Ethos Financial Group, LLC New Holdings in Q2 2025

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
148K
New
$82.32 - $112.47 $12.2M - $16.7M
148K $16.7M
PWB
Invesco Exchange Traded Fd Tr

ETFs
64.8K
New
$86.24 - $117.44 $5.59M - $7.61M
64.8K $7.61M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
18.7K
New
$299.15 - $396.54 $5.6M - $7.43M
18.7K $7.43M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
46.9K
New
$113.67 - $150.4 $5.33M - $7.05M
46.9K $7.05M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
111K
New
$39.34 - $40.41 $4.38M - $4.5M
111K $4.47M
XLF
Financial Sector Spdr

ETFs
46.9K
New
$43.92 - $52.37 $2.06M - $2.46M
46.9K $2.46M
XLC
Select Sector Spdr Tr Communic

ETFs
22.3K
New
$86.13 - $108.53 $1.92M - $2.43M
22.3K $2.43M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
56.3K
New
$24.59 - $33.96 $1.39M - $1.91M
56.3K $1.91M
CB
Chubb LTD

Financial Services
3.81K
New
$274.32 - $302.46 $1.04M - $1.15M
3.81K $1.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.2K
New
$58.41 - $72.69 $771K - $959K
13.2K $959K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
7.42K
New
$83.67 - $109.12 $621K - $810K
7.42K $809K
STX
Seagate Technology Holdings PLC

Technology
5.47K
New
$66.54 - $144.33 $364K - $789K
5.47K $789K
SCHW
Schwab Charles Corp

Financial Services
8.38K
New
$69.06 - $91.24 $579K - $765K
8.38K $764K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$59.24 - $71.39 $596K - $718K
10.1K $716K
APH
Amphenol Corp

Technology
6.25K
New
$59.09 - $98.75 $369K - $617K
6.25K $616K
NDAQ
Nasdaq, Inc.

Financial Services
6.88K
New
$66.4 - $89.42 $457K - $615K
6.88K $615K
PANW
Palo Alto Networks Inc

Technology
2.26K
New
$152.44 - $204.64 $344K - $461K
2.26K $461K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.8K
New
$24.54 - $25.07 $438K - $447K
17.8K $446K
BK
Bank Of New York Mellon Corp

Financial Services
4.33K
New
$73.31 - $91.62 $317K - $396K
4.33K $394K
NVS
Novartis Ag

Healthcare
3.2K
New
$101.96 - $121.01 $326K - $387K
3.2K $386K
VBR
Vanguard Small Cap Value ETF

ETFs
1.87K
New
$162.76 - $195.77 $304K - $366K
1.87K $364K
CTBB
Qwest Corp Nt 6.5% Due 2058 (C

ETFs
19.8K
New
$15.91 - $18.42 $315K - $364K
19.8K $355K
INTC
Intel Corp

Technology
15.1K
New
$18.13 - $22.69 $274K - $343K
15.1K $338K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.18K
New
$100.04 - $100.54 $318K - $320K
3.18K $319K
WDC
Western Digital Corp

Technology
4.84K
New
$30.54 - $63.99 $148K - $310K
4.84K $309K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.93K
New
$41.45 - $54.46 $246K - $323K
5.93K $308K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.68K
New
$151.62 - $183.47 $254K - $307K
1.68K $307K
GILD
Gilead Sciences, Inc.

Healthcare
2.76K
New
$96.91 - $113.0 $267K - $311K
2.76K $305K
SOJD
Southern CO

Industrials
15.3K
New
$19.61 - $20.9 $300K - $320K
15.3K $303K
CI
Cigna Corp

Healthcare
906
New
$301.89 - $340.04 $274K - $308K
906 $299K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.76K
New
$141.87 - $164.49 $250K - $290K
1.76K $290K
WSFS
Wsfs Financial Corp

Financial Services
5.23K
New
$45.9 - $55.54 $240K - $290K
5.23K $287K
CRWD
Crowd Strike Holdings, Inc.

Technology
564
New
$321.63 - $509.31 $181K - $287K
564 $287K
PM
Philip Morris International Inc.

Consumer Defensive
1.57K
New
$149.23 - $184.95 $234K - $290K
1.57K $285K
STT
State Street Corp

Financial Services
2.66K
New
$75.33 - $106.34 $200K - $282K
2.66K $282K
ALC
Alcon Inc

Healthcare
3.19K
New
$82.88 - $98.3 $265K - $314K
3.19K $281K
VKTX
Viking Therapeutics, Inc.

Healthcare
10.5K
New
$19.98 - $29.49 $211K - $311K
10.5K $279K
UBER
Uber Technologies, Inc

Technology
2.98K
New
$64.62 - $93.3 $192K - $278K
2.98K $277K
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $177K - $273K
1.06K $273K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
24.2K
New
$10.92 - $11.45 $265K - $278K
24.2K $272K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
25K
New
$10.39 - $11.24 $260K - $281K
25K $269K
EQR
Equity Residential

Real Estate
3.97K
New
$61.82 - $71.72 $246K - $285K
3.97K $268K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.18K
New
$141.37 - $228.57 $167K - $270K
1.18K $267K
SLV
I Shares Silver Trust

ETFs
8.15K
New
$27.08 - $33.74 $221K - $275K
8.15K $267K
TEQI
T Rowe Price Exchange Traded F

Technology
5.75K
New
$36.8 - $42.54 $212K - $245K
5.75K $244K
IDCC
Inter Digital, Inc.

Communication Services
1K
New
$183.37 - $234.7 $183K - $235K
1K $224K
SRLN
Ssga Active Trust

ETFs
5.37K
New
$39.47 - $41.59 $212K - $223K
5.37K $223K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.7K
New
$48.22 - $60.41 $178K - $224K
3.7K $221K
GD
General Dynamics Corp

Industrials
755
New
$247.68 - $291.66 $187K - $220K
755 $220K
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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