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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, SCHX, MOAT, SCHG, and represent 19.60% of Ethos Financial Group's stock portfolio.
Added to shares of these 10 stocks: Ishares Bitcoin Tr (+$14M), IMCG (+$8.4M), PWB (+$8.4M), IWY (+$6.8M), IWF (+$6.7M), BOXX (+$6.5M), QUAL, AOR, NVDA, QVAL.
Started 61 new stock positions in Pioneerfundinc.cla.., IWF, OEF, CTXR, NWBO, ASML, AG, Franklin Custodian Fds Income mf, DNA, MFEGX.
Reduced shares in these 10 stocks: , VUG (-$7.9M), , SPLV (-$6.6M), , USBLX, USFR, SCHP, SGOV, BLK.
Sold out of its positions in AAGOX, QUAYX, ALL, GDMA, AVPUX, AMT, AMFEX, CMNIX, CAH, DD.
Ethos Financial Group was a net buyer of stock by $32M.
Ethos Financial Group has $529M in assets under management (AUM), dropping by 12.39%.
Central Index Key (CIK): 0001954242

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Portfolio Holdings for Ethos Financial Group

Ethos Financial Group holds 291 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Broad Market ETF Etf (SCHB)	6.4	$34M		557k	61.18	View chart
Vanguard Total World Stock ETF Etf (VT)	3.5	$19M		168k	110.50	View chart
Schwab US Large Cap ETF Etf (SCHX)	3.4	$18M	+3%	289k	62.37	View chart
Vaneck Morningstar Wide Moat ETF Etf (MOAT)	3.2	$17M		190k	89.90	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	3.0	$16M	+5%	172k	92.75	View chart
Abrdn Physical Gold Shares ETF Etf (SGOL)	2.9	$15M		711k	21.24	View chart
iShares Bitcoin TR Etf	2.7	$14M	NEW	351k	40.47	View chart
iShares TIPS Bond ETF Etf (TIP)	2.5	$13M	+4%	121k	109.18	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	2.4	$13M	+3%	169k	76.02	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	2.3	$12M		121k	99.43	View chart
Wisdomtree Managed Futures Strat ETF Etf (WTMF)	1.8	$9.8M	+8%	261k	37.50	View chart
Schwab Fundamental Inl Large Com ETF Etf (FNDF)	1.8	$9.5M	+2%	267k	35.61	View chart
iShares Short Treasury Bond ETF Etf (SHV)	1.8	$9.4M	+2%	85k	110.54	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.7	$9.0M	+2%	96k	94.41	View chart
Apple (AAPL)	1.7	$9.0M	+2%	52k	172.79	View chart
Relative Sentiment Tactical Allocation Etf (MOOD)	1.6	$8.5M	+6%	303k	28.10	View chart
iShares Morgstar Mid Cap Gro ETF Etf (IMCG)	1.6	$8.4M	NEW	119k	70.68	View chart
Xtrackers MSCI EAFE Hedged Equity Et Etf (DBEF)	1.6	$8.4M		204k	40.93	View chart
Invesco Dynamic Large Cap Growth ETF Etf (PWB)	1.6	$8.4M	NEW	94k	89.29	View chart
Schwab US Aggregate Bond ETF Etf (SCHZ)	1.6	$8.3M	+7%	180k	46.00	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	1.5	$8.1M		100k	80.66	View chart
Alpha Archtct Intr Quntv Val ETF Etf (IVAL)	1.5	$8.0M	+6%	297k	26.98	View chart
iShares 20 PLS Year Treasury BND ETF Etf (TLT)	1.5	$8.0M	+5%	84k	94.62	View chart
iShares S&P 500 Growth ETF Etf (IVW)	1.4	$7.3M		87k	84.44	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	1.3	$7.0M	+2761%	36k	195.09	View chart
Alpha Archtct US Quntv Val ETF Etf (QVAL)	1.3	$6.7M	+31%	150k	44.94	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.3	$6.7M	NEW	20k	337.03	View chart
