Embree Financial Group has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $664 Billion distributed in 216 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 $65.1B, Spdr S&P 500 ETF Trust with a value of $58.3B, Schwab Strategic Tr Us Large C with a value of $42.7B, Apple Inc. with a value of $27.7B, and Microsoft Corp with a value of $26.5B.
Examining the 13F form we can see an increase of $67.2B in the current position value, from $597B to 664B.
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
$664 Billion
ETFs: $397 Billion
Technology: $83.4 Billion
Financial Services: $78.3 Billion
Communication Services: $18.7 Billion
Healthcare: $13.2 Billion
Industrials: $13.1 Billion
Consumer Cyclical: $11 Billion
Consumer Defensive: $5.88 Billion
Other: $6.78 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
