Bleakley Financial Group, LLC Incresed Positions in Q4 2024

Bleakley Financial Group, LLC

  • $3.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
450K
+ 7076.33%
$63.58 - $71.15 $28.6M - $32M
456K $29.7B
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
+ 1.79%
$213.65 - $479.86 $275K - $618K
73.4K $29.6B
AVGO
Broadcom Inc.

Technology
3.56K
+ 2.55%
$159.67 - $250.0 $569K - $891K
143K $33.3B
NVDA
Nvidia Corp

Technology
11.9K
+ 2.19%
$117.0 - $148.88 $1.4M - $1.78M
558K $74.9B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
135K
+ 252.32%
$51.58 - $52.91 $6.94M - $7.12M
188K $9.72B
Ishares Bitcoin Trust ETF
62.5K
+ 48.01%
N/A
193K $10.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.81K
+ 5.18%
$481.22 - $538.17 $1.83M - $2.05M
77.3K $39.5B
NFLX
Netflix Inc

Communication Services
1.23K
+ 8.81%
$687.65 - $936.56 $844K - $1.15M
15.2K $13.5B
MSTR
Microstrategy Inc

Technology
7.71K
+ 85.25%
$162.69 - $473.83 $1.25M - $3.65M
16.8K $4.85B
BMY
Bristol Myers Squibb CO

Healthcare
49.6K
+ 136.22%
$51.92 - $59.94 $2.58M - $2.97M
86K $4.87B
V
Visa Inc.

Financial Services
1.57K
+ 3.37%
$273.87 - $320.91 $431K - $505K
48.3K $15.3B
CRM
Salesforce, Inc.

Technology
1.39K
+ 5.21%
$270.87 - $367.87 $377K - $512K
28.1K $9.4B
DVY
Ishares Tr

ETFs
15.9K
+ 352.69%
$129.55 - $143.41 $2.06M - $2.28M
20.4K $2.68B
PLTR
Palantir Technologies Inc.

Technology
2.25K
+ 4.75%
$36.46 - $82.38 $82K - $185K
49.6K $3.75B
UAL
United Airlines Holdings, Inc.

Industrials
17.5K
+ 293.66%
$55.62 - $102.44 $973K - $1.79M
23.5K $2.28B
META
Meta Platforms, Inc.

Communication Services
1.74K
+ 2.79%
$554.08 - $632.68 $964K - $1.1M
64K $37.5B
DIS
Walt Disney CO

Communication Services
3K
+ 3.59%
$92.39 - $117.6 $277K - $353K
86.7K $9.66B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.31K
+ 3.83%
$47.29 - $84.74 $109K - $196K
62.7K $4.64B
HMOP
Hartford Fds Exchange Traded T

ETFs
38K
+ 287.22%
$38.56 - $39.45 $1.47M - $1.5M
51.3K $1.98B
VDE
Vanguard Energy ETF

ETFs
12.2K
+ 40.99%
$116.67 - $136.78 $1.42M - $1.67M
41.9K $5.08B
BSX
Boston Scientific Corp

Healthcare
12.8K
+ 32.3%
$83.62 - $91.5 $1.07M - $1.17M
52.4K $4.68B
VTI
Vanguard Total Stock Market Et

ETFs
3.84K
+ 11.51%
$280.04 - $302.45 $1.07M - $1.16M
37.2K $10.8B
Ge Vernova Inc
2.3K
+ 29.88%
N/A
9.98K $3.28B
WFC
Wells Fargo & Company

Financial Services
4.48K
+ 6.55%
$54.98 - $77.35 $246K - $347K
72.9K $5.12B
ABT
Abbott Laboratories

Healthcare
11K
+ 24.39%
$111.93 - $119.39 $1.23M - $1.31M
56K $6.33B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
569
+ 1.37%
$172.07 - $207.36 $97.9K - $118K
42.2K $8.34B
IWV
Ishares Russell 3000 ETF

ETFs
3.18K
+ 88.52%
$323.08 - $349.08 $1.03M - $1.11M
6.78K $2.27B
CSCO
Cisco Systems, Inc.

Technology
4.09K
+ 2.96%
$52.45 - $60.02 $215K - $246K
143K $8.44B
MCK
Mckesson Corp

Healthcare
1.35K
+ 39.63%
$482.27 - $628.5 $652K - $849K
4.76K $2.71B
COP
Conocophillips

Energy
12.3K
+ 38.04%
$95.12 - $114.72 $1.17M - $1.41M
44.7K $4.43B
COST
Costco Wholesale Corp

Consumer Defensive
783
+ 7.71%
$873.59 - $994.69 $684K - $779K
10.9K $10B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.2K
+ 17.59%
$77.02 - $78.58 $1.09M - $1.11M
94.7K $7.32B
GS
Goldman Sachs Group Inc

Financial Services
97
+ 0.83%
$486.1 - $608.57 $47.2K - $59K
11.8K $6.76B
Capital Group Core Balanced
29.5K
+ 142.95%
N/A
50.2K $1.57B
NOW
Service Now, Inc.

Technology
250
+ 6.44%
$867.18 - $1148.42 $217K - $287K
4.13K $4.38B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.18K
+ 145.95%
$129.96 - $144.97 $803K - $896K
10.4K $1.45B
MA
Mastercard Inc

Financial Services
107
+ 0.44%
$491.3 - $536.15 $52.6K - $57.4K
24.5K $12.9B
IWF
Ishares Russell 1000 Gr ETF

ETFs
803
+ 3.97%
$370.24 - $418.94 $297K - $336K
21.1K $8.46B
ASC
Ardmore Shipping Corp

Industrials
78.5K
+ 406.61%
$11.09 - $18.59 $871K - $1.46M
97.8K $1.19B
CGGR
Capital Group Growth ETF Shs C

ETFs
14.6K
+ 13.06%
$34.49 - $39.24 $504K - $573K
126K $4.7B
ISRG
Intuitive Surgical Inc

Healthcare
1.06K
+ 12.59%
$471.27 - $550.62 $497K - $581K
9.43K $4.92B
CAH
Cardinal Health Inc

Healthcare
6.5K
+ 144.56%
$107.89 - $125.33 $701K - $815K
11K $1.3B
ABBV
Abb Vie Inc.

Healthcare
9.88K
+ 19.84%
$164.99 - $203.87 $1.63M - $2.01M
59.7K $10.6B
VUG
Vanguard Growth ETF

ETFs
521
+ 2.48%
$378.79 - $428.11 $197K - $223K
21.5K $8.82B
VOT
Vanguard Mid Cap Growth Index

ETFs
2.76K
+ 58.54%
$241.48 - $274.89 $667K - $760K
7.48K $1.9B
STNG
Scorpio Tankers Inc.

Energy
18K
+ 218.45%
$47.15 - $74.31 $849K - $1.34M
26.3K $1.3B
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 1.78%
$4100.99 - $5300.34 $61.5K - $79.5K
857 $4.26B
MS
Morgan Stanley

Financial Services
910
+ 3.3%
$104.42 - $134.99 $95K - $123K
28.5K $3.58B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.3K
+ 3.76%
$29.73 - $30.81 $456K - $473K
424K $12.9B
Activity Summary
Buys All Purchases 608 New Holdings 102 Increased Positions 506 Sells All Sells 410 Reductions 410 Sold out 0 Options Calls 2 Puts 1
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