Alpha Architect 1-3 Month Box ETF Etf (BOXX)	1.2	$6.5M	NEW	61k	106.46	View chart
Microsoft Corporation (MSFT)	1.1	$5.8M		14k	421.54	View chart
iShares MSCI USA QLTY Fact ETF Etf (QUAL)	1.1	$5.8M	+312%	35k	164.34	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.0	$5.4M		9.9k	549.19	View chart
Vanguard Short Inflation Prot ETF IV Etf (VTIP)	1.0	$5.1M	+5%	106k	47.87	View chart
Exxon Mobil Corporation (XOM)	0.9	$5.0M		43k	116.25	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	0.9	$4.9M	-28%	49k	100.71	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.8	$4.4M	+6%	16k	286.61	View chart
Amazon (AMZN)	0.8	$4.4M	+2%	24k	180.73	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.8	$4.2M	+17%	25k	171.71	View chart
Alpha Archtct US Quntv MTNM ETF Etf (QMOM)	0.7	$3.7M	+42%	63k	59.12	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.7M		18k	200.32	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$3.5M		85k	41.78	View chart
Wisdomtree Floating Rate Treasry ETF Etf (USFR)	0.7	$3.5M	-36%	69k	50.29	View chart
NVIDIA Corporation (NVDA)	0.6	$3.4M	+136%	3.8k	903.52	View chart
Alphacentric Incm Oppty FD I MF (IOFIX)	0.6	$3.1M	+5%	404k	7.79	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	0.6	$3.1M	-22%	61k	50.45	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$3.0M	+90%	3.4k	899.02	View chart
T. Rowe Price Ultra Shor T-Term Bond I MF (TRSTX)	0.6	$2.9M		579k	5.04	View chart
Wasatch-Hoisington US TR Easury MF (WHOSX)	0.5	$2.9M	-2%	251k	11.38	View chart
iShares Core Growth Allocation ETF Etf (AOR)	0.5	$2.7M	NEW	48k	55.66	View chart
Global X MLP ETF Etf (MLPA)	0.5	$2.6M	+2%	55k	48.22	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.5	$2.6M	+11%	103k	25.28	View chart
SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF Etf (BIL)	0.5	$2.5M	+7%	27k	91.81	View chart
Schwab S&P 500 Index MF (SWPPX)	0.4	$2.0M	+5%	25k	80.83	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.4	$2.0M	-4%	48k	42.13	View chart
Blackstone Secd Lending (BXSL)	0.4	$1.9M	+26%	59k	31.84	View chart
Siren ETF TR Divcon Leaders Divid ETF Etf (LEAD)	0.3	$1.8M	+2%	28k	66.09	View chart
Vanguard Short Term Treasury ETF IV Etf (VGSH)	0.3	$1.8M	-9%	30k	58.06	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.3	$1.6M		8.8k	182.63	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.3	$1.6M	+15%	47k	33.72	View chart
Kraneshares Global Carbon STG ETF Etf (KRBN)	0.3	$1.5M	+23%	48k	30.74	View chart
Berkshire Hathaway (BRK.B)	0.3	$1.5M	+2%	3.5k	420.54	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$1.5M		9.2k	159.20	View chart
Strive U S Energy ETF Etf (DRLL)	0.3	$1.4M	-4%	46k	31.31	View chart
Pacer US Small Cap Cash Cows 100 ETF Etf (CALF)	0.3	$1.4M	-3%	28k	49.17	View chart
Visa (V)	0.3	$1.4M		5.0k	279.09	View chart
MasterCard Incorporated (MA)	0.2	$1.3M	+3%	2.7k	481.56	View chart
Home Depot (HD)	0.2	$1.3M	+2%	3.3k	383.52	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M	-2%	1.7k	735.90	View chart
McDonald's Corporation (MCD)	0.2	$1.2M	+5%	4.3k	281.97	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$1.2M	+2%	7.9k	152.40	View chart
