Investments: Ethos Financial Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.098.431.662 $+64.683.459 $1.035.803.009 $+87.219.081 $953.303.471 $+160.549.492 $799.633.380 $+799.633.380 $
BANK OF AMERICA CORP /DE/BAC757.866.161 $+36.518.556 $721.347.605 $+41.291.757 $680.055.848 $+89.180.220 $590.875.628 $+590.875.628 $
MORGAN STANLEYMS60.610.645 $+8.095.439 $52.515.206 $+9.653.506 $42.861.700 $+15.644.460 $27.217.240 $+27.217.240 $
abrdn Gold ETF TrustSGOL40.970.111 $+5.138.521 $35.831.590 $+5.740.979 $30.090.611 $+8.588.795 $21.501.816 $+21.501.816 $
ALPHA PRO TECH LTDAPT23.459.603 $+5.438.904 $18.020.699 $+5.884.765 $12.135.934 $+7.099.659 $5.036.275 $+5.036.275 $
APPFOLIO INCAPPF23.046.152 $+5.540.489 $17.505.663 $+3.251.896 $14.253.767 $-1.551.412 $15.805.179 $+15.805.179 $
SPS COMMERCE INCSPSC14.143.512 $-2.994.763 $17.138.275 $+4.747.545 $12.390.730 $+7.590.256 $4.800.474 $+4.800.474 $
BlackRock, Inc.BLK16.903.115 $+240.321 $16.662.794 $+1.884.465 $14.778.329 $+1.261.783 $13.516.546 $+13.516.546 $
MICROSOFT CORPMSFT11.396.844 $-161.867 $11.558.711 $+302.991 $11.255.720 $+2.772.930 $8.482.790 $+8.482.790 $
Almanack Investment Partners, LLC.10.684.204 $-95.969 $10.780.173 $+186.327 $10.593.846 $+2.476.446 $8.117.400 $+8.117.400 $
NVIDIA CORPNVDA10.528.279 $-24.933 $10.553.212 $+2.031.965 $8.521.247 $+3.209.037 $5.312.210 $+5.312.210 $
AMAZON COM INCAMZN8.421.467 $+1.112.202 $7.309.265 $-333.844 $7.643.109 $+2.028.512 $5.614.597 $+5.614.597 $
Open Lending CorpLPRO5.370.369 $-1.941.454 $7.311.823 $+390.440 $6.921.383 $-1.217.225 $8.138.608 $+8.138.608 $
JPMORGAN CHASE & COJPM8.021.388 $+546.015 $7.475.373 $+553.705 $6.921.668 $+1.234.670 $5.686.998 $+5.686.998 $
CAPE COD FIVE CENTS SAVINGS BANK6.432.172 $+6.432.172 $
EXXON MOBIL CORPXOM6.305.104 $+231.587 $6.073.517 $+383.535 $5.689.982 $-541.191 $6.231.173 $+6.231.173 $
BERKSHIRE HATHAWAY INCBRK-B5.224.042 $+320.819 $4.903.223 $-249.339 $5.152.562 $+2.431.606 $2.720.956 $+2.720.956 $
MERCADOLIBRE INCMELI3.653.868 $-762.949 $4.416.817 $+360.463 $4.056.354 $+1.701.654 $2.354.700 $+2.354.700 $
Ethos Financial Group, LLC4.039.839 $+3.022.344 $1.017.495 $-1.506.414 $2.523.909 $+914.588 $1.609.321 $+1.609.321 $
NEXTERA ENERGY INCNEE4.001.816 $+188.362 $3.813.454 $+394.499 $3.418.955 $-434.948 $3.853.903 $+3.853.903 $
iShares Bitcoin Trust ETFIBIT1.465.867 $-2.307.188 $3.773.055 $+279.923 $3.493.132 $+903.375 $2.589.757 $+2.589.757 $
AT&T INC.T2.643.137 $-502.984 $3.146.121 $-58.056 $3.204.177 $+147.807 $3.056.370 $+3.056.370 $
GigaCloud Technology IncGCT2.904.952 $+936.122 $1.968.830 $+732.283 $1.236.547 $+658.366 $578.181 $+578.181 $
AbbVie Inc.ABBV2.479.275 $-170.565 $2.649.840 $+479.367 $2.170.473 $-110.910 $2.281.383 $+2.281.383 $
