Ethos Financial Group, LLC Incresed Positions in Q4 2024

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29K
+ 2075.14%
$521.84 - $558.82 $15.1M - $16.2M
30.4K $16.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
179K
+ 4798.87%
$75.1 - $82.99 $13.4M - $14.9M
183K $13.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
153K
+ 4297.83%
$63.1 - $67.29 $9.64M - $10.3M
156K $10.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
246K
+ 1353.0%
$36.54 - $37.53 $8.98M - $9.23M
264K $9.72M
VO
Vanguard Mid Cap ETF

ETFs
32.3K
+ 3697.94%
$261.5 - $284.63 $8.45M - $9.2M
33.2K $8.77M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
38.5K
+ 3690.52%
$198.04 - $221.51 $7.63M - $8.53M
39.6K $8.33M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.3K
+ 2154.36%
$216.72 - $244.71 $7.01M - $7.91M
33.8K $7.96M
RSP
Invesco S&P 500 Equal Weight E

ETFs
40.4K
+ 139.75%
$174.22 - $187.62 $7.04M - $7.58M
69.3K $12.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
66.2K
+ 1435.39%
$95.27 - $107.82 $6.3M - $7.13M
70.8K $7.31M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
150K
+ 240.95%
$33.07 - $35.18 $4.96M - $5.28M
212K $7.09M
GLD
Spdr Gold Trust

ETFs
14.5K
+ 598.27%
$236.59 - $257.5 $3.43M - $3.73M
16.9K $4.1M
IWM
Ishares Russell 2000 ETF

ETFs
15.1K
+ 213.34%
$216.13 - $242.4 $3.25M - $3.65M
22.1K $4.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
620K
+ 338.61%
$25.93 - $105.3 $16.1M - $65.2M
802K $22.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.28M
+ 217.71%
$22.01 - $66.82 $28.2M - $85.7M
1.87M $42.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
713K
+ 231.74%
$22.4 - $68.28 $16M - $48.7M
1.02M $23.7M
SGOL
Abrdn Gold ETF Trust

ETFs
89.7K
+ 11.8%
$24.46 - $26.62 $2.19M - $2.39M
850K $21.3M
VT
Vanguard Total World Stk Index

ETFs
21.5K
+ 12.4%
$117.09 - $123.07 $2.52M - $2.64M
195K $22.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.17K
+ 49.66%
$481.22 - $538.17 $1.52M - $1.7M
9.54K $4.88M
TSLA
Tesla, Inc.

Consumer Cyclical
3.83K
+ 331.31%
$213.65 - $479.86 $818K - $1.84M
4.99K $2.01M
AMZN
Amazon Com Inc

Consumer Cyclical
4.91K
+ 27.16%
$180.88 - $232.93 $889K - $1.14M
23K $5.05M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
19.5K
+ 8.9%
N/A
238K $20.4M
MUB
Ishares National Muni Bond ETF

ETFs
15.2K
+ 354.74%
$105.78 - $108.7 $1.61M - $1.66M
19.5K $2.08M
AAPL
Apple Inc.

Technology
2.8K
+ 5.4%
$221.69 - $259.02 $620K - $725K
54.6K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.5K
+ 22.8%
$570.51 - $610.59 $1.43M - $1.53M
13.5K $7.93M
URA
Global X Uranium ETF

ETFs
58.7K
+ 123.46%
$26.78 - $33.46 $1.57M - $1.96M
106K $2.85M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
54K
+ 16.2%
$29.59 - $31.22 $1.6M - $1.68M
387K $11.5M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
32.7K
+ 19.15%
$44.25 - $47.77 $1.45M - $1.56M
203K $9.08M
NVDA
Nvidia Corp

Technology
6.24K
+ 24.14%
$117.0 - $148.88 $730K - $929K
32.1K $4.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.3K
+ 129.03%
$113.92 - $127.38 $1.06M - $1.19M
16.5K $1.9M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
16.5K
+ 23.53%
$63.64 - $71.85 $1.05M - $1.19M
86.8K $5.57M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.1K
+ 321.63%
$50.62 - $50.97 $1.02M - $1.03M
26.4K $1.34M
BXSL
Blackstone Secured Lending Fund

Financial Services
24.6K
+ 35.44%
$29.25 - $33.27 $720K - $819K
94K $3.04M
FLRN
Spdr Bloomberg Investment Grad

ETFs
31K
+ 227.95%
$30.67 - $30.84 $951K - $956K
44.6K $1.37M
XLE
Energy Sector Spdr

ETFs
13.4K
+ 11.09%
$83.32 - $97.27 $1.12M - $1.3M
134K $11.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
407K
+ 226.1%
$25.79 - $80.4 $10.5M - $32.7M
586K $15.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 64.27%
$46.94 - $51.62 $591K - $650K
32.2K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 3.44%
$205.18 - $250.29 $128K - $156K
18.8K $4.5M
AVGO
Broadcom Inc.

Technology
1.89K
+ 49.26%
$159.67 - $250.0 $301K - $471K
5.71K $1.32M
MSTR
Microstrategy Inc

Technology
1.12K
+ 54.75%
$162.69 - $473.83 $182K - $529K
3.16K $914K
TIP
Ishares Tr Tips Bd ETF

ETFs
10.2K
+ 7.52%
$106.33 - $110.69 $1.08M - $1.13M
146K $15.5M
GOOGL
Alphabet Inc.

Communication Services
1.69K
+ 21.89%
$161.86 - $196.66 $273K - $332K
9.39K $1.78M
SUB
Ishares Short Term National Mu

ETFs
4.34K
+ 154.19%
$104.94 - $106.2 $455K - $461K
7.15K $754K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.32K
+ 74.42%
$61.68 - $67.87 $451K - $496K
17.1K $1.07M
MLPA
Global X Mlp ETF

ETFs
7.4K
+ 12.47%
$47.44 - $52.61 $351K - $389K
66.7K $3.3M
LLY
Eli Lilly & CO

Healthcare
664
+ 66.53%
$727.2 - $932.06 $483K - $619K
1.66K $1.28M
VXF
Vanguard Extended Market ETF

ETFs
365
+ 0.93%
$179.17 - $207.15 $65.4K - $75.6K
39.7K $7.55M
PG
Procter & Gamble CO

Consumer Defensive
2.37K
+ 86.45%
$161.05 - $179.7 $381K - $425K
5.11K $855K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
+ 15.65%
$44.04 - $49.49 $622K - $699K
104K $4.59M
MCD
Mcdonalds Corp

Consumer Cyclical
1.1K
+ 35.13%
$288.47 - $316.54 $316K - $347K
4.22K $1.22M
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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