Bleakley Financial Group, LLC Portfolio Holdings

Bleakley Financial Group, LLC

  • $3.94 Trillion
  • Q2 2025

Bleakley Financial Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.94 Trillion distributed in 570 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $158B, Sprott Physical Gold & Silver Trust with a value of $152B, Apple Inc. with a value of $127B, Microsoft Corp with a value of $117B, and Vanguard Mid Cap ETF with a value of $112B.

Examining the 13F form we can see an increase of $822B in the current position value, from $3.12T to 3.94T.

Bleakley Financial Group, LLC is based out at Fairfield, NJ

Below you can find more details about Bleakley Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.94 Trillion
Technology: $556 Billion
Financial Services: $458 Billion
Healthcare: $187 Billion
Consumer Cyclical: $174 Billion
Communication Services: $174 Billion
Consumer Defensive: $115 Billion
Industrials: $110 Billion
Energy: $74.2 Billion
Other: $109 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Billion 3.87% of portfolio
5,058,879
Q2 2025 Reduced 6.65%
$3.69T
$127 Billion 3.21% of portfolio
616,693
Q2 2025 Added 2.57%
$3.95T
$117 Billion 2.97% of portfolio
235,111
Q2 2025 Added 7.79%
$456B
$95.1 Billion 2.42% of portfolio
602,079
Q2 2025 Added 7.44%
$2.26T
$70.1 Billion 1.78% of portfolio
319,543
Q2 2025 Added 5.24%
$0
$63.9 Billion 1.62% of portfolio
2,519,041
Q2 2025 Reduced 9.14%
$1.78T
$55.2 Billion 1.4% of portfolio
74,834
Q2 2025 Added 8.19%
$127B
$44.5 Billion 1.13% of portfolio
161,331
Q2 2025 Added 2.68%
$859B
$31.2 Billion 0.79% of portfolio
107,775
Q2 2025 Added 19.58%
$1.24T
$30.2 Billion 0.77% of portfolio
170,020
Q2 2025 Added 1.37%
$1.08T
$30 Billion 0.76% of portfolio
94,479
Q2 2025 Reduced 3.56%
$1.21T
$29.1 Billion 0.74% of portfolio
164,857
Q2 2025 Added 6.75%
$621B
$28.8 Billion 0.73% of portfolio
59,374
Q2 2025 Added 3.52%
$608B
$25.5 Billion 0.65% of portfolio
32,739
Q2 2025 Added 18.58%
$261B
$21.5 Billion 0.55% of portfolio
117,873
Q2 2025 Added 19.24%
$551B
$21 Billion 0.53% of portfolio
59,167
Q2 2025 Added 13.16%
$452B
$17.2 Billion 0.44% of portfolio
112,363
Q2 2025 Added 1.39%
$405B
$16.8 Billion 0.43% of portfolio
45,759
Q2 2025 Added 8.99%
$442B
$15.2 Billion 0.39% of portfolio
141,077
Q2 2025 Added 13.69%
$548B
$15.1 Billion 0.38% of portfolio
26,851
Q2 2025 Added 1.59%
$368B
$14 Billion 0.35% of portfolio
87,689
Q2 2025 Added 1.86%
$281B
$13.6 Billion 0.34% of portfolio
138,696
Q2 2025 Added 6.22%
$351B
$12.5 Billion 0.32% of portfolio
67,150
Q2 2025 Added 0.8%
$439B
$12.4 Billion 0.31% of portfolio
12,528
Q2 2025 Added 9.99%
$1.27T
$12 Billion 0.3% of portfolio
52,846
Q2 2025 Added 8.09%
$232B
$11.2 Billion 0.28% of portfolio
41,153
Q2 2025 Added 0.88%
$293B
$11.1 Billion 0.28% of portfolio
160,561
Q2 2025 Added 6.77%
$229B
$10.7 Billion 0.27% of portfolio
78,777
Q2 2025 Added 15.62%
$210B
$10.5 Billion 0.27% of portfolio
35,623
Q2 2025 Added 10.22%
$684B
$10.1 Billion 0.26% of portfolio
45,976
Q2 2025 Added 4.47%
$306B
$10.3 Billion 0.26% of portfolio
40,090
Q2 2025 Added 6.74%
$306B
$9.88 Billion 0.25% of portfolio
139,597
Q2 2025 Added 13.93%
$43.6B
$9.36 Billion 0.24% of portfolio
114,946
Q2 2025 Reduced 0.94%
$254B
$8.99 Billion 0.23% of portfolio
12,707
Q2 2025 Reduced 2.13%
$367B
$9.04 Billion 0.23% of portfolio
66,312
Q2 2025 Added 23.52%
$147B
$8.61 Billion 0.22% of portfolio
80,160
Q2 2025 Added 35.22%
$302B
$8.59 Billion 0.22% of portfolio
60,018
Q2 2025 Reduced 3.32%
$207B
$8.75 Billion 0.22% of portfolio
70,528
Q2 2025 Reduced 21.69%
$3.68B
$8.81 Billion 0.22% of portfolio
21,784
Q2 2025 Added 28.39%
$203B
$8.67 Billion 0.22% of portfolio
299,649
Q2 2025 Added 10.48%
$381B
$8.22 Billion 0.21% of portfolio
173,736
Q2 2025 Added 25.03%
$218B
$8.21 Billion 0.21% of portfolio
21,148
Q2 2025 Added 7.09%
$169B
$7.99 Billion 0.2% of portfolio
14,699
Q2 2025 Added 21.02%
$229B
$7.77 Billion 0.2% of portfolio
53,224
Q2 2025 Added 20.88%
$146B
$8.03 Billion 0.2% of portfolio
34,492
Q2 2025 Reduced 1.48%
$38.4B
$7.56 Billion 0.19% of portfolio
25,214
Q2 2025 New
$101B
$7.5 Billion 0.19% of portfolio
34,291
Q2 2025 Added 1.52%
$152B
$7.63 Billion 0.19% of portfolio
27,313
Q2 2025 Added 20.19%
$16.6B
$7.09 Billion 0.18% of portfolio
126,503
Q2 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 570
  • Current Value $3.94 Trillion
  • Prior Value $3.12 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 88 stocks
  • Additional Purchases 350 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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