large

ETFs
6.13K
+ 2.26%
$33.67 - $37.71 $206K - $231K
278K $10.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.5K
+ 4.49%
$45.2 - $47.87 $384K - $407K
198K $9.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 6.29%
$162.83 - $179.16 $279K - $307K
28.9K $5.18M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.54K
+ 3.68%
$98.99 - $101.51 $450K - $461K
128K $13M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
3.09K
+ 4.6%
$55.15 - $64.23 $170K - $198K
70.3K $4.51M
UNH
Unitedhealth Group Inc

Healthcare
700
+ 28.16%
$488.01 - $604.18 $342K - $423K
3.19K $1.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.3K
+ 5.01%
$41.9 - $48.26 $180K - $208K
90.2K $4.32M
WMT
Walmart Inc.

Consumer Defensive
3.57K
+ 30.95%
$66.91 - $81.4 $239K - $290K
15.1K $1.22M
SHV
Ishares Tr

ETFs
3.66K
+ 4.09%
$110.05 - $110.63 $403K - $405K
93.1K $10.3M
IVV
Ishares Core S&P 500 ETF

ETFs
223
+ 2.08%
$520.18 - $576.82 $116K - $129K
11K $6.33M
XOM
Exxon Mobil Corp

Energy
2.41K
+ 5.5%
$109.72 - $119.0 $265K - $287K
46.3K $5.43M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.61K
+ 2.44%
$25.45 - $29.53 $66.3K - $77K
110K $3.2M
URA
Global X Uranium ETF

ETFs
12.2K
+ 34.57%
$23.18 - $31.26 $283K - $382K
47.6K $1.36M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
2.62K
+ 0.88%
$22.58 - $26.27 $59.1K - $68.7K
301K $7.76M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.61K
+ 1.75%
$38.33 - $42.48 $138K - $153K
211K $8.85M
META
Meta Platforms, Inc.

Communication Services
180
+ 7.94%
$453.41 - $572.44 $81.6K - $103K
2.45K $1.4M
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 14.21%
$182.15 - $182.15 $217K - $217K
9.57K $1.74M
VGSH
Vanguard

ETFs
2.74K
+ 9.18%
$57.74 - $59.13 $158K - $162K
32.6K $1.93M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 17.11%
$200.87 - $224.6 $207K - $232K
7.06K $1.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
266
+ 23.54%
$475.2 - $527.7 $126K - $140K
1.4K $736K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.32K
+ 16.0%
$96.25 - $101.98 $127K - $135K
9.59K $970K
WTMF
Wisdomtree Tr Managed Futures

ETFs
10.4K
+ 3.83%
$34.69 - $36.83 $362K - $384K
283K $10M
MLPA
Global X Mlp ETF

ETFs
3.66K
+ 6.57%
$45.78 - $49.84 $167K - $182K
59.3K $2.85M
CMCSA
Comcast Corp

Communication Services
2.27K
+ 17.88%
$37.33 - $41.78 $84.9K - $95K
15K $626K
IBM
International Business Machines Corp

Technology
23
+ 0.93%
$175.1 - $223.38 $4.03K - $5.14K
2.51K $553K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 1.05%
$213.3 - $270.78 $4.69K - $5.96K
2.11K $571K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
427
+ 3.97%
$77.02 - $85.06 $32.9K - $36.3K
11.2K $945K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.81K
+ 80.59%
$42.87 - $45.76 $378K - $403K
19.7K $892K
BLK
Black Rock Inc.

Financial Services
8
+ 1.55%
$782.27 - $949.51 $6.26K - $7.6K
524 $497K
VTI
Vanguard Total Stock Market Et

ETFs
276
+ 33.29%
$255.18 - $283.2 $70.4K - $78.2K
1.11K $312K
NFLX
Netflix Inc

Communication Services
105
+ 30.43%
$598.55 - $722.26 $62.8K - $75.8K
450 $319K
VGIT
Vanguard Intermediate Term Tre

ETFs
869
+ 6.39%
$57.8 - $60.8 $50.2K - $52.8K
14.5K $874K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.54K
+ 9.25%
$36.06 - $37.66 $55.5K - $58K
18.2K $684K
ABBV
Abb Vie Inc.

Healthcare
54
+ 1.85%
$163.84 - $199.33 $8.85K - $10.8K
2.97K $585K
ACN
Accenture PLC

Technology
3
+ 0.21%
$295.44 - $355.81 $886 - $1.07K
1.42K $501K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.13K
+ 5.84%
$47.0 - $47.84 $53K - $54K
20.5K $976K
IEMG
Ishares Inc

ETFs
1.26K
+ 31.15%
$53.64 - $53.64 $67.7K - $67.7K
5.31K $285K
Activity Summary
Buys All Purchases 149 New Holdings 45 Increased Positions 104 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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