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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$5.16 Billion 0.13% of portfolio
73,811
Q2 2025 Added 5.81%
$227B
$5.04 Billion 0.13% of portfolio
15,791
Q2 2025 Added 26.63%
$182B
$5.08 Billion 0.13% of portfolio
117,308
Q2 2025 Added 9.63%
$0
$4.83 Billion 0.12% of portfolio
66,454
Q2 2025 Reduced 2.46%
$182B
$4.55 Billion 0.12% of portfolio
48,724
Q2 2025 Added 7.17%
$112B
$4.56 Billion 0.12% of portfolio
66,081
Q2 2025 Reduced 6.56%
$202B
$4.87 Billion 0.12% of portfolio
36,854
Q2 2025 Reduced 6.09%
$70.4B
$4.79 Billion 0.12% of portfolio
76,337
Q2 2025 Added 10.95%
$118B
$4.38 Billion 0.11% of portfolio
74,697
Q2 2025 Added 115.73%
$0
$4.21 Billion 0.11% of portfolio
34,087
Q2 2025 Reduced 0.09%
$0
$4.33 Billion 0.11% of portfolio
99,393
Q2 2025 New
$92.8B
$4.36 Billion 0.11% of portfolio
12,699
Q2 2025 Added 10.26%
$0
$4.37 Billion 0.11% of portfolio
51,482
Q2 2025 Reduced 2.07%
$10.8B
$4.27 Billion 0.11% of portfolio
116,979
Q2 2025 Added 16.49%
$0
$4.21 Billion 0.11% of portfolio
80,845
Q2 2025 Added 8.22%
$0
$4.19 Billion 0.11% of portfolio
83,493
Q2 2025 Reduced 10.9%
$0
$4.31 Billion 0.11% of portfolio
69,028
Q2 2025 Reduced 1.87%
$155B
$4.16 Billion 0.11% of portfolio
68,049
Q2 2025 Added 8.58%
$124B
$4.26 Billion 0.11% of portfolio
13,827
Q2 2025 Added 1.56%
$0
$4.27 Billion 0.11% of portfolio
31,810
Q2 2025 Added 46.2%
$250B
$4.29 Billion 0.11% of portfolio
30,443
Q2 2025 Added 5.52%
$0
$4.28 Billion 0.11% of portfolio
31,725
Q2 2025 Added 6.66%
$111B
$4.46 Billion 0.11% of portfolio
13,818
Q2 2025 Added 3.49%
-
$3.78 Billion 0.1% of portfolio
-
Q1 2025 New
$282B
$4.1 Billion 0.1% of portfolio
28,894
Q2 2025 Added 0.71%
$0
$3.78 Billion 0.1% of portfolio
60,194
Q2 2025 New
$123B
$3.93 Billion 0.1% of portfolio
26,281
Q2 2025 Added 4.71%
$173B
$4.06 Billion 0.1% of portfolio
66,122
Q2 2025 Added 8.79%
$177B
$3.99 Billion 0.1% of portfolio
19,234
Q2 2025 Added 6.65%
$142B
$3.89 Billion 0.1% of portfolio
14,585
Q2 2025 Added 6.52%
$141B
$3.92 Billion 0.1% of portfolio
109,713
Q2 2025 Added 8.04%
$258B
$3.91 Billion 0.1% of portfolio
55,492
Q2 2025 Added 22.12%
$135B
$4.02 Billion 0.1% of portfolio
17,465
Q2 2025 Added 4.49%
$0
$4.08 Billion 0.1% of portfolio
103,417
Q2 2025 Added 3.6%
$55B
$4.12 Billion 0.1% of portfolio
56,320
Q2 2025 Added 4.7%
$79.5B
$3.9 Billion 0.1% of portfolio
22,611
Q2 2025 Added 12.43%
$83.2B
$3.99 Billion 0.1% of portfolio
18,764
Q2 2025 New
Lam Research Corp
-
$3.41 Billion 0.09% of portfolio
-
Q2 2025 Added 27.43%
$75.1B
$3.46 Billion 0.09% of portfolio
18,570
Q2 2025 Added 3.89%
$52.5B
$3.46 Billion 0.09% of portfolio
16,929
Q2 2025 Added 16.94%
$139B
$3.71 Billion 0.09% of portfolio
17,684
Q2 2025 Added 9.85%
$78.6B
$3.51 Billion 0.09% of portfolio
26,306
Q2 2025 Added 20.94%
$22.7B
$3.67 Billion 0.09% of portfolio
16,483
Q2 2025 Added 8.63%
$10.4B
$3.36 Billion 0.09% of portfolio
156,109
Q2 2025 Added 780.58%
$0
$3.45 Billion 0.09% of portfolio
86,123
Q2 2025 New
$0
$3.66 Billion 0.09% of portfolio
299,258
Q2 2025 Added 0.31%
$50.7B
$3.48 Billion 0.09% of portfolio
71,233
Q2 2025 Added 23.92%
$0
$3.38 Billion 0.09% of portfolio
66,322
Q2 2025 Reduced 2.79%
$60.2B
$3.73 Billion 0.09% of portfolio
86,076
Q2 2025 Added 6.48%

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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