Embree Financial Group Portfolio Holdings
Embree Financial Group
- $561 Billion
- Q3 2024
Embree Financial Group has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $561 Billion distributed in 195 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 $56.2B, Spdr S&P 500 ETF Trust with a value of $53.8B, Schwab Strategic Tr Us Large C with a value of $39.5B, Apple Inc. with a value of $31.3B, and Ishares Russell 3000 ETF with a value of $24B.
Examining the 13F form we can see an increase of $41B in the current position value, from $520B to 561B.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 195
- Current Value $561 Billion
- Prior Value $520 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks