Embree Financial Group Purchases in Q4 2025

Embree Financial Group

  • $816 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
589
New
$353.81 - $388.35 $208K - $229K
589 $207M
PGR
Progressive Corp

Financial Services
904
New
$203.7 - $246.46 $184K - $223K
904 $206M
WMT
Walmart Inc.

Consumer Defensive
539
+ 3.53%
$101.18 - $109.03 $54.5K - $58.8K
15.8K $1.76B
MA
Mastercard Inc

Financial Services
295
+ 9.51%
$536.85 - $580.45 $158K - $171K
3.4K $1.94B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.74K
+ 35.27%
$102.37 - $105.36 $178K - $183K
6.68K $679M
BNDX
Vanguard Total International B

ETFs
3.53K
+ 39.38%
$49.3 - $49.91 $174K - $176K
12.5K $603M
GS
Goldman Sachs Group Inc

Financial Services
40
+ 2.68%
$744.6 - $838.97 $29.8K - $33.6K
1.53K $1.35B
VTI
Vanguard Total Stock Market Et

ETFs
134
+ 1.04%
$321.8 - $337.95 $43.1K - $45.3K
13K $4.36B
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 28.21%
$429.59 - $576.2 $56.7K - $76.1K
600 $340M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.66K
+ 60.63%
$48.11 - $49.01 $128K - $130K
7.04K $339M
Blackrock ETF Trust
3.68K
+ 49.45%
N/A
11.1K $352M
CAT
Caterpillar Inc

Industrials
69
+ 8.66%
$480.82 - $585.49 $33.2K - $40.4K
866 $496M
IWB
Ishares Tr Russell 1000 ETF

ETFs
286
+ 31.96%
$358.39 - $376.54 $102K - $108K
1.18K $441M
C
Citigroup Inc

Financial Services
427
+ 10.46%
$93.93 - $102.87 $40.1K - $43.9K
4.51K $526M
TELA
Tela Bio, Inc.

Healthcare
97.3K
+ 695.13%
$0.98 - $1.54 $95.4K - $150K
111K $131M
Blackrock ETF Trust
2.3K
+ 7.03%
N/A
35K $1.09B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.14K
+ 34.96%
$88.67 - $92.06 $101K - $105K
4.4K $384M
TSLA
Tesla, Inc.

Consumer Cyclical
181
+ 12.35%
$401.99 - $468.37 $72.8K - $84.8K
1.65K $741M
IDVO
Amplify ETF Tr Intl Enhanced D
1.99K
+ 21.03%
N/A
11.4K $439M
AMGN
Amgen Inc

Healthcare
257
New
$290.13 - $341.71 $74.6K - $87.8K
257 $84.1M
ACN
Accenture PLC

Technology
105
+ 4.3%
$234.02 - $253.35 $24.6K - $26.6K
2.55K $683M
V
Visa Inc.

Financial Services
195
+ 14.33%
$325.75 - $352.42 $63.5K - $68.7K
1.56K $546M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.28%
$454.87 - $482.76 $5.46K - $5.79K
4.33K $2.08B
VUG
Vanguard Growth ETF

ETFs
24
+ 0.31%
$470.44 - $504.26 $11.3K - $12.1K
7.86K $3.83B
QCOM
Qualcomm Inc

Technology
400
+ 24.15%
$153.59 - $187.68 $61.4K - $75.1K
2.06K $352M
DE
Deere & CO

Industrials
43
+ 0.65%
$439.11 - $480.78 $18.9K - $20.7K
6.64K $3.09B
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.03%
N/A
18K $3.96B
MCD
Mcdonalds Corp

Consumer Cyclical
202
+ 3.06%
$293.81 - $310.11 $59.3K - $62.6K
6.81K $2.08B
IEFA
Ishares Tr

ETFs
321
+ 1.63%
$86.09 - $89.88 $27.6K - $28.9K
20K $1.79B
VTHR
Vanguard Russell 3000 ETF

ETFs
23
+ 0.24%
$288.43 - $303.12 $6.63K - $6.97K
9.62K $2.89B
WFC
Wells Fargo & Company

Financial Services
332
+ 9.97%
$77.62 - $87.3 $25.8K - $29K
3.66K $341M
CEG
Constellation Energy Corp

Utilities
41
+ 2.2%
$335.74 - $401.43 $13.8K - $16.5K
1.9K $672M
SPGI
S&P Global Inc.

Financial Services
21
+ 1.96%
$472.05 - $502.96 $9.91K - $10.6K
1.09K $570M
KO
Coca Cola CO

Consumer Defensive
171
+ 1.72%
$66.1 - $71.61 $11.3K - $12.2K
10.1K $706M
HEI
Heico Corp

Industrials
132
+ 3.22%
$306.83 - $330.64 $40.5K - $43.6K
4.24K $1.37B
PEP
Pepsico Inc

Consumer Defensive
243
+ 8.27%
$138.84 - $153.71 $33.7K - $37.4K
3.18K $457M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
38
+ 1.35%
$577.77 - $604.78 $22K - $23K
2.86K $1.72B
IWN
Ishares Russell2000 Val ETF

ETFs
162
+ 5.66%
$172.34 - $181.51 $27.9K - $29.4K
3.02K $548M
IBM
International Business Machines Corp

Technology
39
+ 2.43%
$275.97 - $314.98 $10.8K - $12.3K
1.65K $488M
XLF
Financial Sector Spdr

ETFs
423
+ 3.6%
$51.76 - $53.77 $21.9K - $22.7K
12.2K $666M
Linde PLC
129
+ 27.51%
N/A
598 $255M
ABBV
Abb Vie Inc.

Healthcare
382
+ 2.05%
$211.96 - $244.38 $81K - $93.4K
19.1K $4.35B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30
+ 0.22%
$76.84 - $80.86 $2.31K - $2.43K
13.9K $1.11B
VONG
Vanguard Russell 1000 Growth E

ETFs
16
+ 0.09%
$118.2 - $126.51 $1.89K - $2.02K
18.3K $2.23B
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.04%
$124.25 - $135.72 $373 - $407
7.39K $955M
EOSE
Eos Energy Enterprises, Inc.

Industrials
2K
+ 20.0%
$12.36 - $19.19 $24.7K - $38.4K
12K $138M
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.23%
$202.52 - $212.07 $1.82K - $1.91K
3.9K $826M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
68
+ 0.52%
$54.27 - $56.85 $3.69K - $3.87K
13.1K $745M
EEM
Ishares Msci Emerging Markets

ETFs
84
+ 0.64%
$51.94 - $56.01 $4.36K - $4.7K
13.2K $720M
Activity Summary
Buys All Purchases 140 New Holdings 18 Increased Positions 122 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 16 Puts 0
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