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Ethos Financial Group

Latest statistics and disclosures from Ethos Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, VT, MOAT, SCHX, SGOL, and represent 19.79% of Ethos Financial Group's stock portfolio.
Added to shares of these 10 stocks: WTMF (+$8.4M), SCHZ (+$7.8M), VUG (+$7.6M), TLT (+$7.5M), SCHD (+$6.9M), SLYG (+$6.8M), SPLV (+$6.6M), IVW (+$6.5M), STIP (+$6.1M), SCHB.
Started 124 new stock positions in IOFIX, NSTLX, KHYAX, XLG, USHY, PSA.PQ, GS, BIICX, NQP, ABALX.
Reduced shares in these 10 stocks: JPST (-$7.7M), DBMF (-$7.4M), BTAL (-$7.4M), DGRO (-$6.9M), SPHQ (-$6.7M), MGC (-$6.5M), FPX (-$6.4M), VTIP (-$6.0M), GDMA, PDBC.
Sold out of its positions in AMD, AWK, ARCC, CKPT, FANG, DG, ENB, ONEQ, FPX, DNA.
Ethos Financial Group was a net buyer of stock by $68M.
Ethos Financial Group has $470M in assets under management (AUM), dropping by 21.64%.
Central Index Key (CIK): 0001954242

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Portfolio Holdings for Ethos Financial Group

Ethos Financial Group holds 269 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Broad Market ETF Etf (SCHB)	6.5	$31M	+18%	550k	55.67	View chart
Vanguard Total World Stock ETF Etf (VT)	3.6	$17M		165k	102.88	View chart
Vaneck Morningstar Wide Moat ETF Etf (MOAT)	3.4	$16M	+28%	189k	84.87	View chart
Schwab US Large Cap ETF Etf (SCHX)	3.3	$16M	+9%	278k	56.40	View chart
Abrdn Physical Gold Shares ETF Etf (SGOL)	2.9	$14M	+5%	698k	19.74	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	2.9	$14M	+12%	163k	82.98	View chart
iShares TIPS Bond ETF Etf (TIP)	2.6	$12M	+5%	116k	107.49	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	2.6	$12M	+101%	122k	98.59	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	2.4	$11M	+10%	163k	70.10	View chart
Apple (AAPL)	2.1	$9.8M	+4%	51k	192.52	View chart
iShares Short Treasury Bond ETF Etf (SHV)	1.9	$9.1M	-4%	83k	110.13	View chart
Schwab Fundamental Inl Large Com ETF Etf (FNDF)	1.9	$8.8M	+5%	260k	33.73	View chart
Wisdomtree Managed Futures Strat ETF Etf (WTMF)	1.8	$8.4M	NEW	241k	35.07	View chart
iShares 20 PLS Year Treasury BND ETF Etf (TLT)	1.7	$7.9M	+1827%	80k	98.87	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	1.7	$7.9M		121k	65.06	View chart
Vanguard Growth ETF Etf (VUG)	1.7	$7.9M	+2712%	25k	310.90	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.7	$7.8M	+3%	93k	83.84	View chart
Schwab US Aggregate Bond ETF Etf (SCHZ)	1.7	$7.8M	NEW	167k	46.62	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	1.6	$7.6M	+999%	100k	76.13	View chart
Relative Sentiment Tacticl Allcn ETF Etf (MOOD)	1.6	$7.6M	+17%	284k	26.64	View chart
Xtrackers MSCI EAFE Hedged Equity Et Etf (DBEF)	1.6	$7.4M		201k	36.98	View chart
Alpha Archtct Intr Quntv Val ETF Etf (IVAL)	1.5	$7.0M	+3%	279k	25.05	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	1.4	$6.8M	-23%	68k	100.28	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	1.4	$6.8M	NEW	81k	83.63	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	1.4	$6.6M	NEW	106k	62.66	View chart
