Bleakley Financial Group, LLC Incresed Positions in Q3 2024

Bleakley Financial Group, LLC

  • $3.28 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.16K
+ 1.04%
$207.23 - $234.82 $1.28M - $1.45M
599K $140B
VGSH
Vanguard

ETFs
207K
+ 94.55%
$57.74 - $59.13 $12M - $12.3M
426K $25.2B
VO
Vanguard Mid Cap ETF

ETFs
2.94K
+ 0.8%
$237.84 - $263.83 $699K - $775K
369K $97.3B
TSLA
Tesla, Inc.

Consumer Cyclical
6.04K
+ 9.15%
$191.76 - $263.26 $1.16M - $1.59M
72.1K $18.9B
NVDA
Nvidia Corp

Technology
54.9K
+ 11.19%
$98.91 - $134.91 $5.43M - $7.41M
546K $66.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
769
+ 0.49%
$517.38 - $573.86 $398K - $441K
157K $90.1B
UPS
United Parcel Service Inc

Industrials
36K
+ 135.02%
$123.32 - $147.38 $4.43M - $5.3M
62.6K $8.53B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
46.7K
+ 8.94%
$100.3 - $100.74 $4.68M - $4.7M
568K $57.3B
META
Meta Platforms, Inc.

Communication Services
738
+ 1.2%
$453.41 - $572.44 $335K - $422K
62.2K $35.6B
GLD
Spdr Gold Trust

ETFs
1.22K
+ 1.05%
$215.56 - $246.98 $262K - $301K
117K $28.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
271
+ 0.52%
$405.19 - $478.57 $110K - $130K
52.8K $24.3B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
45.4K
+ 6.39%
$48.06 - $49.39 $2.18M - $2.24M
755K $37.2B
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.81K
+ 0.5%
$24.73 - $34.02 $44.7K - $61.5K
361K $12.3B
IVV
Ishares Core S&P 500 ETF

ETFs
2.44K
+ 7.06%
$520.18 - $576.82 $1.27M - $1.41M
37K $21.4B
KKR
Kkr & Co. Inc.

Financial Services
11.9K
+ 42.84%
$104.51 - $133.23 $1.25M - $1.59M
39.7K $5.19B
JNJ
Johnson & Johnson

Healthcare
2.86K
+ 2.72%
$145.48 - $167.38 $417K - $479K
108K $17.6B
NFLX
Netflix Inc

Communication Services
2.18K
+ 18.56%
$598.55 - $722.26 $1.31M - $1.58M
13.9K $9.88B
PM
Philip Morris International Inc.

Consumer Defensive
735
+ 0.82%
$101.25 - $127.45 $74.4K - $93.7K
90.5K $11B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
50.5K
+ 14.1%
$28.1 - $29.89 $1.42M - $1.51M
408K $12.2B
IBM
International Business Machines Corp

Technology
592
+ 1.93%
$175.1 - $223.38 $104K - $132K
31.3K $6.93B
MA
Mastercard Inc

Financial Services
165
+ 0.68%
$429.6 - $500.99 $70.9K - $82.7K
24.4K $12.1B
ORCL
Oracle Corp

Technology
1.24K
+ 3.18%
$125.9 - $170.35 $156K - $212K
40.3K $6.86B
TT
Trane Technologies PLC

Industrials
2.9K
+ 78.32%
$314.21 - $388.71 $912K - $1.13M
6.61K $2.57B
MDT
Medtronic PLC

Healthcare
7.79K
+ 13.94%
$76.84 - $91.03 $598K - $709K
63.6K $5.73B
IRM
Iron Mountain Inc

Real Estate
7.22K
+ 45.8%
$89.69 - $119.32 $648K - $862K
23K $2.73B
SNY
Sanofi

Healthcare
4.19K
+ 3.6%
$48.54 - $58.53 $203K - $245K
121K $6.95B
IWD
Ishares Russell 1000 Val ETF

ETFs
133
+ 0.17%
$173.36 - $189.8 $23.1K - $25.2K
79.9K $15.2B
CAT
Caterpillar Inc

Industrials
281
+ 1.48%
$316.8 - $391.12 $89K - $110K
19.2K $7.52B
Ishares Bitcoin Tr
27.7K
+ 26.99%
N/A
130K $4.7B
Ge Vernova Inc
3.01K
+ 64.31%
N/A
7.68K $1.96B
UL
Unilever PLC

Consumer Defensive
9.48K
+ 18.35%
$54.7 - $65.59 $518K - $621K
61.1K $3.97B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.65K
+ 274.42%
$211.47 - $281.27 $982K - $1.31M
6.34K $1.56B
HWM
Howmet Aerospace Inc.

Industrials
9.63K
+ 177.88%
$77.3 - $100.22 $745K - $965K
15K $1.51B
T
At&T Inc.

Communication Services
16.5K
+ 6.63%
$18.21 - $22.28 $300K - $368K
266K $5.84B
RSP
Invesco S&P 500 Equal Weight E

ETFs
815
+ 1.3%
$162.83 - $179.16 $133K - $146K
63.5K $11.4B
IR
Ingersoll Rand Inc.

Industrials
10.1K
+ 128.03%
$86.9 - $100.4 $874K - $1.01M
17.9K $1.76B
NOC
Northrop Grumman Corp

Industrials
647
+ 8.54%
$423.73 - $533.14 $274K - $345K
8.22K $4.34B
SHW
Sherwin Williams CO

Basic Materials
96
+ 0.86%
$294.65 - $384.0 $28.3K - $36.9K
11.2K $4.28B
CARR
Carrier Global Corp

Industrials
1.58K
+ 3.47%
$61.9 - $80.88 $97.6K - $128K
47K $3.78B
TRGP
Targa Resources Corp.

Energy
5.19K
+ 70.13%
$127.86 - $156.46 $663K - $811K
12.6K $1.86B
PG
Procter & Gamble CO

Consumer Defensive
1.22K
+ 1.47%
$160.76 - $177.82 $196K - $217K
83.8K $14.5B
MSTR
Microstrategy Inc

Technology
8.59K
+ 1854.21%
$114.3 - $1800.09 $981K - $15.5M
9.05K $1.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.09%
$475.2 - $527.7 $12.8K - $14.2K
31.7K $16.7B
TAK
Takeda Pharmaceutical CO LTD

Healthcare
35.2K
+ 11.73%
$13.0 - $15.08 $457K - $531K
335K $4.77B
CRM
Salesforce, Inc.

Technology
1.62K
+ 6.43%
$238.42 - $276.53 $385K - $447K
26.7K $7.31B
RTX
Raytheon Technologies Corp

Industrials
133
+ 0.33%
$99.55 - $123.34 $13.2K - $16.4K
40.2K $4.87B
JPM
Jpmorgan Chase & CO

Financial Services
429
+ 0.49%
$194.9 - $224.8 $83.6K - $96.4K
87.6K $18.5B
APP
App Lovin Corp

Technology
4.5K
+ 87.52%
$67.14 - $130.65 $302K - $588K
9.65K $1.26B
AVGO
Broadcom Inc.

Technology
125K
+ 862.13%
$136.27 - $1745.86 $17.1M - $219M
140K $24.1B
Activity Summary
Buys All Purchases 551 New Holdings 84 Increased Positions 467 Sells All Sells 443 Reductions 443 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email