Ethos Financial Group »

American Balanced shares owned by Ethos Financial Group

Quarter-by-quarter ownership of American Balanced (ABALX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in American Balanced

Tip: Access up to 7 years of quarterly data

All positions including American Balanced held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Balanced by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $684k 19k 36.30
2024-06-30 $603k 17k 34.56
2024-03-31 $613k 18k 33.87
2023-12-31 $577k 18k 31.99

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Alpha Architect 1-3 Month Box ETF Etf (BOXX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Spdr S&p 500 Etf Etf (SPY)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Apple (AAPL)
Energy Select Sector SPDR ETF Etf (XLE)
iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

Top funds holding American Balanced

Ethos Financial Group
Arvest Trust Co N A
Tower Bridge Advisors
Financial Gravity Wealth
Tucker Asset Management
Coston, McIsaac & Partners
Eagle Bay Advisors

View all funds holding American Balanced