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
$0
$2.47 Billion 0.06% of portfolio
125,471
Q3 2025 Added 2.51%
$0
$2.65 Billion 0.06% of portfolio
30,710
Q3 2025 Reduced 17.03%
$85.9B
$2.68 Billion 0.06% of portfolio
12,150
Q3 2025 Reduced 3.61%
$0
$2.72 Billion 0.06% of portfolio
19,712
Q3 2025 Reduced 0.64%
$3.61B
$2.56 Billion 0.06% of portfolio
21,097
Q3 2025 Reduced 3.01%
$44.4B
$2.64 Billion 0.06% of portfolio
14,024
Q3 2025 Added 3.13%
$9.74B
$2.66 Billion 0.06% of portfolio
151,993
Q3 2025 Reduced 2.64%
$861M
$2.54 Billion 0.06% of portfolio
320,552
Q3 2025 Reduced 0.06%
$4.14B
$2.44 Billion 0.06% of portfolio
266,349
Q3 2025 Added 37.7%
$0
$2.7 Billion 0.06% of portfolio
27,269
Q3 2025 Added 23.07%
$55.8B
$2.61 Billion 0.06% of portfolio
12,945
Q3 2025 Added 7.16%
$68.9B
$2.46 Billion 0.06% of portfolio
10,441
Q3 2025 New
$75.2B
$2.73 Billion 0.06% of portfolio
77,134
Q3 2025 Added 7.3%
$123B
$2.62 Billion 0.06% of portfolio
49,314
Q3 2025 Added 3.97%
$112B
$2.79 Billion 0.06% of portfolio
81,068
Q3 2025 Reduced 25.73%
$41B
$2.38 Billion 0.06% of portfolio
12,551
Q3 2025 New
$0
$2.42 Billion 0.06% of portfolio
61,086
Q3 2025 Added 1.3%
$0
$2.32 Billion 0.05% of portfolio
484,590
Q3 2025 Reduced 16.23%
$0
$1.99 Billion 0.05% of portfolio
25,382
Q3 2025 Added 26.93%
$0
$1.98 Billion 0.05% of portfolio
67,891
Q2 2025 Reduced 7.94%
$20.4B
$2.04 Billion 0.05% of portfolio
23,241
Q3 2025 Reduced 16.69%
$44.1B
$2.32 Billion 0.05% of portfolio
28,818
Q3 2025 Added 2.73%
Global X Fds
-
$2.07 Billion 0.05% of portfolio
-
Q3 2025 Added 7.75%
Everus Constr Group
-
$2.29 Billion 0.05% of portfolio
-
Q3 2025 Reduced 4.38%
$19.9B
$2.11 Billion 0.05% of portfolio
23,929
Q3 2025 Added 30.47%
$0
$2.35 Billion 0.05% of portfolio
21,092
Q3 2025 Reduced 46.99%
$36B
$1.96 Billion 0.05% of portfolio
68,002
Q3 2025 Added 84.05%
$0
$1.96 Billion 0.05% of portfolio
15,669
Q3 2025 Reduced 7.2%
$114B
$2.03 Billion 0.05% of portfolio
17,724
Q3 2025 Added 11.77%
$0
$2.35 Billion 0.05% of portfolio
132,000
Q3 2025 Added 11.27%
$0
$2.22 Billion 0.05% of portfolio
78,305
Q3 2025 Added 37.67%
$0
$2.15 Billion 0.05% of portfolio
69,432
Q3 2025 Added 37.72%
$0
$2.31 Billion 0.05% of portfolio
18,046
Q3 2025 Added 33.47%
$76.2B
$2.19 Billion 0.05% of portfolio
34,984
Q3 2025 Reduced 17.82%
$0
$2.03 Billion 0.05% of portfolio
37,695
Q3 2025 Added 10.02%
$84.9B
$2.29 Billion 0.05% of portfolio
13,594
Q3 2025 Reduced 2.75%
$102B
$2.16 Billion 0.05% of portfolio
15,100
Q3 2025 Reduced 0.83%
Ishares Ethereum Tr
-
$2.37 Billion 0.05% of portfolio
-
Q3 2025 New
$2.83B
$2.02 Billion 0.05% of portfolio
74,613
Q3 2025 Reduced 0.06%
$36B
$2.12 Billion 0.05% of portfolio
21,126
Q3 2025 Added 44.71%
$91.4B
$2.21 Billion 0.05% of portfolio
14,265
Q3 2025 Added 0.29%
$6.2B
$2.26 Billion 0.05% of portfolio
20,989
Q3 2025 Added 3.42%
-
$2.13 Billion 0.05% of portfolio
-
Q3 2025 Reduced 9.61%
$81.8B
$1.77 Billion 0.04% of portfolio
16,069
Q3 2025 Added 0.82%
$828M
$1.57 Billion 0.04% of portfolio
103,450
Q3 2025 Added 37.96%
$20.5B
$1.8 Billion 0.04% of portfolio
23,516
Q3 2025 Reduced 4.82%
$0
$1.54 Billion 0.04% of portfolio
13,919
Q3 2025 Added 1.59%
$1.92B
$1.51 Billion 0.04% of portfolio
141,501
Q3 2025 Added 44.27%
$24.5B
$1.74 Billion 0.04% of portfolio
10,185
Q3 2025 New

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
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