Ethos Financial Group, LLC Purchases in Q4 2024

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
2.37K
New
$54.98 - $77.35 $130K - $183K
2.37K $166K
CAT
Caterpillar Inc

Industrials
509
+ 67.51%
$360.37 - $416.88 $183K - $212K
1.26K $458K
MO
Altria Group, Inc.

Consumer Defensive
3.15K
New
$49.06 - $57.74 $154K - $182K
3.15K $164K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.29K
+ 4.97%
$48.33 - $49.08 $255K - $259K
112K $5.4M
CTVA
Corteva, Inc.

Basic Materials
2.77K
New
$55.21 - $64.13 $153K - $178K
2.77K $157K
UBER
Uber Technologies, Inc

Technology
2.58K
New
$59.93 - $86.34 $155K - $223K
2.58K $155K
BOTZ
Global X Fds

ETFs
4.77K
New
$31.11 - $34.18 $148K - $163K
4.77K $152K
XLF
Financial Sector Spdr

ETFs
3.13K
New
$44.89 - $51.34 $140K - $161K
3.13K $151K
WMB
Williams Companies, Inc.

Energy
2.73K
New
$46.37 - $59.74 $126K - $163K
2.73K $147K
MBOX
Ea Series Trust Freedom Day Di

ETFs
6.32K
+ 11.77%
$32.46 - $35.42 $205K - $224K
60K $1.97M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.5K
New
$12.74 - $14.23 $134K - $150K
10.5K $136K
VTI
Vanguard Total Stock Market Et

ETFs
429
+ 38.82%
$280.04 - $302.45 $120K - $130K
1.53K $444K
SRE
Sempra Energy

Utilities
1.52K
New
$80.81 - $94.77 $122K - $144K
1.52K $132K
BSX
Boston Scientific Corp

Healthcare
1.37K
New
$83.62 - $91.5 $114K - $125K
1.37K $122K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.7K
+ 30.18%
$31.23 - $33.51 $147K - $157K
20.3K $637K
CCL
Carnival Corp

Consumer Cyclical
4.81K
New
$17.34 - $26.8 $83.3K - $129K
4.81K $119K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.47K
New
$19.44 - $28.35 $86.9K - $127K
4.47K $114K
GM
General Motors CO

Consumer Cyclical
2.1K
New
$44.82 - $60.2 $94K - $126K
2.1K $111K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
6.66K
+ 49.13%
$18.47 - $19.96 $123K - $133K
20.2K $373K
NFLX
Netflix Inc

Communication Services
22
+ 4.89%
$687.65 - $936.56 $15.1K - $20.6K
472 $420K
ET
Energy Transfer LP

Energy
1.3K
+ 6.42%
$16.05 - $19.86 $20.9K - $25.9K
21.6K $423K
NRG
Nrg Energy, Inc.

Utilities
995
New
$85.3 - $101.61 $84.9K - $101K
995 $89K
KR
Kroger CO

Consumer Defensive
1.43K
New
$55.21 - $63.3 $78.7K - $90.2K
1.43K $87K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.05K
+ 3.88%
$91.29 - $91.8 $95.8K - $96.3K
28.1K $2.57M
T
At&T Inc.

Communication Services
3.29K
+ 30.69%
$21.22 - $23.88 $69.8K - $78.5K
14K $318K
NU
Nu Holdings Ltd.

Financial Services
7.87K
New
$10.24 - $15.89 $80.6K - $125K
7.87K $81K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.03K
+ 2.39%
$40.97 - $42.66 $206K - $215K
216K $8.93M
BAC
Bank Of America Corp

Financial Services
973
+ 12.67%
$39.22 - $47.77 $38.2K - $46.5K
8.65K $380K
HON
Honeywell International Inc

Industrials
65
+ 2.15%
$202.84 - $236.0 $13.2K - $15.3K
3.08K $696K
SO
Southern CO

Utilities
1.09K
+ 47.34%
$81.5 - $94.15 $89.1K - $103K
3.4K $280K
SLB
Schlumberger Limited

Energy
1.82K
New
$36.83 - $45.59 $67K - $82.9K
1.82K $69K
MCK
Mckesson Corp

Healthcare
31
+ 4.79%
$482.27 - $628.5 $15K - $19.5K
678 $386K
HAL
Halliburton CO

Energy
2.25K
New
$25.77 - $31.99 $58.1K - $72.1K
2.25K $61K
NEM
Newmont Corp

Basic Materials
1.52K
New
$37.0 - $58.68 $56.2K - $89.1K
1.52K $56K
C
Citigroup Inc

Financial Services
197
+ 3.71%
$61.31 - $72.5 $12.1K - $14.3K
5.51K $387K
MOS
Mosaic CO

Basic Materials
2.25K
New
$23.87 - $28.34 $53.8K - $63.9K
2.25K $55K
TFC
Truist Financial Corp

Financial Services
1.21K
New
$41.51 - $48.1 $50.1K - $58.1K
1.21K $52K
BMY
Bristol Myers Squibb CO

Healthcare
933
New
$51.92 - $59.94 $48.4K - $55.9K
933 $52K
EEM
Ishares Msci Emerging Markets

ETFs
1.17K
New
$41.82 - $47.36 $48.9K - $55.4K
1.17K $48K
COF
Capital One Financial Corp

Financial Services
37
+ 2.59%
$145.19 - $192.01 $5.37K - $7.1K
1.47K $261K
CSX
Csx Corp

Industrials
1.44K
New
$31.58 - $36.88 $45.6K - $53.3K
1.44K $46K
ADP
Automatic Data Processing Inc

Industrials
20
+ 0.87%
$280.08 - $307.97 $5.6K - $6.16K
2.33K $682K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
36
+ 2.18%
$193.7 - $235.05 $6.97K - $8.46K
1.69K $386K
IGV
Ishares Expanded Tech Software

ETFs
396
New
$87.5 - $110.17 $34.7K - $43.6K
396 $39K
LAD
Lithia Motors Inc

Consumer Cyclical
12
+ 1.36%
$303.15 - $394.27 $3.64K - $4.73K
892 $318K
FITB
Fifth Third Bancorp

Financial Services
906
New
$41.76 - $48.44 $37.8K - $43.9K
906 $38K
ABT
Abbott Laboratories

Healthcare
350
+ 13.87%
$111.93 - $119.39 $39.2K - $41.8K
2.87K $324K
ETR
Entergy Corp

Utilities
1.78K
+ 100.4%
$73.19 - $156.4 $130K - $278K
3.55K $268K
VIG
Vanguard Dividend Appreciation

ETFs
199
+ 2.08%
N/A
9.77K $1.78M
Activity Summary
Buys All Purchases 275 New Holdings 125 Increased Positions 150 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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