Ethos Financial Group, LLC Incresed Positions in Q2 2025

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMQQ
Emqq Emerging Markets Internet

ETFs
514
+ 4.34%
$33.1 - $41.67 $17K - $21.4K
12.4K $514K
RIET
ETF Ser Solutions Hoya Capital

ETFs
8.72K
+ 21.35%
$8.8 - $10.01 $76.8K - $87.3K
49.6K $470K
ASML
Asml Holding Nv

Technology
20
+ 6.62%
$595.37 - $815.24 $11.9K - $16.3K
322 $258K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.72K
+ 17.93%
$13.03 - $15.28 $61.5K - $72.2K
31.1K $455K
HAUS
Tidal ETF Tr Home Appreciation

ETFs
4.48K
+ 20.62%
$17.03 - $19.54 $76.3K - $87.5K
26.2K $476K
SAR
Saratoga Investment Corp.

Financial Services
3.09K
+ 6.79%
$21.46 - $25.35 $66.3K - $78.3K
48.6K $1.21M
SCM
Stellus Capital Investment Corp

Financial Services
4.63K
+ 2.41%
$11.69 - $14.03 $54.2K - $65K
197K $2.75M
ADC
Agree Realty Corp

Real Estate
1.09K
+ 16.55%
$70.68 - $79.12 $76.7K - $85.8K
7.64K $558K
BBDC
Barings Bdc, Inc.

Financial Services
8.44K
+ 13.09%
$7.89 - $9.51 $66.6K - $80.3K
72.9K $666K
EXR
Extra Space Storage Inc.

Real Estate
336
+ 13.01%
$126.61 - $152.99 $42.5K - $51.4K
2.92K $430K
MSI
Motorola Solutions, Inc.

Technology
113
+ 25.8%
$394.72 - $440.39 $44.6K - $49.8K
551 $231K
DGRO
Ishares Core Dividend Growth E

ETFs
465
+ 11.19%
$55.22 - $63.94 $25.7K - $29.7K
4.62K $295K
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.3K
+ 11.79%
$26.61 - $29.9 $381K - $428K
136K $3.63M
FDUS
Fidus Investment Corp

Financial Services
2.98K
+ 2.22%
$17.32 - $20.65 $51.6K - $61.6K
137K $2.77M
ZNOG
Zion Oil & Gas Inc

Energy
159K
+ 102.04%
$0.09 - $0.21 $14.3K - $33.3K
314K $59K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
3.71K
+ 1.68%
$11.02 - $12.48 $40.9K - $46.4K
225K $2.8M
HE
Hawaiian Electric Industries Inc

Utilities
4.74K
+ 7.52%
$9.36 - $10.96 $44.4K - $52K
67.8K $720K
PLUG
Plug Power Inc

Industrials
16.3K
+ 49.12%
$0.7 - $1.49 $11.4K - $24.3K
49.6K $73K
ABT
Abbott Laboratories

Healthcare
127
+ 4.1%
$123.95 - $138.08 $15.7K - $17.5K
3.23K $439K
FSK
Fs Kkr Capital Corp

Financial Services
3.53K
+ 1.51%
$17.95 - $21.5 $63.3K - $75.8K
237K $4.91M
ZECP
Zacks Tr Earnings Constant Por

ETFs
5
+ 0.03%
$27.11 - $31.91 $136 - $160
14.6K $466K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
5K
+ 24.74%
$17.61 - $21.46 $88.1K - $107K
25.2K $446K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.18K
+ 10.45%
$45.07 - $52.57 $53.3K - $62.2K
12.5K $610K
TJX
Tjx Companies Inc

Consumer Cyclical
141
+ 4.76%
$119.13 - $135.03 $16.8K - $19K
3.11K $383K
ADP
Automatic Data Processing Inc

Industrials
31
+ 1.33%
$276.76 - $326.81 $8.58K - $10.1K
2.36K $728K
PFF
Ishares Trust Ishares Pfd And

ETFs
500
+ 2.47%
$29.0 - $30.68 $14.5K - $15.3K
20.8K $637K
VICI
Vici Properties Inc.

Real Estate
469
+ 2.15%
$29.41 - $32.97 $13.8K - $15.5K
22.3K $726K
WPC
W. P. Carey Inc.

Real Estate
245
+ 4.16%
$56.12 - $64.53 $13.7K - $15.8K
6.14K $382K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
3.37K
+ 1.39%
$10.72 - $12.16 $36.1K - $40.9K
245K $2.97M
PEG
Public Service Enterprise Group Inc

Utilities
31
+ 1.21%
$77.13 - $84.18 $2.39K - $2.61K
2.59K $218K
ACN
Accenture PLC

Technology
91
+ 6.19%
$279.23 - $323.21 $25.4K - $29.4K
1.56K $466K
NWBO
Northwest Biotherapeutics Inc

Healthcare
25.4K
+ 106.96%
$0.19 - $0.44 $4.82K - $11.2K
49.1K $11K
KO
Coca Cola CO

Consumer Defensive
122
+ 2.65%
$68.37 - $73.9 $8.34K - $9.02K
4.73K $334K
American Fd Balanced Fd Cl A
5.58K
+ 28.07%
N/A
25.5K $0
HYSR
Sunhydrogen, Inc.

Technology
10K
+ 100.0%
$0.02 - $0.04 $200 - $400
20K $0
BUCK
Simplify Exchange Traded Fds S
5.88K
+ 33.48%
N/A
23.4K $0
Fidelity Wise Origin Bitcoin Fund
3.54K
+ 63.27%
N/A
9.14K $0
Fidelity Contrafund
47
+ 0.35%
N/A
13.6K $0
Panagram Bbb B Clo ETF
12.6K
+ 78.31%
N/A
28.7K $0
MSPRA
Morgan Stanley Dep Shs Repstg
1.4K
+ 5.27%
N/A
27.9K $0
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.01%
N/A
33.8K $2.57M
HAYD.L
Haydale Graphene Industries PLC

Basic Materials
10K
+ 100.0%
N/A
20K $0
T Rowe Price Blue Chip Growth Fd Inv
39
+ 1.85%
N/A
2.15K $0
T. Rowe Price Ultra Shor T Term Bond I
759
+ 2.45%
N/A
31.8K $0
GCT
Giga Cloud Technology Inc.

Technology
21.8K
+ 53.54%
N/A
62.5K $0
Dodge Cox Stock
10
+ 1.24%
N/A
816 $0
North American Cannabis
1M
+ 100.0%
N/A
2M $0
Schwab Sp 500 Index
460
+ 1.77%
N/A
26.5K $0
Highlands Reit Inc Real Estate Invst Trust
15.5K
+ 124.94%
N/A
28K $0
Activity Summary
Buys All Purchases 282 New Holdings 94 Increased Positions 188 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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