Embree Financial Group has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $746 Billion distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $68.9B, Spdr S&P 500 ETF Trust with a value of $56.2B, Schwab Strategic Tr Us Large C with a value of $42.1B, Apple Inc. with a value of $34.4B, and Microsoft Corp with a value of $27.8B.
Examining the 13F form we can see an increase of $82B in the current position value, from $664B to 746B.
Embree Financial Group is based out at Chicago, IL
Below you can find more details about Embree Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$746 Billion
ETFs: $439 Billion
Technology: $95.1 Billion
Financial Services: $83.9 Billion
Communication Services: $22.6 Billion
Industrials: $14.4 Billion
Healthcare: $13.2 Billion
Consumer Cyclical: $11.5 Billion
Consumer Defensive: $6.02 Billion
Other: $7.51 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
