Ethos Financial Group, LLC Sells in Q3 2025

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBF
Invesco Bond Fund

Financial Services
-4.59K
- 15.69%
$15.26 - $15.88 $70K - $72.8K
24.6K $389K
PAYX
Paychex Inc

Industrials
-197
- 10.12%
$126.69 - $147.99 $25K - $29.2K
1.75K $221K
CSCO
Cisco Systems, Inc.

Technology
-647
- 3.93%
$66.2 - $71.79 $42.8K - $46.4K
15.8K $1.08M
LLY
Eli Lilly & CO

Healthcare
-37
- 2.39%
$625.65 - $812.69 $23.1K - $30.1K
1.51K $1.15M
UNP
Union Pacific Corp

Industrials
-230
- 17.25%
$214.91 - $237.16 $49.4K - $54.5K
1.1K $260K
PG
Procter & Gamble CO

Consumer Defensive
-97
- 1.88%
$150.47 - $161.22 $14.6K - $15.6K
5.07K $778K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-667
- 2.24%
$22.65 - $25.1 $15.1K - $16.7K
29.1K $666K
ABT
Abbott Laboratories

Healthcare
-264
- 8.18%
$120.51 - $136.62 $31.8K - $36.1K
2.96K $396K
NOW
Service Now, Inc.

Technology
-4
- 1.25%
$850.86 - $1044.69 $3.4K - $4.18K
317 $291K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.73K
- 1.75%
$37.14 - $37.85 $64.3K - $65.5K
97K $3.67M
ADP
Automatic Data Processing Inc

Industrials
-6
- 0.25%
$288.69 - $310.94 $1.73K - $1.87K
2.36K $691K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4.68K
- 10.79%
$98.99 - $112.2 $463K - $525K
38.7K $4.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-245
- 19.01%
$284.45 - $324.95 $69.7K - $79.6K
1.04K $334K
VBR
Vanguard Small Cap Value ETF

ETFs
-283
- 15.15%
$195.41 - $212.37 $55.3K - $60.1K
1.59K $330K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.6K
- 6.87%
$62.54 - $68.42 $538K - $588K
117K $7.87M
ET
Energy Transfer LP

Energy
-745
- 3.43%
$17.11 - $18.16 $12.7K - $13.5K
21K $360K
PM
Philip Morris International Inc.

Consumer Defensive
-2
- 0.13%
$157.77 - $183.27 $316 - $367
1.57K $253K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-408
- 0.15%
$48.04 - $48.61 $19.6K - $19.8K
273K $13.2M
ZNOG
Zion Oil & Gas Inc

Energy
-155K
- 49.49%
$0.16 - $0.27 $24.9K - $42K
159K $28K
SPGI
S&P Global Inc.

Financial Services
-2
- 0.27%
$484.94 - $564.15 $970 - $1.13K
745 $362K
WFC
Wells Fargo & Company

Financial Services
-493
- 15.91%
$77.05 - $85.16 $38K - $42K
2.61K $218K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-639
- 4.07%
$47.86 - $48.43 $30.6K - $30.9K
15.1K $725K
IWL
Ishares Tr Russell 200 ETF

ETFs
-400
- 12.72%
$152.78 - $166.59 $61.1K - $66.6K
2.74K $455K
EMR
Emerson Electric CO

Industrials
-150
- 7.83%
$128.6 - $149.63 $19.3K - $22.4K
1.77K $231K
PSEC
Prospect Capital Corp

Financial Services
-712
- 1.64%
$2.59 - $3.47 $1.84K - $2.47K
42.8K $117K
MSI
Motorola Solutions, Inc.

Technology
-87
- 15.79%
$408.73 - $490.3 $35.6K - $42.7K
464 $212K
MCR
Mfs Charter Income Trust

Financial Services
-2.65K
- 10.77%
$6.28 - $6.54 $16.6K - $17.3K
22K $140K
MIN
Mfs Intermediate Income Trust

Financial Services
-5.55K
- 10.85%
$2.64 - $2.72 $14.7K - $15.1K
45.6K $122K
HD
Home Depot, Inc.

Consumer Cyclical
-628
- 10.16%
$357.4 - $423.42 $224K - $266K
5.55K $2.25M
MMT
Mfs Multimarket Income Trust

Financial Services
-3.44K
- 12.64%
$4.61 - $4.85 $15.9K - $16.7K
23.8K $113K
ZECP
Zacks Tr Earnings Constant Por

ETFs
-1.18K
- 8.04%
$31.92 - $33.66 $37.5K - $39.6K
13.5K $452K
SCHW
Schwab Charles Corp

Financial Services
-482
- 5.75%
$91.03 - $98.69 $43.9K - $47.6K
7.9K $754K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-75
- 1.46%
$117.65 - $120.08 $8.82K - $9.01K
5.06K $604K
NWBO
Northwest Biotherapeutics Inc

Healthcare
-23.7K
- 48.32%
$0.22 - $0.3 $5.21K - $7.11K
25.4K $6K
PEG
Public Service Enterprise Group Inc

Utilities
-21
- 0.81%
$79.99 - $90.14 $1.68K - $1.89K
2.57K $214K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-29
- 0.27%
$72.15 - $75.72 $2.09K - $2.2K
10.7K $785K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-70
- 0.82%
$50.47 - $50.74 $3.53K - $3.55K
8.43K $427K
PANW
Palo Alto Networks Inc

Technology
-4
- 0.18%
$167.06 - $208.19 $668 - $833
2.25K $458K
VIG
Vanguard Dividend Appreciation

ETFs
-18
- 0.31%
N/A
5.87K $1.07M
Fidelity Equity Dividend Income
-3
- 0.03%
N/A
8.79K $0
STRV
Ea Ser Tr Strive 500 ETF
-54K
- 15.79%
N/A
288K $0
BMLPRJ
Bk Of America Dep Shs Rpstg 1/
-53
- 0.13%
N/A
40.8K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-4.9K
- 9.67%
N/A
45.8K $0
Fidelity Contrafund
-59
- 0.43%
N/A
13.6K $0
Strive International Developed Markets ETF
-1.04K
- 3.76%
N/A
26.7K $0
Simplify Mbs ETF
-10.4K
- 6.81%
N/A
142K $0
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-18
- 0.59%
$68.58 - $69.85 $1.23K - $1.26K
3.05K $212K
Grayscale Bitcoin Mini Tr Et
-200
- 1.88%
N/A
10.5K $0
Direxion Shs ETF Tr
-183
- 2.02%
N/A
8.87K $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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