Ethos Financial Group, LLC Incresed Positions in Q1 2025

Ethos Financial Group, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
2.89K
+ 108.08%
$72.7 - $84.32 $210K - $244K
5.56K $415K
PCT
Pure Cycle Technologies, Inc.

Industrials
166K
+ 57.98%
$6.92 - $10.9 $1.15M - $1.81M
453K $3.14M
IEFA
Ishares Tr

ETFs
1.99K
+ 23.4%
$69.57 - $78.65 $138K - $156K
10.5K $791K
IVE
Ishares S&P 500 Value ETF

ETFs
917
+ 94.93%
$185.78 - $198.58 $170K - $182K
1.88K $358K
NVDA
Nvidia Corp

Technology
9.23K
+ 28.76%
$106.98 - $149.43 $987K - $1.38M
41.3K $4.48M
VGSH
Vanguard

ETFs
2.63K
+ 25.35%
$58.07 - $58.69 $153K - $154K
13K $762K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
573
+ 0.55%
$42.5 - $46.71 $24.4K - $26.8K
105K $4.75M
CVX
Chevron Corp

Energy
185
+ 3.41%
$146.71 - $167.97 $27.1K - $31.1K
5.61K $938K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
188
+ 0.17%
$25.81 - $28.52 $4.85K - $5.36K
114K $3.14M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.43%
$279.74 - $321.29 $5.04K - $5.78K
4.24K $1.32M
IBM
International Business Machines Corp

Technology
74
+ 3.07%
$217.4 - $264.74 $16.1K - $19.6K
2.49K $617K
ABT
Abbott Laboratories

Healthcare
228
+ 7.94%
$111.1 - $140.22 $25.3K - $32K
3.1K $411K
UNP
Union Pacific Corp

Industrials
300
+ 29.41%
$225.21 - $254.42 $67.6K - $76.3K
1.32K $311K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
15
+ 0.05%
$32.66 - $36.43 $490 - $546
29.6K $1.04M
VZ
Verizon Communications Inc

Communication Services
228
+ 2.46%
$37.81 - $46.49 $8.62K - $10.6K
9.51K $431K
KO
Coca Cola CO

Consumer Defensive
151
+ 3.38%
$60.81 - $72.32 $9.18K - $10.9K
4.61K $330K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 0.75%
$461.52 - $548.18 $7.85K - $9.32K
2.29K $1.2M
VO
Vanguard Mid Cap ETF

ETFs
893
+ 2.69%
$251.87 - $277.95 $225K - $248K
34.1K $8.82M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.32K
+ 4.2%
$22.46 - $23.26 $29.7K - $30.8K
32.8K $760K
WFC
Wells Fargo & Company

Financial Services
484
+ 20.45%
$66.78 - $81.42 $32.3K - $39.4K
2.85K $204K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
240
+ 0.59%
$27.01 - $28.54 $6.48K - $6.85K
41.1K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
232
+ 4.29%
$47.4 - $52.99 $11K - $12.3K
5.64K $286K
F
Ford Motor CO

Consumer Cyclical
2.11K
+ 18.92%
$9.12 - $10.43 $19.3K - $22K
13.3K $133K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
69
+ 0.93%
$95.85 - $99.25 $6.61K - $6.85K
7.51K $743K
ENB
Enbridge Inc

Energy
18
+ 0.3%
$41.54 - $45.45 $748 - $818
6K $265K
C
Citigroup Inc

Financial Services
76
+ 1.38%
$67.23 - $84.63 $5.11K - $6.43K
5.58K $396K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.35%
N/A
9.8K $1.79M
Ishares Bitcoin Trust
36.9K
+ 227.34%
N/A
53.2K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.74K
+ 7.1%
N/A
56.4K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
100
+ 12.97%
$283.06 - $421.16 $28.3K - $42.1K
871 $246K
ETN
Eaton Corp PLC

Industrials
8
+ 0.54%
$271.83 - $371.23 $2.17K - $2.97K
1.5K $408K
SPYG
Spdr Portfolio

ETFs
77
+ 0.61%
$80.05 - $92.39 $6.16K - $7.11K
12.8K $1.03M
VT
Vanguard Total World Stk Index

ETFs
891
+ 0.46%
$115.08 - $123.97 $103K - $110K
196K $22.7M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
6.54K
+ 3.08%
$30.84 - $35.09 $202K - $229K
219K $6.77M
AVGO
Broadcom Inc.

Technology
30
+ 0.53%
$167.43 - $244.7 $5.02K - $7.34K
5.74K $961K
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 0.28%
$468.34 - $539.52 $12.6K - $14.6K
9.57K $4.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
183
+ 0.6%
$507.05 - $563.67 $92.8K - $103K
30.5K $15.7M
VUG
Vanguard Growth ETF

ETFs
135
+ 0.58%
$369.1 - $427.61 $49.8K - $57.7K
23.6K $8.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.49K
+ 0.54%
$21.75 - $24.28 $119K - $133K
1.03M $22.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
64
+ 0.01%
$24.91 - $29.02 $1.59K - $1.86K
803K $20.1M
Activity Summary
Buys All Purchases 219 New Holdings 128 Increased Positions 91 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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