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| Name: |
Ethos Financial Group LLC |
| City: |
KING OF PRUSSIA |
| State: |
PA |
| Zip: |
19406 |
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data |
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| Holdings
Found :
28 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UPS |
United Parcel Service Inc |
255 |
Closed |
$147.94 |
$0 |
0 |
0% |
-208,000 |
-1,323 |
0 |
AirDelivery & Freight... |
|
|
FNDE |
Schwab Fundamental Emerging... |
242 |
Closed |
$29.93 |
$0 |
0 |
0% |
-310,000 |
-11,425 |
0 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
261 |
Closed |
$345.65 |
$0 |
0 |
0% |
-7,870,000 |
-25,314 |
0 |
Closed - End Fund - E... |
|
|
VHT |
Vanguard Health Care Vipers |
248 |
Closed |
$263.28 |
$0 |
0 |
0% |
-391,000 |
-1,558 |
0 |
Closed - End Fund - E... |
|
|
SMIZ |
Zacks Small/mid Cap Etf |
267 |
Closed |
$0.00 |
$0 |
0 |
0% |
-201,000 |
-7,034 |
0 |
N/A |
|
|
SBUX |
Starbucks Corp |
254 |
Closed |
$75.63 |
$0 |
0 |
0% |
-211,000 |
-2,199 |
0 |
Specialty Eateries |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
241 |
Closed |
$92.88 |
$0 |
0 |
0% |
-548,000 |
-5,690 |
0 |
Closed - End Fund - E... |
|
|
IVZ |
Invesco Plc (ADR) |
260 |
Closed |
$16.01 |
$0 |
0 |
0% |
-289,000 |
-16,179 |
0 |
Asset Management |
|
|
TTC |
Toro Co |
247 |
Closed |
$90.48 |
$0 |
0 |
0% |
-248,000 |
-2,569 |
0 |
Small Tools & Accesso... |
|
|
ALL |
Allstate Corp |
266 |
Closed |
$169.08 |
$0 |
0 |
0% |
-272,000 |
-1,929 |
0 |
Property & Casualty I... |
|
|
XLI |
SPDR Industrial Sector |
253 |
Closed |
$125.12 |
$0 |
0 |
0% |
-756,000 |
-6,630 |
0 |
Closed - End Fund - E... |
|
|
SLYG |
SPDR Dow Jones Wilshire Sma... |
259 |
Closed |
$87.57 |
$0 |
0 |
0% |
-6,763,000 |
-80,865 |
0 |
Closed - End Fund - E... |
|
|
FCNT.X |
Fidelity Contrafund Inc |
246 |
Closed |
$0.00 |
$0 |
0 |
0% |
-187,000 |
-11,610 |
0 |
N/A |
|
|
AMT |
American Tower Corp |
265 |
Closed |
$186.96 |
$0 |
0 |
0% |
-216,000 |
-991 |
0 |
Integrated Telecommun... |
|
|
DD |
DuPont de Nemours Inc |
252 |
Closed |
$78.35 |
$0 |
0 |
0% |
-214,000 |
-2,784 |
0 |
Diversified Chemicals |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
258 |
Closed |
$73.89 |
$0 |
0 |
0% |
-7,873,000 |
-121,011 |
0 |
Closed - End Fund - E... |
|
|
CAH |
Cardinal Health Inc |
245 |
Closed |
$97.43 |
$0 |
0 |
0% |
-564,000 |
-5,569 |
0 |
Drugs Wholesale |
|
|
VXUS |
Vanguard Total Internationa... |
264 |
Closed |
$61.53 |
$0 |
0 |
0% |
-376,000 |
-6,495 |
0 |
Closed - End Fund - E... |
|
|
GDMA |
Gadsden Dynamic Multi-asset... |
251 |
Closed |
$0.00 |
$0 |
0 |
0% |
-357,000 |
-11,378 |
0 |
N/A |
|
|
MGV |
Vanguard Mega Cap 300 Value... |
257 |
Closed |
$116.05 |
$0 |
0 |
0% |
-754,000 |
-6,898 |
0 |
Closed - End Fund - E... |
|
|
IT |
Gartner Inc |
244 |
Closed |
$436.57 |
$0 |
0 |
0% |
-332,000 |
-736 |
0 |
Management Services |
|
|
RDIV |
Invesco S&p Ultra Dividend ... |
263 |
Closed |
$45.70 |
$0 |
0 |
0% |
-624,000 |
-14,279 |
0 |
N/A |
|
|
SPLV |
Powershares S&Amp;P 500 Low... |
250 |
Closed |
$65.38 |
$0 |
0 |
0% |
-6,611,000 |
-105,509 |
0 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
256 |
Closed |
$55.38 |
$0 |
0 |
0% |
-894,000 |
-17,298 |
0 |
N/A |
|
|
AMEC.X |
Income Fund of America Inc |
243 |
Closed |
$0.00 |
$0 |
0 |
0% |
-452,000 |
-19,279 |
0 |
Closed - End Fund - Debt |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
262 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,918,000 |
-50,210 |
0 |
N/A |
|
|
ZTS |
Zoetis Inc. |
249 |
Closed |
$168.87 |
$0 |
0 |
0% |
-244,000 |
-1,235 |
0 |
Drugs - Generic |
|
|
FVAL |
Fidelity Value Factor Etf |
268 |
Closed |
$0.00 |
$0 |
0 |
0% |
-721,000 |
-13,608 |
0 |
N/A |
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