iShares S&P 500 Growth ETF Etf (IVW)	1.4	$6.5M	NEW	87k	75.10	View chart
Wisdomtree Floating Rate Treasry ETF Etf (USFR)	1.2	$5.5M	-23%	110k	50.24	View chart
Microsoft Corporation (MSFT)	1.1	$5.1M	+4%	14k	377.19	View chart
Vanguard Short Inflation Prot ETF IV Etf (VTIP)	1.0	$4.8M	-55%	100k	47.47	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.0	$4.7M	+9%	9.7k	477.62	View chart
Alpha Archtct US Quntv Val ETF Etf (QVAL)	1.0	$4.6M	+32%	114k	40.49	View chart
Exxon Mobil Corporation (XOM)	0.9	$4.2M		42k	99.98	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	0.8	$4.0M	-66%	78k	50.47	View chart
iShares MSCI USA Min Vol FCTR ETF Etf (USMV)	0.8	$3.9M	-4%	50k	78.03	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.8	$3.8M	NEW	15k	259.54	View chart
Amazon (AMZN)	0.8	$3.6M	+7%	24k	151.97	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$3.5M	-26%	85k	41.10	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.7	$3.3M	+20%	21k	157.81	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.2M	-8%	19k	170.09	View chart
Wasatch-Hoisington US TR Easury MF (WHOSX)	0.7	$3.1M	NEW	257k	12.02	View chart
Alphacentric Incm Oppty FD I MF (IOFIX)	0.6	$3.0M	NEW	381k	7.98	View chart
Schwab US TIPS ETF Etf (SCHP)	0.6	$3.0M	-47%	57k	52.20	View chart
T. Rowe Price Ultra Shor T-Term Bond I MF (TRSTX)	0.6	$2.9M	NEW	572k	5.02	View chart
Usaa Growth And Tax Stra Tegy MF (USBLX)	0.5	$2.5M	NEW	101k	25.15	View chart
Global X MLP ETF Etf (MLPA)	0.5	$2.4M	-2%	53k	44.30	View chart
SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF Etf (BIL)	0.5	$2.3M	-19%	25k	91.40	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.5	$2.3M	+2%	92k	24.79	View chart
Alpha Archtct US Quntv MTNM ETF Etf (QMOM)	0.5	$2.2M	+27%	44k	49.86	View chart
Vanguard Short Term Treasury ETF IV Etf (VGSH)	0.4	$2.0M	-59%	34k	58.32	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.4	$1.9M	NEW	50k	37.72	View chart
Schwab S&P 500 Index MF (SWPPX)	0.4	$1.8M	NEW	24k	73.08	View chart
Siren ETF TR Divcon Leaders Divid ETF Etf (LEAD)	0.3	$1.6M	+354%	27k	60.83	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.3	$1.5M	+6%	8.7k	170.34	View chart
BlackRock (BLK)	0.3	$1.4M	+138%	1.8k	811.72	View chart
Kraneshares Global Carbon STG ETF Etf (KRBN)	0.3	$1.4M		39k	36.46	View chart
Pacer US Small Cap Cash Cows 100 ETF Etf (CALF)	0.3	$1.4M	NEW	29k	48.20	View chart
Vanguard Balanced 0 (VBIAX)	0.3	$1.4M	NEW	63k	21.58	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.3	$1.3M	NEW	41k	32.90	View chart
Strive U S Energy ETF Etf (DRLL)	0.3	$1.3M	+276%	48k	28.05	View chart
Blackstone Secd Lending (BXSL)	0.3	$1.3M	+8%	46k	28.30	View chart
iShares iBoxx High Yield Bond ETF Etf (HYG)	0.3	$1.3M	NEW	17k	77.38	View chart
Visa (V)	0.3	$1.3M	+6%	4.9k	260.30	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$1.3M	-21%	9.2k	139.77	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	0.3	$1.3M	+156%	8.5k	147.28	View chart
