Ethos Financial Group, LLC Incresed Positions in Q3 2025

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
IWM
Ishares Russell 2000 ETF

ETFs
92
+ 1.19%
$214.92 - $244.84 $19.8K - $22.5K
7.79K $1.89M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
465
+ 1.26%
$172.72 - $179.11 $80.3K - $83.3K
37.5K $6.68M
ADBE
Adobe Inc.

Technology
675
+ 82.42%
$333.65 - $392.1 $225K - $265K
1.49K $527K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.18K
+ 24.93%
$30.67 - $32.13 $159K - $166K
26K $820K
XLG
Invesco Exchange Traded Fd Tr

ETFs
238
+ 0.76%
$51.78 - $57.89 $12.3K - $13.8K
31.4K $1.81M
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
MO
Altria Group, Inc.

Consumer Defensive
114
+ 0.52%
$57.75 - $67.68 $6.58K - $7.72K
21.9K $1.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
324
+ 27.41%
$224.68 - $282.71 $72.8K - $91.6K
1.51K $420K
ETR
Entergy Corp

Utilities
25
+ 0.19%
$80.93 - $93.55 $2.02K - $2.34K
13.1K $1.22M
ENIC
Enel Chile S.A.

Utilities
18.9K
+ 8.07%
$3.12 - $3.89 $58.8K - $73.4K
252K $982K
AEP
American Electric Power CO Inc

Utilities
19
+ 0.13%
$103.26 - $115.0 $1.96K - $2.19K
14.5K $1.64M
VV
Vanguard Large Cap ETF

ETFs
197
+ 6.58%
$285.05 - $309.14 $56.2K - $60.9K
3.19K $982K
HE
Hawaiian Electric Industries Inc

Utilities
8.83K
+ 13.03%
$10.46 - $12.96 $92.4K - $114K
76.6K $845K
FDUS
Fidus Investment Corp

Financial Services
5.5K
+ 4.0%
$20.18 - $21.99 $111K - $121K
143K $2.89M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.6K
+ 88.55%
$10.17 - $11.97 $128K - $151K
26.8K $272K
VTV
Vanguard Value ETF

ETFs
185
+ 2.37%
$175.51 - $186.57 $32.5K - $34.5K
7.99K $1.49M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
5.14K
+ 15.67%
$18.58 - $19.75 $95.6K - $102K
38K $727K
ORCC
Owl Rock Capital Corp

Financial Services
7.98K
+ 16.85%
N/A
55.3K $740K
SAR
Saratoga Investment Corp.

Financial Services
5.24K
+ 10.78%
$24.15 - $25.55 $126K - $134K
53.8K $1.31M
ED
Consolidated Edison Inc

Utilities
1.01K
+ 6.13%
$95.57 - $105.36 $96.1K - $106K
17.4K $1.75M
PCG
Pg&E Corp

Utilities
4.88K
+ 19.98%
$13.0 - $15.73 $63.4K - $76.8K
29.3K $441K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
7.47K
+ 68.75%
$14.01 - $14.33 $105K - $107K
18.3K $256K
RIET
ETF Ser Solutions Hoya Capital

ETFs
9.28K
+ 18.72%
$9.34 - $10.07 $86.7K - $93.5K
58.9K $567K
LAMR
Lamar Advertising CO

Real Estate
702
+ 8.19%
$114.98 - $128.82 $80.7K - $90.4K
9.27K $1.14M
BBDC
Barings Bdc, Inc.

Financial Services
13.7K
+ 18.82%
$8.76 - $9.9 $120K - $136K
86.6K $759K
FDG
American Centy ETF Tr Focused

ETFs
37
+ 0.47%
$108.35 - $122.35 $4.01K - $4.53K
7.92K $953K
GBDC
Golub Capital Bdc, Inc.

Financial Services
8.93K
+ 28.75%
$13.69 - $15.48 $122K - $138K
40K $547K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
8.12K
+ 23.15%
$14.19 - $15.82 $115K - $128K
43.2K $615K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.67%
$696.56 - $806.32 $9.75K - $11.3K
852 $678K
EMQQ
Emqq Emerging Markets Internet

ETFs
500
+ 4.05%
$40.28 - $46.86 $20.1K - $23.4K
12.9K $597K
ASML
Asml Holding Nv

Technology
27
+ 8.39%
$689.63 - $968.09 $18.6K - $26.1K
349 $337K
EQR
Equity Residential

Real Estate
1.34K
+ 33.64%
$62.3 - $68.34 $83.2K - $91.3K
5.31K $343K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.62K
+ 18.39%
$45.83 - $58.26 $74.3K - $94.4K
10.4K $559K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2K
+ 2.47%
$26.38 - $27.95 $31.7K - $33.5K
49.9K $1.36M
ADC
Agree Realty Corp

Real Estate
1.19K
+ 15.58%
$70.53 - $75.05 $83.9K - $89.3K
8.83K $627K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 1.37%
$291.67 - $316.99 $16K - $17.4K
4.06K $1.23M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.31K
+ 19.01%
$21.62 - $22.81 $49.9K - $52.7K
14.5K $325K
PSN
Parsons Corp

Industrials
87
+ 1.87%
$72.77 - $82.92 $6.33K - $7.21K
4.74K $392K
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
2.01K
+ 12.76%
$24.09 - $25.73 $48.5K - $51.8K
17.8K $442K
GE
General Electric CO

Industrials
28
+ 2.64%
$244.75 - $305.63 $6.85K - $8.56K
1.09K $327K
IYE
Ishares Tr

ETFs
6
+ 0.03%
$44.83 - $48.91 $269 - $293
20.8K $986K
CVX
Chevron Corp

Energy
23
+ 0.64%
$145.57 - $161.83 $3.35K - $3.72K
3.64K $564K
HAUS
Tidal ETF Tr Home Appreciation

ETFs
2.83K
+ 10.8%
$17.25 - $18.42 $48.8K - $52.1K
29K $516K
GD
General Dynamics Corp

Industrials
6
+ 0.79%
$293.92 - $341.0 $1.76K - $2.05K
761 $259K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
5.52K
+ 3.13%
$10.03 - $10.4 $55.3K - $57.4K
182K $1.84M
COF
Capital One Financial Corp

Financial Services
169
+ 10.23%
$207.29 - $229.74 $35K - $38.8K
1.82K $387K
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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