Ethos Financial Group, LLC Purchases and Sells in Q1 2025

Ethos Financial Group, LLC

$923 Million
Q1 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWB	60K + 5873.78%	$302.31 - $337.54 $18.1M - $20.3M	61.1K $18.7M
EFA	199K + 108.67%	$74.85 - $84.89 $14.9M - $16.9M	381K $31.2M
AAPL	74.1K + 135.76%	$209.68 - $247.1 $15.5M - $18.3M	129K $28.6M
IWF	37.2K + 248.83%	$360.07 - $417.26 $13.4M - $15.5M	52.2K $18.8M
MSFT	28.6K + 214.79%	$375.39 - $447.2 $10.7M - $12.8M	41.9K $15.7M
AMZN	28.9K + 125.85%	$190.26 - $242.06 $5.51M - $7.01M	52K $9.88M

New Holdings

128 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	203K New	$74.7 - $80.27 $15.1M - $16.3M	203K $16M
IJS	99.1K New	$96.3 - $112.23 $9.54M - $11.1M	99.1K $9.66M
LPRO	2.95M New	$2.76 - $6.61 $8.14M - $19.5M	2.95M $8.14M
JFR	733K New	$8.41 - $9.05 $6.16M - $6.63M	733K $6.2M
FSK	233K New	$20.47 - $24.06 $4.78M - $5.61M	233K $4.89M
IYF	37.7K New	$107.69 - $119.37 $4.06M - $4.5M	37.7K $4.25M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHP	-119K - 63.47%	$25.69 - $26.89 $3.07M - $3.21M	68.7K $1.85M
IWM	-12.2K - 55.28%	$198.1 - $229.79 $2.42M - $2.81M	9.89K $1.97M
IEF	-26.3K - 50.09%	$91.17 - $95.39 $2.4M - $2.51M	26.2K $2.5M
SCHB	-1.65K - 0.09%	$21.23 - $23.75 $35.1K - $39.3K	1.87M $40.2M
IVV	-137 - 1.02%	$554.06 - $615.85 $75.9K - $84.4K	13.3K $7.49M
VTEB	-5.61K - 17.62%	$49.25 - $50.66 $276K - $284K	26.2K $1.3M

Activity Summary All Purchases 219 New Holdings 128 Increased Positions 91 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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