Embree Financial Group Purchases in Q1 2025

Embree Financial Group

  • $597 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
146K
+ 351.24%
$36.8 - $39.59 $5.37M - $5.78M
188K $7.14B
Blackrock Inc
5.17K
New
N/A
5.17K $4.89B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43.7K
+ 13.2%
$41.61 - $44.72 $1.82M - $1.95M
375K $16.2B
Ab Active Etfs Inc
31K
+ 481.68%
N/A
37.4K $2.63B
Victory Portfolios Ii
60.9K
New
N/A
60.9K $2.09B
Blackrock ETF Trust Ii
34.8K
+ 144.96%
N/A
58.7K $3.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 0.97%
$442.66 - $534.52 $89.4K - $108K
21K $11.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.9K
+ 226.31%
$58.81 - $68.2 $1.64M - $1.9M
40.2K $2.4B
PULS
Pgim ETF Tr

ETFs
31K
+ 21.39%
$49.56 - $49.78 $1.54M - $1.55M
176K $8.76B
OSEA
Harbor ETF Tr Harbor Intl Comp
57.4K
+ 211.16%
N/A
84.6K $2.25B
JCPB
J P Morgan Exchange Traded Fd

ETFs
28.5K
New
$45.56 - $47.23 $1.3M - $1.35M
28.5K $1.34B
NEAR
Blackrock Short Maturity Bond

ETFs
20.7K
New
$50.4 - $50.89 $1.04M - $1.05M
20.7K $1.05B
MLPX
Global X Mlp & Energy Infrastr

ETFs
16K
New
$59.6 - $67.2 $956K - $1.08M
16K $1.02B
DFIV
Dimensional ETF Tr

ETFs
23.8K
+ 126.48%
$35.33 - $40.77 $842K - $972K
42.7K $1.68B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.98K
+ 34.46%
$360.07 - $417.26 $1.43M - $1.66M
15.5K $5.61B
ABT
Abbott Laboratories

Healthcare
1.71K
+ 6.3%
$111.1 - $140.22 $189K - $239K
28.8K $3.82B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
16.8K
New
$40.34 - $45.45 $677K - $762K
16.8K $741M
FLMI
Franklin Dynamic Municipal Bon

ETFs
28.6K
New
$24.22 - $24.86 $693K - $711K
28.6K $699M
ABBV
Abb Vie Inc.

Healthcare
167
+ 0.86%
$169.2 - $216.66 $28.3K - $36.2K
19.7K $4.13B
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 3.1%
$225.19 - $279.95 $322K - $400K
47.5K $11.7B
Blackrock ETF Trust
16.2K
New
N/A
16.2K $467M
JNJ
Johnson & Johnson

Healthcare
19
+ 0.09%
$142.06 - $167.7 $2.7K - $3.19K
20.7K $3.44B
XOM
Exxon Mobil Corp

Energy
327
+ 1.02%
$105.44 - $118.93 $34.5K - $38.9K
32.5K $3.87B
HD
Home Depot, Inc.

Consumer Cyclical
969
New
$347.25 - $424.87 $336K - $412K
969 $355M
VUG
Vanguard Growth ETF

ETFs
1.36K
+ 35.28%
$369.1 - $427.61 $500K - $580K
5.2K $1.93B
PLTR
Palantir Technologies Inc.

Technology
1.45K
+ 5.97%
$64.98 - $124.62 $94.2K - $181K
25.7K $2.17B
IAU
Ishares Gold Trust

ETFs
5.22K
New
$49.74 - $58.96 $260K - $308K
5.22K $308M
DE
Deere & CO

Industrials
8
+ 0.12%
$408.57 - $509.27 $3.27K - $4.07K
6.58K $3.09B
BXSL
Blackstone Secured Lending Fund

Financial Services
9.07K
+ 4.83%
$31.3 - $34.5 $284K - $313K
197K $6.37B
XLF
Financial Sector Spdr

ETFs
5.59K
+ 86.22%
$47.32 - $52.19 $264K - $292K
12.1K $601M
Arista Networks Inc
3.69K
New
N/A
3.69K $286M
MCD
Mcdonalds Corp

Consumer Cyclical
371
+ 5.7%
$279.74 - $321.29 $104K - $119K
6.88K $2.15B
META
Meta Platforms, Inc.

Communication Services
473
+ 27.58%
$576.36 - $736.67 $273K - $348K
2.19K $1.26B
CSCO
Cisco Systems, Inc.

Technology
1.84K
+ 3.23%
$58.74 - $64.87 $108K - $119K
58.7K $3.62B
CVX
Chevron Corp

Energy
231
+ 2.38%
$146.71 - $167.97 $33.9K - $38.8K
9.92K $1.66B
CRWD
Crowd Strike Holdings, Inc.

Technology
709
New
$308.86 - $455.36 $219K - $323K
709 $250M
DELL
Dell Technologies Inc.

Technology
2.72K
New
$90.34 - $124.66 $245K - $339K
2.72K $248M
APO
Apollo Global Management, Inc.

Financial Services
1.76K
New
$126.01 - $172.06 $222K - $303K
1.76K $241M
NFLX
Netflix Inc

Communication Services
227
+ 44.95%
$828.4 - $1058.6 $188K - $240K
732 $683M
WFC
Wells Fargo & Company

Financial Services
3.13K
New
$66.78 - $81.42 $209K - $254K
3.13K $224M
TMO
Thermo Fisher Scientific Inc.

Healthcare
446
New
$497.6 - $606.74 $222K - $271K
446 $222M
WDAY
Workday, Inc.

Technology
928
New
$233.53 - $277.82 $217K - $258K
928 $217M
COST
Costco Wholesale Corp

Consumer Defensive
200
+ 23.34%
$890.62 - $1076.86 $178K - $215K
1.06K $1B
ADP
Automatic Data Processing Inc

Industrials
679
New
$286.85 - $318.64 $195K - $216K
679 $208M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.37K
+ 44.25%
$48.06 - $53.73 $210K - $235K
14.2K $694M
IVV
Ishares Core S&P 500 ETF

ETFs
432
+ 18.42%
$554.06 - $615.85 $239K - $266K
2.78K $1.56B
FISV
Fiserv Inc

Technology
31
+ 0.31%
N/A
10.1K $2.24B
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.79K
+ 1.08%
$25.77 - $27.6 $46K - $49.3K
167K $4.45B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.17K
+ 5.12%
$27.01 - $28.54 $85.6K - $90.4K
65.1K $1.82B
Activity Summary
Buys All Purchases 118 New Holdings 18 Increased Positions 100 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 0
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