Ethos Financial Group, LLC Portfolio Holdings

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.