Ethos Financial Group, LLC Incresed Positions in Q4 2025

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
194K
+ 94.98%
$87.89 - $92.9 $17M - $18M
398K $35.3M
XLE
Energy Sector Spdr

ETFs
143K
+ 105.95%
$85.22 - $92.02 $12.2M - $13.1M
277K $25.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
138K
+ 440.74%
$56.5 - $60.52 $7.83M - $8.38M
170K $9.97M
TLT
Ishares Barclays 20+ Year Trea

ETFs
82.9K
+ 2880.99%
$88.67 - $92.06 $7.35M - $7.63M
85.8K $7.62M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
280K
+ 1672.03%
$25.25 - $25.65 $7.06M - $7.17M
296K $7.58M
OEF
Ishares S&P 100 ETF

ETFs
24.2K
+ 2421.0%
N/A
25.2K $6.71M
AAPL
Apple Inc.

Technology
16K
+ 23.31%
$245.27 - $275.25 $3.93M - $4.41M
84.8K $22.7M
XLK
Technology Sector Spdr

ETFs
17K
+ 167.89%
$278.39 - $304.13 $4.73M - $5.16M
27.1K $7.8M
EEM
Ishares Msci Emerging Markets

ETFs
61.3K
+ 42.05%
$51.94 - $56.01 $3.19M - $3.44M
207K $11.4M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
124K
+ 953.22%
$27.18 - $28.91 $3.38M - $3.59M
137K $3.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
31.8K
+ 18.0%
$110.58 - $112.2 $3.52M - $3.57M
209K $23.1M
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
74.9K
+ 7.27%
$36.0 - $37.63 $2.7M - $2.82M
1.11M $40.8M
SGOL
Abrdn Gold ETF Trust

ETFs
23.9K
+ 2.46%
$36.75 - $41.74 $879K - $998K
997K $38.8M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
17.1K
+ 45.55%
$171.48 - $177.68 $2.93M - $3.04M
54.6K $9.54M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
60K
+ 99.79%
$40.28 - $40.85 $2.42M - $2.45M
120K $4.85M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
46.9K
+ 85.41%
$43.89 - $49.2 $2.06M - $2.31M
102K $4.85M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
45K
+ 27.3%
$49.98 - $50.22 $2.25M - $2.26M
210K $10.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18K
+ 15.27%
$102.72 - $103.6 $1.85M - $1.86M
136K $14M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
28.1K
+ 10.69%
$45.02 - $47.53 $1.27M - $1.34M
291K $13.6M
NFLX
Netflix Inc

Communication Services
18.3K
+ 2774.92%
$110.29 - $1241.35 $2.01M - $22.7M
18.9K $2.09M
AMZN
Amazon Com Inc

Consumer Cyclical
3.2K
+ 9.6%
$213.04 - $254.0 $681K - $812K
36.5K $8.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.87K
+ 6.05%
$653.02 - $687.39 $1.22M - $1.29M
32.8K $21.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.4K
+ 36.65%
$50.24 - $50.4 $1.17M - $1.18M
87.1K $4.38M
VT
Vanguard Total World Stk Index

ETFs
6.13K
+ 2.93%
$135.16 - $141.78 $828K - $868K
215K $30M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.3K
+ 61.76%
$50.55 - $50.74 $1.13M - $1.13M
58.5K $2.96M
GOOGL
Alphabet Inc.

Communication Services
1.18K
+ 4.99%
$236.57 - $291.31 $280K - $345K
24.9K $6.88M
NOW
Service Now, Inc.

Technology
1.34K
+ 423.66%
$835.79 - $946.29 $1.12M - $1.27M
1.66K $1.39M
LLY
Eli Lilly & CO

Healthcare
668
+ 44.24%
$799.57 - $1025.28 $534K - $685K
2.18K $2.23M
VV
Vanguard Large Cap ETF

ETFs
3.1K
+ 97.12%
$301.9 - $317.98 $935K - $985K
6.29K $1.95M
FTLS
First Tr Long/Short Equity ETF

ETFs
10.4K
+ 6.06%
$67.94 - $71.96 $708K - $749K
182K $12.9M
AVGO
Broadcom Inc.

Technology
2.25K
+ 29.88%
$324.63 - $385.98 $732K - $870K
9.8K $3.36M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.36K
+ 3.53%
$46.45 - $49.01 $389K - $410K
245K $11.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.21K
+ 145.01%
$321.8 - $337.95 $710K - $746K
3.73K $1.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
27.4K
+ 57.97%
$25.03 - $25.34 $686K - $695K
74.7K $1.88M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
10.2K
+ 275.57%
$61.09 - $64.21 $623K - $655K
13.9K $878K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
66.2K
+ 247.01%
$9.54 - $10.13 $632K - $671K
93K $901K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8.68K
+ 48.33%
$74.62 - $78.21 $647K - $679K
26.6K $1.99M
KO
Coca Cola CO

Consumer Defensive
8.22K
+ 183.03%
$66.1 - $71.61 $543K - $588K
12.7K $897K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 0.91%
$25.85 - $27.19 $283K - $298K
1.22M $32.3M
VEA
Vanguard Ftse Developed Market

ETFs
7.27K
+ 33.0%
$59.18 - $62.09 $430K - $451K
29.3K $1.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.16K
+ 6.31%
$52.54 - $55.77 $376K - $399K
121K $6.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.8K
+ 28.94%
$26.75 - $27.15 $449K - $455K
74.8K $2M
MU
Micron Technology Inc

Technology
760
+ 27.25%
$181.6 - $253.3 $138K - $193K
3.55K $875K
TMO
Thermo Fisher Scientific Inc.

Healthcare
653
+ 153.29%
$524.58 - $588.02 $343K - $384K
1.08K $611K
MSFT
Microsoft Corp

Technology
1.25K
+ 5.6%
$496.82 - $542.07 $621K - $677K
23.6K $12M
QLD
Proshares Ultra Qqq

ETFs
2.74K
+ 100.0%
$131.81 - $152.77 $362K - $419K
5.49K $764K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
640
+ 6.56%
$475.68 - $513.11 $304K - $328K
10.4K $5.29M
JNJ
Johnson & Johnson

Healthcare
1.27K
+ 13.91%
$185.98 - $199.58 $236K - $253K
10.4K $2.07M
SLV
I Shares Silver Trust

ETFs
7.11K
+ 58.08%
$42.4 - $49.17 $302K - $350K
19.4K $889K
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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