Ethos Financial Group, LLC New Holdings in Q4 2025

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USMC
Principal ETF U S Mega Cap

ETFs
112K
New
$66.89 - $69.85 $7.48M - $7.81M
112K $7.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
54.6K
New
$132.67 - $138.39 $7.25M - $7.56M
54.6K $7.33M
HGER
Harbor ETF Tr All Weather Infl
255K
New
$25.61 - $27.12 $6.52M - $6.91M
255K $6.8M
CGDV
Capital Group Divid Value ETF

ETFs
122K
New
$41.33 - $43.47 $5.03M - $5.29M
122K $5.22M
IXUS
Ishares Tr

ETFs
56.1K
New
$81.21 - $85.27 $4.56M - $4.79M
56.1K $4.73M
JPIE
J P Morgan Exchange Traded Fd
86.8K
New
$46.18 - $46.47 $4.01M - $4.04M
86.8K $4.01M
FTGC
First Trust Global Tactical CO

ETFs
148K
New
$25.56 - $27.34 $3.77M - $4.03M
148K $3.97M
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
98.7K
New
$37.89 - $39.78 $3.74M - $3.93M
98.7K $3.81M
XLF
Financial Sector Spdr

ETFs
51.1K
New
$51.76 - $53.77 $2.65M - $2.75M
51.1K $2.68M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
22.3K
New
$101.39 - $114.39 $2.26M - $2.55M
22.3K $2.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
25.5K
New
$78.65 - $79.19 $2M - $2.02M
25.5K $2M
DJP
Barclays Bank PLC

ETFs
59.9K
New
N/A
59.9K $1.94M
FNDE
Schwab Fundamental Emerging Mk

ETFs
39.4K
New
$34.78 - $37.69 $1.37M - $1.49M
39.4K $1.48M
HBAN
Huntington Bancshares Inc

Financial Services
71.9K
New
$15.16 - $17.21 $1.09M - $1.24M
71.9K $1.13M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
6.72K
New
$115.95 - $121.97 $779K - $819K
6.72K $789K
IEMG
Ishares Inc

ETFs
13.5K
New
N/A
13.5K $722K
EUFN
Ishares Msci Europe Financials

ETFs
20K
New
$33.08 - $35.38 $661K - $707K
20K $692K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.96K
New
$118.79 - $161.47 $470K - $639K
3.96K $631K
GM
General Motors CO

Consumer Cyclical
6.68K
New
$55.35 - $71.89 $370K - $480K
6.68K $470K
PWR
Quanta Services, Inc.

Industrials
1.05K
New
$412.21 - $453.83 $431K - $474K
1.05K $448K
RING
Ishares Inc Msci Global Gold M

ETFs
6.83K
New
$58.29 - $72.16 $398K - $493K
6.83K $447K
HAL
Halliburton CO

Energy
16.3K
New
$21.82 - $28.06 $355K - $456K
16.3K $444K
GLW
Corning Inc

Technology
5.25K
New
$82.06 - $90.29 $431K - $474K
5.25K $431K
FLJP
Franklin Templeton ETF Tr

ETFs
11.2K
New
$33.71 - $36.09 $379K - $406K
11.2K $404K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
14K
New
$27.08 - $27.79 $379K - $389K
14K $381K
ADM
Archer Daniels Midland CO

Consumer Defensive
6.37K
New
$56.0 - $63.38 $356K - $403K
6.37K $373K
TER
Teradyne, Inc

Technology
2.16K
New
$132.08 - $187.59 $285K - $405K
2.16K $366K
WAT
Waters Corp

Healthcare
917
New
$318.35 - $387.37 $292K - $355K
917 $347K
SIVR
Abrdn Silver ETF Trust

ETFs
6.83K
New
$44.53 - $51.56 $304K - $352K
6.83K $329K
VDE
Vanguard Energy ETF

ETFs
2.54K
New
$120.37 - $129.34 $306K - $329K
2.54K $328K
A
Agilent Technologies, Inc.

Healthcare
2.21K
New
$136.62 - $151.52 $301K - $334K
2.21K $323K
COPX
Global X Copper Miners ETF

ETFs
5.21K
New
$57.93 - $64.14 $302K - $334K
5.21K $318K
MMM
3 M CO

Industrials
1.86K
New
$148.75 - $171.6 $276K - $318K
1.86K $306K
MPWR
Monolithic Power Systems Inc

Technology
330
New
$904.44 - $1105.05 $298K - $365K
330 $303K
PICK
Ishares Inc Msci Global Select

ETFs
6.34K
New
$44.3 - $47.09 $281K - $298K
6.34K $292K
VICR
Vicor Corp

Technology
3.16K
New
$48.56 - $94.88 $153K - $299K
3.16K $280K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.64K
New
$167.03 - $197.04 $274K - $323K
1.64K $275K
IQV
Iqvia Holdings Inc.

Healthcare
1.23K
New
$198.17 - $223.55 $245K - $276K
1.23K $272K
MCK
Mckesson Corp

Healthcare
319
New
$738.06 - $859.37 $235K - $274K
319 $268K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
11.3K
New
$21.69 - $22.41 $245K - $253K
11.3K $248K
DE
Deere & CO

Industrials
522
New
$439.11 - $480.78 $229K - $251K
522 $248K
TXN
Texas Instruments Inc

Technology
1.23K
New
N/A
1.23K $240K
LUMN
Lumen Technologies, Inc.

Communication Services
29.8K
New
$6.07 - $11.83 $181K - $352K
29.8K $238K
AMAT
Applied Materials Inc

Technology
1.02K
New
$209.95 - $240.89 $215K - $246K
1.02K $233K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.42K
New
$153.8 - $189.34 $219K - $270K
1.42K $224K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
511
New
$402.9 - $437.15 $206K - $223K
511 $221K
LNT
Alliant Energy Corp

Utilities
3.18K
New
$66.31 - $68.97 $211K - $219K
3.18K $213K
FNDX
Schwab Fundamental U S Large C

ETFs
7.73K
New
$25.68 - $26.95 $198K - $208K
7.73K $205K
MDT
Medtronic PLC

Healthcare
2.13K
New
$90.06 - $98.43 $192K - $210K
2.13K $205K
Activity Summary
Buys All Purchases 247 New Holdings 77 Increased Positions 170 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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