Embree Financial Group Incresed Positions 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
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
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
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
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
VUG
Vanguard Growth ETF

ETFs
4
+ 0.05%
$433.97 - $484.08 $1.74K - $1.94K
7.84K $3.76B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 3.66%
$211.65 - $238.24 $269K - $303K
36K $7.91B
AVGO
Broadcom Inc.

Technology
354
+ 16.17%
$264.74 - $369.57 $93.7K - $131K
2.54K $839M
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
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
GS
Goldman Sachs Group Inc

Financial Services
30
+ 2.05%
$696.56 - $806.32 $20.9K - $24.2K
1.49K $1.19B
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
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
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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