Ethos Financial Group, LLC Portfolio Holdings
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
Ethos Financial Group, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $528 Million distributed in 307 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $39.2M, Schwab Strategic Tr Us Large C with a value of $20.9M, Vanguard Total World Stk Index with a value of $20.8M, Abrdn Gold ETF Trust with a value of $19.1M, and Schwab Strategic Tr Us Large C with a value of $19.1M.
Examining the 13F form we can see an decrease of $39.9M in the current position value, from $568M to 528M.
Ethos Financial Group, LLC is based out at King Of Prussia, PA
Below you can find more details about Ethos Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $528 Million
- Prior Value $568 Million
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 45 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks