Bleakley Financial Group, LLC Sells in Q2 2025

Bleakley Financial Group, LLC

  • $3.94 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-308K
- 21.03%
$48.13 - $49.85 $14.8M - $15.4M
1.16M $56.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-152K
- 25.8%
$100.35 - $100.71 $15.3M - $15.3M
438K $44.1B
UNH
Unitedhealth Group Inc

Healthcare
-144
- 0.63%
$274.35 - $599.47 $39.5K - $86.3K
22.7K $7.08B
BMY
Bristol Myers Squibb CO

Healthcare
-56.4K
- 64.11%
$44.12 - $59.6 $2.49M - $3.36M
31.6K $1.46B
PHYS
Sprott Physical Gold Trust

Financial Services
-253K
- 9.14%
$22.82 - $26.29 $5.78M - $6.66M
2.52M $63.9B
CVX
Chevron Corp

Energy
-2.06K
- 3.32%
$133.73 - $168.51 $276K - $347K
60K $8.59B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-360K
- 6.65%
$26.18 - $30.91 $9.43M - $11.1M
5.06M $152B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-540
- 3.73%
$390.26 - $489.06 $211K - $264K
13.9K $5.65B
GILD
Gilead Sciences, Inc.

Healthcare
-13.5K
- 33.03%
$96.91 - $113.0 $1.31M - $1.53M
27.4K $3.04B
CVS
Cvs Health Corp

Healthcare
-23.2K
- 46.38%
$60.04 - $70.18 $1.39M - $1.62M
26.8K $1.85B
MRK
Merck & Co., Inc.

Healthcare
-3.21K
- 4.4%
$73.47 - $87.12 $236K - $279K
69.7K $5.52B
PEP
Pepsico Inc

Consumer Defensive
-2.39K
- 6.09%
$128.02 - $151.37 $306K - $362K
36.9K $4.87B
MUB
Ishares National Muni Bond ETF

ETFs
-8.7K
- 22.29%
$102.31 - $105.8 $891K - $921K
30.4K $3.17B
WM
Waste Management Inc

Industrials
-3.89K
- 23.6%
$216.47 - $242.1 $843K - $942K
12.6K $2.88B
HMOP
Hartford Fds Exchange Traded T

ETFs
-18.3K
- 35.69%
$37.54 - $38.74 $685K - $707K
32.9K $1.26B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-6.31K
- 31.82%
$95.74 - $115.54 $604K - $729K
13.5K $1.55B
Sable Offshore Corp
-17.6K
- 26.51%
N/A
48.8K $1.07B
VHT
Vanguard Health Care ETF

ETFs
-619
- 2.23%
$236.71 - $261.92 $147K - $162K
27.2K $6.75B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.83K
- 34.19%
$75.05 - $77.34 $587K - $605K
15.1K $1.17B
XLE
Energy Sector Spdr

ETFs
-1.09K
- 2.07%
$76.44 - $94.13 $83.2K - $102K
51.5K $4.37B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-10.2K
- 10.9%
$49.98 - $50.26 $510K - $513K
83.5K $4.19B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.31K
- 22.23%
$107.83 - $119.94 $356K - $397K
11.6K $1.25B
KWEB
Kraneshares Tr Csi China Inter

ETFs
-5.86K
- 1.77%
$28.28 - $35.22 $166K - $206K
324K $11.1B
UPS
United Parcel Service Inc

Industrials
-1.32K
- 4.65%
$91.92 - $110.2 $122K - $146K
27.1K $2.74B
VDE
Vanguard Energy ETF

ETFs
-940
- 3.63%
$105.87 - $130.56 $99.5K - $123K
24.9K $2.97B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-5.54K
- 2.06%
$53.27 - $54.27 $295K - $300K
263K $14.1B
NVO
Novo Nordisk A S

Healthcare
-4.64K
- 6.56%
$58.08 - $81.05 $269K - $376K
66.1K $4.56B
SLB
Schlumberger Limited

Energy
-459
- 1.39%
$31.95 - $42.2 $14.7K - $19.4K
32.7K $1.1B
ACN
Accenture PLC

Technology
-96
- 0.52%
$279.23 - $323.21 $26.8K - $31K
18.3K $5.47B
EA
Electronic Arts Inc.

Communication Services
-3.12K
- 20.54%
$132.53 - $159.7 $414K - $499K
12.1K $1.93B
OMC
Omnicom Group Inc.

Communication Services
-323
- 1.66%
$69.22 - $79.77 $22.4K - $25.8K
19.1K $1.38B
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-548
- 2.49%
N/A
21.5K $1.11B
EOG
Eog Resources Inc

Energy
-776
- 6.41%
$104.61 - $129.97 $81.2K - $101K
11.3K $1.35B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-666
- 5.28%
$53.23 - $70.65 $35.5K - $47.1K
12K $692M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.04K
- 15.57%
$44.37 - $50.04 $135K - $152K
16.5K $784M
PLD
Prologis, Inc.

Real Estate
-758
- 4.56%
$89.76 - $112.34 $68K - $85.2K
15.9K $1.67B
CGSD
Capital Grp Core Plus Income E
-7.12K
- 15.7%
N/A
38.2K $992M
CPRT
Copart Inc

Consumer Cyclical
-846
- 4.7%
$47.72 - $63.84 $40.4K - $54K
17.1K $841M
ETR
Entergy Corp

Utilities
-1.36K
- 6.17%
$79.01 - $86.61 $108K - $118K
20.7K $1.72B
PPC
Pilgrims Pride Corp

Consumer Defensive
-669
- 4.8%
$44.55 - $56.26 $29.8K - $37.6K
13.3K $597M
NEE
Nextera Energy Inc

Utilities
-1.2K
- 2.79%
$64.11 - $75.0 $77.1K - $90.2K
41.9K $2.91B
DIS
Walt Disney CO

Communication Services
-19.5K
- 21.69%
$81.72 - $124.01 $1.6M - $2.42M
70.5K $8.75B
HPQ
Hp Inc

Technology
-2.98K
- 14.7%
$21.88 - $29.32 $65.2K - $87.3K
17.3K $423M
VFC
V F Corp

Consumer Cyclical
-123
- 0.34%
$9.74 - $16.39 $1.2K - $2.02K
35.9K $422M
BKR
Baker Hughes CO

Energy
-339
- 1.55%
$35.0 - $44.92 $11.9K - $15.2K
21.6K $826M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.64K
- 8.61%
$49.79 - $50.75 $131K - $134K
28K $1.42B
ALKS
Alkermes Plc.

Healthcare
-1.68K
- 10.69%
$26.59 - $32.65 $44.8K - $54.9K
14.1K $402M
GM
General Motors CO

Consumer Cyclical
-3.1K
- 15.23%
$42.48 - $50.46 $132K - $156K
17.2K $849M
TTC
Toro CO

Industrials
-1.18K
- 10.35%
$63.51 - $77.8 $74.8K - $91.6K
10.2K $721M
Activity Summary
Buys All Purchases 438 New Holdings 88 Increased Positions 350 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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