Ethos Financial Group, LLC Incresed Positions in Q2 2025

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
3.73K
+ 192.82%
$128.77 - $144.3 $481K - $539K
5.67K $764K
BXSL
Blackstone Secured Lending Fund

Financial Services
19.5K
+ 17.31%
$26.88 - $32.74 $524K - $638K
132K $4.06M
LOW
Lowes Companies Inc

Consumer Cyclical
1.92K
+ 86.81%
$210.83 - $235.28 $405K - $452K
4.14K $917K
NFLX
Netflix Inc

Communication Services
155
+ 32.84%
$855.86 - $1339.13 $133K - $208K
627 $839K
VEA
Vanguard Ftse Developed Market

ETFs
6.18K
+ 109.55%
$45.65 - $57.01 $282K - $352K
11.8K $674K
QCOM
Qualcomm Inc

Technology
2.34K
+ 87.45%
$124.66 - $159.48 $291K - $372K
5.01K $797K
V
Visa Inc.

Financial Services
990
+ 13.78%
$308.27 - $373.31 $305K - $370K
8.18K $2.9M
VV
Vanguard Large Cap ETF

ETFs
1.12K
+ 59.88%
$228.25 - $285.3 $256K - $320K
2.99K $853K
AMGN
Amgen Inc

Healthcare
1.43K
+ 88.84%
$262.28 - $309.85 $376K - $444K
3.05K $850K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
20.1K
+ 14.19%
$19.78 - $21.29 $397K - $427K
161K $3.33M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
26.3K
+ 249.39%
$12.21 - $13.9 $321K - $365K
36.8K $479K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.42K
+ 24.33%
$49.79 - $50.75 $320K - $326K
32.8K $1.66M
SPYG
Spdr Portfolio

ETFs
852
+ 6.66%
$71.83 - $95.32 $61.2K - $81.2K
13.6K $1.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.86K
+ 17.63%
$30.29 - $30.83 $238K - $242K
52.5K $1.62M
VTI
Vanguard Total Stock Market Et

ETFs
655
+ 48.2%
$243.75 - $303.93 $160K - $199K
2.01K $612K
D
Dominion Energy, Inc

Utilities
3.81K
+ 10.88%
$49.66 - $58.0 $189K - $221K
38.8K $2.19M
KLAC
Kla Corp

Technology
135
+ 29.87%
$576.53 - $902.94 $77.8K - $122K
587 $525K
SUB
Ishares Short Term National Mu

ETFs
1.92K
+ 26.9%
$104.77 - $106.34 $202K - $205K
9.08K $965K
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
2.88K
+ 7.49%
$27.33 - $38.69 $78.8K - $112K
41.4K $1.53M
FDG
American Centy ETF Tr Focused

ETFs
366
+ 4.87%
$81.22 - $109.26 $29.7K - $40K
7.88K $860K
FNDA
Schwab Fundamental U S Small C

ETFs
2.98K
+ 5.41%
$23.85 - $28.69 $71.1K - $85.5K
58.1K $1.66M
DIS
Walt Disney CO

Communication Services
750
+ 32.18%
$81.72 - $124.01 $61.3K - $93K
3.08K $382K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
21.4K
+ 84.91%
$5.76 - $7.37 $123K - $158K
46.6K $326K
LAMR
Lamar Advertising CO

Real Estate
709
+ 9.02%
$102.35 - $121.67 $72.6K - $86.3K
8.57K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.53K
+ 18.31%
$24.32 - $27.87 $183K - $210K
48.7K $1.29M
ENIC
Enel Chile S.A.

Utilities
15.9K
+ 7.28%
$2.89 - $3.97 $45.8K - $62.9K
234K $848K
NOW
Service Now, Inc.

Technology
74
+ 29.96%
$721.65 - $1040.18 $53.4K - $77K
321 $330K
DUK
Duke Energy Corp

Utilities
1.53K
+ 12.07%
$112.46 - $124.05 $173K - $190K
14.2K $1.68M
MA
Mastercard Inc

Financial Services
154
+ 4.85%
$479.92 - $590.74 $73.9K - $91K
3.33K $1.87M
INQQ
Exchange Traded Concepts Tr In

ETFs
3.58K
+ 11.55%
$13.61 - $16.6 $48.7K - $59.4K
34.6K $573K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.51K
+ 36.24%
$50.1 - $51.02 $126K - $128K
9.44K $481K
C
Citigroup Inc

Financial Services
341
+ 6.11%
$58.13 - $85.12 $19.8K - $29K
5.92K $504K
ARCC
Ares Capital Corp

Financial Services
4.96K
+ 20.49%
$18.91 - $22.43 $93.8K - $111K
29.2K $640K
MUB
Ishares National Muni Bond ETF

ETFs
1.16K
+ 5.95%
$102.31 - $105.8 $118K - $122K
20.6K $2.15M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
5.17K
+ 3.03%
$9.25 - $10.26 $47.8K - $53.1K
176K $1.81M
AXP
American Express CO

Financial Services
200
+ 27.51%
$231.39 - $318.98 $46.3K - $63.8K
927 $295K
EVF
Eaton Vance Senior Income Trust

Financial Services
19.1K
+ 19.59%
$5.15 - $5.81 $98.3K - $111K
117K $663K
SURG
Surge Pays, Inc.

Technology
21.2K
+ 76.85%
$2.23 - $3.36 $47.2K - $71.2K
48.8K $151K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.5K
+ 20.43%
$48.03 - $58.9 $71.8K - $88.1K
8.81K $486K
COF
Capital One Financial Corp

Financial Services
187
+ 12.76%
$150.57 - $212.76 $28.2K - $39.8K
1.65K $351K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
18.6K
+ 8.0%
$11.12 - $12.78 $206K - $237K
251K $3.04M
MLPA
Global X Mlp ETF

ETFs
5.64K
+ 8.46%
$46.47 - $54.16 $262K - $306K
72.4K $3.63M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
835
+ 1.27%
$16.37 - $18.59 $13.7K - $15.5K
66.7K $1.23M
T
At&T Inc.

Communication Services
436
+ 0.42%
$26.33 - $28.94 $11.5K - $12.6K
103K $2.99M
HON
Honeywell International Inc

Industrials
35
+ 1.14%
$182.86 - $232.88 $6.4K - $8.15K
3.12K $725K
EMR
Emerson Electric CO

Industrials
239
+ 14.25%
$94.15 - $133.33 $22.5K - $31.9K
1.92K $255K
ORCC
Owl Rock Capital Corp

Financial Services
5.24K
+ 12.45%
N/A
47.3K $633K
SPGI
S&P Global Inc.

Financial Services
106
+ 16.54%
$438.31 - $527.29 $46.5K - $55.9K
747 $393K
AINV
Apollo Investment Corp

Financial Services
5.95K
+ 1.43%
N/A
422K $4.69M
Activity Summary
Buys All Purchases 282 New Holdings 94 Increased Positions 188 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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