Walmart Inc.WMT2.610.077 $+303.266 $2.306.811 $+50.783 $2.256.028 $+610.136 $1.645.892 $+1.645.892 $
StoneX Group Inc.SNEX2.576.070 $-27.405 $2.603.475 $+2.041.881 $561.594 $+561.594 $
Saba Capital Income & Opportunities FundBRW1.867.471 $-332.628 $2.200.099 $+26.172 $2.173.927 $-210.356 $2.384.283 $+2.384.283 $
SOUTHERN COSO2.142.577 $-239.706 $2.382.283 $+185.590 $2.196.693 $+206.474 $1.990.219 $+1.990.219 $
CITIGROUP INCC2.358.494 $+222.370 $2.136.124 $+73.735 $2.062.389 $+57.367 $2.005.022 $+2.005.022 $
ELI LILLY & CoLLY2.340.827 $+1.188.587 $1.152.240 $-53.786 $1.206.026 $-82.716 $1.288.742 $+1.288.742 $
NEVILLE RODIE & SHAW INC1.835.507 $-467.579 $2.303.086 $+736.075 $1.567.011 $+218.934 $1.348.077 $+1.348.077 $
Mastercard IncMA2.161.548 $+262.097 $1.899.451 $+29.278 $1.870.173 $+187.656 $1.682.517 $+1.682.517 $
JOHNSON & JOHNSONJNJ2.147.489 $+458.327 $1.689.162 $+305.623 $1.383.539 $+11.885 $1.371.654 $+1.371.654 $
ORACLE CORPORCL1.156.401 $-988.335 $2.144.736 $+309.556 $1.835.180 $+1.088.133 $747.047 $+747.047 $
Grayscale Bitcoin Mini Trust ETFBTC2.077.129 $+1.547.387 $529.742 $+20.584 $509.158 $+120.065 $389.093 $+389.093 $
Duke Energy CORPDUK1.701.889 $-218.092 $1.919.981 $+238.717 $1.681.264 $+130.537 $1.550.727 $+1.550.727 $
PPL CorpPPL1.706.455 $-171.091 $1.877.546 $+262.349 $1.615.197 $-151.701 $1.766.898 $+1.766.898 $
CATERPILLAR INCCAT1.821.681 $+97.494 $1.724.187 $+752.114 $972.073 $+17.014 $955.059 $+955.059 $
NETFLIX INCNFLX1.773.658 $+984.769 $788.889 $-50.746 $839.635 $+418.801 $420.834 $+420.834 $
CONSOLIDATED EDISON INCED1.714.321 $-36.650 $1.750.971 $+103.958 $1.647.013 $-83.528 $1.730.541 $+1.730.541 $
MCDONALDS CORPMCD1.545.850 $+312.594 $1.233.256 $+63.638 $1.169.618 $-59.363 $1.228.981 $+1.228.981 $
Coston, McIsaac & Partners1.535.138 $+1.066.035 $469.103 $+27.471 $441.632 $+28.949 $412.683 $+412.683 $
KLA CORPKLAC821.478 $-567.826 $1.389.304 $+863.457 $525.847 $+239.098 $286.749 $+286.749 $
ADVANCED MICRO DEVICES INCAMD1.370.196 $+180.716 $1.189.480 $+429.464 $760.016 $+513.000 $247.016 $+247.016 $
UNITEDHEALTH GROUP INCUNH636.452 $+54.967 $581.485 $+7.970 $573.515 $-585.777 $1.159.292 $+1.159.292 $
IFP Advisors, Inc1.094.307 $+50.639 $1.043.668 $+1.043.668 $
PALATIN TECHNOLOGIES INCPTNT951.674 $-121.503 $1.073.177 $+390.623 $682.554 $-86.452 $769.006 $+769.006 $
Strategy IncMSTR249.080 $-485.559 $734.639 $-290.488 $1.025.127 $+110.797 $914.330 $+914.330 $
MICRON TECHNOLOGY INCMU1.013.236 $+546.568 $466.668 $+466.668 $
Enel Chile S.A.ENIC984.900 $+2.726 $982.174 $+134.115 $848.059 $+135.938 $712.121 $+712.121 $
Estabrook Capital Management810.408 $-45.774 $856.182 $-26.922 $883.104 $-41.827 $924.931 $+924.931 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC575.175 $-319.820 $894.995 $+631.517 $263.478 $+46.136 $217.342 $+217.342 $