Berkshire Hathaway (BRK.B)	0.3	$1.2M		3.4k	356.77	View chart
Vanguard Russell 1000 ETF IV Etf (VONE)	0.3	$1.2M	+111%	5.6k	216.85	View chart
McDonald's Corporation (MCD)	0.3	$1.2M	-8%	4.1k	296.61	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	+7%	1.7k	681.11	View chart
Home Depot (HD)	0.2	$1.1M	-3%	3.2k	346.52	View chart
MasterCard Incorporated (MA)	0.2	$1.1M	+32%	2.6k	426.59	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+42%	7.4k	149.17	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$1.1M	+39%	7.7k	140.95	View chart
Wisdomtree US Largecap Dividend ETF Etf (DLN)	0.2	$1.0M	-51%	16k	66.40	View chart
UnitedHealth (UNH)	0.2	$999k	+28%	1.9k	526.62	View chart
Eli Lilly & Co. (LLY)	0.2	$969k	+66%	1.7k	583.03	View chart
Harleysville Financial (HARL)	0.2	$962k	NEW	44k	22.10	View chart
Johnson & Johnson (JNJ)	0.2	$947k	-30%	6.0k	156.74	View chart
American Century VP Ultra 0 (AVPUX)	0.2	$936k	NEW	14k	65.80	View chart
Northern Lights Fund Trust IV Main Sectr Rotn ETF 0 (SECT)	0.2	$932k	+192%	20k	46.70	View chart
Mainstay VP Mackay Convertible 0 (MCOAX)	0.2	$918k	NEW	52k	17.67	View chart
Vanguard Itm-Term Treasury ETF Etf (VGIT)	0.2	$916k	+90%	15k	59.31	View chart
Janus Henderson Vit Enterprise Inst 0 (JAAGX)	0.2	$903k	NEW	14k	63.27	View chart
iShares 3-7 Year Trery Bond ETF Etf (IEI)	0.2	$897k	NEW	7.7k	117.18	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.2	$896k	+19%	9.0k	99.22	View chart
FT Rising Dividend Achievers ETF Etf (RDVY)	0.2	$894k	NEW	17k	51.68	View chart
Amgen (AMGN)	0.2	$887k	+13%	3.1k	288.08	View chart
Alger Large Cap Growth 0 (AAGOX)	0.2	$869k	NEW	15k	56.54	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.2	$868k	-88%	16k	53.83	View chart
Bank Of America Pfd Perpetua (BML.PJ)	0.2	$864k	NEW	39k	22.02	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$843k	+140%	1.8k	476.81	View chart
Texas Pacific Land Corp (TPL)	0.2	$830k		528.00	1571.97	View chart
Facebook Inc cl a (META)	0.2	$801k	+31%	2.3k	354.11	View chart
NVIDIA Corporation (NVDA)	0.2	$791k	+28%	1.6k	495.30	View chart
Wal-Mart Stores (WMT)	0.2	$785k	-19%	4.9k	159.55	View chart
Invesco S&P Midcap 400a Garp ETF Etf (GRPM)	0.2	$783k	NEW	8.0k	98.39	View chart
Intel Corporation (INTC)	0.2	$759k	+139%	15k	50.23	View chart
Select Sector Industrial SPDR ETF Etf (XLI)	0.2	$756k	NEW	6.6k	114.03	View chart
Vanguard Mega Cap 300 Etf (MGV)	0.2	$754k	-9%	6.9k	109.31	View chart
Lockheed Martin Corporation (LMT)	0.2	$741k	-17%	1.6k	453.49	View chart
Merck & Co (MRK)	0.2	$738k	+18%	6.7k	109.82	View chart
Ab Global Core Equity Ad Visor MF (GCEYX)	0.2	$733k	NEW	47k	15.69	View chart
Fidelity Value Factor ETF Etf (FVAL)	0.2	$721k	NEW	14k	52.98	View chart
Guggenheim Macro Oppty Inst MF (GIOIX)	0.2	$706k	NEW	29k	24.30	View chart
Procter & Gamble Company (PG)	0.1	$689k	-28%	4.7k	146.63	View chart
Cisco Systems (CSCO)	0.1	$681k	+10%	14k	50.59	View chart
Business First Bancshares (BFST)	0.1	$681k		28k	24.65	View chart
