Embree Financial Group Purchases in Q1 2025

Embree Financial Group

  • $597 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
1.54K
+ 34.05%
$268.36 - $359.95 $412K - $553K
6.04K $1.62B
MRK
Merck & Co., Inc.

Healthcare
1.62K
+ 37.16%
$83.01 - $101.02 $134K - $163K
5.97K $536M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.36%
$60.81 - $72.32 $2.19K - $2.6K
9.93K $711M
SCHW
Schwab Charles Corp

Financial Services
215
+ 1.34%
$71.24 - $83.64 $15.3K - $18K
16.3K $1.27B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.13K
+ 55.18%
$47.79 - $59.89 $102K - $128K
5.99K $301M
GD
General Dynamics Corp

Industrials
10
+ 0.15%
$241.94 - $272.58 $2.42K - $2.73K
6.59K $1.8B
FNF
Fidelity National Financial, Inc.

Financial Services
45
+ 0.69%
$54.25 - $65.27 $2.44K - $2.94K
6.53K $425M
PFE
Pfizer Inc

Healthcare
2.83K
+ 29.14%
$25.01 - $27.13 $70.7K - $76.7K
12.5K $317M
MA
Mastercard Inc

Financial Services
62
+ 6.01%
$504.67 - $576.31 $31.3K - $35.7K
1.09K $599M
LLY
Eli Lilly & CO

Healthcare
15
+ 2.16%
$725.72 - $929.72 $10.9K - $13.9K
710 $586M
IXUS
Ishares Tr

ETFs
430
+ 10.46%
$65.06 - $72.31 $28K - $31.1K
4.54K $317M
PG
Procter & Gamble CO

Consumer Defensive
53
+ 0.44%
$158.56 - $176.26 $8.4K - $9.34K
12.1K $2.07B
VLO
Valero Energy Corp

Energy
28
+ 0.83%
$121.76 - $142.99 $3.41K - $4K
3.39K $448M
WMT
Walmart Inc.

Consumer Defensive
689
+ 6.9%
$84.5 - $105.05 $58.2K - $72.4K
10.7K $937M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
815
+ 23.29%
$81.1 - $94.7 $66.1K - $77.2K
4.31K $350M
VTV
Vanguard Value ETF

ETFs
7
+ 0.08%
$167.73 - $179.21 $1.17K - $1.25K
8.7K $1.5B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.19K
+ 7.76%
$25.58 - $29.24 $107K - $122K
58.2K $1.52B
DVY
Ishares Tr

ETFs
14
+ 0.16%
$128.58 - $138.1 $1.8K - $1.93K
8.59K $1.15B
UNP
Union Pacific Corp

Industrials
45
+ 2.21%
$225.21 - $254.42 $10.1K - $11.4K
2.09K $493M
C
Citigroup Inc

Financial Services
359
+ 10.84%
$67.23 - $84.63 $24.1K - $30.4K
3.67K $261M
PAVE
Global X Fds Us Infrastructure

ETFs
1.21K
+ 17.76%
$37.31 - $43.82 $45.1K - $53K
8.02K $302M
IEFA
Ishares Tr

ETFs
7
+ 0.17%
$69.57 - $78.65 $487 - $551
4.07K $308M
QCOM
Qualcomm Inc

Technology
107
+ 7.1%
$151.94 - $175.86 $16.3K - $18.8K
1.61K $248M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.1K
+ 7.42%
$57.21 - $65.8 $177K - $204K
44.8K $2.62B
UL
Unilever PLC

Consumer Defensive
21
+ 0.45%
$54.72 - $60.29 $1.15K - $1.27K
4.67K $278M
JEPI
J P Morgan Exchange Traded Fd

ETFs
278
+ 4.32%
$56.17 - $59.71 $15.6K - $16.6K
6.72K $384M
CGGO
Capital Group Global Growth Eq

ETFs
809
+ 6.68%
$28.33 - $30.84 $22.9K - $24.9K
12.9K $366M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.17%
$58.01 - $64.46 $348 - $387
3.56K $221M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.1%
$478.26 - $543.77 $478 - $544
996 $506M
Ge Healthcare Technologies I
44
+ 1.65%
N/A
2.71K $219M
Ishares Bitcoin Trust ETF
809
+ 15.43%
N/A
6.05K $283M
CEG
Constellation Energy Corp

Utilities
230
+ 12.02%
$201.63 - $347.44 $46.4K - $79.9K
2.14K $432M
GS
Goldman Sachs Group Inc

Financial Services
72
+ 5.32%
$524.81 - $672.19 $37.8K - $48.4K
1.43K $779M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40
+ 0.31%
$49.78 - $53.19 $1.99K - $2.13K
13.1K $669M
VT
Vanguard Total World Stk Index

ETFs
40
+ 1.64%
$115.08 - $123.97 $4.6K - $4.96K
2.48K $288M
VO
Vanguard Mid Cap ETF

ETFs
20
+ 1.97%
$251.87 - $277.95 $5.04K - $5.56K
1.04K $268M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.03%
$185.78 - $198.58 $186 - $199
3.89K $742M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.2%
$169.43 - $182.84 $678 - $731
2.02K $350M
NEE
Nextera Energy Inc

Utilities
49
+ 0.58%
$66.96 - $76.16 $3.28K - $3.73K
8.48K $601M
ORCL
Oracle Corp

Technology
431
+ 17.67%
$139.81 - $186.47 $60.3K - $80.4K
2.87K $401M
BA
Boeing CO

Industrials
11
+ 0.91%
$148.15 - $186.25 $1.63K - $2.05K
1.22K $208M
SHOP
Shopify Inc.

Technology
173
+ 7.58%
$90.59 - $129.31 $15.7K - $22.4K
2.46K $234M
SPG
Simon Property Group Inc

Real Estate
28
+ 1.22%
$159.48 - $187.78 $4.47K - $5.26K
2.33K $386M
HON
Honeywell International Inc

Industrials
102
+ 3.77%
$202.75 - $226.52 $20.7K - $23.1K
2.81K $594M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
13
+ 0.3%
$408.78 - $448.82 $5.31K - $5.83K
4.3K $1.8B
TELA
Tela Bio, Inc.

Healthcare
1.5K
+ 12.0%
$1.22 - $2.91 $1.83K - $4.37K
14K $17.1M
TSLA
Tesla, Inc.

Consumer Cyclical
392
+ 46.06%
$222.15 - $428.22 $87.1K - $168K
1.24K $322M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
208
+ 5.73%
$192.82 - $222.1 $40.1K - $46.2K
3.84K $741M
IVW
Ishares S&P 500 Growth ETF

ETFs
126
+ 3.13%
$92.45 - $106.69 $11.6K - $13.4K
4.15K $385M
Activity Summary
Buys All Purchases 118 New Holdings 18 Increased Positions 100 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 0
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