Embree Financial Group Incresed Positions in Q2 2025

Embree Financial Group

  • $664 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
249
+ 4.56%
$166.82 - $194.23 $41.5K - $48.4K
5.71K $1.11B
IBM
International Business Machines Corp

Technology
25
+ 1.63%
$221.03 - $294.78 $5.53K - $7.37K
1.56K $460M
ICE
Intercontinental Exchange, Inc.

Financial Services
108
+ 2.16%
$151.62 - $183.47 $16.4K - $19.8K
5.11K $937M
C
Citigroup Inc

Financial Services
225
+ 6.13%
$58.13 - $85.12 $13.1K - $19.2K
3.9K $332M
LLY
Eli Lilly & CO

Healthcare
126
+ 17.75%
$713.71 - $898.95 $89.9K - $113K
836 $651M
HON
Honeywell International Inc

Industrials
22
+ 0.78%
$182.86 - $232.88 $4.02K - $5.12K
2.83K $658M
NEAR
Blackrock Short Maturity Bond

ETFs
1.1K
+ 5.31%
$50.41 - $51.17 $55.4K - $56.2K
21.8K $1.11B
GLD
Spdr Gold Trust

ETFs
20
+ 0.61%
$273.71 - $316.29 $5.47K - $6.33K
3.28K $1B
BA
Boeing CO

Industrials
43
+ 3.52%
$136.59 - $217.51 $5.87K - $9.35K
1.27K $265M
PULS
Pgim ETF Tr

ETFs
899
+ 0.51%
$49.39 - $49.76 $44.4K - $44.7K
177K $8.81B
SPGI
S&P Global Inc.

Financial Services
35
+ 3.51%
$438.31 - $527.29 $15.3K - $18.5K
1.03K $544M
IXUS
Ishares Tr

ETFs
47
+ 1.03%
$62.37 - $77.63 $2.93K - $3.65K
4.59K $355M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.09%
$224.16 - $285.86 $224 - $286
1.17K $334M
WFC
Wells Fargo & Company

Financial Services
79
+ 2.53%
$60.98 - $80.12 $4.82K - $6.33K
3.2K $257M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.28%
$103.16 - $128.52 $722 - $900
2.49K $320M
V
Visa Inc.

Financial Services
70
+ 6.13%
$308.27 - $373.31 $21.6K - $26.1K
1.21K $430M
EWJ
Ishares Msci Japan ETF

ETFs
32
+ 0.83%
$61.32 - $75.28 $1.96K - $2.41K
3.9K $293M
MLPX
Global X Mlp & Energy Infrastr

ETFs
709
+ 4.42%
$55.32 - $65.02 $39.2K - $46.1K
16.7K $1.05B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.36%
$55.54 - $69.09 $722 - $898
3.58K $247M
JEPI
J P Morgan Exchange Traded Fd

ETFs
433
+ 6.44%
$51.14 - $57.0 $22.1K - $24.7K
7.15K $407M
MA
Mastercard Inc

Financial Services
11
+ 1.01%
$479.92 - $590.74 $5.28K - $6.5K
1.11K $621M
IVE
Ishares S&P 500 Value ETF

ETFs
11
+ 0.28%
$168.34 - $195.42 $1.85K - $2.15K
3.9K $763M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.74%
$152.93 - $181.74 $2.29K - $2.73K
2.04K $370M
DRI
Darden Restaurants Inc

Consumer Cyclical
16
+ 1.0%
$186.58 - $225.78 $2.99K - $3.61K
1.62K $354M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.11%
$131.84 - $157.76 $396 - $473
2.86K $451M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
10
+ 0.34%
$86.58 - $104.98 $866 - $1.05K
2.92K $306M
QCOM
Qualcomm Inc

Technology
62
+ 3.84%
$124.66 - $159.48 $7.73K - $9.89K
1.68K $267M
RSG
Republic Services, Inc.

Industrials
5
+ 0.13%
$227.2 - $258.07 $1.14K - $1.29K
3.93K $968M
UL
Unilever PLC

Consumer Defensive
22
+ 0.47%
$57.9 - $65.43 $1.27K - $1.44K
4.69K $287M
DVY
Ishares Tr

ETFs
148
+ 1.72%
$118.37 - $134.86 $17.5K - $20K
8.74K $1.16B
ADP
Automatic Data Processing Inc

Industrials
8
+ 1.18%
$276.76 - $326.81 $2.21K - $2.61K
687 $212M
VNQ
Vanguard Specialized Funds Van

ETFs
31
+ 0.94%
$79.79 - $91.42 $2.47K - $2.83K
3.32K $296M
PEP
Pepsico Inc

Consumer Defensive
332
+ 11.29%
$128.02 - $151.37 $42.5K - $50.3K
3.27K $432M
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.57%
$310.86 - $348.77 $1.24K - $1.4K
710 $227M
ACN
Accenture PLC

Technology
31
+ 1.34%
$279.23 - $323.21 $8.66K - $10K
2.35K $702M
FNF
Fidelity National Financial, Inc.

Financial Services
53
+ 0.81%
$53.62 - $66.59 $2.84K - $3.53K
6.59K $369M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
875
+ 1.34%
$24.32 - $27.87 $21.3K - $24.4K
65.9K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.06%
$157.66 - $172.39 $1.1K - $1.21K
12.1K $1.93B
CVX
Chevron Corp

Energy
202
+ 2.04%
$133.73 - $168.51 $27K - $34K
10.1K $1.45B
JNJ
Johnson & Johnson

Healthcare
265
+ 1.28%
$146.36 - $159.82 $38.8K - $42.4K
21K $3.21B
ABBV
Abb Vie Inc.

Healthcare
524
+ 2.66%
$170.16 - $206.27 $89.2K - $108K
20.2K $3.75B
FISV
Fiserv Inc

Technology
4
+ 0.04%
N/A
10.1K $1.75B
Activity Summary
Buys All Purchases 112 New Holdings 19 Increased Positions 93 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 3 Puts 0
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