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 Market Cap. of Under $50 Millions

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%
$0
$63.9 Billion 1.62% of portfolio
2,519,041
Q2 2025 Reduced 9.14%
$0
$3.66 Billion 0.09% of portfolio
299,258
Q2 2025 Added 0.31%
$0
$2.23 Billion 0.06% of portfolio
39,791
Q2 2025 New
$0
$239 Million 0.01% of portfolio
10,871
Q2 2025 New
$0
$379 Million 0.01% of portfolio
48,805
Q2 2025 New

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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