Embree Financial Group Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$664.2B

Holdings

213

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
101
RSGREPUBLIC SVCS INC
3,926$968.3M0.15%
102
ICEINTERCONTINENTAL EXCHANGE IN
5,108$937.2M0.14%
103
QQQMINVESCO EXCH TRADED FD TR II
4,058$921.5M0.14%
104
IVWISHARES TR
8,357$920.1M0.14%
105
IGMISHARES TR
7,387$829.8M0.12%
106
PGHYINVESCO EXCH TRADED FD TR II
40,303$800.8M0.12%
107
NFLXNETFLIX INC
583$780.7M0.12%
108
XLKSELECT SECTOR SPDR TR
3,037$768.9M0.12%
109
VBRVANGUARD INDEX FDS
3,932$766.8M0.12%
110
IVEISHARES TR
3,904$762.9M0.11%
111
IVOGVANGUARD ADMIRAL FDS INC
6,659$752.6M0.11%
112
VVVANGUARD INDEX FDS
2,622$748.2M0.11%
113
ACNACCENTURE PLC IRELAND
2,350$702.4M0.11%
114
KOCOCA COLA CO
9,872$698.4M0.11%
115
MGCVANGUARD WORLD FD
3,065$689.4M0.10%
116
XLFSELECT SECTOR SPDR TR
13,062$684.1M0.10%
117
CSXCSX CORP
20,920$682.6M0.10%
118
SPYVSPDR SERIES TRUST
12,990$679.9M0.10%
119
FLMIFRANKLIN TEMPLETON ETF TR
27,158$658.8M0.10%
120
HONHONEYWELL INTL INC
2,827$658.4M0.10%
121
VTEBVANGUARD MUN BD FDS
13,381$656.1M0.10%
122
QUALISHARES TR
3,587$655.8M0.10%
123
LLYELI LILLY & CO
836$651.5M0.10%
124
FNDESCHWAB STRATEGIC TR
19,270$636.1M0.10%
125
EEMISHARES TR
13,131$633.4M0.10%
126
BILSSPDR SERIES TRUST
6,257$622.2M0.09%
127
MAMASTERCARD INCORPORATED
1,105$621.0M0.09%
128
ORCLORACLE CORP
2,827$618.0M0.09%
129
AVGOBROADCOM INC
2,189$603.4M0.09%
130
CEGCONSTELLATION ENERGY CORP
1,863$601.2M0.09%
131
MGKVANGUARD WORLD FD
1,600$585.9M0.09%
132
NVONOVO-NORDISK A S
8,231$568.1M0.09%
133
SCHZSCHWAB STRATEGIC TR
24,229$563.1M0.08%
134
SPGIS&P GLOBAL INC
1,031$543.8M0.08%
135
UNPUNION PAC CORP
2,083$479.2M0.07%
136
CGGOCAPITAL GROUP GBL GROWTH EQT
14,620$467.4M0.07%
137
IBMINTERNATIONAL BUSINESS MACHS
1,560$459.9M0.07%
138
IWNISHARES TR
2,859$451.0M0.07%
139
VLOVALERO ENERGY CORP
3,346$449.8M0.07%
140
MRKMERCK & CO INC
5,671$448.9M0.07%
141
TSLATESLA INC
1,367$434.2M0.07%
142
PEPPEPSICO INC
3,273$432.2M0.07%
143
VVISA INC
1,212$430.2M0.06%
144
IBITISHARES BITCOIN TRUST ETF
7,014$429.3M0.06%Call
145
FNDXSCHWAB STRATEGIC TR
17,017$417.6M0.06%
146
JEPIJ P MORGAN EXCHANGE TRADED F
7,152$406.6M0.06%
147
DISDISNEY WALT CO
3,277$406.4M0.06%Call
148
SCZISHARES TR
5,390$391.7M0.06%
149
