Embree Financial Group Purchases in Q3 2025

Embree Financial Group

  • $746 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.29K
New
$148.97 - $165.88 $192K - $214K
1.29K $212M
PSX
Phillips 66

Energy
1.52K
New
$118.37 - $139.46 $180K - $212K
1.52K $207M
ITA
Ishares Tr

ETFs
983
New
$184.73 - $209.26 $182K - $206K
983 $206M
HSY
Hershey CO

Consumer Defensive
1.1K
New
$161.95 - $193.45 $178K - $212K
1.1K $205M
FSS
Federal Signal Corp

Industrials
1.69K
New
$104.86 - $129.8 $177K - $219K
1.69K $201M
ORCL
Oracle Corp

Technology
74
+ 2.62%
$218.96 - $328.33 $16.2K - $24.3K
2.9K $816M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.04%
$656.44 - $753.15 $656 - $753
2.33K $1.74B
FLMI
Franklin Dynamic Municipal Bon

ETFs
6.63K
+ 24.41%
$23.96 - $24.81 $159K - $164K
33.8K $837M
EFA
Ishares Tr Msci Eafe ETF

ETFs
818
+ 3.45%
$87.29 - $93.61 $71.4K - $76.6K
24.5K $2.29B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
633
+ 0.49%
$21.69 - $23.34 $13.7K - $14.8K
130K $3.02B
META
Meta Platforms, Inc.

Communication Services
208
+ 9.74%
$695.21 - $791.73 $145K - $165K
2.34K $1.72B
BA
Boeing CO

Industrials
617
+ 48.77%
$209.79 - $237.38 $129K - $146K
1.88K $406M
WMT
Walmart Inc.

Consumer Defensive
491
+ 3.32%
$94.4 - $104.27 $46.4K - $51.2K
15.3K $1.58B
VLO
Valero Energy Corp

Energy
34
+ 1.02%
$131.77 - $175.63 $4.48K - $5.97K
3.38K $575M
ENVX
Enovix Corp

Industrials
11.6K
New
$8.0 - $15.93 $92.8K - $185K
11.6K $116M
EOSE
Eos Energy Enterprises, Inc.

Industrials
10K
New
$4.63 - $11.17 $46.3K - $112K
10K $114M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 0.23%
$435.72 - $463.74 $4.36K - $4.64K
4.32K $2B
Ishares Bitcoin Trust ETF
1.19K
+ 17.43%
N/A
8K $520M
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.03%
$110.96 - $127.67 $222 - $255
7.39K $931M
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 0.98%
$291.67 - $316.99 $18.7K - $20.3K
6.61K $2.01B
SCHW
Schwab Charles Corp

Financial Services
157
+ 0.95%
$91.03 - $98.69 $14.3K - $15.5K
16.7K $1.59B
C
Citigroup Inc

Financial Services
188
+ 4.83%
$85.57 - $103.49 $16.1K - $19.5K
4.08K $415M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.15%
$225.11 - $247.9 $1.35K - $1.49K
4.06K $1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29
+ 0.21%
$72.65 - $78.68 $2.11K - $2.28K
13.9K $1.09B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.89K
+ 4.15%
$26.92 - $28.6 $50.8K - $54K
47.4K $1.33B
SPG
Simon Property Group Inc

Real Estate
36
+ 1.55%
$159.93 - $187.67 $5.76K - $6.76K
2.36K $443M
CSX
Csx Corp

Industrials
50
+ 0.24%
$32.05 - $36.52 $1.6K - $1.83K
21K $745M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
40
+ 0.34%
$82.96 - $95.7 $3.32K - $3.83K
11.6K $1.04B
IDVO
Amplify ETF Tr Intl Enhanced D
961
+ 11.31%
N/A
9.46K $353M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 0.07%
$91.28 - $97.59 $730 - $781
12.1K $1.16B
PANW
Palo Alto Networks Inc

Technology
289
+ 25.35%
$167.06 - $208.19 $48.3K - $60.2K
1.43K $291M
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.07%
$157.1 - $178.94 $314 - $358
2.86K $506M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.1%
$195.41 - $212.37 $782 - $849
3.94K $822M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 3.13%
$357.4 - $423.42 $10.7K - $12.7K
990 $401M
LFUS
Littelfuse Inc

Technology
48
+ 4.95%
$228.23 - $271.17 $11K - $13K
1.02K $263M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
58
+ 0.45%
$52.12 - $55.33 $3.02K - $3.21K
13K $722M
NEE
Nextera Energy Inc

Utilities
162
+ 3.6%
$69.77 - $77.54 $11.3K - $12.6K
4.66K $352M
FNF
Fidelity National Financial, Inc.

Financial Services
164
+ 2.49%
$51.22 - $61.07 $8.4K - $10K
6.75K $408M
V
Visa Inc.

Financial Services
149
+ 12.29%
$332.09 - $358.86 $49.5K - $53.5K
1.36K $465M
ETN
Eaton Corp PLC

Industrials
55
+ 7.09%
$342.99 - $392.76 $18.9K - $21.6K
831 $311M
Blackrock ETF Trust
356
+ 5.02%
N/A
7.44K $236M
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.43%
$164.63 - $174.58 $1.48K - $1.57K
2.09K $364M
WFC
Wells Fargo & Company

Financial Services
126
+ 3.93%
$77.05 - $85.16 $9.71K - $10.7K
3.33K $279M
CSCO
Cisco Systems, Inc.

Technology
1.16K
+ 1.88%
$66.2 - $71.79 $76.5K - $83K
62.5K $4.28B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
76
+ 0.57%
$48.5 - $50.19 $3.69K - $3.81K
13.5K $674M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.27%
$105.03 - $112.54 $840 - $900
2.93K $323M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9
+ 0.25%
$68.24 - $73.73 $614 - $664
3.59K $263M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.39%
$279.83 - $293.74 $1.12K - $1.17K
1.04K $305M
EMR
Emerson Electric CO

Industrials
127
+ 7.58%
$128.6 - $149.63 $16.3K - $19K
1.8K $236M
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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