Bleakley Financial Group, LLC Portfolio Holdings

Bleakley Financial Group, LLC

  • $4.31 Trillion
  • Q3 2025

Bleakley Financial Group, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.31 Trillion distributed in 585 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold & Silver Trust with a value of $191B, Vanguard Large Cap ETF with a value of $167B, Apple Inc. with a value of $158B, Microsoft Corp with a value of $125B, and Nvidia Corp with a value of $119B.

Examining the 13F form we can see an increase of $372B in the current position value, from $3.94T to 4.31T.

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 $4.31 Trillion
Technology: $649 Billion
Financial Services: $511 Billion
Healthcare: $205 Billion
Communication Services: $201 Billion
Consumer Cyclical: $197 Billion
Industrials: $121 Billion
Consumer Defensive: $105 Billion
Energy: $80.6 Billion
Other: $125 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.4B
$3.48 Billion 0.08% of portfolio
28,155
Q3 2025 Added 1.64%
$0
$3.38 Billion 0.08% of portfolio
85,593
Q3 2025 Added 2.01%
$73.4B
$3.25 Billion 0.08% of portfolio
91,488
Q3 2025 Added 3.74%
$61.4B
$3.31 Billion 0.08% of portfolio
16,252
Q3 2025 Reduced 4.0%
$19B
$3.36 Billion 0.08% of portfolio
16,359
Q3 2025 Reduced 0.75%
$45.2B
$3.27 Billion 0.08% of portfolio
54,745
Q3 2025 Reduced 2.8%
$0
$3.44 Billion 0.08% of portfolio
94,452
Q3 2025 Reduced 2.0%
$120B
$3.31 Billion 0.08% of portfolio
105,415
Q3 2025 Reduced 3.92%
$177B
$3.39 Billion 0.08% of portfolio
18,465
Q3 2025 Reduced 4.0%
$57.4B
$3.47 Billion 0.08% of portfolio
88,556
Q3 2025 Added 2.88%
$190B
$3.43 Billion 0.08% of portfolio
33,774
Q3 2025 Added 10.9%
$0
$3.58 Billion 0.08% of portfolio
83,422
Q3 2025 Reduced 3.14%
$75.4B
$3.43 Billion 0.08% of portfolio
26,168
Q3 2025 Reduced 0.52%
$109B
$3.4 Billion 0.08% of portfolio
61,322
Q3 2025 Reduced 7.2%
$132B
$3.31 Billion 0.08% of portfolio
13,418
Q3 2025 Reduced 8.0%
$0
$3.34 Billion 0.08% of portfolio
46,740
Q3 2025 Added 2.38%
$118B
$3.4 Billion 0.08% of portfolio
13,843
Q3 2025 Added 0.33%
$98.6B
$3.1 Billion 0.07% of portfolio
32,757
Q3 2025 Reduced 0.29%
$141B
$3.14 Billion 0.07% of portfolio
123,156
Q3 2025 Added 13.42%
$418B
$2.92 Billion 0.07% of portfolio
16,353
Q3 2025 Added 17.82%
$55.8B
$3.05 Billion 0.07% of portfolio
22,027
Q3 2025 Added 42.54%
$140B
$2.87 Billion 0.07% of portfolio
11,403
Q3 2025 Added 1.67%
$0
$3.03 Billion 0.07% of portfolio
131,203
Q3 2025 Added 28.11%
$0
$2.9 Billion 0.07% of portfolio
17,529
Q3 2025 Reduced 7.64%
$269B
$3 Billion 0.07% of portfolio
12,539
Q3 2025 Added 0.44%
$0
$3.03 Billion 0.07% of portfolio
48,925
Q3 2025 Reduced 11.55%
$1.91B
$2.96 Billion 0.07% of portfolio
122,561
Q3 2025 Added 41.71%
$79.5B
$2.99 Billion 0.07% of portfolio
23,160
Q3 2025 Added 2.43%
$78.4B
$2.9 Billion 0.07% of portfolio
21,723
Q3 2025 Added 8.4%
$0
$2.88 Billion 0.07% of portfolio
22,919
Q3 2025 Reduced 8.06%
$0
$3.13 Billion 0.07% of portfolio
20,134
Q3 2025 Added 5.35%
$32B
$2.9 Billion 0.07% of portfolio
49,328
Q3 2025 Added 38.01%
Bunge Global Sa
-
$3.1 Billion 0.07% of portfolio
-
Q3 2025 Reduced 1.44%
$82.8B
$2.91 Billion 0.07% of portfolio
10,089
Q3 2025 New
$0
$3.09 Billion 0.07% of portfolio
21,666
Q3 2025 Reduced 4.43%
$0
$3.13 Billion 0.07% of portfolio
162,128
Q3 2025 Added 27.93%
$156B
$3.02 Billion 0.07% of portfolio
27,190
Q3 2025 Reduced 0.93%
$168B
$3.18 Billion 0.07% of portfolio
42,145
Q3 2025 Added 0.61%
$74.3B
$2.94 Billion 0.07% of portfolio
14,618
Q3 2025 Reduced 11.13%
$0
$3.04 Billion 0.07% of portfolio
91,110
Q3 2025 Reduced 0.25%
J P Morgan Exchange Traded F
-
$3.02 Billion 0.07% of portfolio
-
Q3 2025 Added 88.9%
$67.6B
$2.49 Billion 0.06% of portfolio
51,594
Q3 2025 Added 7.24%
$59.5B
$2.38 Billion 0.06% of portfolio
52,029
Q3 2025 Added 15.13%
Capital Group New Geography
-
$2.78 Billion 0.06% of portfolio
-
Q3 2025 Added 0.79%
$89.3B
$2.49 Billion 0.06% of portfolio
22,871
Q3 2025 Added 51.5%
$1.91B
$2.69 Billion 0.06% of portfolio
167,160
Q3 2025 New
$0
$2.8 Billion 0.06% of portfolio
26,258
Q3 2025 Reduced 13.48%
$62.3B
$2.57 Billion 0.06% of portfolio
22,858
Q3 2025 Added 1.98%
$62.7B
$2.43 Billion 0.06% of portfolio
29,546
Q3 2025 Reduced 2.71%

Summary

  • Portfolio
  • No. of Stocks 585
  • Current Value $4.31 Trillion
  • Prior Value $3.94 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 48 stocks
  • Additional Purchases 303 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 225 stocks
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email