Embree Financial Group Sells in Q4 2024

Embree Financial Group

  • $586 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-21.9K
- 21.89%
$33.93 - $38.37 $743K - $840K
78.1K $2.68B
EFG
Msci Eafe Growth ETF

ETFs
-7.32K
- 19.36%
$96.83 - $106.88 $708K - $782K
30.5K $2.95B
XLV
Select Sector Spdr Fund Health

ETFs
-1.34K
- 2.54%
$136.28 - $154.74 $183K - $208K
51.5K $7.09B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-11.9K
- 9.46%
$26.63 - $30.23 $316K - $359K
114K $3.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.1K
- 1.67%
$113.92 - $127.38 $239K - $267K
124K $14.2B
DIS
Walt Disney CO

Communication Services
-5.93K
- 44.68%
$92.39 - $117.6 $548K - $697K
7.34K $818M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-9.32K
- 16.68%
$23.01 - $26.06 $215K - $243K
46.6K $1.08B
USFR
Wisdomtree Floating Rate Treas

ETFs
-7.72K
- 18.7%
$50.23 - $50.46 $388K - $390K
33.6K $1.69B
EEM
Ishares Msci Emerging Markets

ETFs
-6.54K
- 29.78%
$41.82 - $47.36 $274K - $310K
15.4K $645M
HDV
Ishares Core High Dividend ETF

ETFs
-588
- 1.42%
$110.82 - $121.28 $65.2K - $71.3K
40.8K $4.58B
CMCSA
Comcast Corp

Communication Services
-8
- 0.01%
$37.39 - $45.14 $299 - $361
62.3K $2.34B
VHT
Vanguard Health Care ETF

ETFs
-234
- 3.26%
$250.81 - $283.3 $58.7K - $66.3K
6.93K $1.76B
GD
General Dynamics Corp

Industrials
-13
- 0.2%
$260.28 - $314.03 $3.38K - $4.08K
6.58K $1.73B
BA
Boeing CO

Industrials
-1.9K
- 61.05%
$138.14 - $180.72 $262K - $343K
1.21K $214M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-360
- 1.35%
$75.1 - $82.99 $27K - $29.9K
26.3K $1.99B
VGSH
Vanguard

ETFs
-3.44K
- 7.84%
$58.02 - $58.88 $199K - $202K
40.4K $2.35B
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-8.4K
- 12.65%
$19.65 - $20.27 $165K - $170K
58K $1.14B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.18K
- 27.25%
$60.13 - $67.31 $131K - $147K
5.81K $353M
GLD
Spdr Gold Trust

ETFs
-726
- 18.12%
$236.59 - $257.5 $172K - $187K
3.28K $794M
ABT
Abbott Laboratories

Healthcare
-1.19K
- 4.21%
$111.93 - $119.39 $133K - $142K
27.1K $3.06B
LLY
Eli Lilly & CO

Healthcare
-80
- 10.32%
$727.2 - $932.06 $58.2K - $74.6K
695 $537M
CVX
Chevron Corp

Energy
-814
- 7.75%
$141.15 - $162.53 $115K - $132K
9.69K $1.4B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-146
- 4.24%
$563.99 - $620.12 $82.3K - $90.5K
3.3K $1.88B
DHR
Danaher Corp

Healthcare
-51
- 3.48%
$226.16 - $274.52 $11.5K - $14K
1.41K $325M
CAT
Caterpillar Inc

Industrials
-139
- 13.19%
$360.37 - $416.88 $50.1K - $57.9K
915 $332M
PG
Procter & Gamble CO

Consumer Defensive
-75
- 0.62%
$161.05 - $179.7 $12.1K - $13.5K
12.1K $2.03B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-401
- 10.28%
$89.81 - $104.0 $36K - $41.7K
3.5K $315M
UPS
United Parcel Service Inc

Industrials
-362
- 15.18%
$122.65 - $138.35 $44.4K - $50.1K
2.02K $255M
VLO
Valero Energy Corp

Energy
-126
- 3.61%
$118.59 - $144.02 $14.9K - $18.1K
3.36K $412M
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.57%
$151.29 - $176.1 $2.57K - $2.99K
2.95K $449M
LFUS
Littelfuse Inc

Technology
-15
- 0.96%
$233.99 - $262.18 $3.51K - $3.93K
1.56K $367M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-210
- 1.0%
$20.55 - $23.26 $4.32K - $4.88K
20.9K $440M
DVY
Ishares Tr

ETFs
-119
- 1.37%
$129.55 - $143.41 $15.4K - $17.1K
8.58K $1.13B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-89
- 0.29%
$90.66 - $99.46 $8.07K - $8.85K
31.1K $2.83B
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.85%
$485.52 - $625.25 $1.94K - $2.5K
468 $237M
QCOM
Qualcomm Inc

Technology
-78
- 4.92%
$150.4 - $178.04 $11.7K - $13.9K
1.51K $231M
IEFA
Ishares Tr

ETFs
-26
- 0.64%
$70.06 - $77.43 $1.82K - $2.01K
4.06K $286M
SPG
Simon Property Group Inc

Real Estate
-216
- 8.59%
$167.23 - $183.84 $36.1K - $39.7K
2.3K $396M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-232
- 2.8%
$48.33 - $49.08 $11.2K - $11.4K
8.05K $390M
IBM
International Business Machines Corp

Technology
-72
- 4.51%
$204.9 - $238.04 $14.8K - $17.1K
1.52K $335M
ORCL
Oracle Corp

Technology
-49
- 1.97%
$165.41 - $192.43 $8.11K - $9.43K
2.44K $406M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 0.88%
$174.22 - $187.62 $3.14K - $3.38K
2.02K $354M
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 2.06%
$216.13 - $242.4 $10.2K - $11.4K
2.23K $493M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-85
- 3.05%
$86.65 - $94.9 $7.37K - $8.07K
2.7K $235M
VB
Vanguard Small Cap ETF

ETFs
-169
- 1.65%
$233.76 - $261.58 $39.5K - $44.2K
10.1K $2.42B
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 4.03%
$873.59 - $994.69 $31.4K - $35.8K
857 $785M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-62
- 2.2%
$78.43 - $87.17 $4.86K - $5.4K
2.76K $221M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5
- 0.56%
$311.11 - $335.64 $1.56K - $1.68K
895 $288M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-27
- 0.69%
$55.73 - $66.16 $1.5K - $1.79K
3.86K $233M
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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