Ethos Financial Group, LLC Portfolio Holdings
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
Ethos Financial Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $568 Million distributed in 296 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 $36.3M, Alpha Architect 1 3 Month Box ETF with a value of $27.5M, Schwab Strategic Tr Us Large C with a value of $19.5M, Vanguard Total World Stk Index with a value of $19.2M, and Schwab Strategic Tr Us Large C with a value of $18.8M.
Examining the 13F form we can see an increase of $39.3M in the current position value, from $529M to 568M.
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 296
- Current Value $568 Million
- Prior Value $529 Million
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 47 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks