Ethos Financial Group, LLC Reduced Holdings in Q4 2025

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PSBPRX
Ps Business Pks Inc
-117
- 1.0%
N/A
11.5K $0
Goldman Sachs Nasdaq 100 Prm ETF
-81K
- 60.64%
N/A
52.6K $0
Abrdn Asia Pacific Income Fu
-5.24K
- 12.06%
N/A
38.2K $0
Managed Portfolio Series
-3.07K
- 18.45%
N/A
13.5K $0
Schwab S&P 500 Index
-780
- 0.48%
N/A
162K $0
Strive Total Return Bond ETF
-216
- 0.17%
N/A
128K $0
Global X Defense Tech ETF
-3.22K
- 8.73%
N/A
33.7K $0
Strive Natural Resrc And Scrt ETF
-22.4K
- 26.64%
N/A
61.6K $0
Vanguard Health Care Fd Admiral Share
-792
- 21.18%
N/A
2.95K $0
T. Rowe Price Ultra Shor T Term Bond I
-3.58K
- 11.13%
N/A
28.6K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-8.35K
- 18.23%
N/A
37.4K $0
Elevation Series Trust
-932
- 5.8%
N/A
15.1K $0
Ishares International Dd At ETF
-29.2K
- 13.65%
N/A
185K $0
American Funds Washington Mutual Inv A
-4.72K
- 55.89%
N/A
3.72K $0
GD
General Dynamics Corp

Industrials
-7
- 0.92%
$330.59 - $353.77 $2.31K - $2.48K
754 $259K
Proshares Tr
-498
- 5.81%
N/A
8.08K $0
T Rowe Price Health Sciences Fund Inv
-79
- 3.14%
N/A
2.44K $0
Alpha Architect Tail Risk ETF
-4.67K
- 16.46%
N/A
23.7K $0
Bcp Investment Corporation
-430
- 3.37%
N/A
12.3K $0
Schwab Total Stock Marke T Index
-90
- 0.44%
N/A
20.3K $0
Ishares Bitcoin Trust
-28.5K
- 49.14%
N/A
29.5K $0
Private Shares Fd A
-2.24K
- 12.63%
N/A
15.5K $0
Vanguard 500 Index Adm
-221
- 10.51%
N/A
1.88K $0
MSPRA
Morgan Stanley Dep Shs Repstg
-62
- 0.22%
N/A
27.8K $0
Direxion Shs ETF Tr
-4.96K
- 55.87%
N/A
3.92K $0
GSPRD
Goldman Sachs Group, Inc (The)
-73
- 0.23%
N/A
31.3K $0
BMLPRJ
Bk Of America Dep Shs Rpstg 1/
-66
- 0.16%
N/A
40.7K $0
American Funds Balanced Fund A
-2.62K
- 9.04%
N/A
26.4K $0
Blackrock Income Tr Inc
-1.8K
- 3.84%
N/A
45.1K $0
American Funds New Perspective A
-4.42K
- 38.33%
N/A
7.11K $0
VONG
Vanguard Russell 1000 Growth E

ETFs
-183
- 0.55%
$118.2 - $126.51 $21.6K - $23.2K
33.2K $4.02M
ADC
Agree Realty Corp

Real Estate
-299
- 3.39%
$70.22 - $75.76 $21K - $22.7K
8.53K $629K
OXSQ
Oxford Square Capital Corp.

Financial Services
-5.12K
- 10.88%
$1.59 - $1.99 $8.15K - $10.2K
42K $80K
SPH
Suburban Propane Partners LP

Utilities
-685
- 3.1%
$17.99 - $19.44 $12.3K - $13.3K
21.4K $415K
ED
Consolidated Edison Inc

Utilities
-158
- 0.91%
$96.11 - $102.39 $15.2K - $16.2K
17.3K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
-52
- 0.21%
$106.36 - $107.61 $5.53K - $5.6K
25.2K $2.7M
RTX
Raytheon Technologies Corp

Industrials
-171
- 3.88%
$157.0 - $179.44 $26.8K - $30.7K
4.24K $744K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-124
- 1.3%
$394.96 - $425.89 $49K - $52.8K
9.43K $3.85M
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
-1.3K
- 2.93%
$45.07 - $52.76 $58.5K - $68.4K
42.9K $1.96M
FSK
Fs Kkr Capital Corp

Financial Services
-9.79K
- 3.95%
$14.16 - $15.65 $139K - $153K
238K $3.72M
IYE
Ishares Tr

ETFs
-284
- 1.37%
$45.39 - $48.8 $12.9K - $13.9K
20.5K $999K
PCG
Pg&E Corp

Utilities
-1.47K
- 5.03%
$15.63 - $16.81 $23K - $24.8K
27.8K $458K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.53%
$482.23 - $557.53 $1.45K - $1.67K
561 $301K
LAMR
Lamar Advertising CO

Real Estate
-315
- 3.4%
$116.11 - $129.63 $36.6K - $40.8K
8.96K $1.16M
HE
Hawaiian Electric Industries Inc

Utilities
-1.58K
- 2.07%
$10.89 - $12.04 $17.2K - $19.1K
75K $874K
CAT
Caterpillar Inc

Industrials
-434
- 12.01%
$480.82 - $585.49 $209K - $254K
3.18K $1.76M
AMGN
Amgen Inc

Healthcare
-414
- 13.7%
$290.13 - $341.71 $120K - $141K
2.61K $890K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-119
- 0.1%
$32.35 - $34.37 $3.85K - $4.09K
124K $4.19M
CSCO
Cisco Systems, Inc.

Technology
-1.03K
- 6.5%
$67.46 - $78.0 $69.4K - $80.3K
14.8K $1.15M
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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