Embree Financial Group Sells in Q2 2025

Embree Financial Group

  • $664 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-412
- 0.3%
$172.42 - $223.89 $71K - $92.2K
135K $27.7B
XLV
Select Sector Spdr Fund Health

ETFs
-8.54K
- 19.46%
$128.77 - $144.3 $1.1M - $1.23M
35.3K $4.76B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-40.1K
- 21.38%
$36.25 - $42.28 $1.45M - $1.69M
147K $6.23B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-18.9K
- 61.0%
$73.7 - $90.98 $1.39M - $1.72M
12.1K $1.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.1K
- 14.19%
$90.56 - $109.49 $1.46M - $1.76M
97.5K $10.7B
CBOE
Cboe Global Markets, Inc.

Financial Services
-6K
- 17.52%
$205.81 - $234.23 $1.23M - $1.41M
28.3K $6.59B
XLE
Energy Sector Spdr

ETFs
-9.41K
- 33.64%
$76.44 - $94.13 $719K - $886K
18.6K $1.57B
BXSL
Blackstone Secured Lending Fund

Financial Services
-10.7K
- 5.45%
$26.88 - $32.74 $288K - $351K
186K $5.72B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.5K
- 1.8%
$64.31 - $75.93 $96.5K - $114K
81.7K $5.56B
XOM
Exxon Mobil Corp

Energy
-1.17K
- 3.6%
$99.93 - $119.04 $117K - $139K
31.4K $3.38B
VHT
Vanguard Health Care ETF

ETFs
-849
- 12.61%
$236.71 - $261.92 $201K - $222K
5.89K $1.46B
DIS
Walt Disney CO

Communication Services
-3.81K
- 55.32%
$81.72 - $124.01 $311K - $472K
3.08K $382M
NEE
Nextera Energy Inc

Utilities
-3.99K
- 46.98%
$64.11 - $75.0 $255K - $299K
4.5K $312M
VGSH
Vanguard

ETFs
-4.91K
- 16.1%
$58.32 - $58.95 $286K - $290K
25.6K $1.51B
IYR
Ishares Tr

ETFs
-2.71K
- 11.16%
$84.48 - $96.25 $229K - $260K
21.5K $2.04B
Blackrock ETF Trust
-9.12K
- 56.27%
N/A
7.09K $213M
HDV
Ishares Core High Dividend ETF

ETFs
-771
- 1.98%
$108.41 - $120.51 $83.6K - $92.9K
38.2K $4.47B
MCD
Mcdonalds Corp

Consumer Cyclical
-340
- 4.94%
$285.55 - $321.23 $97.1K - $109K
6.54K $1.91B
CMCSA
Comcast Corp

Communication Services
-4.04K
- 6.81%
$32.84 - $36.72 $133K - $148K
55.3K $1.97B
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.98K
- 14.8%
$50.28 - $50.47 $200K - $201K
22.9K $1.15B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.54K
- 19.71%
$99.1 - $99.49 $152K - $153K
6.26K $622M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-12.5K
- 13.86%
$24.38 - $30.18 $304K - $376K
77.5K $2.34B
IWM
Ishares Russell 2000 ETF

ETFs
-715
- 35.43%
$174.82 - $215.79 $125K - $154K
1.3K $281M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-6.12K
- 13.19%
$18.92 - $19.87 $116K - $122K
40.3K $801M
MRK
Merck & Co., Inc.

Healthcare
-297
- 4.98%
$73.47 - $87.12 $21.8K - $25.9K
5.67K $449M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.02K
- 23.64%
$69.8 - $85.28 $71.2K - $87K
3.29K $273M
LFUS
Littelfuse Inc

Technology
-499
- 33.99%
$149.72 - $227.31 $74.7K - $113K
969 $220M
ABT
Abbott Laboratories

Healthcare
-1.15K
- 3.98%
$123.95 - $138.08 $142K - $158K
27.6K $3.76B
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.44K
- 5.03%
$23.57 - $24.6 $33.9K - $35.4K
27.2K $659M
CME
Cme Group Inc.

Financial Services
-2K
- 3.98%
$252.37 - $290.71 $504K - $580K
48.2K $13.3B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.19K
- 4.67%
$22.68 - $23.28 $26.9K - $27.6K
24.2K $563M
CRM
Salesforce, Inc.

Technology
-181
- 3.0%
$236.26 - $291.15 $42.8K - $52.7K
5.86K $1.6B
PFE
Pfizer Inc

Healthcare
-230
- 1.84%
$21.59 - $24.84 $4.97K - $5.71K
12.3K $298M
UNP
Union Pacific Corp

Industrials
-2
- 0.1%
$208.27 - $238.46 $417 - $477
2.08K $479M
SPG
Simon Property Group Inc

Real Estate
-5
- 0.21%
$140.37 - $171.44 $702 - $857
2.32K $373M
KO
Coca Cola CO

Consumer Defensive
-54
- 0.54%
$68.37 - $73.9 $3.69K - $3.99K
9.87K $698M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-194
- 1.11%
$18.94 - $21.67 $3.67K - $4.2K
17.3K $367M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-299
- 11.07%
$70.44 - $86.87 $21.1K - $26K
2.4K $209M
CRWD
Crowd Strike Holdings, Inc.

Technology
-229
- 32.3%
$321.63 - $509.31 $73.7K - $117K
480 $244M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.93%
$335.24 - $380.78 $3.02K - $3.43K
960 $352M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-782
- 12.43%
$40.94 - $52.1 $32K - $40.7K
5.51K $287M
FNDX
Schwab Fundamental U S Large C

ETFs
-770
- 4.33%
$20.84 - $24.54 $16K - $18.9K
17K $418M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-107
- 3.88%
$66.87 - $79.47 $7.16K - $8.5K
2.65K $211M
TFLO
Ishares Treasury Floating Rate

ETFs
-31
- 0.58%
$50.47 - $50.66 $1.56K - $1.57K
5.28K $268M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-69
- 0.92%
$49.57 - $50.27 $3.42K - $3.47K
7.41K $372M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-9.11K
- 15.76%
$32.41 - $42.59 $295K - $388K
48.7K $2.07B
VLO
Valero Energy Corp

Energy
-45
- 1.33%
$104.69 - $141.77 $4.71K - $6.38K
3.35K $450M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-118
- 0.9%
$45.11 - $52.34 $5.32K - $6.18K
13K $680M
VTWO
Vanguard Russell 2000 ETF

ETFs
-70
- 2.19%
$70.56 - $87.22 $4.94K - $6.11K
3.13K $273M
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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