Ethos Financial Group, LLC Sells in Q2 2025

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-5.16K
- 50.76%
$74.01 - $144.25 $382K - $744K
5.01K $682K
LLY
Eli Lilly & CO

Healthcare
-119
- 7.14%
$713.71 - $898.95 $84.9K - $107K
1.55K $1.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.08K
- 11.72%
$48.13 - $49.85 $148K - $153K
23.2K $1.14M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.16K
- 21.79%
$22.68 - $23.28 $162K - $167K
25.7K $596K
MCD
Mcdonalds Corp

Consumer Cyclical
-235
- 5.55%
$285.55 - $321.23 $67.1K - $75.5K
4K $1.17M
PPL
Ppl Corp

Utilities
-1.27K
- 2.6%
$33.45 - $36.5 $42.5K - $46.4K
47.7K $1.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.03K
- 7.32%
$26.18 - $26.93 $132K - $135K
63.7K $1.7M
KRBN
Kraneshares Global Carbon Stra

Technology
-6.65K
- 18.95%
$25.85 - $30.77 $172K - $204K
28.4K $844K
VGSH
Vanguard

ETFs
-2.35K
- 18.11%
$58.32 - $58.95 $137K - $139K
10.6K $625K
IEFA
Ishares Tr

ETFs
-2.61K
- 24.89%
$67.83 - $84.09 $177K - $219K
7.86K $656K
MRK
Merck & Co., Inc.

Healthcare
-482
- 6.77%
$73.47 - $87.12 $35.4K - $42K
6.64K $525K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1K
- 16.3%
$116.93 - $119.39 $117K - $119K
5.14K $611K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.22K
- 4.34%
$91.43 - $91.74 $111K - $112K
26.8K $2.46M
COP
Conocophillips

Energy
-700
- 22.19%
$82.66 - $106.1 $57.9K - $74.3K
2.45K $220K
INTU
Intuit Inc

Technology
-228
- 44.88%
$544.07 - $787.63 $124K - $180K
280 $220K
WTMF
Wisdomtree Tr Managed Futures

ETFs
-3.77K
- 8.16%
$32.91 - $35.38 $124K - $133K
42.4K $1.5M
SHV
Ishares Tr

ETFs
-638
- 2.73%
$110.06 - $110.46 $70.2K - $70.5K
22.7K $2.51M
PEP
Pepsico Inc

Consumer Defensive
-141
- 6.79%
$128.02 - $151.37 $18.1K - $21.3K
1.94K $255K
VZ
Verizon Communications Inc

Communication Services
-841
- 8.84%
$41.67 - $45.62 $35K - $38.4K
8.67K $375K
ENB
Enbridge Inc

Energy
-1.38K
- 23.05%
$41.09 - $47.16 $56.8K - $65.2K
4.61K $209K
LMT
Lockheed Martin Corp

Industrials
-118
- 14.22%
$430.82 - $486.45 $50.8K - $57.4K
712 $329K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-465
- 14.21%
$95.74 - $115.54 $44.5K - $53.7K
2.81K $320K
IYM
Ishares Tr

ETFs
-355
- 14.81%
$116.16 - $140.01 $41.2K - $49.7K
2.04K $285K
ADBE
Adobe Inc.

Technology
-97
- 10.59%
$340.0 - $420.68 $33K - $40.8K
819 $316K
CMCSA
Comcast Corp

Communication Services
-387
- 2.48%
$32.84 - $36.72 $12.7K - $14.2K
15.2K $544K
IYR
Ishares Tr

ETFs
-157
- 1.68%
$84.48 - $96.25 $13.3K - $15.1K
9.18K $869K
NEU
Newmarket Corp

Basic Materials
-192
- 21.45%
$519.95 - $690.86 $99.8K - $133K
703 $485K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-1.83K
- 10.97%
$9.82 - $10.45 $18K - $19.1K
14.9K $152K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-375
- 4.23%
$50.36 - $50.68 $18.9K - $19K
8.5K $430K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-2.53K
- 2.83%
$9.13 - $10.58 $23.1K - $26.7K
86.9K $917K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-132
- 1.76%
$96.84 - $99.46 $12.8K - $13.1K
7.38K $732K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-476
- 4.2%
$13.7 - $14.3 $6.52K - $6.81K
10.9K $155K
VBF
Invesco Bond Fund

Financial Services
-204
- 0.69%
$14.72 - $15.65 $3K - $3.19K
29.2K $451K
PIM
Putnam Master Intermediate Income Trust

Financial Services
-1.09K
- 2.14%
$3.18 - $3.37 $3.47K - $3.68K
49.8K $166K
MMT
Mfs Multimarket Income Trust

Financial Services
-689
- 2.47%
$4.36 - $4.7 $3K - $3.24K
27.2K $127K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.02K
- 5.97%
$51.16 - $62.02 $52.3K - $63.4K
16.1K $999K
Lord Abbett Short Durati On Income I
-15.6K
- 14.36%
N/A
92.8K $0
Schwab Target 2025
-576
- 4.1%
N/A
13.5K $0
American Funds New Perspective A
-1.6K
- 26.25%
N/A
4.5K $0
American Funds Growth Fund Of America A
-3.79K
- 40.48%
N/A
5.58K $0
TUA
Simpl Exch Traded Fds Sht Term
-13.1K
- 52.87%
N/A
11.7K $0
American Funds Growth Fu Nd Of Amer F3
-171
- 2.81%
N/A
5.92K $0
Simplify Mbs ETF
-2.57K
- 1.66%
N/A
152K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-5.69K
- 10.1%
N/A
50.7K $0
Vanguard 500 Index Adm
-22
- 1.03%
N/A
2.11K $0
Blackrock Income Tr Inc
-1.06K
- 2.33%
N/A
44.5K $0
Bitwise Bitcoin ETF
-1.61K
- 17.87%
N/A
7.4K $0
Guggenheim Macro Oppty Inst
-2.33K
- 8.27%
N/A
25.9K $0
Vanguard Developed Mkts Index Adm
-2.05K
- 15.01%
N/A
11.6K $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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