Embree Financial Group Incresed Positions in Q4 2025

Embree Financial Group

  • $816 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
216K
+ 71.4%
$57.9 - $61.26 $12.5M - $13.3M
520K $31.6B
PVAL
Putnam ETF Tr Putnam Focused L
269K
+ 79.79%
$41.58 - $44.36 $11.2M - $11.9M
607K $27.7B
PULS
Pgim ETF Tr

ETFs
203K
+ 85.07%
$49.64 - $49.83 $10.1M - $10.1M
442K $21.9B
GOOGL
Alphabet Inc.

Communication Services
1.53K
+ 2.4%
$236.57 - $291.31 $362K - $446K
65.2K $20.4B
DFIV
Dimensional ETF Tr

ETFs
73.7K
+ 24.09%
$45.13 - $48.25 $3.33M - $3.56M
380K $18.9B
IVV
Ishares Core S&P 500 ETF

ETFs
5.09K
+ 36.34%
$656.2 - $690.71 $3.34M - $3.51M
19.1K $13.1B
Blackrock ETF Trust
84.9K
+ 54.15%
N/A
242K $9.32B
Ab Active Etfs Inc
28.7K
+ 44.7%
N/A
93K $9.71B
IVW
Ishares S&P 500 Growth ETF

ETFs
23.4K
+ 61.17%
$118.29 - $126.28 $2.77M - $2.96M
61.7K $7.61B
AAPL
Apple Inc.

Technology
1.85K
+ 1.37%
$245.27 - $275.25 $453K - $508K
137K $37.3B
FNDE
Schwab Fundamental Emerging Mk

ETFs
64.3K
+ 93.12%
$34.78 - $37.69 $2.24M - $2.42M
133K $4.81B
AMZN
Amazon Com Inc

Consumer Cyclical
6.31K
+ 17.52%
$213.04 - $254.0 $1.35M - $1.6M
42.4K $9.78B
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.7K
+ 38.12%
$47.34 - $48.01 $1.64M - $1.67M
126K $5.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.94K
+ 10.21%
$475.68 - $513.11 $1.4M - $1.51M
31.8K $16B
Global X Fds
23.6K
+ 200.48%
N/A
35.4K $2.3B
Blackrock ETF Trust Ii
23.1K
+ 28.76%
N/A
103K $5.46B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
17.5K
+ 39.51%
$52.81 - $55.35 $923K - $967K
61.7K $3.43B
Allspring Exchange Traded Fu
32.2K
+ 288.79%
N/A
43.3K $1.16B
Angel Oak Funds Trust
77.6K
+ 103.15%
N/A
153K $1.34B
IAU
Ishares Gold Trust

ETFs
6.75K
+ 48.39%
$72.65 - $82.5 $490K - $557K
20.7K $1.68B
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 1.96%
$67.46 - $78.0 $82.6K - $95.6K
63.7K $4.91B
JPM
Jpmorgan Chase & CO

Financial Services
822
+ 1.7%
$294.11 - $320.41 $242K - $263K
49.2K $15.9B
JNJ
Johnson & Johnson

Healthcare
223
+ 1.05%
$185.98 - $199.58 $41.5K - $44.5K
21.4K $4.43B
ABT
Abbott Laboratories

Healthcare
5.53K
+ 22.0%
$123.62 - $134.59 $683K - $744K
30.7K $3.84B
FLMI
Franklin Dynamic Municipal Bon

ETFs
18.2K
+ 53.84%
$24.67 - $25.04 $449K - $456K
52K $1.29B
LLY
Eli Lilly & CO

Healthcare
100
+ 11.82%
$799.57 - $1025.28 $80K - $103K
946 $1.02B
AVGO
Broadcom Inc.

Technology
943
+ 37.08%
$324.63 - $385.98 $306K - $364K
3.49K $1.21B
BAC
Bank Of America Corp

Financial Services
872
+ 0.94%
$48.65 - $54.11 $42.4K - $47.2K
93.7K $5.15B
The Alger ETF Trust
10.9K
+ 44.15%
N/A
35.7K $1.23B
NVDA
Nvidia Corp

Technology
1.92K
+ 2.05%
$179.83 - $207.04 $346K - $398K
96K $17.9B
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.71K
+ 73.5%
$46.97 - $47.77 $315K - $320K
15.8K $750M
XOM
Exxon Mobil Corp

Energy
191
+ 0.61%
$110.64 - $119.78 $21.1K - $22.9K
31.5K $3.79B
CRM
Salesforce, Inc.

Technology
326
+ 6.05%
$235.69 - $263.41 $76.8K - $85.9K
5.72K $1.51B
RTX
Raytheon Technologies Corp

Industrials
266
+ 2.65%
$157.0 - $179.44 $41.8K - $47.7K
10.3K $1.89B
WMT
Walmart Inc.

Consumer Defensive
539
+ 3.53%
$101.18 - $109.03 $54.5K - $58.8K
15.8K $1.76B
MA
Mastercard Inc

Financial Services
295
+ 9.51%
$536.85 - $580.45 $158K - $171K
3.4K $1.94B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.74K
+ 35.27%
$102.37 - $105.36 $178K - $183K
6.68K $679M
BNDX
Vanguard Total International B

ETFs
3.53K
+ 39.38%
$49.3 - $49.91 $174K - $176K
12.5K $603M
GS
Goldman Sachs Group Inc

Financial Services
40
+ 2.68%
$744.6 - $838.97 $29.8K - $33.6K
1.53K $1.35B
VTI
Vanguard Total Stock Market Et

ETFs
134
+ 1.04%
$321.8 - $337.95 $43.1K - $45.3K
13K $4.36B
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 28.21%
$429.59 - $576.2 $56.7K - $76.1K
600 $340M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.66K
+ 60.63%
$48.11 - $49.01 $128K - $130K
7.04K $339M
SCHW
Schwab Charles Corp

Financial Services
455
+ 2.73%
$91.91 - $97.71 $41.8K - $44.5K
17.1K $1.71B
Blackrock ETF Trust
3.68K
+ 49.45%
N/A
11.1K $352M
CAT
Caterpillar Inc

Industrials
69
+ 8.66%
$480.82 - $585.49 $33.2K - $40.4K
866 $496M
IWB
Ishares Tr Russell 1000 ETF

ETFs
286
+ 31.96%
$358.39 - $376.54 $102K - $108K
1.18K $441M
C
Citigroup Inc

Financial Services
427
+ 10.46%
$93.93 - $102.87 $40.1K - $43.9K
4.51K $526M
TELA
Tela Bio, Inc.

Healthcare
97.3K
+ 695.13%
$0.98 - $1.54 $95.4K - $150K
111K $131M
Blackrock ETF Trust
2.3K
+ 7.03%
N/A
35K $1.09B
Activity Summary
Buys All Purchases 140 New Holdings 18 Increased Positions 122 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 16 Puts 0
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