Bleakley Financial Group, LLC Purchases in Q1 2025

Bleakley Financial Group, LLC

  • $3.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CEF
Sprott Physical Gold & Silver Trust

Financial Services
95.7K
+ 1.8%
$24.11 - $28.41 $2.31M - $2.72M
5.42M $154B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
317K
+ 7146.53%
$53.6 - $58.97 $17M - $18.7M
322K $17.6B
GLD
Spdr Gold Trust

ETFs
18.8K
+ 16.95%
$243.19 - $288.14 $4.58M - $5.42M
130K $37.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
441K
+ 47.05%
$24.91 - $29.02 $11M - $12.8M
1.38M $34.5B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
74.4K
New
$89.18 - $104.04 $6.64M - $7.75M
74.4K $6.81B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.89K
+ 5.3%
$442.66 - $534.52 $1.28M - $1.54M
57.4K $30.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
271K
+ 214.14%
$21.75 - $24.28 $5.9M - $6.59M
398K $8.79B
SLV
I Shares Silver Trust

ETFs
16.8K
+ 1.62%
$26.93 - $31.32 $451K - $525K
1.05M $32.7B
ROL
Rollins Inc

Consumer Cyclical
84.6K
+ 967.74%
$45.65 - $54.03 $3.86M - $4.57M
93.4K $5.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
49K
+ 51.77%
$74.85 - $84.89 $3.67M - $4.16M
144K $11.7B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
109K
New
$36.64 - $45.76 $3.98M - $4.97M
109K $4.07B
JNJ
Johnson & Johnson

Healthcare
10K
+ 9.95%
$142.06 - $167.7 $1.42M - $1.68M
111K $18.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
90.6K
+ 6.59%
$49.25 - $50.66 $4.46M - $4.59M
1.47M $72.7B
FJAN
First Exc Trd Viii Cboe Vest U
79.5K
New
N/A
79.5K $3.53B
ABBV
Abb Vie Inc.

Healthcare
6.93K
+ 11.62%
$169.2 - $216.66 $1.17M - $1.5M
66.6K $14B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
35K
+ 51.08%
$91.45 - $91.75 $3.2M - $3.21M
104K $9.49B
V
Visa Inc.

Financial Services
4.01K
+ 8.31%
$306.92 - $362.71 $1.23M - $1.45M
52.3K $18.3B
CME
Cme Group Inc.

Financial Services
9.59K
+ 76.39%
$225.82 - $266.54 $2.17M - $2.56M
22.2K $5.88B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
32.4K
+ 4.32%
$48.43 - $49.9 $1.57M - $1.62M
784K $39.1B
ABT
Abbott Laboratories

Healthcare
12.1K
+ 21.66%
$111.1 - $140.22 $1.35M - $1.7M
68.1K $9.04B
LLY
Eli Lilly & CO

Healthcare
1.57K
+ 6.02%
$725.72 - $929.72 $1.14M - $1.46M
27.6K $22.8B
AON
Aon PLC

Financial Services
5.74K
+ 56.82%
$348.44 - $409.32 $2M - $2.35M
15.8K $6.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.2K
+ 4.09%
$100.34 - $100.68 $2.33M - $2.33M
590K $59.4B
CVS
Cvs Health Corp

Healthcare
30K
+ 150.33%
$44.22 - $68.64 $1.33M - $2.06M
49.9K $3.38B
META
Meta Platforms, Inc.

Communication Services
5.19K
+ 8.11%
$576.36 - $736.67 $2.99M - $3.82M
69.2K $39.9B
VO
Vanguard Mid Cap ETF

ETFs
15.6K
+ 4.82%
$251.87 - $277.95 $3.93M - $4.34M
339K $87.8B
GILD
Gilead Sciences, Inc.

Healthcare
15.5K
+ 60.8%
$89.14 - $117.41 $1.38M - $1.82M
41K $4.59B
PPA
Invesco Exchange Traded Fd Tr

ETFs
19.1K
New
$113.59 - $123.29 $2.17M - $2.35M
19.1K $2.22B
XOM
Exxon Mobil Corp

Energy
7.52K
+ 6.45%
$105.44 - $118.93 $793K - $894K
124K $14.8B
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
44.2K
New
N/A
44.2K $2.16B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.85K
+ 33.59%
$402.49 - $513.76 $1.15M - $1.46M
11.3K $5.49B
HON
Honeywell International Inc

Industrials
11.2K
+ 47.27%
$202.75 - $226.52 $2.28M - $2.55M
35K $7.41B
VGSH
Vanguard

ETFs
31K
+ 7.3%
$58.07 - $58.69 $1.8M - $1.82M
456K $26.8B
VEA
Vanguard Ftse Developed Market

ETFs
37.2K
+ 81.95%
$47.4 - $52.99 $1.76M - $1.97M
82.6K $4.2B
Pimco ETF Tr
73.8K
+ 45.94%
N/A
235K $6.18B
CORT
Corcept Therapeutics Inc

Healthcare
16.5K
New
$49.85 - $114.22 $820K - $1.88M
16.5K $1.88B
T
At&T Inc.

Communication Services
12.4K
+ 4.78%
$21.56 - $28.28 $267K - $350K
271K $7.67B
GE
General Electric CO

Industrials
2.93K
+ 8.47%
$168.59 - $212.13 $494K - $622K
37.6K $7.52B
SPGI
S&P Global Inc.

Financial Services
3.18K
+ 45.17%
$478.26 - $543.77 $1.52M - $1.73M
10.2K $5.18B
WELL
Welltower Inc.

Real Estate
8.86K
+ 88.68%
$124.05 - $156.86 $1.1M - $1.39M
18.8K $2.89B
CGGO
Capital Group Global Growth Eq

ETFs
68.4K
+ 18.13%
$28.33 - $30.84 $1.94M - $2.11M
446K $12.6B
AIQ
Global X Funds Global X Artifi

ETFs
44.2K
+ 265.77%
$36.38 - $42.77 $1.61M - $1.89M
60.8K $2.21B
MA
Mastercard Inc

Financial Services
1.9K
+ 7.73%
$504.67 - $576.31 $957K - $1.09M
26.4K $14.5B
AMGN
Amgen Inc

Healthcare
1.57K
+ 7.42%
$258.59 - $327.36 $406K - $514K
22.7K $7.08B
CRM
Salesforce, Inc.

Technology
12.7K
+ 45.11%
$268.36 - $359.95 $3.4M - $4.56M
40.8K $10.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.5K
+ 19.74%
$71.17 - $73.66 $1.32M - $1.36M
112K $8.25B
Sandisk Corp
31K
New
N/A
31K $1.48B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
72.9K
+ 235.37%
$20.2 - $20.86 $1.47M - $1.52M
104K $2.1B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.3K
New
$54.25 - $57.64 $1.43M - $1.52M
26.3K $1.45B
Activity Summary
Buys All Purchases 357 New Holdings 17 Increased Positions 340 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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