Ethos Financial Group, LLC Sells in Q4 2024

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WTMF
Wisdomtree Tr Managed Futures

ETFs
-269K
- 95.18%
$34.6 - $36.99 $9.32M - $9.96M
13.6K $476K
FNDF
Schwab Fundamental Intl Large

ETFs
-243K
- 87.58%
$32.92 - $37.15 $8M - $9.03M
34.5K $1.15M
TDIV
First Trust Nasdaq Technology

ETFs
-110K
- 96.8%
$78.03 - $82.13 $8.55M - $9M
3.62K $283K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-166K
- 84.07%
$22.63 - $47.53 $3.76M - $7.9M
31.5K $715K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-82.2K
- 89.33%
$87.1 - $98.49 $7.16M - $8.09M
9.81K $856K
SHV
Ishares Tr

ETFs
-69.7K
- 74.89%
$109.92 - $110.57 $7.67M - $7.71M
23.4K $2.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
-78.3K
- 93.44%
$94.43 - $105.47 $7.4M - $8.26M
5.5K $558K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-287K
- 95.48%
$23.64 - $25.78 $6.79M - $7.4M
13.6K $326K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-46.4K
- 36.24%
$100.24 - $101.35 $4.65M - $4.71M
81.7K $8.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.9K
- 46.28%
$370.24 - $418.94 $4.77M - $5.4M
15K $6.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.31K
- 15.26%
$176.42 - $186.91 $936K - $992K
29.5K $5.25M
UNH
Unitedhealth Group Inc

Healthcare
-912
- 28.63%
$485.52 - $625.25 $443K - $570K
2.27K $1.15M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-15K
- 75.97%
$42.84 - $45.38 $642K - $680K
4.74K $203K
VV
Vanguard Large Cap ETF

ETFs
-2.33K
- 55.42%
$260.27 - $280.65 $606K - $653K
1.87K $504K
CBRE
Cbre Group, Inc.

Real Estate
-2.61K
- 88.38%
$119.22 - $140.71 $311K - $367K
343 $45K
SPMD
Spdr Portfolio

ETFs
-5.79K
- 28.73%
$54.13 - $59.56 $313K - $345K
14.4K $785K
QCOM
Qualcomm Inc

Technology
-1.46K
- 35.37%
$150.4 - $178.04 $220K - $260K
2.67K $410K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.14K
- 22.36%
$96.64 - $101.23 $207K - $217K
7.44K $721K
KRBN
Kraneshares Global Carbon Stra

Technology
-4.98K
- 12.44%
$26.98 - $32.82 $134K - $164K
35.1K $1.03M
INTC
Intel Corp

Technology
-7.92K
- 76.88%
$19.07 - $26.23 $151K - $208K
2.38K $47K
ADBE
Adobe Inc.

Technology
-214
- 18.94%
$437.39 - $552.96 $93.6K - $118K
916 $407K
IEMG
Ishares Inc

ETFs
-2.66K
- 49.98%
N/A
2.66K $142K
MCHP
Microchip Technology Inc

Technology
-456
- 9.26%
$55.51 - $79.05 $25.3K - $36K
4.47K $256K
LMT
Lockheed Martin Corp

Industrials
-98
- 10.56%
$479.66 - $614.62 $47K - $60.2K
830 $403K
VONE
Vanguard Russell 1000 ETF

ETFs
-632
- 13.2%
$257.18 - $277.76 $163K - $176K
4.16K $1.11M
NEE
Nextera Energy Inc

Utilities
-332
- 3.86%
$69.77 - $85.43 $23.2K - $28.4K
8.28K $593K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.75K
- 48.07%
$33.77 - $44.09 $92.9K - $121K
2.97K $100K
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 13.11%
$39.6 - $45.21 $55.5K - $63.3K
9.29K $371K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-885
- 2.23%
$100.16 - $100.7 $88.6K - $89.1K
38.8K $3.89M
CTBB
Qwest Corp Nt 6.5% Due 2058 (C

ETFs
-8.27K
- 29.93%
$15.48 - $18.54 $128K - $153K
19.4K $338K
SPY
Spdr S&P 500 ETF Trust

ETFs
-674
- 2.81%
$567.81 - $607.81 $383K - $410K
23.3K $13.7M
ABBV
Abb Vie Inc.

Healthcare
-215
- 7.25%
$164.99 - $203.87 $35.5K - $43.8K
2.75K $488K
FTNT
Fortinet, Inc.

Technology
-1.71K
- 43.9%
$76.49 - $99.21 $130K - $169K
2.18K $205K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.81K
- 16.97%
$50.37 - $50.6 $91.3K - $91.7K
8.87K $446K
TGT
Target Corp

Consumer Defensive
-387
- 18.53%
$121.59 - $160.69 $47.1K - $62.2K
1.7K $229K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-12
- 0.04%
$32.68 - $36.28 $392 - $435
29.6K $966K
KLAC
Kla Corp

Technology
-32
- 6.61%
$614.46 - $829.55 $19.7K - $26.5K
452 $284K
AOR
Ishares Tr Core Growth Allocat

ETFs
-49
- 0.11%
$57.32 - $59.66 $2.81K - $2.92K
44.8K $2.57M
IEFA
Ishares Tr

ETFs
-248
- 2.84%
$70.06 - $77.43 $17.4K - $19.2K
8.48K $596K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.22K
- 22.7%
$60.73 - $64.94 $74.1K - $79.2K
4.16K $254K
PEP
Pepsico Inc

Consumer Defensive
-262
- 11.2%
$151.29 - $176.1 $39.6K - $46.1K
2.08K $315K
CTAS
Cintas Corp

Industrials
-63
- 2.41%
$182.7 - $226.47 $11.5K - $14.3K
2.55K $465K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.11K
- 21.65%
$58.65 - $64.37 $65.1K - $71.5K
4.02K $237K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.45%
$385.02 - $431.37 $5.78K - $6.47K
3.32K $1.29M
CVX
Chevron Corp

Energy
-296
- 5.17%
$141.15 - $162.53 $41.8K - $48.1K
5.43K $786K
PSX
Phillips 66

Energy
-35
- 1.41%
$110.35 - $138.93 $3.86K - $4.86K
2.45K $279K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-50
- 3.14%
$176.4 - $231.84 $8.82K - $11.6K
1.54K $272K
NEU
Newmarket Corp

Basic Materials
-36
- 3.87%
$519.96 - $563.85 $18.7K - $20.3K
895 $472K
VEA
Vanguard Ftse Developed Market

ETFs
-54
- 0.99%
$47.57 - $52.44 $2.57K - $2.83K
5.41K $258K
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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