Vanguard Russell 1000 ETF IV Etf (VONE)	0.2	$1.2M	-12%	4.9k	238.31	View chart
MFS Growth Series MF (MFEGX)	0.2	$1.1M	NEW	32k	35.04	View chart
UnitedHealth (UNH)	0.2	$1.1M	+16%	2.2k	494.58	View chart
Facebook Inc cl a (META)	0.2	$1.1M		2.3k	485.79	View chart
Chevron Corporation (CVX)	0.2	$1.0M	-11%	6.6k	157.67	View chart
Invesco S & P Midcap Momentum ETF Etf (XMMO)	0.2	$1.0M	NEW	9.0k	114.86	View chart
Schwab US TIPS ETF Etf (SCHP)	0.2	$1.0M	-66%	19k	52.17	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.2	$990k	+5%	17k	58.18	View chart
Janus Henderson Vit Enterprise Inst MF (JAAGX)	0.2	$967k		14k	68.78	View chart
Eli Lilly & Co. (LLY)	0.2	$961k	-25%	1.2k	778.14	View chart
Johnson & Johnson (JNJ)	0.2	$948k		6.0k	158.13	View chart
Advanced Micro Devices (AMD)	0.2	$924k	NEW	5.1k	180.43	View chart
Texas Pacific Land Corp (TPL)	0.2	$916k	+200%	1.6k	578.28	View chart
Bank Of America Pfd Perpetua (BML.PJ)	0.2	$913k	+3%	40k	22.57	View chart
Harleysville Financial (HARL)	0.2	$907k		43k	21.09	View chart
Merck & Co (MRK)	0.2	$891k		6.7k	132.77	View chart
Vanguard Equity Income MF (VEIPX)	0.2	$891k	NEW	34k	25.91	View chart
Invesco S&P Midcap 400a Garp ETF Etf (GRPM)	0.2	$888k	-7%	7.4k	120.29	View chart
Rydex VT S&P 500 Pure Growth MF	0.2	$888k	NEW	18k	50.05	View chart
Oracle Corporation (ORCL)	0.2	$876k	+55%	7.0k	125.57	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.2	$874k		8.9k	97.96	View chart
Invesco S&P 500 Garp ETF Etf (SPGP)	0.2	$871k	NEW	8.2k	106.54	View chart
KLA-Tencor Corporation (KLAC)	0.2	$850k	+30%	1.2k	699.01	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$815k	NEW	4.0k	205.60	View chart
Wal-Mart Stores (WMT)	0.1	$791k	+166%	13k	60.40	View chart
Vanguard Itm-Term Treasury ETF Etf (VGIT)	0.1	$787k	-12%	13k	58.53	View chart
Procter & Gamble Company (PG)	0.1	$761k		4.7k	162.16	View chart
Ea Ser TR Freedom Day Dividend ETF Etf (MBOX)	0.1	$757k		24k	32.12	View chart
iShares MSCI USA Momntum FCT ETF Etf (MTUM)	0.1	$753k	NEW	4.0k	187.31	View chart
Fid NDQ Comp Ec ETF DV Etf (ONEQ)	0.1	$745k	NEW	12k	64.44	View chart
Ab Global Core Equity Ad Visor MF (GCEYX)	0.1	$739k	-4%	45k	16.62	View chart
Amgen (AMGN)	0.1	$739k	-15%	2.6k	284.67	View chart
American Funds Growth Fu ND Of Amer A MF (AGTHX)	0.1	$730k	+10%	10k	71.09	View chart
Guggenheim Macro Oppty Inst MF (GIOIX)	0.1	$714k		29k	24.33	View chart
iShares 3-7 Year Trery Bond ETF Etf (IEI)	0.1	$711k	-19%	6.1k	115.89	View chart
iShares iBoxx High Yield Bond ETF Etf (HYG)	0.1	$710k	-45%	9.1k	77.71	View chart
Goldman Sachs Floating Ser D P p (GS.PD)	0.1	$693k	+7%	30k	22.89	View chart
Private Shares FD A MF (PRIVX)	0.1	$688k		18k	39.42	View chart
Nextera Energy (NEE)	0.1	$684k	-3%	11k	63.95	View chart
Vanguard 500 Index Admir Al MF (VFIAX)	0.1	$674k		1.4k	484.89	View chart
Broadcom (AVGO)	0.1	$672k	-8%	507.00	1325.44	View chart
Lowe's Companies (LOW)	0.1	$656k		2.6k	255.15	View chart
PIMCO Vit Short-Term MF (PTSHX)	0.1	$634k		41k	15.47	View chart
American Century US QLT GRWT ETF Etf (QGRO)	0.1	$632k	NEW	7.4k	84.99	View chart
Honeywell International (HON)	0.1	$631k	-2%	3.1k	205.14	View chart
