Embree Financial Group Purchases in Q3 2025

Embree Financial Group

  • $746 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
267K
+ 738.26%
$54.35 - $59.32 $14.5M - $15.8M
303K $17.9B
AAPL
Apple Inc.

Technology
212
+ 0.16%
$202.38 - $256.87 $42.9K - $54.5K
135K $34.4B
DFIV
Dimensional ETF Tr

ETFs
114K
+ 59.09%
$42.66 - $46.53 $4.85M - $5.29M
306K $14.1B
Blackrock ETF Trust
150K
+ 2136.33%
N/A
157K $5.94B
GOOGL
Alphabet Inc.

Communication Services
120
+ 0.19%
$174.36 - $254.72 $20.9K - $30.6K
63.7K $15.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
29.9K
+ 358.1%
$108.97 - $121.65 $3.26M - $3.64M
38.3K $4.62B
IVV
Ishares Core S&P 500 ETF

ETFs
4.6K
+ 48.91%
$620.67 - $670.08 $2.85M - $3.08M
14K $9.37B
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.5K
+ 487.2%
$182.33 - $194.5 $3.19M - $3.4M
21.1K $4.1B
PVAL
Putnam ETF Tr Putnam Focused L
60.6K
+ 21.87%
$39.93 - $42.72 $2.42M - $2.59M
338K $14.4B
NVDA
Nvidia Corp

Technology
3.18K
+ 3.5%
$153.3 - $186.58 $487K - $593K
94K $17.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.97K
+ 20.81%
$459.11 - $506.91 $2.28M - $2.52M
28.8K $14.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
55.5K
+ 156.56%
$46.37 - $47.77 $2.57M - $2.65M
91K $4.33B
CBOE
Cboe Global Markets, Inc.

Financial Services
9.1K
+ 32.21%
$231.35 - $253.24 $2.11M - $2.3M
37.4K $9.16B
FNDE
Schwab Fundamental Emerging Mk

ETFs
49.8K
+ 258.38%
$33.13 - $36.31 $1.65M - $1.81M
69.1K $2.5B
Blackrock ETF Trust
48.6K
New
N/A
48.6K $1.66B
Ab Active Etfs Inc
8.61K
+ 15.46%
N/A
64.3K $6.51B
BX
Blackstone Inc.

Financial Services
220
+ 0.34%
$152.77 - $188.68 $33.6K - $41.5K
64.5K $11B
JPM
Jpmorgan Chase & CO

Financial Services
378
+ 0.79%
$282.78 - $316.06 $107K - $119K
48.4K $15.3B
MSFT
Microsoft Corp

Technology
336
+ 0.63%
$491.09 - $535.64 $165K - $180K
53.7K $27.8B
MA
Mastercard Inc

Financial Services
2K
+ 180.72%
$550.18 - $598.96 $1.1M - $1.2M
3.1K $1.76B
PLTR
Palantir Technologies Inc.

Technology
56
+ 0.23%
$130.68 - $186.97 $7.32K - $10.5K
24.4K $4.45B
Blackrock ETF Trust
32.7K
New
N/A
32.7K $992M
The Alger ETF Trust
24.8K
New
N/A
24.8K $871M
Global X Fds
11.8K
New
N/A
11.8K $828M
JNJ
Johnson & Johnson

Healthcare
177
+ 0.84%
$155.17 - $185.42 $27.5K - $32.8K
21.2K $3.93B
IAU
Ishares Gold Trust

ETFs
8.36K
+ 149.49%
$61.62 - $72.77 $515K - $608K
13.9K $1.01B
Blackrock ETF Trust Ii
11.9K
+ 17.47%
N/A
80.4K $4.28B
Angel Oak Funds Trust
75.3K
New
N/A
75.3K $657M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.94K
New
$98.52 - $103.93 $486K - $513K
4.94K $508M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
911
+ 1.99%
$132.9 - $142.03 $121K - $129K
46.6K $6.57B
BAC
Bank Of America Corp

Financial Services
1.08K
+ 1.18%
$44.92 - $52.42 $48.4K - $56.5K
92.8K $4.79B
BNDX
Vanguard Total International B

ETFs
8.95K
New
$49.0 - $49.51 $439K - $443K
8.95K $443M
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.12K
New
$47.03 - $47.97 $429K - $438K
9.12K $437M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.43K
+ 14.01%
$50.32 - $54.01 $273K - $293K
44.2K $2.39B
GD
General Dynamics Corp

Industrials
125
+ 1.88%
$293.92 - $341.0 $36.7K - $42.6K
6.78K $2.31B
Capital Grp Fixed Incm ETF T
13K
New
N/A
13K $342M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.03K
New
$275.84 - $326.36 $284K - $336K
1.03K $336M
VUG
Vanguard Growth ETF

ETFs
4
+ 0.05%
$433.97 - $484.08 $1.74K - $1.94K
7.84K $3.76B
Allspring Exchange Traded Fu
11.1K
New
N/A
11.1K $294M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.26K
New
$85.01 - $90.35 $277K - $295K
3.26K $291M
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 3.66%
$211.65 - $238.24 $269K - $303K
36K $7.91B
NOC
Northrop Grumman Corp

Industrials
409
New
$498.9 - $609.32 $204K - $249K
409 $249M
URI
United Rentals, Inc.

Industrials
251
New
$774.14 - $975.23 $194K - $245K
251 $240M
AVGO
Broadcom Inc.

Technology
354
+ 16.17%
$264.74 - $369.57 $93.7K - $131K
2.54K $839M
SHW
Sherwin Williams CO

Basic Materials
660
New
$330.88 - $375.23 $218K - $248K
660 $229M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.1K
New
$89.32 - $107.82 $187K - $226K
2.1K $226M
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 7.24%
$293.94 - $444.72 $29.1K - $44K
1.47K $652M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.22%
$144.19 - $167.33 $3.17K - $3.68K
10K $1.68B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.38K
New
$47.11 - $48.77 $207K - $214K
4.38K $213M
Activity Summary
Buys All Purchases 123 New Holdings 24 Increased Positions 99 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 7 Puts 0
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