Ethos Financial Group, LLC New Holdings in Q4 2024

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
240K
New
$48.59 - $49.45 $11.7M - $11.9M
240K $11.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
128K
New
$81.68 - $82.93 $10.4M - $10.6M
128K $10.5M
VUG
Vanguard Growth ETF

ETFs
23.4K
New
$378.79 - $428.11 $8.88M - $10M
23.4K $9.62M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
125K
New
$63.23 - $66.65 $7.93M - $8.36M
125K $7.94M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
113K
New
$55.45 - $61.08 $6.25M - $6.89M
113K $6.25M
IEF
Ishares Barclays

ETFs
52.5K
New
$92.08 - $98.18 $4.83M - $5.15M
52.5K $4.85M
SYLD
Cambria Shareholder Yld ETF

ETFs
53.1K
New
$68.06 - $76.27 $3.61M - $4.05M
53.1K $3.63M
CTA
Simplify Exch Traded Fds Simpl

ETFs
121K
New
$25.8 - $28.97 $3.13M - $3.52M
121K $3.39M
PCT
Pure Cycle Technologies, Inc.

Industrials
287K
New
$8.81 - $14.3 $2.53M - $4.1M
287K $2.94M
LVHI
Franklin International Low Vol

ETFs
94.1K
New
$29.98 - $31.57 $2.82M - $2.97M
94.1K $2.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.07K
New
$183.23 - $199.79 $1.11M - $1.21M
6.07K $1.12M
SPYG
Spdr Portfolio

ETFs
12.7K
New
$81.74 - $91.38 $1.04M - $1.16M
12.7K $1.12M
OEF
Ishares S&P 100 ETF

ETFs
3.08K
New
N/A
3.08K $819K
FDG
American Centy ETF Tr Focused

ETFs
7.51K
New
$91.61 - $109.13 $688K - $820K
7.51K $780K
GBIL
Goldman Sachs Access Treasury

ETFs
7.71K
New
$99.85 - $100.22 $770K - $773K
7.71K $770K
PLTR
Palantir Technologies Inc.

Technology
10.2K
New
$36.46 - $82.38 $371K - $838K
10.2K $769K
RPV
Invesco Exchange Traded Fd Tr

ETFs
7.22K
New
$87.41 - $97.21 $631K - $702K
7.22K $651K
CTRA
Coterra Energy Inc.

Energy
23.9K
New
$22.71 - $27.63 $542K - $660K
23.9K $610K
ERIE
Erie Indemnity CO

Financial Services
1.34K
New
$401.65 - $542.86 $540K - $730K
1.34K $554K
DXCM
Dexcom Inc

Healthcare
6.93K
New
$65.68 - $81.01 $455K - $561K
6.93K $538K
MSCI
Msci Inc.

Financial Services
755
New
$569.09 - $635.99 $430K - $480K
755 $453K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.27K
New
$105.85 - $112.84 $346K - $369K
3.27K $360K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.93K
New
$50.73 - $51.08 $351K - $354K
6.93K $352K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.02K
New
$311.11 - $335.64 $318K - $343K
1.02K $329K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
771
New
$260.53 - $404.79 $201K - $312K
771 $294K
DIS
Walt Disney CO

Communication Services
2.33K
New
$92.39 - $117.6 $215K - $274K
2.33K $259K
ENB
Enbridge Inc

Energy
5.98K
New
$40.4 - $43.92 $242K - $263K
5.98K $253K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.21K
New
$26.05 - $29.17 $240K - $269K
9.21K $241K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
556
New
$338.38 - $446.21 $188K - $248K
556 $241K
MS
Morgan Stanley

Financial Services
1.9K
New
$104.42 - $134.99 $199K - $257K
1.9K $239K
CRM
Salesforce, Inc.

Technology
707
New
$270.87 - $367.87 $192K - $260K
707 $236K
OKE
Oneok Inc

Energy
2.17K
New
$92.28 - $117.05 $200K - $254K
2.17K $217K
AXP
American Express CO

Financial Services
727
New
$267.35 - $305.57 $194K - $222K
727 $215K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$18.41 - $40.87 $212K - $471K
11.5K $213K
EMR
Emerson Electric CO

Industrials
1.68K
New
$108.13 - $134.33 $181K - $225K
1.68K $207K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.67K
New
$75.95 - $88.05 $203K - $235K
2.67K $203K
MSI
Motorola Solutions, Inc.

Technology
438
New
$449.08 - $504.6 $197K - $221K
438 $202K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.95K
New
$40.06 - $45.21 $198K - $224K
4.95K $201K
IVE
Ishares S&P 500 Value ETF

ETFs
966
New
$189.5 - $206.17 $183K - $199K
966 $184K
SCHW
Schwab Charles Corp

Financial Services
2.41K
New
$63.31 - $82.85 $153K - $200K
2.41K $178K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
900
New
$172.07 - $207.36 $155K - $187K
900 $177K
XLK
Technology Sector Spdr

ETFs
749
New
$220.26 - $241.44 $165K - $181K
749 $174K
APH
Amphenol Corp

Technology
2.41K
New
$62.07 - $75.35 $149K - $181K
2.41K $167K
WFC
Wells Fargo & Company

Financial Services
2.37K
New
$54.98 - $77.35 $130K - $183K
2.37K $166K
MO
Altria Group, Inc.

Consumer Defensive
3.15K
New
$49.06 - $57.74 $154K - $182K
3.15K $164K
CTVA
Corteva, Inc.

Basic Materials
2.77K
New
$55.21 - $64.13 $153K - $178K
2.77K $157K
UBER
Uber Technologies, Inc

Technology
2.58K
New
$59.93 - $86.34 $155K - $223K
2.58K $155K
BOTZ
Global X Fds

ETFs
4.77K
New
$31.11 - $34.18 $148K - $163K
4.77K $152K
XLF
Financial Sector Spdr

ETFs
3.13K
New
$44.89 - $51.34 $140K - $161K
3.13K $151K
Activity Summary
Buys All Purchases 275 New Holdings 125 Increased Positions 150 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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