Bleakley Financial Group, LLC Incresed Positions in Q1 2025

Bleakley Financial Group, LLC

  • $3.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
538
+ 0.43%
$54.25 - $65.27 $29.2K - $35.1K
126K $8.23B
AZN
Astrazeneca PLC

Healthcare
8.99K
+ 14.79%
$65.37 - $77.96 $587K - $701K
69.8K $5.13B
WM
Waste Management Inc

Industrials
3.16K
+ 23.71%
$200.54 - $233.78 $634K - $739K
16.5K $3.82B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
49.5K
+ 42.35%
$18.36 - $20.51 $908K - $1.01M
166K $3.29B
IBM
International Business Machines Corp

Technology
873
+ 2.78%
$217.4 - $264.74 $190K - $231K
32.3K $8.04B
Ishares Bitcoin Trust ETF
49.2K
+ 25.54%
N/A
242K $11.3B
ISRG
Intuitive Surgical Inc

Healthcare
2.71K
+ 28.76%
$476.63 - $610.45 $1.29M - $1.66M
12.1K $6.02B
TTE
Total Energies Se

Energy
8.65K
+ 16.6%
N/A
60.8K $3.93B
JPM
Jpmorgan Chase & CO

Financial Services
2.4K
+ 2.73%
$225.19 - $279.95 $540K - $672K
90.1K $22.1B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.6K
+ 21.88%
$497.6 - $606.74 $1.29M - $1.58M
14.5K $7.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.4K
+ 12.08%
$76.94 - $78.28 $880K - $896K
106K $8.31B
WY
Weyerhaeuser CO

Real Estate
32.3K
+ 416.57%
$27.29 - $31.39 $881K - $1.01M
40K $1.17B
VZ
Verizon Communications Inc

Communication Services
8.01K
+ 8.09%
$37.81 - $46.49 $303K - $372K
107K $4.85B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
41.2K
+ 9.73%
$29.34 - $31.31 $1.21M - $1.29M
465K $13.8B
AIV
Apartment Investment & Management CO

Real Estate
106K
+ 73.05%
$8.54 - $9.12 $904K - $965K
251K $2.21B
BP
Bp PLC

Energy
15.7K
+ 19.11%
$29.93 - $35.31 $471K - $556K
98.1K $3.32B
Linde PLC
530
+ 4.06%
N/A
13.6K $6.33B
MCD
Mcdonalds Corp

Consumer Cyclical
1.23K
+ 6.04%
$279.74 - $321.29 $345K - $396K
21.7K $6.76B
CSCO
Cisco Systems, Inc.

Technology
7.8K
+ 5.47%
$58.74 - $64.87 $458K - $506K
150K $9.28B
EQT
Eqt Corp

Energy
11.1K
+ 39.05%
$46.16 - $54.25 $512K - $602K
39.5K $2.11B
IVV
Ishares Core S&P 500 ETF

ETFs
3.15K
+ 8.67%
$554.06 - $615.85 $1.75M - $1.94M
39.5K $22.2B
PLTR
Palantir Technologies Inc.

Technology
4.04K
+ 8.14%
$64.98 - $124.62 $263K - $504K
53.7K $4.53B
COST
Costco Wholesale Corp

Consumer Defensive
449
+ 4.1%
$890.62 - $1076.86 $400K - $484K
11.4K $10.8B
PGR
Progressive Corp

Financial Services
563
+ 4.29%
$235.61 - $291.22 $133K - $164K
13.7K $3.87B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.76K
+ 33.84%
$88.0 - $115.5 $331K - $434K
14.9K $1.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.71K
+ 18.74%
$308.86 - $455.36 $528K - $778K
10.8K $3.82B
STWD
Starwood Property Trust, Inc.

Real Estate
33.9K
+ 109.13%
$18.41 - $20.53 $624K - $696K
64.9K $1.28B
CTAS
Cintas Corp

Industrials
1.8K
+ 13.48%
$182.09 - $208.14 $328K - $375K
15.2K $3.12B
PEP
Pepsico Inc

Consumer Defensive
4.97K
+ 14.51%
$142.64 - $156.42 $709K - $778K
39.2K $5.88B
VNM
Vaneck Vietnam ETF

ETFs
51K
+ 248.23%
$11.13 - $12.76 $568K - $651K
71.6K $893M
HWM
Howmet Aerospace Inc.

Industrials
2.67K
+ 17.53%
$110.79 - $139.39 $295K - $372K
17.9K $2.32B
TAK
Takeda Pharmaceutical CO LTD

Healthcare
8.23K
+ 2.59%
$12.89 - $15.19 $106K - $125K
327K $4.86B
TMUS
T Mobile Us, Inc.

Communication Services
760
+ 8.13%
$211.3 - $272.83 $161K - $207K
10.1K $2.7B
XLV
Select Sector Spdr Fund Health

ETFs
2.74K
+ 10.14%
$137.61 - $149.68 $377K - $410K
29.7K $4.34B
XLE
Energy Sector Spdr

ETFs
2.46K
+ 4.91%
$85.7 - $93.96 $211K - $231K
52.6K $4.91B
SO
Southern CO

Utilities
3.89K
+ 15.33%
$80.96 - $92.96 $315K - $361K
29.2K $2.69B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.22K
+ 6.43%
$169.43 - $182.84 $715K - $771K
69.9K $12.1B
SHEL
Shell PLC

Energy
1.8K
+ 4.12%
$62.84 - $73.29 $113K - $132K
45.4K $3.33B
AEP
American Electric Power CO Inc

Utilities
2.43K
+ 13.13%
$90.32 - $109.27 $220K - $266K
21K $2.29B
MOS
Mosaic CO

Basic Materials
13.7K
+ 15.77%
$23.08 - $28.8 $316K - $394K
100K $2.71B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
115
+ 0.97%
$80.53 - $147.57 $9.26K - $17K
12K $1.58B
PLD
Prologis, Inc.

Real Estate
4.41K
+ 36.1%
$103.59 - $124.04 $457K - $547K
16.6K $1.86B
DUK
Duke Energy Corp

Utilities
1.76K
+ 7.24%
$105.87 - $121.97 $186K - $214K
26K $3.18B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
10.4K
+ 21.34%
$33.63 - $37.64 $350K - $392K
59.2K $2.19B
NTR
Nutrien Ltd.

Basic Materials
9.23K
+ 55.04%
$45.28 - $53.84 $418K - $497K
26K $1.29B
CGXU
Capital Group Intl Focus Equit

ETFs
25.7K
+ 5.08%
$24.48 - $26.59 $629K - $683K
532K $13B
WMB
Williams Companies, Inc.

Energy
2.26K
+ 3.39%
$54.02 - $61.09 $122K - $138K
68.8K $4.11B
IEFA
Ishares Tr

ETFs
672
+ 0.79%
$69.57 - $78.65 $46.8K - $52.9K
86.1K $6.51B
BMY
Bristol Myers Squibb CO

Healthcare
1.95K
+ 2.26%
$53.9 - $63.11 $105K - $123K
88K $5.37B
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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