Embree Financial Group Incresed Positions in Q4 2025

Embree Financial Group

  • $816 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
EMR
Emerson Electric CO

Industrials
123
+ 6.83%
$126.01 - $140.03 $15.5K - $17.2K
1.93K $256M
GD
General Dynamics Corp

Industrials
136
+ 2.01%
$330.59 - $353.77 $45K - $48.1K
6.91K $2.33B
XLK
Technology Sector Spdr

ETFs
2.93K
+ 99.63%
$278.39 - $304.13 $815K - $891K
5.87K $845M
CSX
Csx Corp

Industrials
3
+ 0.01%
$34.88 - $36.67 $105 - $110
21K $760M
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.23%
$201.42 - $211.15 $1.81K - $1.9K
3.95K $835M
EWJ
Ishares Msci Japan ETF

ETFs
141
+ 3.61%
$78.36 - $84.34 $11K - $11.9K
4.04K $326M
IJK
Ishares S&P Midcap 400 Growth

ETFs
10
+ 0.08%
$93.11 - $97.9 $931 - $979
12.1K $1.17B
IXUS
Ishares Tr

ETFs
44
+ 1.13%
$81.21 - $85.27 $3.57K - $3.75K
3.94K $333M
XT
Ishares Tr Exponential Technol

ETFs
281
+ 6.98%
$71.46 - $75.47 $20.1K - $21.2K
4.3K $300M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
152
+ 1.13%
$49.98 - $50.59 $7.6K - $7.69K
13.6K $684M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
42
+ 0.63%
$115.95 - $121.97 $4.87K - $5.12K
6.7K $805M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33
+ 0.92%
$72.17 - $75.74 $2.38K - $2.5K
3.62K $273M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 8.06%
$482.23 - $557.53 $19.3K - $22.3K
536 $251M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.16%
$161.21 - $171.97 $322 - $344
1.29K $217M
SPG
Simon Property Group Inc

Real Estate
56
+ 2.37%
$173.35 - $185.76 $9.71K - $10.4K
2.41K $447M
ETN
Eaton Corp PLC

Industrials
158
+ 19.01%
$352.39 - $387.75 $55.7K - $61.3K
989 $315M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.1%
$95.72 - $101.47 $191 - $203
2.08K $207M
DVY
Ishares Tr

ETFs
84
+ 0.99%
$138.1 - $143.11 $11.6K - $12K
8.61K $1.21B
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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