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  Name: Embree Financial Group
  City: Chicago
  State: IL
  Zip: 60654
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $596,954,000
  Total Value Change : $11,458,000
  Securities Held Change : 8
   
All Securities Held : 201
  New Positions : 17
  Closed Positions : 9
  Increased Positions : 101
  Unchanged Positions : 20
  Decreased Positions : 63

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BLK)1 Year Chart         BLK BlackRock Inc A 27 New $1,082.15 $4,894,000 5,171 0.82% 4,894,000 5,171 0.003    Investment Brokerage ...
   (VFLO)1 Year Chart         VFLO Victoryshares Free Cash Flo... 59 New $0.00 $2,089,000 60,947 0.35% 2,089,000 60,947 0.068    N/A
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 80 New $0.00 $1,341,000 28,517 0.22% 1,341,000 28,517 0.032    N/A
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 88 New $0.00 $1,052,000 20,683 0.18% 1,052,000 20,683 0.024    N/A
   (MLPX)1 Year Chart         MLPX Global X Mlp And Energy Inf... 90 New $7.73 $1,023,000 16,034 0.17% 1,023,000 16,034 0.008    N/A
   (IDMO)1 Year Chart         IDMO Powershares S 105 New $0.00 $741,000 16,774 0.12% 741,000 16,774 0    N/A
   (FLMI)1 Year Chart         FLMI Franklin Liberty Intermedia... 109 New $0.00 $699,000 28,596 0.12% 699,000 28,596 0.318    N/A
   (BALI)1 Year Chart         BALI BLACKROCK ETF TRUST 131 New $0.00 $467,000 16,205 0.08% 467,000 16,205 0.18    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 160 New $62.87 $308,000 5,220 0.05% 308,000 5,220 0    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 170 New $102.52 $286,000 3,693 0.05% 286,000 3,693 0.001    Diversified Computer ...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 181 New $514.10 $250,000 709 0.04% 250,000 709 0    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 183 New $125.22 $248,000 2,716 0.04% 248,000 2,716 0    N/A
   (APO)1 Year Chart         APO Apollo Global Management LLC 186 New $144.47 $241,000 1,761 0.04% 241,000 1,761 0    Diversified Investments
   (WFC)1 Year Chart         WFC Wells Fargo & Co 189 New $83.60 $224,000 3,125 0.04% 224,000 3,125 0    Domestic Money Center...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 190 New $429.33 $222,000 446 0.04% 222,000 446 0    Medical Laboratories ...
   (WDAY)1 Year Chart         WDAY Workday, Inc. 193 New $241.76 $217,000 928 0.04% 217,000 928 0    Application Software
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 197 New $309.20 $208,000 679 0.03% 208,000 679 0    Business Software & S...
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