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)	0.1	$625k	-3%	17k	36.57	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.1	$623k	+2%	5.6k	110.60	View chart
Vanguard Balanced MF (VBIAX)	0.1	$622k	-60%	25k	24.92	View chart
Intel Corporation (INTC)	0.1	$617k	-7%	14k	44.19	View chart
Business First Bancshares (BFST)	0.1	$616k		28k	22.29	View chart
Cisco Systems (CSCO)	0.1	$613k	-8%	12k	49.98	View chart
American FD Balanced FD CL A MF (ABALX)	0.1	$613k		18k	33.87	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$610k	+50%	8.2k	74.23	View chart
Morgan Stanley Pfd A preferr (MS.PA)	0.1	$607k	+2%	26k	23.04	View chart
NewMarket Corporation (NEU)	0.1	$605k		949.00	637.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$604k	-18%	1.3k	455.16	View chart
Automatic Data Processing (ADP)	0.1	$602k		2.4k	251.04	View chart
Neuberger Berman Strat Incm Inst MF (NSTLX)	0.1	$600k	-7%	61k	9.79	View chart
GLBLX Uranium Etf (URA)	0.1	$599k	NEW	21k	28.82	View chart
Comcast Corporation (CMCSA)	0.1	$590k	-8%	14k	43.33	View chart
Intuit (INTU)	0.1	$588k	+25%	905.00	649.72	View chart
Becton, Dickinson and (BDX)	0.1	$582k		2.4k	247.45	View chart
iShares Preferred Income Sec ETF Etf (PFF)	0.1	$582k	+45%	18k	32.20	View chart
Vanguard Short-Term Investment Grade MF (VFSTX)	0.1	$581k		49k	11.75	View chart
Old Dominion Freight Line (ODFL)	0.1	$578k	NEW	2.6k	219.27	View chart
Kroger (KR)	0.1	$569k	+28%	10k	57.13	View chart
Albemarle Corporation (ALB)	0.1	$555k		4.2k	132.14	View chart
Nexstar Broadcasting (NXST)	0.1	$555k	+15%	3.2k	172.25	View chart
iShares Core S&P Mid Cap ETF Etf (IJH)	0.1	$555k	+379%	9.1k	60.75	View chart
Accenture (ACN)	0.1	$552k		1.6k	346.73	View chart
Target Corporation (TGT)	0.1	$552k	-22%	3.1k	177.32	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.1	$543k	NEW	580.00	936.21	View chart
Imgp Dbi Managed Futures STRTGY ETF Etf (DBMF)	0.1	$539k	-15%	19k	28.59	View chart
Tractor Supply Company (TSCO)	0.1	$533k	+25%	2.0k	261.79	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$521k	NEW	1.1k	491.05	View chart
Goldman Sachs (GS)	0.1	$514k	+61%	1.2k	417.89	View chart
Qualcomm (QCOM)	0.1	$495k	-6%	2.9k	169.29	View chart
Cms Energy Corp p (CMSD)	0.1	$494k		20k	24.77	View chart
Illinois Tool Works (ITW)	0.1	$490k	+11%	1.8k	269.68	View chart
Putnam Ultra Short Durat Ion Income A MF (PSDTX)	0.1	$489k	-16%	49k	10.09	View chart
Analog Devices (ADI)	0.1	$485k	+12%	2.5k	197.80	View chart
Cintas Corporation (CTAS)	0.1	$483k	-3%	703.00	687.06	View chart
Vanguard Growth MF (VIGAX)	0.1	$473k	-3%	8.7k	54.54	View chart
Pepsi (PEP)	0.1	$467k		2.6k	176.49	View chart
T Rowe Price Blue Chip Growth FD Inv MF (TRBCX)	0.1	$464k		2.7k	170.53	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.1	$454k	+20%	3.6k	127.10	View chart
Truist Financial Corp 4.75 P (TFC.PR)	0.1	$447k		21k	21.32	View chart
Domino's Pizza (DPZ)	0.1	$435k	+14%	875.00	497.14	View chart
BlackRock (BLK)	0.1	$435k	-70%	521.00	834.93	View chart
Abbvie (ABBV)	0.1	$435k	-11%	2.4k	182.24	View chart
International Business Machines (IBM)	0.1	$434k	+2%	2.3k	191.11	View chart