Ea Ser TR Freedom Day Dividend ETF Etf (MBOX)	0.1	$677k	-41%	24k	28.63	View chart
Nextera Energy (NEE)	0.1	$671k	+3%	11k	60.71	View chart
Private Shares FD A 0 (PRIVX)	0.1	$662k	NEW	18k	37.93	View chart
Honeywell International (HON)	0.1	$661k	-30%	3.2k	209.64	View chart
Comcast Corporation (CMCSA)	0.1	$655k	+5%	15k	43.85	View chart
Neuberger Berman Strat Incm Inst MF (NSTLX)	0.1	$652k	NEW	66k	9.83	View chart
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)	0.1	$645k	NEW	18k	36.36	View chart
PIMCO Vit Short-Term 0 (PTSHX)	0.1	$629k	NEW	41k	15.21	View chart
Invesco S&P Ultra Divid Rev ETF Etf (RDIV)	0.1	$624k	NEW	14k	43.70	View chart
Broadcom (AVGO)	0.1	$622k	-8%	557.00	1116.70	View chart
Wisdomtree Japan Hedged Equity ETF Etf (DXJ)	0.1	$618k	-35%	7.0k	88.00	View chart
Albemarle Corporation (ALB)	0.1	$611k	-11%	4.2k	144.92	View chart
Goldman Sachs Floating Ser D P p (GS.PD)	0.1	$610k	NEW	28k	21.59	View chart
Vanguard 500 Index Admir Al MF (VFIAX)	0.1	$602k	NEW	1.4k	440.06	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.1	$593k	+6%	5.5k	108.31	View chart
Putnam Ultra Short Durat Ion Income A MF (PSDTX)	0.1	$589k	NEW	58k	10.09	View chart
American Funds Growth Fu ND Of Amer A MF (AGTHX)	0.1	$587k	NEW	9.3k	63.21	View chart
Vanguard Short-Term Investment Grade 0 (VFSTX)	0.1	$583k	NEW	50k	11.70	View chart
Lowe's Companies (LOW)	0.1	$582k	+25%	2.6k	222.56	View chart
American FD Balanced FD CL A MF (ABALX)	0.1	$577k	NEW	18k	31.99	View chart
Imgp Dbi Managed Futures STRTGY ETF Etf (DBMF)	0.1	$576k	-92%	22k	25.68	View chart
Target Corporation (TGT)	0.1	$574k	+19%	4.0k	142.47	View chart
Becton, Dickinson and (BDX)	0.1	$566k		2.3k	243.97	View chart
Cardinal Health (CAH)	0.1	$564k	NEW	5.6k	101.27	View chart
Morgan Stanley Pfd A preferr (MS.PA)	0.1	$563k	NEW	26k	21.87	View chart
Union Pacific Corporation (UNP)	0.1	$561k	-18%	2.3k	245.62	View chart
Automatic Data Processing (ADP)	0.1	$560k	+18%	2.4k	234.51	View chart
Accenture (ACN)	0.1	$560k	+18%	1.6k	351.32	View chart
iShares 7-10 Year Trsury Bond ETF Etf (IEF)	0.1	$548k	NEW	5.7k	96.31	View chart
KLA-Tencor Corporation (KLAC)	0.1	$542k	NEW	931.00	582.17	View chart
iShares Core S&P Mid Cap ETF Etf (IJH)	0.1	$529k	-16%	1.9k	277.40	View chart
NewMarket Corporation (NEU)	0.1	$520k		949.00	547.95	View chart
Zacks Earnings Consistent Port ETF Etf (ZECP)	0.1	$506k		19k	26.12	View chart
CMS Energy Cor 5.875PFD Due 030179 0 (CMSD)	0.1	$498k	NEW	20k	24.97	View chart
Pioneer Natural Resources (PXD)	0.1	$481k	NEW	2.1k	224.98	View chart
Oracle Corporation (ORCL)	0.1	$472k	+15%	4.5k	105.50	View chart
Pepsi (PEP)	0.1	$460k	+15%	2.7k	171.13	View chart
Intuit (INTU)	0.1	$453k	+30%	724.00	625.69	View chart
American FD Income Fund Of America CL A MF (AMECX)	0.1	$452k	NEW	19k	23.45	View chart
Qualcomm (QCOM)	0.1	$451k	+24%	3.1k	144.88	View chart
Cintas Corporation (CTAS)	0.1	$439k	NEW	728.00	603.02	View chart
Nexstar Broadcasting (NXST)	0.1	$438k	NEW	2.8k	156.65	View chart
