Embree Financial Group Incresed Positions in Q2 2025

Embree Financial Group

  • $664 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
150K
+ 350.41%
$34.67 - $43.21 $5.19M - $6.46M
192K $8.23B
NVDA
Nvidia Corp

Technology
1.25K
+ 1.39%
$94.31 - $157.99 $118K - $197K
90.9K $14.4B
IVV
Ishares Core S&P 500 ETF

ETFs
6.63K
+ 238.6%
$498.8 - $620.9 $3.31M - $4.11M
9.4K $5.84B
PVAL
Putnam ETF Tr Putnam Focused L
89.4K
+ 47.65%
$33.6 - $40.23 $3M - $3.6M
277K $11.1B
Ab Active Etfs Inc
18.3K
+ 48.89%
N/A
55.7K $5B
JPM
Jpmorgan Chase & CO

Financial Services
471
+ 0.99%
$210.28 - $289.91 $99K - $137K
48K $13.9B
AMZN
Amazon Com Inc

Consumer Cyclical
3.15K
+ 9.97%
$167.32 - $223.3 $528K - $704K
34.8K $7.63B
VUG
Vanguard Growth ETF

ETFs
2.63K
+ 50.64%
$329.49 - $438.4 $868K - $1.15M
7.83K $3.43B
GOOGL
Alphabet Inc.

Communication Services
194
+ 0.31%
$144.7 - $178.6 $28.1K - $34.6K
63.6K $11.2B
IEFA
Ishares Tr

ETFs
15.7K
+ 385.01%
$67.83 - $84.09 $1.06M - $1.32M
19.7K $1.65B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
22K
+ 131.21%
$39.69 - $51.24 $874K - $1.13M
38.8K $1.99B
OSEA
Harbor ETF Tr Harbor Intl Comp
27.9K
+ 33.02%
N/A
113K $3.29B
Victory Portfolios Ii
26.3K
+ 43.23%
N/A
87.3K $3.09B
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.08%
$320.42 - $424.58 $3.85K - $5.09K
15.6K $6.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.3K
+ 29.74%
$51.16 - $62.02 $682K - $827K
58.2K $3.61B
BX
Blackstone Inc.

Financial Services
1.23K
+ 1.96%
$120.07 - $151.11 $148K - $186K
64.3K $9.62B
CSCO
Cisco Systems, Inc.

Technology
2.63K
+ 4.47%
$53.19 - $69.38 $140K - $182K
61.3K $4.25B
Blackrock Inc
17
+ 0.33%
N/A
5.19K $5.44B
Blackrock ETF Trust Ii
9.68K
+ 16.48%
N/A
68.4K $3.61B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.2K
+ 101.23%
$82.96 - $110.1 $349K - $463K
8.36K $920M
BAC
Bank Of America Corp

Financial Services
67
+ 0.07%
$34.39 - $47.46 $2.3K - $3.18K
91.7K $4.34B
WMT
Walmart Inc.

Consumer Defensive
4.13K
+ 38.71%
$81.79 - $99.98 $338K - $413K
14.8K $1.45B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.46K
+ 11.08%
$52.31 - $63.72 $233K - $284K
44.7K $2.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.88K
+ 13.75%
$483.48 - $539.8 $1.39M - $1.56M
23.9K $11.6B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.64K
+ 0.97%
$38.18 - $45.52 $139K - $166K
378K $16.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.95K
+ 24.38%
$45.9 - $47.2 $319K - $328K
35.5K $1.67B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
590
+ 0.46%
$17.76 - $22.1 $10.5K - $13K
129K $2.85B
VONG
Vanguard Russell 1000 Growth E

ETFs
18
+ 0.1%
$82.51 - $109.2 $1.49K - $1.97K
18.5K $2.02B
AVGO
Broadcom Inc.

Technology
230
+ 11.74%
$146.29 - $275.65 $33.6K - $63.4K
2.19K $603M
DE
Deere & CO

Industrials
10
+ 0.15%
$412.99 - $531.48 $4.13K - $5.31K
6.59K $3.35B
GS
Goldman Sachs Group Inc

Financial Services
38
+ 2.66%
$462.22 - $707.75 $17.6K - $26.9K
1.46K $1.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
866
+ 3.8%
$72.96 - $90.39 $63.2K - $78.3K
23.7K $2.12B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
157
+ 1.37%
$60.61 - $87.72 $9.52K - $13.8K
11.6K $984M
SCHW
Schwab Charles Corp

Financial Services
270
+ 1.66%
$69.06 - $91.24 $18.6K - $24.6K
16.5K $1.51B
AXP
American Express CO

Financial Services
230
+ 7.26%
$231.39 - $318.98 $53.2K - $73.4K
3.4K $1.08B
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
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 9.98%
$221.86 - $362.89 $27.5K - $45K
1.37K $434M
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
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
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