Ethos Financial Group, LLC Purchases in Q3 2024

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
264
New
$730.87 - $937.36 $193K - $247K
264 $236K
ETR
Entergy Corp

Utilities
1.77K
New
$104.75 - $131.61 $185K - $233K
1.77K $232K
VO
Vanguard Mid Cap ETF

ETFs
874
New
$237.84 - $263.83 $208K - $231K
874 $230K
FAD
First Tr Multi Cap Growth Alph

ETFs
1.72K
New
$118.04 - $133.6 $203K - $230K
1.72K $230K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.72K
New
$33.89 - $41.64 $194K - $238K
5.72K $227K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.55K
New
$60.73 - $63.8 $216K - $227K
3.55K $225K
FCOB
1 St Colonial Bancorp Inc

Financial Services
14.4K
New
$15.0 - $15.99 $216K - $231K
14.4K $221K
COF
Capital One Financial Corp

Financial Services
1.43K
New
$131.42 - $153.05 $188K - $219K
1.43K $213K
SLV
I Shares Silver Trust

ETFs
7.39K
New
$24.33 - $29.38 $180K - $217K
7.39K $210K
JHMM
John Hancock Multifactor Mid C

ETFs
3.46K
New
$54.25 - $60.2 $187K - $208K
3.46K $208K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 14.21%
$182.15 - $182.15 $217K - $217K
9.57K $1.74M
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
7.42K
New
$25.4 - $27.97 $188K - $208K
7.42K $204K
XCEM
Columbia ETF Tr Ii

ETFs
6.24K
New
$30.17 - $33.79 $188K - $211K
6.24K $203K
IT
Gartner Inc

Technology
398
New
$441.32 - $516.47 $176K - $206K
398 $201K
VGSH
Vanguard

ETFs
2.74K
+ 9.18%
$57.74 - $59.13 $158K - $162K
32.6K $1.93M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 17.11%
$200.87 - $224.6 $207K - $232K
7.06K $1.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
266
+ 23.54%
$475.2 - $527.7 $126K - $140K
1.4K $736K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.32K
+ 16.0%
$96.25 - $101.98 $127K - $135K
9.59K $970K
WTMF
Wisdomtree Tr Managed Futures

ETFs
10.4K
+ 3.83%
$34.69 - $36.83 $362K - $384K
283K $10M
MLPA
Global X Mlp ETF

ETFs
3.66K
+ 6.57%
$45.78 - $49.84 $167K - $182K
59.3K $2.85M
CMCSA
Comcast Corp

Communication Services
2.27K
+ 17.88%
$37.33 - $41.78 $84.9K - $95K
15K $626K
IBM
International Business Machines Corp

Technology
23
+ 0.93%
$175.1 - $223.38 $4.03K - $5.14K
2.51K $553K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 1.05%
$213.3 - $270.78 $4.69K - $5.96K
2.11K $571K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
427
+ 3.97%
$77.02 - $85.06 $32.9K - $36.3K
11.2K $945K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.81K
+ 80.59%
$42.87 - $45.76 $378K - $403K
19.7K $892K
BLK
Black Rock Inc.

Financial Services
8
+ 1.55%
$782.27 - $949.51 $6.26K - $7.6K
524 $497K
VTI
Vanguard Total Stock Market Et

ETFs
276
+ 33.29%
$255.18 - $283.2 $70.4K - $78.2K
1.11K $312K
NFLX
Netflix Inc

Communication Services
105
+ 30.43%
$598.55 - $722.26 $62.8K - $75.8K
450 $319K
VGIT
Vanguard Intermediate Term Tre

ETFs
869
+ 6.39%
$57.8 - $60.8 $50.2K - $52.8K
14.5K $874K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.54K
+ 9.25%
$36.06 - $37.66 $55.5K - $58K
18.2K $684K
ABBV
Abb Vie Inc.

Healthcare
54
+ 1.85%
$163.84 - $199.33 $8.85K - $10.8K
2.97K $585K
ACN
Accenture PLC

Technology
3
+ 0.21%
$295.44 - $355.81 $886 - $1.07K
1.42K $501K
IEMG
Ishares Inc

ETFs
1.26K
+ 31.15%
$53.64 - $53.64 $67.7K - $67.7K
5.31K $285K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.13K
+ 5.84%
$47.0 - $47.84 $53K - $54K
20.5K $976K
IEFA
Ishares Tr

ETFs
203
+ 2.38%
$70.09 - $78.74 $14.2K - $16K
8.73K $681K
SNA
Snap On Inc

Industrials
88
+ 6.77%
$255.35 - $289.77 $22.5K - $25.5K
1.39K $402K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.21K
+ 9.82%
$28.75 - $31.59 $178K - $196K
69.4K $2.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.06K
+ 20.33%
$50.52 - $50.95 $53.4K - $53.9K
6.26K $318K
CAT
Caterpillar Inc

Industrials
27
+ 3.71%
$316.8 - $391.12 $8.55K - $10.6K
754 $294K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
242
+ 2.52%
$57.32 - $62.65 $13.9K - $15.2K
9.83K $612K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
903
+ 14.73%
$41.34 - $43.55 $37.3K - $39.3K
7.03K $303K
ET
Energy Transfer LP

Energy
3.01K
+ 17.36%
$15.43 - $16.44 $46.4K - $49.4K
20.3K $326K
VZ
Verizon Communications Inc

Communication Services
789
+ 7.97%
$38.89 - $45.0 $30.7K - $35.5K
10.7K $479K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.35K
+ 11.01%
$30.55 - $30.85 $41.2K - $41.6K
13.6K $419K
ETN
Eaton Corp PLC

Industrials
67
+ 8.41%
$272.52 - $333.02 $18.3K - $22.3K
864 $286K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27
+ 0.23%
$32.65 - $36.69 $882 - $991
11.8K $430K
AVGO
Broadcom Inc.

Technology
3.44K
+ 881.28%
$136.27 - $1745.86 $468K - $6M
3.83K $660K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.25K
+ 50.24%
$75.32 - $84.37 $93.9K - $105K
3.73K $311K
PG
Procter & Gamble CO

Consumer Defensive
65
+ 2.43%
$160.76 - $177.82 $10.4K - $11.6K
2.74K $474K
Activity Summary
Buys All Purchases 149 New Holdings 45 Increased Positions 104 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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