Ethos Financial Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $923 Million distributed in 467 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 $40.2M, Ishares Tr Msci Eafe ETF with a value of $31.2M, Apple Inc. with a value of $28.6M, Abrdn Gold ETF Trust with a value of $25.6M, and Vanguard Total World Stk Index with a value of $22.7M.
Examining the 13F form we can see an increase of $258M in the current position value, from $665M to 923M.
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
$923 Million
ETFs: $663 Million
Financial Services: $86 Million
Technology: $57.1 Million
Consumer Cyclical: $25 Million
Utilities: $23.1 Million
Energy: $14.3 Million
Communication Services: $13.4 Million
Industrials: $11.9 Million
Other: $27.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
