Embree Financial Group Incresed Positions 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
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
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.3K
+ 32.64%
$126.11 - $135.06 $1.42M - $1.52M
45.8K $5.9B
DFIV
Dimensional ETF Tr

ETFs
23.8K
+ 126.48%
$35.33 - $40.77 $842K - $972K
42.7K $1.68B
ABT
Abbott Laboratories

Healthcare
1.71K
+ 6.3%
$111.1 - $140.22 $189K - $239K
28.8K $3.82B
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
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
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
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
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
NFLX
Netflix Inc

Communication Services
227
+ 44.95%
$828.4 - $1058.6 $188K - $240K
732 $683M
COST
Costco Wholesale Corp

Consumer Defensive
200
+ 23.34%
$890.62 - $1076.86 $178K - $215K
1.06K $1B
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
CRM
Salesforce, Inc.

Technology
1.54K
+ 34.05%
$268.36 - $359.95 $412K - $553K
6.04K $1.62B
MRK
Merck & Co., Inc.

Healthcare
1.62K
+ 37.16%
$83.01 - $101.02 $134K - $163K
5.97K $536M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.36%
$60.81 - $72.32 $2.19K - $2.6K
9.93K $711M
SCHW
Schwab Charles Corp

Financial Services
215
+ 1.34%
$71.24 - $83.64 $15.3K - $18K
16.3K $1.27B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.13K
+ 55.18%
$47.79 - $59.89 $102K - $128K
5.99K $301M
GD
General Dynamics Corp

Industrials
10
+ 0.15%
$241.94 - $272.58 $2.42K - $2.73K
6.59K $1.8B
FNF
Fidelity National Financial, Inc.

Financial Services
45
+ 0.69%
$54.25 - $65.27 $2.44K - $2.94K
6.53K $425M
PFE
Pfizer Inc

Healthcare
2.83K
+ 29.14%
$25.01 - $27.13 $70.7K - $76.7K
12.5K $317M
MA
Mastercard Inc

Financial Services
62
+ 6.01%
$504.67 - $576.31 $31.3K - $35.7K
1.09K $599M
LLY
Eli Lilly & CO

Healthcare
15
+ 2.16%
$725.72 - $929.72 $10.9K - $13.9K
710 $586M
IBM
International Business Machines Corp

Technology
12
+ 0.79%
$217.4 - $264.74 $2.61K - $3.18K
1.54K $382M
IXUS
Ishares Tr

ETFs
430
+ 10.46%
$65.06 - $72.31 $28K - $31.1K
4.54K $317M
PG
Procter & Gamble CO

Consumer Defensive
53
+ 0.44%
$158.56 - $176.26 $8.4K - $9.34K
12.1K $2.07B
VLO
Valero Energy Corp

Energy
28
+ 0.83%
$121.76 - $142.99 $3.41K - $4K
3.39K $448M
WMT
Walmart Inc.

Consumer Defensive
689
+ 6.9%
$84.5 - $105.05 $58.2K - $72.4K
10.7K $937M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
815
+ 23.29%
$81.1 - $94.7 $66.1K - $77.2K
4.31K $350M
VTV
Vanguard Value ETF

ETFs
7
+ 0.08%
$167.73 - $179.21 $1.17K - $1.25K
8.7K $1.5B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.19K
+ 7.76%
$25.58 - $29.24 $107K - $122K
58.2K $1.52B
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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