Embree Financial Group Incresed Positions in Q4 2024

Embree Financial Group

  • $586 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
2
+ 0.04%
$52.49 - $56.58 $105 - $113
4.88K $264M
GBDC
Golub Capital Bdc, Inc.

Financial Services
319
+ 2.82%
$14.69 - $15.67 $4.69K - $5K
11.6K $176M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.09%
$278.19 - $315.36 $278 - $315
1.17K $336M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
187
+ 0.54%
$126.68 - $134.74 $23.7K - $25.2K
34.5K $4.4B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
22
+ 0.72%
$104.52 - $115.08 $2.3K - $2.53K
3.1K $326M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.4%
$261.5 - $284.63 $1.05K - $1.14K
1.02K $268M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.01%
$61.68 - $67.87 $370 - $407
41.7K $2.6B
VT
Vanguard Total World Stk Index

ETFs
17
+ 0.7%
$117.09 - $123.07 $1.99K - $2.09K
2.44K $287M
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 1.61%
$160.89 - $176.18 $5.31K - $5.81K
2.08K $337M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
52
+ 0.79%
$112.69 - $123.97 $5.86K - $6.45K
6.66K $750M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57
+ 0.89%
$57.53 - $60.83 $3.28K - $3.47K
6.44K $371M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$197.36 - $217.3 $197 - $217
3.93K $779M
EWJ
Ishares Msci Japan ETF

ETFs
61
+ 1.6%
$66.18 - $71.84 $4.04K - $4.38K
3.87K $260M
FNDX
Schwab Fundamental U S Large C

ETFs
11.7K
+ 193.61%
$23.49 - $71.77 $276K - $842K
17.8K $421M
IWD
Ishares Russell 1000 Val ETF

ETFs
86
+ 1.35%
$183.23 - $199.79 $15.8K - $17.2K
6.43K $1.19B
RTX
Raytheon Technologies Corp

Industrials
339
+ 3.45%
$114.45 - $127.21 $38.8K - $43.1K
10.2K $1.18B
SPGI
S&P Global Inc.

Financial Services
1
+ 0.1%
$480.36 - $529.17 $480 - $529
995 $495M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78
+ 0.6%
$51.09 - $55.27 $3.99K - $4.31K
13.1K $668M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 0.85%
$58.88 - $64.8 $1.77K - $1.94K
3.56K $210M
IVE
Ishares S&P 500 Value ETF

ETFs
25
+ 0.65%
$189.5 - $206.17 $4.74K - $5.15K
3.89K $743M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
266
+ 1.3%
$442.29 - $483.08 $118K - $128K
20.8K $9.42B
IXUS
Ishares Tr

ETFs
44
+ 1.08%
$65.95 - $72.56 $2.9K - $3.19K
4.11K $272M
VNQ
Vanguard Specialized Funds Van

ETFs
35
+ 1.04%
$87.85 - $98.6 $3.07K - $3.45K
3.4K $302M
UL
Unilever PLC

Consumer Defensive
121
+ 2.67%
$56.7 - $64.64 $6.86K - $7.82K
4.65K $264M
FNF
Fidelity National Financial, Inc.

Financial Services
51
+ 0.79%
$55.19 - $63.83 $2.81K - $3.26K
6.49K $364M
UNP
Union Pacific Corp

Industrials
9
+ 0.44%
$223.15 - $249.32 $2.01K - $2.24K
2.04K $465M
MRK
Merck & Co., Inc.

Healthcare
197
+ 4.74%
$96.31 - $114.76 $19K - $22.6K
4.35K $433M
VTV
Vanguard Value ETF

ETFs
27
+ 0.31%
$168.32 - $181.87 $4.54K - $4.91K
8.69K $1.47B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.1K
+ 197.96%
$26.93 - $84.95 $1.11M - $3.49M
61.9K $1.69B
NEE
Nextera Energy Inc

Utilities
512
+ 6.46%
$69.77 - $85.43 $35.7K - $43.7K
8.43K $605M
XOM
Exxon Mobil Corp

Energy
1.93K
+ 6.37%
$105.51 - $125.37 $204K - $242K
32.2K $3.46B
KO
Coca Cola CO

Consumer Defensive
68
+ 0.69%
$61.74 - $71.71 $4.2K - $4.88K
9.89K $616M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.17%
$288.47 - $316.54 $3.17K - $3.48K
6.51K $1.89B
IYR
Ishares Tr

ETFs
732
+ 2.7%
$90.74 - $102.87 $66.4K - $75.3K
27.9K $2.59B
SCHV
Schwab Strategic Tr Us Large C

ETFs
110K
+ 196.07%
$25.79 - $80.4 $2.83M - $8.82M
166K $4.32B
MSFT
Microsoft Corp

Technology
446
+ 0.89%
$406.35 - $454.46 $181K - $203K
50.5K $21.3B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.3K
+ 49.46%
$22.63 - $47.53 $211K - $442K
28.1K $638M
JNJ
Johnson & Johnson

Healthcare
226
+ 1.1%
$143.34 - $165.86 $32.4K - $37.5K
20.7K $2.99B
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 0.0%
$191.61 - $217.84 $192 - $218
34.6K $6.75B
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.22%
$164.99 - $203.87 $7.09K - $8.77K
19.5K $3.47B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
62.2K
+ 91.44%
$18.41 - $40.87 $1.14M - $2.54M
130K $2.41B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
229K
+ 175.96%
$22.01 - $66.82 $5.04M - $15.3M
359K $8.15B
Activity Summary
Buys All Purchases 108 New Holdings 15 Increased Positions 93 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 2 Puts 0
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