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
UBER
Uber Technologies, Inc

Technology
117
+ 3.93%
$86.91 - $99.57 $10.2K - $11.6K
3.09K $302K
AXP
American Express CO

Financial Services
31
+ 3.34%
$294.27 - $342.31 $9.12K - $10.6K
958 $318K
SUB
Ishares Short Term National Mu

ETFs
151
+ 1.66%
$106.17 - $107.3 $16K - $16.2K
9.23K $985K
SCHO
Schwab Short Term Us Treasury

ETFs
771
+ 1.68%
$24.23 - $24.42 $18.7K - $18.8K
46.6K $1.14M
DGRO
Ishares Core Dividend Growth E

ETFs
3
+ 0.06%
$64.12 - $68.08 $192 - $204
4.62K $314K
FMQQ
Exchange Traded Concpts Tr Fmq
1.48K
+ 4.34%
$14.14 - $15.75 $20.9K - $23.3K
35.6K $536K
MBOX
Ea Series Trust Freedom Day Di

ETFs
60
+ 0.68%
$33.18 - $35.36 $1.99K - $2.12K
8.83K $311K
PIM
Putnam Master Intermediate Income Trust

Financial Services
2.87K
+ 5.77%
$3.29 - $3.49 $9.45K - $10K
52.7K $181K
AINV
Apollo Investment Corp

Financial Services
1.28K
+ 0.3%
N/A
423K $4.71M
VGSH
Vanguard

ETFs
175
+ 1.64%
$58.43 - $58.88 $10.2K - $10.3K
10.8K $636K
SPH
Suburban Propane Partners LP

Utilities
251
+ 1.15%
$17.47 - $19.0 $4.38K - $4.77K
22.1K $411K
PHK
Pimco High Income Fund

Financial Services
12
+ 0.06%
$4.78 - $5.02 $57.4 - $60.2
19.6K $97K
HNST
Honest Company, Inc.

Consumer Cyclical
5.51K
+ 45.13%
$3.66 - $5.15 $20.2K - $28.4K
17.7K $65K
VKTX
Viking Therapeutics, Inc.

Healthcare
421
+ 3.99%
$23.09 - $42.09 $9.72K - $17.7K
11K $280K
GCT
Giga Cloud Technology Inc.

Technology
6.81K
+ 10.89%
N/A
69.3K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
8.51K
New
N/A
8.51K $0
Fidelity Wise Origin Bitcoin Fund
226
+ 2.47%
N/A
9.36K $0
Panagram Bbb B Clo ETF
3.92K
+ 13.68%
N/A
32.6K $0
Goldman Sachs Gqg Intl Opps
155
+ 0.41%
N/A
38.4K $0
American Funds New Perspective A
7.02K
+ 155.84%
N/A
11.5K $0
Guggenheim Macro Oppty Inst
329
+ 1.27%
N/A
26.2K $0
Schwab Target 2035
195
+ 1.52%
N/A
13.1K $0
HIDE
Ea Ser Tr Alpha Architect High
34.8K
+ 27.07%
N/A
164K $0
Neuberger Berman Strat Incm Inst
702
+ 0.97%
N/A
73K $0
Wasatch Hoisington Us Tr Easury
2.22K
+ 0.62%
N/A
358K $0
Alpha Architect 13 Month Box ETF
33.1K
+ 12.21%
N/A
305K $0
Strive Enhanced Income Short Maturity ETF
16.1K
New
N/A
16.1K $0
Alps Smith Core Plus Bond ETF
29.8K
+ 12.83%
N/A
262K $0
Vanguard Core Bond ETF
55.8K
+ 174.78%
N/A
87.8K $0
Goldman Sachs Nasdaq 100 Prm ETF
134K
New
N/A
134K $0
Ishares International Dd At ETF
168K
+ 369.4%
N/A
214K $0
Select Stoxx Europe Aspc Dfn ETF
1.81K
+ 1.72%
N/A
107K $0
Managed Portfolio Series
16.6K
New
N/A
16.6K $0
Alphacentric Incm Oppty Fd I
3.65K
+ 0.84%
N/A
436K $0
Schwab S&P 500 Index
137K
+ 516.51%
N/A
163K $0
Strive Total Return Bond ETF
128K
New
N/A
128K $0
Ishares Bitcoin Trust
979
+ 1.72%
N/A
58K $0
Graniteshares ETF Tr
22.5K
New
N/A
22.5K $0
American Funds Balanced Fund A
3.53K
+ 13.84%
N/A
29K $0
Vanguard Total Stock Mkt Idx Adm
1
+ 0.04%
N/A
2.52K $0
American Funds Washington Mutual Inv A
8.44K
New
N/A
8.44K $0
Calamos Aksia Alternative Credit & Income I
19.3K
+ 96.89%
N/A
39.1K $0
American Funds Bond Fund Of America A
14.1K
New
N/A
14.1K $0
Rational Special Situati Ons Income Instl
215
+ 1.46%
N/A
15K $0
Abrdn Asia Pacific Income Fu
6.84K
+ 18.68%
N/A
43.5K $0
HEMP
Hemp Inc
10K
New
N/A
10K $0
Nextech3 D Ai Corp F
20K
New
N/A
20K $0
Moleculin Biotech Inc
10K
New
N/A
10K $0
Athene Holdin 6.35 Pfd Pfd Ser A
8K
New
N/A
8K $0
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
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