Ethos Financial Group, LLC New Holdings in Q3 2025

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
30K
New
$243.93 - $275.62 $7.32M - $8.27M
30K $8.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.1K
New
$546.99 - $602.2 $7.19M - $7.91M
13.1K $7.89M
XLK
Technology Sector Spdr

ETFs
10.1K
New
$250.97 - $282.66 $2.54M - $2.86M
10.1K $2.85M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
42.3K
New
$29.62 - $33.45 $1.25M - $1.42M
42.3K $1.38M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18K
New
$70.85 - $76.96 $1.27M - $1.38M
18K $1.36M
ITB
Ishares Tr

ETFs
12.4K
New
$94.18 - $117.14 $1.16M - $1.45M
12.4K $1.32M
HARL
Harleysville Financial Corporation

Financial Services
42.9K
New
$22.38 - $24.45 $960K - $1.05M
42.9K $1.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
8.26K
New
$107.27 - $113.94 $886K - $941K
8.26K $938K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
21.5K
New
$38.52 - $41.26 $827K - $886K
21.5K $882K
RTX
Raytheon Technologies Corp

Industrials
4.41K
New
$144.19 - $167.33 $636K - $738K
4.41K $737K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.24K
New
$79.52 - $89.63 $576K - $649K
7.24K $645K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
95K
New
$6.12 - $7.9 $581K - $750K
95K $588K
MU
Micron Technology Inc

Technology
2.79K
New
$104.88 - $168.89 $293K - $471K
2.79K $466K
HUM
Humana Inc

Healthcare
1.78K
New
$220.41 - $312.0 $393K - $556K
1.78K $463K
EBAY
Ebay Inc

Consumer Cyclical
5.03K
New
$75.33 - $100.77 $379K - $507K
5.03K $457K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
16.7K
New
$24.87 - $25.69 $416K - $430K
16.7K $426K
PSX
Phillips 66

Energy
3.08K
New
$118.37 - $139.46 $365K - $430K
3.08K $419K
GBIL
Goldman Sachs Access Treasury

ETFs
3.81K
New
$99.82 - $100.23 $380K - $381K
3.81K $381K
QLD
Proshares Ultra Qqq

ETFs
2.74K
New
$115.66 - $138.31 $317K - $380K
2.74K $376K
SOUN
Soundhound Ai, Inc.

Technology
22.3K
New
$10.11 - $18.05 $225K - $402K
22.3K $358K
FPX
First Trust Us Equity Opportun

ETFs
2.04K
New
$141.57 - $166.21 $289K - $339K
2.04K $339K
ROK
Rockwell Automation, Inc

Industrials
757
New
$328.67 - $358.52 $249K - $271K
757 $264K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.89K
New
$69.9 - $78.26 $202K - $226K
2.89K $225K
BX
Blackstone Inc.

Financial Services
1.26K
New
$152.77 - $188.68 $192K - $238K
1.26K $215K
LHX
L3 Harris Technologies, Inc.

Industrials
698
New
$252.18 - $305.41 $176K - $213K
698 $213K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.94K
New
$38.45 - $43.08 $190K - $213K
4.94K $211K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
21.1K
New
$9.91 - $10.26 $209K - $217K
21.1K $210K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.54K
New
$35.42 - $38.65 $196K - $214K
5.54K $210K
MPC
Marathon Petroleum Corp

Energy
1.08K
New
$158.59 - $198.69 $170K - $214K
1.08K $207K
EXC
Exelon Corp

Utilities
4.6K
New
$42.73 - $45.54 $197K - $210K
4.6K $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
426
New
$404.94 - $499.99 $173K - $213K
426 $206K
ALB
Albemarle Corp

Basic Materials
2.55K
New
$62.9 - $88.1 $160K - $225K
2.55K $206K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
633
New
$301.44 - $365.84 $191K - $232K
633 $204K
SRE
Sempra Energy

Utilities
2.25K
New
$74.14 - $89.98 $167K - $203K
2.25K $202K
CADE
Cadence Bank

Financial Services
5.39K
New
$33.44 - $38.12 $180K - $205K
5.39K $202K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.64K
New
$20.84 - $21.03 $201K - $203K
9.64K $201K
HOOD
Robinhood Markets, Inc.

Technology
1.41K
New
$91.27 - $143.18 $128K - $201K
1.41K $201K
PNC
Pnc Financial Services Group, Inc.

Financial Services
999
New
$185.88 - $207.44 $186K - $207K
999 $200K
BGB
Blackstone Strategic Credit Fund

Financial Services
15.4K
New
$12.07 - $12.6 $186K - $194K
15.4K $187K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
19.8K
New
$8.89 - $10.82 $176K - $214K
19.8K $175K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
13.2K
New
$11.98 - $12.6 $158K - $166K
13.2K $158K
VRT
Vertiv Holdings CO

Industrials
1.61K
New
N/A
1.61K $139K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
23.7K
New
$1.76 - $3.23 $41.7K - $76.5K
23.7K $75K
Celestica Inc
815
New
N/A
815 $0
GHTA
Collaborative Invt Ser Tr Goos
6.52K
New
N/A
6.52K $0
Defi Technologies Inc
264K
New
N/A
264K $0
Columbia Seligman Comm & Info A
1.5K
New
N/A
1.5K $0
Managed Portfolio Series
16.6K
New
N/A
16.6K $0
Graniteshares ETF Tr
22.5K
New
N/A
22.5K $0
Activity Summary
Buys All Purchases 240 New Holdings 69 Increased Positions 171 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email