Lord Abbett Short Durati On Income I MF (LLDYX)	0.1	$429k		112k	3.84	View chart
Union Pacific Corporation (UNP)	0.1	$429k	-23%	1.7k	245.99	View chart
Pioneer Fund VCT MF	0.1	$428k	NEW	7.0k	61.10	View chart
Zacks Earnings Consistent Port ETF Etf (ZECP)	0.1	$426k	-21%	15k	28.07	View chart
American Funds Growth Fu ND Of Amer F3 MF (GAFFX)	0.1	$419k		5.9k	71.14	View chart
Deere & Company (DE)	0.1	$418k	+27%	1.0k	412.23	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.1	$416k	-10%	4.8k	86.70	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$414k		3.8k	107.67	View chart
Pfizer (PFE)	0.1	$411k		15k	27.73	View chart
Microchip Technology (MCHP)	0.1	$408k	+72%	4.6k	89.63	View chart
Alpha Archtct Intr Quntv MTNM ETF Etf (IMOM)	0.1	$404k	NEW	14k	29.15	View chart
AGCO Corporation (AGCO)	0.1	$400k	+17%	3.2k	123.15	View chart
Pinterest Inc Cl A (PINS)	0.1	$399k		12k	34.69	View chart
Phillips 66 (PSX)	0.1	$393k		2.4k	163.14	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$393k	+23%	2.0k	199.09	View chart
Snap-on Incorporated (SNA)	0.1	$390k	+17%	1.3k	296.13	View chart
Parsons Corporation (PSN)	0.1	$386k		4.6k	83.05	View chart
Citizens Financial Ds Rep 1 40 Srs E Prf preferred (CFG.PE)	0.1	$375k		17k	22.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$373k	-6%	3.8k	97.49	View chart
Applied Materials (AMAT)	0.1	$373k	NEW	1.8k	205.96	View chart
Pioneer Natural Resources (PXD)	0.1	$372k	-33%	1.4k	262.53	View chart
McKesson Corporation (MCK)	0.1	$372k	+32%	692.00	537.57	View chart
Verizon Communications (VZ)	0.1	$365k	-3%	8.7k	41.93	View chart
Walt Disney Company (DIS)	0.1	$364k	-23%	3.0k	122.39	View chart
Netflix (NFLX)	0.1	$360k	NEW	592.00	608.11	View chart
Southern Co p (SOJD)	0.1	$352k		15k	22.99	View chart
Cadence Design Systems (CDNS)	0.1	$340k	NEW	1.1k	311.36	View chart
First Trust Smid Cap Rising Divi ETF Etf (SDVY)	0.1	$334k	NEW	2.2k	149.17	View chart
Delaware Investments Ult Rashort Instl MF (DULTX)	0.1	$333k		34k	9.95	View chart
Athene Holdings Ltd-callabe pref (ATH.PB)	0.1	$331k		15k	22.07	View chart
Invesco Pennsylvania Mun Icipal A MF (OPATX)	0.1	$331k		32k	10.32	View chart
American FD New Perspective CL A MF (ANWPX)	0.1	$330k	+33%	5.4k	60.62	View chart
Nuveen PA Investnt Quality Municipal (NQP)	0.1	$327k		28k	11.86	View chart
Charles Schwab Corporation (SCHW)	0.1	$325k	-10%	4.5k	72.51	View chart
Vanguard Health Care FD Admiral Share MF (VGHAX)	0.1	$325k	+14%	3.6k	90.13	View chart
Bank of America Corporation (BAC)	0.1	$320k		8.3k	38.36	View chart
Linde (LIN)	0.1	$317k	-31%	682.00	464.81	View chart
Citigroup (C)	0.1	$316k	-16%	5.0k	63.33	View chart
Abbott Laboratories (ABT)	0.1	$314k	-2%	2.8k	113.64	View chart
Wisdomtree US Largecap Dividend ETF Etf (DLN)	0.1	$305k	-73%	4.2k	72.14	View chart
BlackRock MuniYield Pennsylvania Insured (MPA)	0.1	$304k	-16%	25k	12.16	View chart
Northern Lights Fund Trust IV Main Sectr Rotn ETF Etf (SECT)	0.1	$302k	-69%	6.0k	50.37	View chart
Wisdomtree Japan Hedged Equity ETF Etf (DXJ)	0.1	$301k	-60%	2.8k	108.35	View chart
