Ethos Financial Group, LLC

Position in PFE — Pfizer Inc

CIK 1954242 KING OF PRUSSIA, PA

Position in PFE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,262,177

+$421,322 QoQ

Shares Held

52,416

+75.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,184

of 2,821 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Ethos Financial Group, LLC holds $12,236,698 across 9 Drug Manufacturers - General names. PFE ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	11,831	$3,004,719
2	ABBV	AbbVie Inc.	11,698	$2,943,684
3	LLY	ELI LILLY & Co	1,815	$2,176,965
4	PFE	Pfizer Inc This page	52,416	$1,262,177
5	AMGN	Amgen Inc	2,527	$915,077
6	MRK	Merck & Co., Inc.	6,957	$893,974
7	NVS	Novartis AG	2,892	$453,234
8	GILD	Gilead Sciences, Inc.	3,022	$381,799

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,177	52,416	+75.0%	Shares	Sole	2026-08-07
2026-03-31	$840,855	29,945	-1.1%	Shares	Sole	2026-05-05
2025-12-31	$753,598	30,265	+40.4%	Shares	Sole	2026-01-20
2025-09-30	$549,348	21,560	-39.8%	Shares	Sole	2025-10-23
2025-06-30	$868,252	35,819	+214.5%	Shares	Sole	2025-08-06
2025-03-31	$288,622	11,390	0.0%	Shares	Sole	2025-05-13
2024-12-31	$302,176	11,390	+21.9%	Shares	Sole	2025-02-06
2024-09-30	$270,473	9,346	-4.9%	Shares	Sole	2024-11-07
2024-06-30	$274,903	9,825	-33.7%	Shares	Sole	2024-08-12
2024-03-31	$411,282	14,821	-0.8%	Shares	Sole	2024-05-08
2023-12-31	$429,921	14,933	-11.6%	Shares	Sole	2024-02-07
2023-09-30	$560,208	16,889	+66.8%	Shares	Sole	2023-11-13
2023-06-30	$371,421	10,126	0.0%	Shares	Sole	2023-07-19
2023-03-31	$413,140	10,126	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$528,079	10,306	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.