COCA COLA COKO888.172 $+588.149 $300.023 $-37.199 $337.222 $+46.456 $290.766 $+290.766 $
CONNORS INVESTOR SERVICES INC872.085 $-8.926 $881.011 $+881.011 $
PFIZER INCPFE753.615 $+204.256 $549.359 $-318.900 $868.259 $+566.084 $302.175 $+302.175 $
PROCTER & GAMBLE CoPG825.123 $+46.649 $778.474 $-44.224 $822.698 $-35.411 $858.109 $+858.109 $
AMGEN INCAMGN853.177 $+569 $852.608 $+2.139 $850.469 $+430.184 $420.285 $+420.285 $
SCHWAB CHARLES CORPSCHW845.753 $+91.622 $754.131 $-10.563 $764.694 $+764.694 $
Avantax Planning Partners, Inc.844.066 $+44.606 $799.460 $+6.405 $793.055 $+793.055 $
NORTHSTAR ASSET MANAGEMENT Co213.999 $+10.581 $203.418 $-619.104 $822.522 $+822.522 $
GOLDMAN SACHS GROUP INCGS820.770 $+142.475 $678.295 $+85.374 $592.921 $-157.643 $750.564 $+750.564 $
CHEVRON CORPCVX451.004 $-113.434 $564.438 $+47.240 $517.198 $-301.916 $819.114 $+819.114 $
INTEL CORPINTC798.477 $+383.533 $414.944 $+81.763 $333.181 $+333.181 $
RTX CorpRTX777.034 $+39.507 $737.527 $+121.412 $616.115 $+154.174 $461.941 $+461.941 $
FIRSTENERGY CORPFE725.274 $-17.010 $742.284 $+90.072 $652.212 $-2.592 $654.804 $+654.804 $
CHASE INVESTMENT COUNSEL CORP608.668 $-46.902 $655.570 $+4.705 $650.865 $-62.123 $712.988 $+712.988 $
Constellation Energy CorpCEG697.716 $+188.645 $509.071 $+9.761 $499.310 $+187.388 $311.922 $+311.922 $
Phillips 66PSX206.464 $-213.022 $419.486 $-256.839 $676.325 $+676.325 $
HERSHEY COHSY273.154 $-7.610 $280.764 $+31.671 $249.093 $-424.441 $673.534 $+673.534 $
ARES CAPITAL CORPARCC386.535 $-208.621 $595.156 $-45.198 $640.354 $+107.862 $532.492 $+532.492 $
Eaton Corp plcETN638.931 $+86.538 $552.393 $+22.620 $529.773 $+29.793 $499.980 $+499.980 $
NASDAQ, INC.NDAQ615.420 $+615.420 $
COMCAST CORPCMCSA397.476 $-25.147 $422.623 $-121.553 $544.176 $-47.241 $591.417 $+591.417 $
NEWMARKET CORPNEU485.144 $-98.838 $583.982 $+96.579 $487.403 $+12.543 $474.860 $+474.860 $
WESTERN DIGITAL CORPWDC480.633 $-101.538 $582.171 $+272.331 $309.840 $+309.840 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR462.044 $-97.063 $559.107 $+72.398 $486.709 $+90.824 $395.885 $+395.885 $
DEXCOM INCDXCM538.557 $+538.557 $
Accenture plcACN386.084 $+27.528 $358.556 $-108.011 $466.567 $-53.027 $519.594 $+519.594 $
DTE ENERGY CODTE473.099 $-45.666 $518.765 $+32.902 $485.863 $-21.311 $507.174 $+507.174 $
DEERE & CODE243.920 $+32.734 $211.186 $-255.862 $467.048 $+467.048 $
CINTAS CORPCTAS465.733 $+465.733 $
HUMANA INCHUM284.781 $-180.680 $465.461 $+465.461 $
RAYMOND JAMES FINANCIAL INCRJF416.190 $-45.763 $461.953 $+499 $461.454 $+41.451 $420.003 $+420.003 $
Palo Alto Networks IncPANW414.634 $-43.715 $458.349 $-3.115 $461.464 $+461.464 $
HALLIBURTON COHAL459.649 $+459.649 $
Fisher Asset Management, LLC459.431 $+9.853 $449.578 $+18.737 $430.841 $+38.336 $392.505 $+392.505 $
