Embree Financial Group Purchases in Q2 2025

Embree Financial Group

  • $664 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
1.68K
New
$94.15 - $133.33 $158K - $223K
1.68K $223M
ISRG
Intuitive Surgical Inc

Healthcare
406
New
$451.58 - $565.94 $183K - $230K
406 $221M
Linde PLC
447
New
N/A
447 $210M
APD
Air Products & Chemicals, Inc.

Basic Materials
742
New
$248.61 - $294.96 $184K - $219K
742 $209M
LMT
Lockheed Martin Corp

Industrials
444
New
$430.82 - $486.45 $191K - $216K
444 $206M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
219
+ 5.7%
$171.4 - $227.1 $37.5K - $49.7K
4.06K $922M
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.04%
$79.8 - $112.34 $239 - $337
7.39K $830M
GD
General Dynamics Corp

Industrials
59
+ 0.9%
$247.68 - $291.66 $14.6K - $17.2K
6.65K $1.94B
XLK
Technology Sector Spdr

ETFs
4
+ 0.13%
$179.73 - $253.23 $719 - $1.01K
3.04K $769M
Ishares Bitcoin Trust ETF
761
+ 12.57%
N/A
6.81K $417M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.13%
$468.22 - $566.51 $1.87K - $2.27K
3.11K $1.76B
CAT
Caterpillar Inc

Industrials
171
+ 26.47%
$273.94 - $388.21 $46.8K - $66.4K
817 $317M
CGGO
Capital Group Global Growth Eq

ETFs
1.69K
+ 13.1%
$25.31 - $32.17 $42.8K - $54.5K
14.6K $467M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
58
+ 0.42%
$58.41 - $72.69 $3.39K - $4.22K
13.8K $1.01B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9
+ 0.21%
$376.48 - $440.65 $3.39K - $3.97K
4.31K $1.9B
VV
Vanguard Large Cap ETF

ETFs
72
+ 2.82%
$228.25 - $285.3 $16.4K - $20.5K
2.62K $748M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 3.78%
$908.13 - $1056.85 $36.3K - $42.3K
1.1K $1.09B
XLF
Financial Sector Spdr

ETFs
993
+ 8.23%
$43.92 - $52.37 $43.6K - $52K
13.1K $684M
IWD
Ishares Russell 1000 Val ETF

ETFs
249
+ 4.56%
$166.82 - $194.23 $41.5K - $48.4K
5.71K $1.11B
IBM
International Business Machines Corp

Technology
25
+ 1.63%
$221.03 - $294.78 $5.53K - $7.37K
1.56K $460M
ICE
Intercontinental Exchange, Inc.

Financial Services
108
+ 2.16%
$151.62 - $183.47 $16.4K - $19.8K
5.11K $937M
C
Citigroup Inc

Financial Services
225
+ 6.13%
$58.13 - $85.12 $13.1K - $19.2K
3.9K $332M
LLY
Eli Lilly & CO

Healthcare
126
+ 17.75%
$713.71 - $898.95 $89.9K - $113K
836 $651M
HON
Honeywell International Inc

Industrials
22
+ 0.78%
$182.86 - $232.88 $4.02K - $5.12K
2.83K $658M
NEAR
Blackrock Short Maturity Bond

ETFs
1.1K
+ 5.31%
$50.41 - $51.17 $55.4K - $56.2K
21.8K $1.11B
GLD
Spdr Gold Trust

ETFs
20
+ 0.61%
$273.71 - $316.29 $5.47K - $6.33K
3.28K $1B
BA
Boeing CO

Industrials
43
+ 3.52%
$136.59 - $217.51 $5.87K - $9.35K
1.27K $265M
PULS
Pgim ETF Tr

ETFs
899
+ 0.51%
$49.39 - $49.76 $44.4K - $44.7K
177K $8.81B
IAU
Ishares Gold Trust

ETFs
369
+ 7.07%
$56.1 - $64.74 $20.7K - $23.9K
5.59K $349M
SPGI
S&P Global Inc.

Financial Services
35
+ 3.51%
$438.31 - $527.29 $15.3K - $18.5K
1.03K $544M
IXUS
Ishares Tr

ETFs
47
+ 1.03%
$62.37 - $77.63 $2.93K - $3.65K
4.59K $355M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.09%
$224.16 - $285.86 $224 - $286
1.17K $334M
WFC
Wells Fargo & Company

Financial Services
79
+ 2.53%
$60.98 - $80.12 $4.82K - $6.33K
3.2K $257M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.28%
$103.16 - $128.52 $722 - $900
2.49K $320M
V
Visa Inc.

Financial Services
70
+ 6.13%
$308.27 - $373.31 $21.6K - $26.1K
1.21K $430M
EWJ
Ishares Msci Japan ETF

ETFs
32
+ 0.83%
$61.32 - $75.28 $1.96K - $2.41K
3.9K $293M
MLPX
Global X Mlp & Energy Infrastr

ETFs
709
+ 4.42%
$55.32 - $65.02 $39.2K - $46.1K
16.7K $1.05B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.36%
$55.54 - $69.09 $722 - $898
3.58K $247M
JEPI
J P Morgan Exchange Traded Fd

ETFs
433
+ 6.44%
$51.14 - $57.0 $22.1K - $24.7K
7.15K $407M
MA
Mastercard Inc

Financial Services
11
+ 1.01%
$479.92 - $590.74 $5.28K - $6.5K
1.11K $621M
IVE
Ishares S&P 500 Value ETF

ETFs
11
+ 0.28%
$168.34 - $195.42 $1.85K - $2.15K
3.9K $763M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.74%
$152.93 - $181.74 $2.29K - $2.73K
2.04K $370M
DRI
Darden Restaurants Inc

Consumer Cyclical
16
+ 1.0%
$186.58 - $225.78 $2.99K - $3.61K
1.62K $354M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.11%
$131.84 - $157.76 $396 - $473
2.86K $451M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
10
+ 0.34%
$86.58 - $104.91 $866 - $1.05K
2.92K $306M
QCOM
Qualcomm Inc

Technology
62
+ 3.84%
$124.66 - $159.48 $7.73K - $9.89K
1.68K $267M
RSG
Republic Services, Inc.

Industrials
5
+ 0.13%
$227.2 - $258.07 $1.14K - $1.29K
3.93K $968M
UL
Unilever PLC

Consumer Defensive
22
+ 0.47%
$57.9 - $65.43 $1.27K - $1.44K
4.69K $287M
DVY
Ishares Tr

ETFs
148
+ 1.72%
$118.37 - $134.86 $17.5K - $20K
8.74K $1.16B
Activity Summary
Buys All Purchases 112 New Holdings 19 Increased Positions 93 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Embree Financial Group Portfolio

Follow Embree Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Embree Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Embree Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email