Vanguard Growth 0 (VIGAX)	0.1	$437k	NEW	8.9k	48.84	View chart
Analog Devices (ADI)	0.1	$434k	-12%	2.2k	198.35	View chart
Illinois Tool Works (ITW)	0.1	$431k	+3%	1.6k	263.61	View chart
Pfizer (PFE)	0.1	$430k	-11%	15k	28.80	View chart
Lord Abbett Short Durati On Income I MF (LLDYX)	0.1	$428k	NEW	111k	3.85	View chart
Pinterest Inc Cl A (PINS)	0.1	$426k		12k	37.03	View chart
Truist Financial Corp 4.75 P (TFC.PR)	0.1	$422k	NEW	21k	20.12	View chart
Schwab Short Term US Treasury ETF Etf (SCHO)	0.1	$419k	+86%	8.6k	48.49	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$417k	NEW	3.8k	108.45	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.1	$417k	NEW	5.3k	78.03	View chart
Abbvie (ABBV)	0.1	$416k	-24%	2.7k	154.82	View chart
Linde (LIN)	0.1	$410k	NEW	997.00	411.23	View chart
T Rowe Price Blue Chip Growth FD Inv MF (TRBCX)	0.1	$402k	NEW	2.7k	149.28	View chart
Vanguard Health Care ETF Etf (VHT)	0.1	$391k	+439%	1.6k	250.96	View chart
iShares Preferred Income Sec ETF Etf (PFF)	0.1	$386k	+13%	12k	31.14	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.1	$385k		9.1k	42.54	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$384k	+6%	5.5k	70.33	View chart
Vanguard Total International Stock E Etf (VXUS)	0.1	$376k	NEW	6.5k	57.89	View chart
American Funds Growth Fu ND Of Amer F3 MF (GAFFX)	0.1	$372k	NEW	5.9k	63.16	View chart
International Business Machines (IBM)	0.1	$363k		2.2k	163.59	View chart
Ea Ser TR Alpha Architect ETF Etf (GDMA)	0.1	$357k	-91%	11k	31.38	View chart
Kroger (KR)	0.1	$355k	-3%	7.8k	45.74	View chart
Walt Disney Company (DIS)	0.1	$352k		3.9k	90.56	View chart
BlackRock MuniYield Pennsylvania Insured (MPA)	0.1	$349k	NEW	30k	11.63	View chart
Tractor Supply Company (TSCO)	0.1	$348k	NEW	1.6k	215.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$345k	-9%	4.1k	84.23	View chart
Charles Schwab Corporation (SCHW)	0.1	$344k	NEW	5.0k	69.02	View chart
Southern Co 4.95PFD Due 013080 0 (SOJD)	0.1	$344k	NEW	15k	22.47	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.1	$343k	-9%	3.0k	115.26	View chart
Citizens Financial Ds Rep 1 40 Srs E Prf preferred (CFG.PE)	0.1	$343k	NEW	17k	20.16	View chart
Verizon Communications (VZ)	0.1	$339k	-52%	9.0k	37.72	View chart
Agfiq U.S. Market Neutral Anti-Beta Fund Etf (BTAL)	0.1	$338k	-95%	19k	18.01	View chart
AGCO Corporation (AGCO)	0.1	$337k	NEW	2.8k	121.53	View chart
Invesco Pennsylvania Mun Icipal A MF (OPATX)	0.1	$334k	NEW	32k	10.41	View chart
Gartner (IT)	0.1	$332k	NEW	736.00	451.09	View chart
Adobe Systems Incorporated (ADBE)	0.1	$329k	+32%	551.00	597.10	View chart
Delaware Investments Ult Rashort Instl MF (DULTX)	0.1	$329k	NEW	33k	9.95	View chart
Charles River Laboratories (CRL)	0.1	$328k	NEW	1.4k	236.65	View chart
Athene Holdings Ltd-callabe pref (ATH.PB)	0.1	$326k	NEW	15k	21.73	View chart
Snap-on Incorporated (SNA)	0.1	$324k	NEW	1.1k	289.03	View chart
