Ethos Financial Group, LLC Purchases in Q4 2025

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
522
New
$439.11 - $480.78 $229K - $251K
522 $248K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
861
+ 57.17%
$280.66 - $305.09 $242K - $263K
2.37K $667K
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
IVV
Ishares Core S&P 500 ETF

ETFs
211
+ 1.52%
$656.2 - $690.71 $138K - $146K
14.1K $9.52M
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
MRK
Merck & Co., Inc.

Healthcare
1.66K
+ 25.74%
$82.49 - $92.93 $137K - $155K
8.13K $754K
MDT
Medtronic PLC

Healthcare
2.13K
New
$90.06 - $98.43 $192K - $210K
2.13K $205K
FNDX
Schwab Fundamental U S Large C

ETFs
7.73K
New
$25.68 - $26.95 $198K - $208K
7.73K $205K
BIDU
Baidu, Inc.

Communication Services
1.75K
New
$116.0 - $144.91 $203K - $253K
1.75K $202K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.11K
+ 73.44%
$23.02 - $24.23 $187K - $196K
19.1K $458K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.03K
New
$98.1 - $103.73 $200K - $211K
2.03K $199K
NEM
Newmont Corp

Basic Materials
2.16K
New
$78.63 - $98.27 $170K - $212K
2.16K $188K
TJX
Tjx Companies Inc

Consumer Cyclical
1.13K
+ 36.38%
$138.56 - $147.63 $157K - $167K
4.24K $618K
PEP
Pepsico Inc

Consumer Defensive
1.03K
+ 53.24%
$138.84 - $153.71 $143K - $158K
2.96K $436K
FCX
Freeport Mcmoran Inc

Basic Materials
3.98K
New
$38.65 - $43.31 $154K - $172K
3.98K $159K
CEG
Constellation Energy Corp

Utilities
428
+ 27.67%
$335.74 - $401.43 $144K - $172K
1.98K $668K
ETN
Eaton Corp PLC

Industrials
530
+ 35.91%
$352.39 - $387.75 $187K - $206K
2.01K $706K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.1K
+ 27.49%
$13.16 - $13.86 $133K - $140K
46.8K $638K
WHF
White Horse Finance, Inc.

Financial Services
21.5K
+ 9.66%
$6.53 - $7.35 $140K - $158K
244K $1.68M
MA
Mastercard Inc

Financial Services
447
+ 13.39%
$536.85 - $580.45 $240K - $259K
3.79K $2.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.32K
+ 16.64%
$30.84 - $31.79 $133K - $137K
30.3K $934K
XLV
Select Sector Spdr Fund Health

ETFs
206
+ 3.62%
$141.95 - $152.82 $29.2K - $31.5K
5.9K $895K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 0.93%
$28.46 - $29.45 $180K - $186K
682K $19.8M
WMT
Walmart Inc.

Consumer Defensive
1K
+ 4.48%
$101.18 - $109.03 $101K - $109K
23.4K $2.41M
ETR
Entergy Corp

Utilities
723
+ 5.5%
$93.4 - $97.65 $67.5K - $70.6K
13.9K $1.32M
ALB
Albemarle Corp

Basic Materials
43
+ 1.69%
$84.47 - $115.14 $3.63K - $4.95K
2.59K $298K
MCVT
Mill City Ventures Iii, LTD

Financial Services
23.3K
New
N/A
23.3K $90K
V
Visa Inc.

Financial Services
623
+ 8.28%
$325.75 - $352.42 $203K - $220K
8.14K $2.65M
VIG
Vanguard Dividend Appreciation

ETFs
442
+ 7.53%
N/A
6.31K $1.15M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 5.7%
$48.65 - $54.11 $62.9K - $70K
24K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
691
+ 13.64%
$145.5 - $153.18 $101K - $106K
5.76K $839K
WDH
Waterdrop Inc.

Financial Services
38.4K
New
$1.59 - $1.97 $61.1K - $75.6K
38.4K $61K
ORGO
Organogenesis Holdings Inc.

Healthcare
13K
New
N/A
13K $58K
VZ
Verizon Communications Inc

Communication Services
1.85K
+ 27.84%
$38.4 - $43.83 $71K - $81.1K
8.5K $348K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.17K
+ 4.35%
$26.44 - $27.53 $57.3K - $59.7K
52K $1.42M
SOUN
Soundhound Ai, Inc.

Technology
11.7K
+ 52.34%
$12.17 - $20.86 $142K - $243K
33.9K $413K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
13K
New
$4.14 - $6.79 $53.9K - $88.4K
13K $53K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
726
+ 23.83%
$69.45 - $70.32 $50.4K - $51.1K
3.77K $262K
ADP
Automatic Data Processing Inc

Industrials
591
+ 25.08%
$250.9 - $292.94 $148K - $173K
2.95K $739K
GS
Goldman Sachs Group Inc

Financial Services
82
+ 9.62%
$744.6 - $838.97 $61.1K - $68.8K
934 $724K
UNH
Unitedhealth Group Inc

Healthcare
244
+ 14.49%
$320.52 - $369.92 $78.2K - $90.3K
1.93K $617K
WFC
Wells Fargo & Company

Financial Services
448
+ 17.2%
$77.62 - $87.3 $34.8K - $39.1K
3.05K $254K
MS
Morgan Stanley

Financial Services
215
+ 7.2%
$151.86 - $169.92 $32.6K - $36.5K
3.2K $510K
UBER
Uber Technologies, Inc

Technology
523
+ 16.91%
$91.62 - $100.1 $47.9K - $52.4K
3.62K $331K
GE
General Electric CO

Industrials
84
+ 7.71%
$291.49 - $314.28 $24.5K - $26.4K
1.17K $352K
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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