Sunoco LPSUN217.082 $+9.941 $207.141 $-14.829 $221.970 $-229.563 $451.533 $+451.533 $
PG&E CorpPCG447.308 $+5.328 $441.980 $+101.440 $340.540 $-7.544 $348.084 $+348.084 $
PARSONS CORPPSN293.735 $-98.891 $392.626 $+59.039 $333.587 $-97.774 $431.361 $+431.361 $
NBC SECURITIES, INC.402.643 $-27.263 $429.906 $+31.707 $398.199 $-6.767 $404.966 $+404.966 $
PEPSICO INCPEP429.447 $+158.490 $270.957 $+15.373 $255.584 $-63.229 $318.813 $+318.813 $
ANALOG DEVICES INCADI417.966 $+417.966 $
RNC CAPITAL MANAGEMENT LLC411.219 $+8.791 $402.428 $+29.709 $372.719 $+111.806 $260.913 $+260.913 $
Bank of New York Mellon CorpBK296.842 $-113.387 $410.229 $+19.824 $390.405 $+390.405 $
NOVARTIS AGNVS323.995 $-85.860 $409.855 $+23.107 $386.748 $+386.748 $
LOCKHEED MARTIN CORPLMT335.156 $-18.182 $353.338 $+23.744 $329.594 $-74.613 $404.207 $+404.207 $
QWEST CORPCTBB371.375 $-26.103 $397.478 $+41.528 $355.950 $+355.950 $
ISHARES GOLD TRUSTIAU391.158 $+40.479 $350.679 $+50.166 $300.513 $+16.385 $284.128 $+284.128 $
MCKESSON CORPMCK261.931 $-124.951 $386.882 $+386.882 $
Walt Disney CoDIS343.653 $+38.832 $304.821 $-78.848 $383.669 $+123.008 $260.661 $+260.661 $
VERIZON COMMUNICATIONS INCVZ346.000 $+53.943 $292.057 $-83.186 $375.243 $-6.404 $381.647 $+381.647 $
ASML HOLDING NVASML375.521 $+37.658 $337.863 $+79.815 $258.048 $+48.738 $209.310 $+209.310 $
ALBEMARLE CORPALB367.808 $+160.039 $207.769 $-136.702 $344.471 $+344.471 $
AMERICAN EXPRESS COAXP366.990 $+48.781 $318.209 $+22.515 $295.694 $+79.928 $215.766 $+215.766 $
Archer-Daniels-Midland CoADM365.924 $+365.924 $
GENERAL ELECTRIC COGE361.975 $+33.776 $328.199 $+54.951 $273.248 $+273.248 $
LINDE PLCLIN315.955 $-36.020 $351.975 $+4.313 $347.662 $+2.623 $345.039 $+345.039 $
VICOR CORPVICR345.788 $+345.788 $
EQUITY RESIDENTIALEQR315.200 $-28.387 $343.587 $+75.517 $268.070 $+268.070 $
PSI Advisors, LLC270.715 $-63.979 $334.694 $+140.041 $194.653 $+194.653 $
Zoetis Inc.ZTS334.510 $+334.510 $
CONOCOPHILLIPSCOP232.124 $+11.902 $220.222 $-111.011 $331.233 $+331.233 $
Steward Partners Investment Advisory, LLC301.500 $-27.900 $329.400 $+30.000 $299.400 $-8.700 $308.100 $+308.100 $
DOMINOS PIZZA INCDPZ320.364 $+320.364 $
STATE STREET CORPSTT227.703 $-82.160 $309.863 $+27.530 $282.333 $+282.333 $
Bunge Global SABG305.366 $+305.366 $
3M COMMM297.055 $+297.055 $
ROWLANDMILLER & PARTNERS.ADV254.151 $-36.594 $290.745 $+16.636 $274.109 $-9.113 $283.222 $+283.222 $
BANC FUNDS CO LLC288.340 $+23.500 $264.840 $+31.285 $233.555 $+18.742 $214.813 $+214.813 $
PAYCHEX INCPAYX209.385 $-12.362 $221.747 $-61.322 $283.069 $+10.338 $272.731 $+272.731 $
ALCON INCALC237.836 $-43.954 $281.790 $+281.790 $
CENTERPOINT ENERGY INCCNP272.406 $-3.268 $275.674 $+14.636 $261.038 $+3.624 $257.414 $+257.414 $