Phillips 66 (PSX)	0.1	$321k		2.4k	133.25	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.1	$321k		2.4k	136.31	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$319k	NEW	1.6k	200.00	View chart
Deere & Company (DE)	0.1	$319k	-25%	794.00	401.76	View chart
Nuveen PA Investnt Quality Municipal (NQP)	0.1	$319k	NEW	28k	11.57	View chart
Domino's Pizza (DPZ)	0.1	$315k	+34%	765.00	411.76	View chart
Abbott Laboratories (ABT)	0.1	$312k	+34%	2.8k	110.13	View chart
Schwab Funda Emg MKTS Large Com ETF Etf (FNDE)	0.1	$310k	-39%	11k	27.13	View chart
Citigroup (C)	0.1	$307k		6.0k	51.45	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.1	$293k	NEW	2.8k	105.47	View chart
Goldman Sachs (GS)	0.1	$293k	NEW	760.00	385.53	View chart
Parsons Corporation (PSN)	0.1	$291k		4.6k	62.61	View chart
Invesco (IVZ)	0.1	$289k	NEW	16k	17.86	View chart
Ab Small Cap Growth Advi Sor MF (QUAYX)	0.1	$285k	NEW	4.6k	61.93	View chart
Bank of America Corporation (BAC)	0.1	$285k	+6%	8.5k	33.72	View chart
Coca-Cola Company (KO)	0.1	$282k	+4%	4.8k	58.92	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.1	$282k	+17%	7.5k	37.59	View chart
Vanguard Health Care FD Admiral Share MF (VGHAX)	0.1	$278k	NEW	3.1k	88.31	View chart
Qwest Corp 6.5PFD Due 090156 0 (CTBB)	0.1	$274k	NEW	28k	9.92	View chart
Allstate Corporation (ALL)	0.1	$272k	NEW	1.9k	141.01	View chart
TJX Companies (TJX)	0.1	$269k	NEW	2.9k	93.83	View chart
Apollo Investment Corp. (MFIC)	0.1	$269k		20k	13.70	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$267k	-34%	3.6k	73.68	View chart
Kimco Realty Corp p (KIM.PL)	0.1	$266k	NEW	11k	23.69	View chart
Advisors PFD TR KNSNGTN MNGD A MF (KAMAX)	0.1	$264k	NEW	27k	9.80	View chart
Bentley Systems Cl B Ord (BSY)	0.1	$261k		5.0k	52.18	View chart
Metlife Inc Pf cv p (MET.PF)	0.1	$255k	NEW	13k	20.40	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.1	$255k		6.0k	42.50	View chart
Hartford Inflation Plus A MF (HIPAX)	0.1	$253k	NEW	25k	10.01	View chart
Toro Company (TTC)	0.1	$248k	NEW	2.6k	96.54	View chart
SPDR Bloomberg Int GRD FLT RT ETF Etf (FLRN)	0.1	$245k	NEW	8.0k	30.57	View chart
Zoetis Inc Cl A (ZTS)	0.1	$244k	NEW	1.2k	197.57	View chart
McKesson Corporation (MCK)	0.1	$242k	NEW	523.00	462.72	View chart
T Rowe Price Summit Muni Interm Fund Inv MF (PRSMX)	0.1	$242k	NEW	21k	11.47	View chart
BlackRock High Yield Muni FD Inst CL MF (MAYHX)	0.1	$239k	NEW	27k	8.92	View chart
S&p Global (SPGI)	0.1	$239k	NEW	543.00	440.15	View chart
Microchip Technology (MCHP)	0.1	$238k	NEW	2.6k	90.19	View chart
T Rowe Price Health Sciences Fund Inv MF (PRHSX)	0.0	$232k	NEW	2.6k	87.81	View chart
Paychex (PAYX)	0.0	$232k	+4%	2.0k	118.85	View chart
Federal Realty I 5 PFD PFD Ser C (FRT.PC)	0.0	$231k	NEW	10k	23.10	View chart
At&t (T)	0.0	$230k	+8%	14k	16.77	View chart
American FD New Perspective CL A MF (ANWPX)	0.0	$228k	NEW	4.1k	55.95	View chart
Att Inc Preferred pfd stk (T.PA)	0.0	$226k	NEW	11k	21.02	View chart
Ab Global Bond Advisor MF (ANAYX)	0.0	$226k	NEW	33k	6.95	View chart
