Embree Financial Group has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $586 Billion distributed in 195 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $59.3B, Spdr S&P 500 ETF Trust with a value of $57.1B, Schwab Strategic Tr Us Large C with a value of $41.1B, Apple Inc. with a value of $33.1B, and Ishares Russell 3000 ETF with a value of $24.5B.
Examining the 13F form we can see an increase of $24.1B in the current position value, from $561B to 586B.
Embree Financial Group is based out at Chicago, IL
Below you can find more details about Embree Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$586 Billion
ETFs: $366 Billion
Technology: $76.9 Billion
Financial Services: $71.3 Billion
Communication Services: $19.2 Billion
Healthcare: $12.6 Billion
Industrials: $10.8 Billion
Consumer Cyclical: $9.48 Billion
Energy: $5.32 Billion
Other: $6.47 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