NORTH STAR ASSET MANAGEMENT INC271.366 $+6.118 $265.248 $+13.165 $252.083 $+21.147 $230.936 $+230.936 $
NORTH POINT PORTFOLIO MANAGERS CORP/OH265.396 $+6.847 $258.549 $+11.222 $247.327 $+247.327 $
METLIFE INCMET246.625 $-14.125 $260.750 $+17.125 $243.625 $-14.625 $258.250 $+258.250 $
GENERAL DYNAMICS CORPGD254.001 $-5.516 $259.517 $+39.435 $220.082 $+220.082 $
MICROCHIP TECHNOLOGY INCMCHP256.423 $+256.423 $
EMERSON ELECTRIC COEMR211.423 $-20.241 $231.664 $-23.796 $255.460 $+47.629 $207.831 $+207.831 $
ENBRIDGE INCENB231.914 $+22.808 $209.106 $-45.338 $254.444 $+254.444 $
Vertiv Holdings CoVRT250.791 $+7.906 $242.885 $+242.885 $
LAM RESEARCH CORPLRCX247.045 $+247.045 $
KELLY LAWRENCE W & ASSOCIATES INC/CA237.650 $-6.781 $244.431 $+244.431 $
FIRST MERCHANTS CORPFRME239.180 $+19.833 $219.347 $+219.347 $
GREAT LAKES ADVISORS, LLC238.994 $+9.076 $229.918 $-6.314 $236.232 $+236.232 $
Cadence BankCADE230.822 $+28.556 $202.266 $+202.266 $
TARGET CORPTGT229.991 $+229.991 $
First American Bank228.785 $+3.963 $224.822 $+10.109 $214.713 $+214.713 $
MOODY LYNN & LIEBERSON, LLC221.566 $+12.317 $209.249 $+209.249 $
DODGE & COX221.075 $+13.696 $207.379 $+207.379 $
BECTON DICKINSON & COBDX213.428 $+213.428 $
EXELON CORPEXC207.091 $-4.923 $212.014 $+212.014 $
BP PLCBP210.917 $+210.917 $
ALLIANT ENERGY CORPLNT206.407 $+206.407 $
Medtronic plcMDT206.314 $+206.314 $
Operose Advisors LLC203.600 $+203.600 $
SEMPRASRE202.635 $+202.635 $
FREEPORT-MCMORAN INCFCX202.216 $+809 $201.407 $+201.407 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.200.800 $-58 $200.858 $+200.858 $
CELESTICA INCCLS200.800 $+200.800 $
Eaton Vance Municipal Income TrustEVN159.904 $-4.607 $164.511 $+12.483 $152.028 $-16.738 $168.766 $+168.766 $
NISA INVESTMENT ADVISORS, LLC158.485 $-952 $159.437 $+1.690 $157.747 $+12.085 $145.662 $+145.662 $
Brooklyn Investment Group159.021 $+159.021 $
PIMCO Dynamic Income Opportunities FundPDO139.679 $-2.800 $142.479 $+6.400 $136.079 $-1.100 $137.179 $+137.179 $
FORD MOTOR COF131.765 $+131.765 $
Westside Investment Management, Inc.112.069 $+112.069 $
PLUG POWER INCPLUG83.936 $-15.338 $99.274 $+25.418 $73.856 $+28.982 $44.874 $+44.874 $
COMPASS Pathways plcCMPS93.371 $+22.846 $70.525 $+36.063 $34.462 $-739 $35.201 $+35.201 $
GSI TECHNOLOGY INCGSIT30.561 $+0 $30.561 $+30.561 $
CHEMUNG CANAL TRUST CO4.814 $+0 $4.814 $-3.977 $8.791 $+4.814 $3.977 $+3.977 $
Kaya Holdings, Inc.KAYS3.954 $-882 $4.836 $+1.177 $3.659 $+3.659 $
BRIDGES INVESTMENT MANAGEMENT INC242 $-97 $339 $-726 $1.065 $+388 $677 $+677 $
Towne Trust Company, N.A8 $+5 $3 $-5 $8 $+4 $4 $+4 $
Cornerstone Planning Group LLC0 $-1 $1 $+0 $1 $+1 $
1.098.431.662 $+64.683.459 $1.035.803.009 $+87.219.081 $953.303.471 $+160.549.492 $799.633.380 $+799.633.380 $
Erweiterte Einstellungen ×