Bleakley Financial Group, LLC Incresed Positions in Q2 2025

Bleakley Financial Group, LLC

  • $3.94 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
60.8K
+ 55.98%
$32.0 - $39.87 $1.95M - $2.42M
169K $6.74B
BSX
Boston Scientific Corp

Healthcare
20.9K
+ 35.22%
$89.7 - $107.41 $1.87M - $2.24M
80.2K $8.61B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.74K
+ 16.04%
$321.63 - $509.31 $559K - $885K
12.6K $6.4B
VUG
Vanguard Growth ETF

ETFs
2.46K
+ 11.33%
$329.49 - $438.4 $809K - $1.08M
24.1K $10.6B
IBM
International Business Machines Corp

Technology
3.3K
+ 10.22%
$221.03 - $294.78 $730K - $974K
35.6K $10.5B
BAC
Bank Of America Corp

Financial Services
34.8K
+ 25.03%
$34.39 - $47.46 $1.2M - $1.65M
174K $8.22B
MO
Altria Group, Inc.

Consumer Defensive
40.1K
+ 115.73%
$55.56 - $60.91 $2.23M - $2.44M
74.7K $4.38B
NEM
Newmont Corp

Basic Materials
34.5K
+ 181.7%
$44.18 - $59.46 $1.52M - $2.05M
53.5K $3.12B
MU
Micron Technology Inc

Technology
3.83K
+ 8.47%
$64.72 - $127.91 $248K - $490K
49.1K $6.05B
WMT
Walmart Inc.

Consumer Defensive
8.13K
+ 6.22%
$81.79 - $99.98 $665K - $813K
139K $13.6B
CGGO
Capital Group Global Growth Eq

ETFs
11.2K
+ 2.51%
$25.31 - $32.17 $284K - $360K
457K $14.6B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
34.6K
+ 165.04%
$28.15 - $47.93 $973K - $1.66M
55.5K $2.66B
ISRG
Intuitive Surgical Inc

Healthcare
2.55K
+ 21.02%
$451.58 - $565.94 $1.15M - $1.44M
14.7K $7.99B
RTX
Raytheon Technologies Corp

Industrials
9.19K
+ 20.88%
$113.75 - $148.48 $1.05M - $1.36M
53.2K $7.77B
CSCO
Cisco Systems, Inc.

Technology
10.2K
+ 6.77%
$53.19 - $69.38 $541K - $706K
161K $11.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.21K
+ 5.83%
$320.42 - $424.58 $386K - $512K
21.9K $9.3B
Pimco ETF Tr
66.4K
+ 28.33%
N/A
301K $7.99B
SHOP
Shopify Inc.

Technology
12.7K
+ 81.67%
$76.89 - $115.35 $978K - $1.47M
28.3K $3.26B
CEG
Constellation Energy Corp

Utilities
466
+ 3.49%
$170.96 - $322.76 $79.7K - $150K
13.8K $4.46B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.1K
+ 46.2%
$104.23 - $134.39 $1.05M - $1.35M
31.8K $4.27B
CAT
Caterpillar Inc

Industrials
1.4K
+ 7.09%
$273.94 - $388.21 $384K - $543K
21.1K $8.21B
AXP
American Express CO

Financial Services
3.32K
+ 26.63%
$231.39 - $318.98 $768K - $1.06M
15.8K $5.04B
ABT
Abbott Laboratories

Healthcare
10.6K
+ 15.62%
$123.95 - $138.08 $1.32M - $1.47M
78.8K $10.7B
IYW
Ishares Dj Us Tech ETF

ETFs
599
+ 1.28%
$122.57 - $173.27 $73.4K - $104K
47.4K $8.22B
COST
Costco Wholesale Corp

Consumer Defensive
1.14K
+ 9.99%
$908.13 - $1056.85 $1.03M - $1.2M
12.5K $12.4B
MOS
Mosaic CO

Basic Materials
16.6K
+ 16.49%
$22.76 - $36.95 $377K - $612K
117K $4.27B
Ge Healthcare Technologies I
21.8K
+ 122.8%
N/A
39.5K $2.92B
Lam Research Corp
7.55K
+ 27.43%
N/A
35.1K $3.41B
HD
Home Depot, Inc.

Consumer Cyclical
3.78K
+ 8.99%
$335.24 - $380.78 $1.27M - $1.44M
45.8K $16.8B
DHR
Danaher Corp

Healthcare
7.46K
+ 36.44%
$174.64 - $205.16 $1.3M - $1.53M
27.9K $5.52B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.51K
+ 15.62%
$201.28 - $266.34 $505K - $669K
18.6K $4.95B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.57K
+ 2.46%
$82.96 - $110.1 $130K - $173K
65.5K $7.21B
Capital Group Core Balanced
32.6K
+ 52.48%
N/A
94.7K $3.17B
UBER
Uber Technologies, Inc

Technology
3.26K
+ 7.17%
$64.62 - $93.3 $211K - $304K
48.7K $4.55B
URTH
Ishares Msci World ETF

ETFs
2.18K
+ 4.09%
$136.3 - $169.38 $297K - $369K
55.4K $9.39B
WFC
Wells Fargo & Company

Financial Services
6.72K
+ 8.88%
$60.98 - $80.12 $410K - $539K
82.4K $6.6B
AMD
Advanced Micro Devices Inc

Technology
204
+ 0.71%
$78.21 - $143.81 $16K - $29.3K
28.9K $4.1B
APH
Amphenol Corp

Technology
625
+ 1.93%
$59.09 - $98.75 $36.9K - $61.7K
33.1K $3.27B
HWM
Howmet Aerospace Inc.

Industrials
696
+ 3.89%
$112.33 - $186.13 $78.2K - $130K
18.6K $3.46B
EMR
Emerson Electric CO

Industrials
4.56K
+ 20.94%
$94.15 - $133.33 $429K - $607K
26.3K $3.51B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.3K
+ 2.08%
$49.57 - $50.27 $810K - $821K
800K $40.2B
XCEM
Columbia ETF Tr Ii

ETFs
11.9K
+ 7.9%
$26.68 - $34.18 $318K - $407K
163K $5.56B
KO
Coca Cola CO

Consumer Defensive
17.1K
+ 13.93%
$68.37 - $73.9 $1.17M - $1.26M
140K $9.88B
KKR
Kkr & Co. Inc.

Financial Services
2.93K
+ 7.71%
$92.79 - $134.29 $272K - $393K
40.9K $5.44B
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.8K
+ 9.16%
$20.42 - $25.3 $466K - $578K
272K $6.88B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.98K
+ 1.37%
$30.53 - $40.65 $60.4K - $80.4K
146K $5.93B
T
At&T Inc.

Communication Services
28.4K
+ 10.48%
$26.33 - $28.94 $748K - $823K
300K $8.67B
EQT
Eqt Corp

Energy
13.9K
+ 35.11%
$46.11 - $60.44 $639K - $838K
53.4K $3.11B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
47.5K
+ 59.98%
$18.54 - $19.95 $881K - $948K
127K $2.48B
Activity Summary
Buys All Purchases 438 New Holdings 88 Increased Positions 350 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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