SPGSIMON PPTY GROUP INC NEW
2,322$373.2M0.06%
150
VTIPVANGUARD MALVERN FDS
7,405$372.2M0.06%
151
RSPINVESCO EXCHANGE TRADED FD T
2,038$370.4M0.06%
152
FNFFIDELITY NATIONAL FINANCIAL
6,587$369.2M0.06%
153
SCHHSCHWAB STRATEGIC TR
17,346$367.0M0.06%
154
IXUSISHARES TR
4,589$354.8M0.05%
155
DRIDARDEN RESTAURANTS INC
1,624$353.9M0.05%
156
HDHOME DEPOT INC
960$351.9M0.05%
157
IAU*ISHARES GOLD TR
5,589$348.5M0.05%
158
CWBSPDR SERIES TRUST
4,209$347.9M0.05%
159
VEAVANGUARD TAX-MANAGED FDS
6,046$344.7M0.05%
160
VOEVANGUARD INDEX FDS
2,078$341.7M0.05%
161
BCCCGLOBAL X FDS
7,733$337.0M0.05%
162
CMGCHIPOTLE MEXICAN GRILL INC
5,969$335.2M0.05%
163
IWOISHARES TR
1,168$333.8M0.05%
164
TRVCCITIGROUP INC
3,896$331.6M0.05%
165
XPOXPO INC
2,595$327.7M0.05%
166
ANETARISTA NETWORKS INC
3,201$327.5M0.05%
167
VTWGVANGUARD SCOTTSDALE FDS
1,538$320.6M0.05%
168
VTVANGUARD INTL EQUITY INDEX F
2,491$320.2M0.05%
169
CATCATERPILLAR INC
817$317.3M0.05%
170
NEENEXTERA ENERGY INC
4,497$312.2M0.05%
171
IVOOVANGUARD ADMIRAL FDS INC
2,918$306.3M0.05%
172
IWBISHARES TR
895$303.9M0.05%
173
PFEPFIZER INC
12,294$298.0M0.04%
174
VNQVANGUARD INDEX FDS
3,324$296.0M0.04%
175
EWJISHARES INC
3,903$292.6M0.04%
176
IDVOAMPLIFY ETF TR
8,497$292.0M0.04%
177
VOVANGUARD INDEX FDS
1,035$289.7M0.04%
178
XLGINVESCO EXCHANGE TRADED FD T
5,511$287.1M0.04%
179
ULUNILEVER PLC
4,691$286.9M0.04%
180
IWMISHARES TR
1,303$281.2M0.04%
181
SHOPSHOPIFY INC
2,407$277.6M0.04%
182
ETNEATON CORP PLC
776$277.0M0.04%
183
VTWOVANGUARD SCOTTSDALE FDS
3,133$273.2M0.04%
184
XBISPDR SERIES TRUST
3,294$273.2M0.04%
185
TFLOISHARES TR
5,283$267.6M0.04%
186
QCOMQUALCOMM INC
1,675$266.8M0.04%
187
BABOEING CO
1,265$265.1M0.04%
188
XTISHARES TR
4,023$262.5M0.04%
189
WFCWELLS FARGO CO NEW
3,204$256.7M0.04%
190
THROBLACKROCK ETF TRUST
7,014$249.6M0.04%
191
VXUSVANGUARD STAR FDS
3,576$247.0M0.04%
192
DFACDIMENSIONAL ETF TRUST
6,837$245.0M0.04%
193
SUBISHARES TR
2,303$244.9M0.04%
194
CRWDCROWDSTRIKE HLDGS INC
480$244.5M0.04%
195
CARRCARRIER GLOBAL CORPORATION
3,265$238.9M0.04%
196
AMDADVANCED MICRO DEVICES INC
1,646$233.6M0.04%
197
PANWPALO ALTO NETWORKS INC
1,140$233.3M0.04%
198
AJGGALLAGHER ARTHUR J & CO
710$227.4M0.03%
199
IGVISHARES TR
2,057$225.2M0.03%
200
SYKSTRYKER CORPORATION
567$224.2M0.03%
PreviousPage 2 of 3Next