Embree Financial Group Portfolio Holdings
Embree Financial Group
- $597 Billion
- Q1 2025
Embree Financial Group has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $597 Billion distributed in 202 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 $55.9B, Spdr S&P 500 ETF Trust with a value of $53.6B, Schwab Strategic Tr Us Large C with a value of $40B, Apple Inc. with a value of $30.1B, and Ishares Russell 3000 ETF with a value of $23B.
Examining the 13F form we can see an increase of $11.4B in the current position value, from $586B to 597B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 202
- Current Value $597 Billion
- Prior Value $586 Billion
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks