Ethos Financial Group, LLC Incresed Positions in Q1 2025

Ethos Financial Group, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
60K
+ 5873.78%
$302.31 - $337.54 $18.1M - $20.3M
61.1K $18.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
199K
+ 108.67%
$74.85 - $84.89 $14.9M - $16.9M
381K $31.2M
AAPL
Apple Inc.

Technology
74.1K
+ 135.76%
$209.68 - $247.1 $15.5M - $18.3M
129K $28.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37.2K
+ 248.83%
$360.07 - $417.26 $13.4M - $15.5M
52.2K $18.8M
MSFT
Microsoft Corp

Technology
28.6K
+ 214.79%
$375.39 - $447.2 $10.7M - $12.8M
41.9K $15.7M
AMZN
Amazon Com Inc

Consumer Cyclical
28.9K
+ 125.85%
$190.26 - $242.06 $5.51M - $7.01M
52K $9.88M
AINV
Apollo Investment Corp

Financial Services
397K
+ 2074.55%
N/A
416K $4.63M
SGOL
Abrdn Gold ETF Trust

ETFs
7.23K
+ 0.85%
$25.14 - $29.82 $182K - $216K
857K $25.6M
SO
Southern CO

Utilities
40.6K
+ 1193.42%
$80.96 - $92.96 $3.29M - $3.77M
44K $4.05M
NEE
Nextera Energy Inc

Utilities
46K
+ 555.53%
$66.96 - $76.16 $3.08M - $3.5M
54.3K $3.85M
T
At&T Inc.

Communication Services
88.8K
+ 634.21%
$21.56 - $28.28 $1.91M - $2.51M
103K $2.91M
JNJ
Johnson & Johnson

Healthcare
12.2K
+ 213.36%
$142.06 - $167.7 $1.74M - $2.05M
18K $2.98M
META
Meta Platforms, Inc.

Communication Services
3.56K
+ 147.0%
$576.36 - $736.67 $2.05M - $2.62M
5.98K $3.44M
WMT
Walmart Inc.

Consumer Defensive
21.9K
+ 149.73%
$84.5 - $105.05 $1.85M - $2.3M
36.5K $3.21M
ABBV
Abb Vie Inc.

Healthcare
8.56K
+ 310.98%
$169.2 - $216.66 $1.45M - $1.85M
11.3K $2.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.74K
+ 160.54%
$182.82 - $196.21 $1.78M - $1.91M
15.8K $2.98M
XOM
Exxon Mobil Corp

Energy
10.4K
+ 22.51%
$105.44 - $118.93 $1.1M - $1.24M
56.8K $6.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.8K
+ 13.13%
$81.83 - $82.73 $1.37M - $1.39M
145K $12M
OEF
Ishares S&P 100 ETF

ETFs
5.49K
+ 178.2%
N/A
8.57K $2.28M
XLE
Energy Sector Spdr

ETFs
4.43K
+ 3.3%
$85.7 - $93.96 $380K - $416K
139K $13M
CAT
Caterpillar Inc

Industrials
4.26K
+ 337.53%
$326.75 - $407.63 $1.39M - $1.74M
5.53K $1.82M
MO
Altria Group, Inc.

Consumer Defensive
21.5K
+ 684.45%
$50.81 - $60.02 $1.09M - $1.29M
24.7K $1.48M
BAC
Bank Of America Corp

Financial Services
31.9K
+ 369.34%
$39.61 - $47.74 $1.27M - $1.53M
40.6K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
4.65K
+ 24.76%
$225.19 - $279.95 $1.05M - $1.3M
23.4K $5.74M
PSX
Phillips 66

Energy
8.88K
+ 361.86%
$113.93 - $131.55 $1.01M - $1.17M
11.3K $1.4M
WTMF
Wisdomtree Tr Managed Futures

ETFs
32.6K
+ 238.82%
$33.94 - $35.62 $1.11M - $1.16M
46.2K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
6.63K
+ 132.89%
$222.15 - $428.22 $1.47M - $2.84M
11.6K $3.01M
GOOGL
Alphabet Inc.

Communication Services
8.45K
+ 90.05%
$154.33 - $206.19 $1.3M - $1.74M
17.8K $2.76M
V
Visa Inc.

Financial Services
2.24K
+ 45.18%
$306.92 - $362.71 $686K - $811K
7.19K $2.52M
COST
Costco Wholesale Corp

Consumer Defensive
905
+ 57.72%
$890.62 - $1076.86 $806K - $975K
2.47K $2.34M
ETR
Entergy Corp

Utilities
9.51K
+ 268.15%
$75.26 - $87.89 $715K - $835K
13.1K $1.12M
GLD
Spdr Gold Trust

ETFs
146
+ 0.86%
$243.19 - $288.14 $35.5K - $42.1K
17.1K $4.92M
EEM
Ishares Msci Emerging Markets

ETFs
18.6K
+ 1595.12%
$40.81 - $45.34 $761K - $845K
19.8K $865K
BXSL
Blackstone Secured Lending Fund

Financial Services
18.5K
+ 19.72%
$31.3 - $34.5 $580K - $640K
113K $3.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.19K
+ 9.4%
$551.42 - $612.93 $1.21M - $1.34M
25.5K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 3.45%
$442.66 - $534.52 $88.1K - $106K
5.96K $3.18M
ORCC
Owl Rock Capital Corp

Financial Services
41.4K
+ 6181.79%
N/A
42.1K $563K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.4K
+ 9.19%
$54.25 - $57.64 $562K - $598K
123K $6.78M
SYLD
Cambria Shareholder Yld ETF

ETFs
10.9K
+ 20.45%
$62.77 - $71.4 $681K - $775K
63.9K $4.08M
GOOG
Alphabet Inc.

Communication Services
3.94K
+ 53.95%
$156.06 - $207.71 $615K - $818K
11.2K $1.76M
MA
Mastercard Inc

Financial Services
518
+ 19.5%
$504.67 - $576.31 $261K - $299K
3.17K $1.74M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.15K
+ 2.82%
$48.43 - $49.9 $152K - $157K
115K $5.73M
XLK
Technology Sector Spdr

ETFs
1.61K
+ 214.29%
$206.38 - $242.18 $331K - $389K
2.35K $486K
WM
Waste Management Inc

Industrials
1.19K
+ 117.77%
$200.54 - $233.78 $239K - $279K
2.21K $510K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.32K
+ 88.63%
$48.65 - $53.06 $259K - $282K
11.3K $587K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.07K
+ 3593.62%
$53.6 - $58.97 $272K - $299K
5.21K $285K
URA
Global X Uranium ETF

ETFs
29.3K
+ 27.53%
$22.92 - $30.98 $671K - $906K
136K $3.11M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
253
+ 0.31%
$100.59 - $103.47 $25.4K - $26.2K
81.9K $8.48M
ARCC
Ares Capital Corp

Financial Services
10.1K
+ 71.06%
$21.28 - $23.81 $214K - $239K
24.2K $536K
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
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