Bleakley Financial Group, LLC Incresed Positions in Q1 2025

Bleakley Financial Group, LLC

  • $3.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group New Geography
18.7K
+ 30.4%
N/A
80.3K $2.02B
TRGP
Targa Resources Corp.

Energy
1.02K
+ 8.5%
$178.44 - $217.22 $182K - $222K
13K $2.61B
BUG
Global X Fds Cybersecurity ETF

ETFs
14.2K
+ 191.6%
$31.56 - $36.78 $450K - $524K
21.7K $701M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.58K
+ 13.54%
$56.12 - $68.15 $201K - $244K
30K $2.04B
SA
Seabridge Gold Inc

Basic Materials
38.2K
+ 204.19%
$10.47 - $13.33 $400K - $510K
57K $665M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.16K
+ 1.8%
$89.27 - $92.9 $193K - $201K
122K $11.3B
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.11K
+ 24.04%
$35.35 - $42.74 $251K - $304K
36.7K $1.52B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
19.3K
+ 32.28%
$17.61 - $18.7 $340K - $361K
79.2K $1.48B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.02K
+ 28.08%
$73.78 - $76.59 $370K - $384K
22.9K $1.75B
FISV
Fiserv Inc

Technology
500
+ 2.55%
N/A
20.1K $4.44B
EWS
Ishares Inc Msci Singapore ETF

ETFs
14.6K
+ 64.32%
$21.65 - $24.17 $317K - $354K
37.4K $889M
SBUX
Starbucks Corp

Consumer Cyclical
2.8K
+ 16.92%
$91.75 - $115.81 $257K - $324K
19.3K $1.9B
MCW
Mister Car Wash, Inc.

Consumer Cyclical
43.1K
+ 64.6%
$6.98 - $8.49 $301K - $366K
110K $866M
NEM
Newmont Corp

Basic Materials
4.18K
+ 28.22%
$37.79 - $48.39 $158K - $202K
19K $917M
PFE
Pfizer Inc

Healthcare
18.3K
+ 21.73%
$25.01 - $27.13 $457K - $496K
102K $2.59B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.67K
+ 18.51%
$43.79 - $57.46 $117K - $153K
17.1K $976M
ICE
Intercontinental Exchange, Inc.

Financial Services
725
+ 7.37%
$142.8 - $176.36 $104K - $128K
10.6K $1.82B
Capital Group Core Balanced
11.9K
+ 23.75%
N/A
62.1K $1.92B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
4.27K
+ 6.45%
$52.16 - $56.68 $222K - $242K
70.3K $3.92B
GS
Goldman Sachs Group Inc

Financial Services
1.18K
+ 10.01%
$524.81 - $672.19 $620K - $794K
13K $7.09B
VTI
Vanguard Total Stock Market Et

ETFs
3.24K
+ 8.71%
$271.18 - $303.12 $879K - $982K
40.4K $11.1B
MUB
Ishares National Muni Bond ETF

ETFs
3.48K
+ 9.77%
$104.71 - $107.69 $364K - $374K
39.1K $4.12B
NGG
National Grid PLC

Utilities
4.03K
+ 45.27%
$56.13 - $65.61 $226K - $264K
12.9K $848M
WFC
Wells Fargo & Company

Financial Services
2.77K
+ 3.8%
$66.78 - $81.42 $185K - $225K
75.7K $5.43B
MMM
3 M CO

Industrials
722
+ 6.26%
$129.7 - $155.12 $93.6K - $112K
12.2K $1.8B
WRB
Berkley W R Corp

Financial Services
162
+ 0.7%
$56.7 - $71.27 $9.19K - $11.5K
23.2K $1.65B
SMR
Nuscale Power Corp

Industrials
32.7K
+ 76.8%
$14.16 - $29.08 $463K - $951K
75.3K $1.07B
IAU
Ishares Gold Trust

ETFs
1.94K
+ 10.25%
$49.74 - $58.96 $96.4K - $114K
20.8K $1.23B
AIG
American International Group, Inc.

Financial Services
505
+ 2.94%
$70.5 - $86.94 $35.6K - $43.9K
17.7K $1.54B
NRZ
New Residential Investment Corp.

Real Estate
24.2K
+ 197.08%
N/A
36.4K $417M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.32K
+ 8.46%
$50.87 - $51.09 $271K - $272K
68.2K $3.48B
Kenvue Inc
4.23K
+ 6.19%
N/A
72.6K $1.74B
UNP
Union Pacific Corp

Industrials
628
+ 3.9%
$225.21 - $254.42 $141K - $160K
16.7K $3.95B
CMS
Cms Energy Corp

Utilities
2.51K
+ 23.3%
$64.99 - $75.11 $163K - $188K
13.3K $996M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.48K
+ 14.27%
$106.46 - $114.75 $264K - $284K
19.8K $2.18B
EBND
Spdr Bloomberg Emerging Market

ETFs
13.1K
+ 118.67%
$19.47 - $20.36 $256K - $268K
24.2K $486M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
794
+ 1.22%
$100.59 - $103.47 $79.9K - $82.2K
65.7K $6.8B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.6K
+ 3.68%
$24.5 - $24.95 $235K - $239K
270K $6.69B
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
13.2K
+ 6.75%
$7.15 - $8.48 $94K - $112K
208K $1.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.01K
+ 14.36%
$57.21 - $65.8 $458K - $527K
63.8K $3.72B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
5.81K
+ 67.68%
$45.21 - $50.33 $263K - $292K
14.4K $658M
UGP
Ultrapar Holdings Inc

Energy
65.7K
+ 75.65%
$2.56 - $3.2 $168K - $210K
153K $470M
CNQ
Canadian Natural Resources LTD

Energy
7.74K
+ 31.96%
$26.72 - $32.74 $207K - $254K
32K $985M
JPIB
Jpmorgan International Bond Op

ETFs
3.26K
+ 2.57%
$46.97 - $48.35 $153K - $158K
130K $6.24B
TRP
Tc Energy Corp

Energy
4.18K
+ 7.85%
$44.29 - $49.27 $185K - $206K
57.5K $2.71B
VLUE
Ishares Msci Usa Value Factor

ETFs
2.03K
+ 12.85%
$104.89 - $113.56 $213K - $230K
17.8K $1.9B
SLB
Schlumberger Limited

Energy
3.08K
+ 10.25%
$38.4 - $43.74 $118K - $135K
33.1K $1.38B
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
51.3K
+ 68.98%
$5.27 - $6.27 $270K - $322K
126K $663M
CGGR
Capital Group Growth ETF Shs C

ETFs
17.5K
+ 13.85%
$33.98 - $39.84 $595K - $698K
144K $4.93B
Activity Summary
Buys All Purchases 357 New Holdings 17 Increased Positions 340 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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