Charles River Laboratories (CRL)	0.1	$296k	-21%	1.1k	270.81	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.1	$291k		2.8k	104.75	View chart
TJX Companies (TJX)	0.1	$291k		2.9k	101.50	View chart
Apollo Investment Corp. (MFIC)	0.1	$288k	-2%	19k	15.06	View chart
Baron Real Estate Income Retail MF	0.1	$286k	NEW	20k	14.54	View chart
Ares Capital Corporation (ARCC)	0.1	$285k	NEW	14k	20.79	View chart
Alps Alerian MLP ETF Etf (AMLP)	0.1	$285k		6.0k	47.50	View chart
iShares S&P 100 ETF Etf (OEF)	0.1	$285k	NEW	1.2k	247.40	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.1	$282k	-18%	1.9k	147.72	View chart
Invesco Dwa Momentum ETF Etf (PDP)	0.1	$280k	NEW	2.8k	98.84	View chart
Adobe Systems Incorporated (ADBE)	0.1	$280k		554.00	505.42	View chart
JPMorgan Equity Premium Income Etf (JEPI)	0.1	$278k	NEW	4.8k	57.80	View chart
Energy Transfer Equity (ET)	0.1	$270k	+8%	17k	15.72	View chart
Qwest Corp Nt 6.50000%09/01/20 p (CTBB)	0.1	$270k		28k	9.72	View chart
Caterpillar (CAT)	0.1	$269k	+3%	735.00	365.99	View chart
Metlife Inc Pf cv p (MET.PF)	0.1	$266k		13k	21.28	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.0	$263k		3.6k	72.57	View chart
SPDR Bloomberg Int GRD FLT RT ETF Etf (FLRN)	0.0	$261k	+5%	8.5k	30.87	View chart
Bentley Systems Cl B Ord (BSY)	0.0	$261k		5.0k	52.18	View chart
Advisors PFD TR KNSNGTN MNGD A MF (KAMAX)	0.0	$258k	-2%	26k	9.87	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$256k	-41%	5.3k	48.74	View chart
Mueller Industries (MLI)	0.0	$254k	NEW	4.7k	53.92	View chart
Agfiq U.S. Market Neutral Anti-Beta Fund Etf (BTAL)	0.0	$253k	-25%	14k	18.01	View chart
Hartford Inflation Plus A MF (HIPAX)	0.0	$251k		25k	9.93	View chart
T Rowe Price Health Sciences Fund Inv MF (PRHSX)	0.0	$251k		2.6k	95.00	View chart
Eaton (ETN)	0.0	$249k	-4%	795.00	313.21	View chart
Dimensional US Core Equity Market ETF Etf (DFAU)	0.0	$247k	NEW	6.8k	36.59	View chart
T Rowe Price Summit Muni Interm Fund Inv MF (PRSMX)	0.0	$240k		21k	11.37	View chart
Paychex (PAYX)	0.0	$240k		2.0k	122.95	View chart
BlackRock High Yield Muni FD Inst CL MF (MAYHX)	0.0	$240k		27k	8.96	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.0	$239k	NEW	823.00	290.40	View chart
S&p Global (SPGI)	0.0	$237k	+2%	557.00	425.49	View chart
Coca-Cola Company (KO)	0.0	$237k	-19%	3.8k	61.86	View chart
Vanguard Total Stock MKT Idx Adm MF (VTSAX)	0.0	$236k		1.9k	126.75	View chart
Asml Holding (ASML)	0.0	$235k	NEW	242.00	971.07	View chart
Diamondback Energy (FANG)	0.0	$234k	NEW	1.2k	198.31	View chart
At&t (T)	0.0	$231k	-7%	13k	18.16	View chart
salesforce (CRM)	0.0	$230k	-7%	761.00	302.23	View chart
Att Inc Preferred pfd stk (T.PA)	0.0	$230k		11k	21.40	View chart
Public Sto (PSA.PQ)	0.0	$227k		13k	18.16	View chart
Ab Global Bond Advisor MF (ANAYX)	0.0	$226k		33k	6.90	View chart
Schwab Short Term US Treasury ETF Etf (SCHO)	0.0	$224k	-46%	4.6k	48.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$224k	NEW	1.1k	201.80	View chart
Federal Realty I 5 PFD PFD Ser C (FRT.PC)	0.0	$223k		10k	22.30	View chart
DWS High Income A MF (KHYAX)	0.0	$222k		51k	4.36	View chart
