Embree Financial Group Incresed Positions in Q4 2024

Embree Financial Group

  • $586 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
106K
+ 267.46%
$49.51 - $49.79 $5.23M - $5.26M
145K $7.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.7K
+ 3.94%
$567.81 - $607.81 $2.1M - $2.25M
97.5K $57.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
963
+ 0.84%
$481.22 - $538.17 $463K - $518K
116K $59.3B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
32.5K
+ 64.09%
$63.15 - $75.4 $2.05M - $2.45M
83.2K $5.34B
PLTR
Palantir Technologies Inc.

Technology
18.7K
+ 337.62%
$36.46 - $82.38 $683K - $1.54M
24.3K $1.84B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.19M
+ 204.57%
$22.4 - $68.28 $26.7M - $81.3M
1.77M $41.1B
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 0.38%
$205.18 - $250.29 $35.9K - $43.8K
46.1K $11B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
37.2K
+ 12.68%
$40.97 - $42.66 $1.53M - $1.59M
331K $13.7B
BX
Blackstone Inc.

Financial Services
168
+ 0.27%
$148.45 - $199.05 $24.9K - $33.4K
61.5K $10.6B
NVDA
Nvidia Corp

Technology
300
+ 0.37%
$117.0 - $148.88 $35.1K - $44.7K
81.6K $11B
BXSL
Blackstone Secured Lending Fund

Financial Services
2.37K
+ 1.28%
$29.25 - $33.27 $69.2K - $78.8K
188K $6.06B
Blackrock ETF Trust Ii
12K
+ 99.41%
N/A
24K $1.25B
DFAS
Dimensional ETF Tr U S Small C

ETFs
6K
+ 94.89%
$63.58 - $71.15 $382K - $427K
12.3K $803M
SCHG
Schwab Strategic Tr Us Large C

ETFs
112K
+ 307.7%
$25.93 - $105.3 $2.9M - $11.8M
148K $4.13B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.1K
+ 5.79%
$40.38 - $44.35 $490K - $538K
221K $9.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.04%
$370.24 - $418.94 $1.85K - $2.09K
11.6K $4.64B
CRM
Salesforce, Inc.

Technology
30
+ 0.67%
$270.87 - $367.87 $8.13K - $11K
4.51K $1.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
57
+ 0.38%
$521.84 - $558.82 $29.7K - $31.9K
15.2K $8.21B
WMT
Walmart Inc.

Consumer Defensive
845
+ 9.25%
$79.1 - $95.7 $66.8K - $80.9K
9.98K $902M
VUG
Vanguard Growth ETF

ETFs
141
+ 3.81%
$378.79 - $428.11 $53.4K - $60.4K
3.84K $1.58B
VONG
Vanguard Russell 1000 Growth E

ETFs
19
+ 0.1%
$95.27 - $107.82 $1.81K - $2.05K
18.6K $1.92B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37.3K
+ 223.69%
$27.54 - $83.04 $1.03M - $3.1M
54K $1.5B
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.52%
$486.1 - $608.57 $3.4K - $4.26K
1.35K $775M
VTI
Vanguard Total Stock Market Et

ETFs
43
+ 0.32%
$280.04 - $302.45 $12K - $13K
13.4K $3.89B
VTWO
Vanguard Russell 2000 ETF

ETFs
1.07K
+ 43.47%
$87.42 - $98.06 $93.7K - $105K
3.54K $316M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
245
+ 7.24%
$198.04 - $221.51 $48.5K - $54.3K
3.63K $764M
AXP
American Express CO

Financial Services
4
+ 0.13%
$267.35 - $305.57 $1.07K - $1.22K
3.04K $902M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
731
+ 8.43%
$99.0 - $99.5 $72.4K - $72.7K
9.4K $932M
PAVE
Global X Fds Us Infrastructure

ETFs
1.57K
+ 29.89%
$40.41 - $45.95 $63.3K - $72K
6.81K $275M
XLF
Financial Sector Spdr

ETFs
754
+ 13.17%
$44.89 - $51.34 $33.8K - $38.7K
6.48K $313M
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.04%
$94.19 - $106.95 $283 - $321
7.38K $754M
DE
Deere & CO

Industrials
3
+ 0.05%
$389.45 - $466.0 $1.17K - $1.4K
6.58K $2.79B
META
Meta Platforms, Inc.

Communication Services
35
+ 2.08%
$554.08 - $632.68 $19.4K - $22.1K
1.72K $1B
IVW
Ishares S&P 500 Growth ETF

ETFs
190
+ 4.95%
$94.43 - $105.47 $17.9K - $20K
4.03K $409M
SCHA
Schwab Strategic Tr Us Small C

ETFs
79.8K
+ 101.17%
$25.33 - $51.16 $2.02M - $4.08M
159K $4.1B
DRI
Darden Restaurants Inc

Consumer Cyclical
12
+ 0.73%
$155.96 - $188.66 $1.87K - $2.26K
1.65K $308M
MA
Mastercard Inc

Financial Services
1
+ 0.1%
$491.3 - $536.15 $491 - $536
1.03K $543M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.43%
$570.51 - $610.59 $5.71K - $6.11K
2.35K $1.38B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
203
+ 1.51%
$66.77 - $71.52 $13.6K - $14.5K
13.7K $943M
XLE
Energy Sector Spdr

ETFs
1.2K
+ 3.47%
$83.32 - $97.27 $99.9K - $117K
35.8K $3.07B
C
Citigroup Inc

Financial Services
18
+ 0.55%
$61.31 - $72.5 $1.1K - $1.31K
3.31K $233M
VIG
Vanguard Dividend Appreciation

ETFs
317
+ 1.76%
N/A
18.3K $3.59B
Roundhill ETF Trust
2.01K
+ 22.61%
N/A
10.9K $265M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$46.94 - $51.62 $141 - $155
7.59K $379M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
201
+ 2.69%
$100.16 - $100.7 $20.1K - $20.2K
7.67K $769M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8
+ 0.19%
$417.69 - $450.94 $3.34K - $3.61K
4.28K $1.82B
TELA
Tela Bio, Inc.

Healthcare
2.5K
+ 25.0%
$2.38 - $3.14 $5.95K - $7.85K
12.5K $37.8M
TFLO
Ishares Treasury Floating Rate

ETFs
215
+ 4.05%
$50.37 - $50.63 $10.8K - $10.9K
5.52K $279M
CEG
Constellation Energy Corp

Utilities
296
+ 18.31%
$224.28 - $285.52 $66.4K - $84.5K
1.91K $428M
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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