Embree Financial Group Sells in Q3 2025

Embree Financial Group

  • $746 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
-98.3K
- 52.85%
$26.07 - $32.55 $2.56M - $3.2M
87.7K $2.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.1K
- 10.72%
$617.65 - $666.84 $6.25M - $6.75M
84.3K $56.2B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-54.1K
- 14.3%
$43.65 - $46.42 $2.36M - $2.51M
324K $15B
XLV
Select Sector Spdr Fund Health

ETFs
-8.53K
- 24.14%
$129.01 - $139.72 $1.1M - $1.19M
26.8K $3.73B
CMCSA
Comcast Corp

Communication Services
-20K
- 36.17%
$31.41 - $36.33 $628K - $727K
35.3K $1.11B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-26.4K
- 17.91%
$41.91 - $44.87 $1.11M - $1.18M
121K $5.41B
Victory Portfolios Ii
-25.6K
- 29.38%
N/A
61.6K $2.31B
XLE
Energy Sector Spdr

ETFs
-9.04K
- 48.67%
$84.25 - $91.99 $761K - $831K
9.53K $852M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.8K
- 55.91%
$50.23 - $50.48 $644K - $647K
10.1K $508M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-11.8K
- 26.34%
$63.41 - $69.69 $746K - $820K
32.9K $2.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.9K
- 12.23%
$108.46 - $120.63 $1.29M - $1.44M
85.6K $10.2B
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-24K
- 59.43%
$19.78 - $20.26 $474K - $485K
16.3K $327M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-6.66K
- 39.77%
$59.5 - $62.99 $396K - $419K
10.1K $632M
ABT
Abbott Laboratories

Healthcare
-2.5K
- 9.03%
$120.51 - $136.62 $301K - $341K
25.1K $3.37B
NEAR
Blackrock Short Maturity Bond

ETFs
-7.3K
- 33.49%
$50.8 - $51.32 $371K - $374K
14.5K $743M
CME
Cme Group Inc.

Financial Services
-273
- 0.57%
$258.83 - $287.1 $70.7K - $78.4K
47.9K $13B
CRM
Salesforce, Inc.

Technology
-473
- 8.07%
$231.66 - $273.65 $110K - $129K
5.39K $1.28B
EFG
Msci Eafe Growth ETF

ETFs
-2.91K
- 12.7%
$106.99 - $114.46 $311K - $333K
20K $2.28B
IYR
Ishares Tr

ETFs
-3.11K
- 14.43%
$94.16 - $98.46 $293K - $306K
18.4K $1.79B
VGSH
Vanguard

ETFs
-4.26K
- 16.62%
$58.43 - $58.88 $249K - $251K
21.4K $1.26B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-8.13K
- 16.68%
$42.28 - $45.71 $344K - $371K
40.6K $1.85B
HDV
Ishares Core High Dividend ETF

ETFs
-3.5K
- 9.17%
$118.16 - $123.66 $413K - $433K
34.7K $4.24B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.63K
- 26.05%
$99.12 - $99.52 $162K - $162K
4.63K $460M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.03K
- 8.64%
$62.09 - $66.51 $312K - $334K
53.1K $3.47B
IWD
Ishares Russell 1000 Val ETF

ETFs
-864
- 15.13%
$192.76 - $203.86 $167K - $176K
4.85K $987M
VB
Vanguard Small Cap ETF

ETFs
-1.04K
- 11.84%
$237.58 - $259.17 $248K - $270K
7.76K $1.97B
VEA
Vanguard Ftse Developed Market

ETFs
-2.03K
- 33.53%
$56.02 - $60.3 $114K - $122K
4.02K $241M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.91K
- 28.33%
$20.76 - $21.78 $102K - $107K
12.4K $268M
Bitwise Bitcoin ETF Tr
-4.53K
- 8.72%
N/A
47.4K $2.95B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-286
- 9.21%
$567.09 - $607.37 $162K - $174K
2.82K $1.68B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.38K
- 19.23%
$55.61 - $57.37 $76.5K - $78.9K
5.78K $330M
PG
Procter & Gamble CO

Consumer Defensive
-42
- 0.35%
$150.47 - $161.22 $6.32K - $6.77K
12.1K $1.86B
DIS
Walt Disney CO

Communication Services
-390
- 12.67%
$112.25 - $124.0 $43.8K - $48.4K
2.69K $308M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.06K
- 33.83%
$86.92 - $99.32 $92.1K - $105K
2.07K $203M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.43K
- 6.72%
$26.38 - $27.95 $117K - $124K
61.5K $1.68B
IWM
Ishares Russell 2000 ETF

ETFs
-416
- 31.93%
$214.92 - $244.84 $89.4K - $102K
887 $215M
UL
Unilever PLC

Consumer Defensive
-928
- 19.78%
$58.43 - $65.01 $54.2K - $60.3K
3.76K $223M
XLF
Financial Sector Spdr

ETFs
-1.33K
- 10.15%
$51.37 - $54.25 $68.1K - $71.9K
11.7K $632M
VHT
Vanguard Health Care ETF

ETFs
-422
- 7.17%
$239.12 - $259.95 $101K - $110K
5.46K $1.42B
PAVE
Global X Fds Us Infrastructure

ETFs
-1.54K
- 19.85%
$44.02 - $47.63 $67.6K - $73.1K
6.2K $295M
SHOP
Shopify Inc.

Technology
-809
- 33.61%
$112.11 - $157.12 $90.7K - $127K
1.6K $237M
IXUS
Ishares Tr

ETFs
-695
- 15.14%
$76.35 - $82.58 $53.1K - $57.4K
3.89K $322M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-680
- 12.62%
$72.04 - $77.35 $49K - $52.6K
4.71K $361M
IGV
Ishares Expanded Tech Software

ETFs
-313
- 15.22%
$105.96 - $117.79 $33.2K - $36.9K
1.74K $201M
PEP
Pepsico Inc

Consumer Defensive
-335
- 10.24%
$133.81 - $152.16 $44.8K - $51K
2.94K $413M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-411
- 1.7%
$22.9 - $23.58 $9.41K - $9.69K
23.8K $559M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-145
- 6.04%
$87.07 - $93.06 $12.6K - $13.5K
2.26K $207M
PFE
Pfizer Inc

Healthcare
-627
- 5.1%
$23.29 - $25.88 $14.6K - $16.2K
11.7K $297M
UNP
Union Pacific Corp

Industrials
-57
- 2.74%
$214.91 - $237.16 $12.2K - $13.5K
2.03K $479M
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
Track This Portfolio

Track Embree Financial Group Portfolio

Follow Embree Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Embree Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Embree Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email