DWS High Income A MF (KHYAX)	0.0	$223k	NEW	51k	4.38	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	0.0	$220k	-11%	1.3k	174.88	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$219k	NEW	22k	10.00	View chart
Energy Transfer Equity (ET)	0.0	$219k	+4%	16k	13.80	View chart
salesforce (CRM)	0.0	$218k	NEW	827.00	263.60	View chart
Public Sto (PSA.PQ)	0.0	$217k	NEW	13k	17.36	View chart
American Tower Reit (AMT)	0.0	$216k	-50%	991.00	217.96	View chart
Vanguard Total Stock MKT Idx Adm MF (VTSAX)	0.0	$216k	NEW	1.9k	116.07	View chart
Pioneer Multi Asset Ultr Ashort Incm Y MF (MYFRX)	0.0	$214k	NEW	22k	9.64	View chart
Dupont De Nemours (DD)	0.0	$214k		2.8k	76.87	View chart
Caterpillar (CAT)	0.0	$211k	NEW	713.00	295.93	View chart
Starbucks Corporation (SBUX)	0.0	$211k	-28%	2.2k	95.95	View chart
United Parcel Service (UPS)	0.0	$208k	NEW	1.3k	157.22	View chart
Asset MGMT FDS Aama Equity Fun D 0 (AMFEX)	0.0	$206k	NEW	12k	16.82	View chart
Waste Management (WM)	0.0	$205k	NEW	1.1k	184.02	View chart
Zacks SmallMid Cap ETF Etf (SMIZ)	0.0	$201k	NEW	7.0k	28.58	View chart
Eaton (ETN)	0.0	$201k	NEW	836.00	240.43	View chart
Calamos Market Neutral Income Fund CL I MF (CMNIX)	0.0	$196k	NEW	14k	14.18	View chart
Northern Lights TR Toews Tacti Cal Def Alpha 0 (THSMX)	0.0	$190k	NEW	19k	9.97	View chart
Invsc Actvly MNG Optm YD DVRS ETF Etf (PDBC)	0.0	$189k	-94%	14k	13.29	View chart
Fidelity Contrafund MF (FCNTX)	0.0	$187k	NEW	12k	16.11	View chart
Schwab Target 2025 MF (SWHRX)	0.0	$186k	NEW	13k	14.19	View chart
Schwab Target 2020 MF (SWCRX)	0.0	$180k	NEW	14k	12.80	View chart
Schwab Target 2035 MF (SWIRX)	0.0	$175k	NEW	11k	15.88	View chart
Nuveen Muni Value Fund (NUV)	0.0	$171k		20k	8.58	View chart
Ps Business Parks, Inc., Series X, 5.25 Percent (PSBXP)	0.0	$168k	NEW	14k	12.40	View chart
Eaton Vance Municipal Income Trust (EVN)	0.0	$164k	NEW	17k	9.82	View chart
Ford Motor Company (F)	0.0	$163k	-10%	13k	12.22	View chart
Brookfield Fin 4.5 PFD P 0 (BNJ)	0.0	$160k	NEW	10k	16.00	View chart
Urogen Pharma (URGN)	0.0	$158k		11k	15.05	View chart
Fidelity Advisor Strateg Ic Income I MF (FSRIX)	0.0	$148k	NEW	13k	11.42	View chart
North Square Tactical GR Owth I MF (ETFOX)	0.0	$143k	NEW	10k	14.18	View chart
Hussman Strategic Growth MF (HSGFX)	0.0	$135k	NEW	22k	6.07	View chart
Franklin La Tax Free Inc M FD CL A1 MF (FKLAX)	0.0	$127k	NEW	12k	10.23	View chart
PIMCO Dynamic Income Opportuni (PDO)	0.0	$124k		10k	12.40	View chart
BlackRock Multi Asset Incm Port Inst MF (BIICX)	0.0	$108k	NEW	11k	9.94	View chart
Fidelity Adv Floating Rate High Incm MF (FFRHX)	0.0	$96k	NEW	10k	9.27	View chart

Past Filings by Ethos Financial Group

SEC 13F filings are viewable for Ethos Financial Group going back to 2022

Ethos Financial Group 2023 Q4 filed Feb. 7, 2024
Ethos Financial Group 2023 Q3 filed Nov. 13, 2023
Ethos Financial Group 2023 Q2 filed July 19, 2023
Ethos Financial Group 2023 Q1 filed April 20, 2023
Ethos Financial Group 2022 Q4 filed Feb. 9, 2023

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