Ethos Financial Group, LLC Purchases in Q3 2025

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
42.4K
+ 16.91%
$11.79 - $12.45 $500K - $528K
293K $3.46M
PSX
Phillips 66

Energy
3.08K
New
$118.37 - $139.46 $365K - $430K
3.08K $419K
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
2.84K
+ 6.86%
$36.15 - $44.54 $103K - $126K
44.2K $1.95M
LVHI
Franklin International Low Vol

ETFs
3.58K
+ 2.8%
$32.69 - $35.19 $117K - $126K
131K $4.57M
NEE
Nextera Energy Inc

Utilities
1.27K
+ 2.57%
$69.77 - $77.54 $88.3K - $98.2K
50.5K $3.81M
PLTR
Palantir Technologies Inc.

Technology
876
+ 17.5%
$130.68 - $186.97 $114K - $164K
5.88K $1.07M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 2.05%
$105.83 - $117.22 $115K - $127K
53.9K $6.07M
GBIL
Goldman Sachs Access Treasury

ETFs
3.81K
New
$99.82 - $100.23 $380K - $381K
3.81K $381K
QLD
Proshares Ultra Qqq

ETFs
2.74K
New
$115.66 - $138.31 $317K - $380K
2.74K $376K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.19K
+ 3.9%
$49.78 - $50.75 $308K - $314K
165K $8.35M
SOUN
Soundhound Ai, Inc.

Technology
22.3K
New
$10.11 - $18.05 $225K - $402K
22.3K $358K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.37K
+ 6.55%
$40.04 - $45.11 $135K - $152K
54.9K $2.43M
FPX
First Trust Us Equity Opportun

ETFs
2.04K
New
$141.57 - $166.21 $289K - $339K
2.04K $339K
JNJ
Johnson & Johnson

Healthcare
53
+ 0.59%
$155.17 - $185.42 $8.22K - $9.83K
9.11K $1.69M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.41K
+ 3.24%
$26.46 - $28.43 $117K - $125K
140K $3.92M
WDC
Western Digital Corp

Technology
7
+ 0.14%
$63.84 - $120.06 $447 - $840
4.85K $582K
ROK
Rockwell Automation, Inc

Industrials
757
New
$328.67 - $358.52 $249K - $271K
757 $264K
PPL
Ppl Corp

Utilities
2.87K
+ 6.01%
$33.54 - $37.24 $96.1K - $107K
50.5K $1.88M
SLV
I Shares Silver Trust

ETFs
4.1K
+ 50.22%
$32.73 - $42.5 $134K - $174K
12.2K $518K
TIP
Ishares Tr Tips Bd ETF

ETFs
377
+ 0.21%
$109.11 - $111.88 $41.1K - $42.2K
177K $19.7M
MS
Morgan Stanley

Financial Services
1.38K
+ 85.75%
$139.09 - $161.16 $192K - $222K
2.99K $474K
DUK
Duke Energy Corp

Utilities
1.27K
+ 8.89%
$116.31 - $125.93 $147K - $160K
15.5K $1.92M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 49.54%
$123.59 - $132.83 $193K - $207K
4.71K $623K
D
Dominion Energy, Inc

Utilities
771
+ 1.99%
$56.32 - $62.1 $43.4K - $47.9K
39.6K $2.42M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.89K
New
$69.9 - $78.26 $202K - $226K
2.89K $225K
IWM
Ishares Russell 2000 ETF

ETFs
92
+ 1.19%
$214.92 - $244.84 $19.8K - $22.5K
7.79K $1.89M
BX
Blackstone Inc.

Financial Services
1.26K
New
$152.77 - $188.68 $192K - $238K
1.26K $215K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
465
+ 1.26%
$172.72 - $179.11 $80.3K - $83.3K
37.5K $6.68M
LHX
L3 Harris Technologies, Inc.

Industrials
698
New
$252.18 - $305.41 $176K - $213K
698 $213K
ADBE
Adobe Inc.

Technology
675
+ 82.42%
$333.65 - $392.1 $225K - $265K
1.49K $527K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.94K
New
$38.45 - $43.08 $190K - $213K
4.94K $211K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
21.1K
New
$9.91 - $10.26 $209K - $217K
21.1K $210K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.54K
New
$35.42 - $38.65 $196K - $214K
5.54K $210K
EXC
Exelon Corp

Utilities
4.6K
New
$42.73 - $45.54 $197K - $210K
4.6K $207K
MPC
Marathon Petroleum Corp

Energy
1.08K
New
$158.59 - $198.69 $170K - $214K
1.08K $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
426
New
$404.94 - $499.99 $173K - $213K
426 $206K
ALB
Albemarle Corp

Basic Materials
2.55K
New
$62.9 - $88.1 $160K - $225K
2.55K $206K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
633
New
$301.44 - $365.84 $191K - $232K
633 $204K
CADE
Cadence Bank

Financial Services
5.39K
New
$33.44 - $38.12 $180K - $205K
5.39K $202K
SRE
Sempra Energy

Utilities
2.25K
New
$74.14 - $89.98 $167K - $203K
2.25K $202K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.64K
New
$20.84 - $21.03 $201K - $203K
9.64K $201K
HOOD
Robinhood Markets, Inc.

Technology
1.41K
New
$91.27 - $143.18 $128K - $201K
1.41K $201K
PNC
Pnc Financial Services Group, Inc.

Financial Services
999
New
$185.88 - $207.44 $186K - $207K
999 $200K
BGB
Blackstone Strategic Credit Fund

Financial Services
15.4K
New
$12.07 - $12.6 $186K - $194K
15.4K $187K
XLG
Invesco Exchange Traded Fd Tr

ETFs
238
+ 0.76%
$51.78 - $57.89 $12.3K - $13.8K
31.4K $1.81M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.18K
+ 24.93%
$30.67 - $32.13 $159K - $166K
26K $820K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
19.8K
New
$8.89 - $10.82 $176K - $214K
19.8K $175K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.37K
+ 10.28%
$50.53 - $50.82 $170K - $171K
36.2K $1.84M
POR
Portland General Electric CO

Utilities
1.89K
+ 7.31%
$39.73 - $44.0 $75.1K - $83.2K
27.8K $1.22M
Activity Summary
Buys All Purchases 240 New Holdings 69 Increased Positions 171 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email