Waste Management (WM)	0.0	$217k	-8%	1.0k	213.16	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	0.0	$216k	-31%	5.1k	42.20	View chart
Capital One Financial (COF)	0.0	$214k	NEW	1.4k	149.23	View chart
American Funds Washingto N Mutual F3 MF (FWMIX)	0.0	$211k	NEW	3.4k	62.08	View chart
Kimco Realty Corp p (KIM.PL)	0.0	$210k	-19%	9.1k	23.18	View chart
Fidelity 500 Index MF (FXAIX)	0.0	$208k	NEW	1.1k	182.62	View chart
AllianceBernstein Holding (AB)	0.0	$207k	NEW	6.0k	34.72	View chart
Janus Henderson AAA CLO Etf (JAAA)	0.0	$207k	NEW	198.00	1045.45	View chart
Rational Special Situati Ons Income Instl MF	0.0	$200k	NEW	11k	18.07	View chart
Ford Motor Company (F)	0.0	$198k	+11%	15k	13.30	View chart
Schwab Target 2025 MF (SWHRX)	0.0	$193k		13k	14.72	View chart
Schwab Target 2035 MF (SWIRX)	0.0	$189k	+2%	11k	16.76	View chart
Nuveen Muni Value Fund (NUV)	0.0	$174k		20k	8.73	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$173k	-22%	17k	10.24	View chart
Eaton Vance Municipal Income Trust (EVN)	0.0	$171k		17k	10.24	View chart
Brookfield Fin I Uk Plc Perpetual Sub Nts (BNJ)	0.0	$162k		10k	16.20	View chart
Urogen Pharma (URGN)	0.0	$158k		11k	15.05	View chart
Ps Business Parks, Inc., Series X, 5.25 Percent (PSBXP)	0.0	$152k	-13%	12k	12.94	View chart
Fidelity Advisor Strateg Ic Income I MF (FSRIX)	0.0	$149k		13k	11.50	View chart
Invsc Actvly MNG Optm YD DVRS ETF Etf (PDBC)	0.0	$148k	-25%	11k	13.89	View chart
PIMCO Dynamic Income Opportuni (PDO)	0.0	$133k		10k	13.30	View chart
Hussman Strategic Growth MF (HSGFX)	0.0	$132k		22k	5.93	View chart
Franklin La Tax Free Inc M FD CL A1 MF (FKLAX)	0.0	$126k		12k	10.15	View chart
BlackRock Multi Asset Incm Port Inst MF (BIICX)	0.0	$110k		11k	10.13	View chart
Fidelity Adv Floating Rate High Incm MF (FFRHX)	0.0	$96k		10k	9.27	View chart
Lixte Biotechnology Holdings (LIXT)	0.0	$84k	NEW	25k	3.39	View chart
First Majestic Silver Corp (AG)	0.0	$59k	NEW	10k	5.90	View chart
New York Community Ban (NYCB)	0.0	$39k	NEW	12k	3.25	View chart
Franklin Income R6 MF	0.0	$37k	NEW	16k	2.33	View chart
Ginkgo Bioworks Holdings (DNA)	0.0	$21k	NEW	18k	1.17	View chart
Northwest Biotherapeutics In (NWBO)	0.0	$12k	NEW	24k	0.51	View chart
Citius Pharmaceuticals (CTXR)	0.0	$9.0k	NEW	10k	0.90	View chart
Tellurian (TELL)	0.0	$7.0k	NEW	10k	0.70	View chart
Rubicon Technologies (RBT)	0.0	$5.0k	NEW	13k	0.40	View chart
Zion Oil & Gas (ZNOG)	0.0	$3.0k	NEW	43k	0.07	View chart
Labor Smart (LTNC)	0.0	$2.0k	NEW	501k	0.00	View chart
Ocean Thermal Energy Corp Ne (CPWR)	0.0	$999.000000	NEW	37k	0.03	View chart
Bioelectronics (BIEL)	0.0	$0	NEW	20k	0.00	View chart
Hemp (HEMP)	0.0	$0	NEW	10k	0.00	View chart
Stratex Oil & Gas Holdings (STTX)	0.0	$0	NEW	118k	0.00	View chart
North Amern Cannabis Hldgs (USMJ)	0.0	$0	NEW	1000k	0.00	View chart
Iota Communications	0.0	$0	NEW	21k	0.00	View chart
JPX Global (JPEX)	0.0	$0	NEW	15k	0.00	View chart

Past Filings by Ethos Financial Group

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

Ethos Financial Group 2024 Q1 filed May 8, 2024
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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