Ethos Financial Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $665 Million distributed in 398 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $42.5M, Schwab Strategic Tr Us Large C with a value of $23.7M, Vanguard Total World Stk Index with a value of $22.9M, Schwab Strategic Tr Us Large C with a value of $22.4M, and Abrdn Gold ETF Trust with a value of $21.3M.
Examining the 13F form we can see an increase of $137M in the current position value, from $528M to 665M.
Ethos Financial Group, LLC is based out at King Of Prussia, PA
Below you can find more details about Ethos Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$665 Million
ETFs: $554 Million
Technology: $33 Million
Financial Services: $20.8 Million
Consumer Cyclical: $12.8 Million
Industrials: $9.87 Million
Energy: $9.62 Million
Communication Services: $7.33 Million
Healthcare: $7.27 Million
Other: $8.91 Million
Stock Holdings Table Market Cap. of $200 Billions or more
