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
USB
Us Bancorp \De\

Financial Services
2.56K
+ 5.68%
$40.92 - $50.9 $105K - $130K
47.6K $2.01B
CARR
Carrier Global Corp

Industrials
1.42K
+ 2.72%
$62.07 - $70.55 $88.3K - $100K
53.8K $3.41B
AMD
Advanced Micro Devices Inc

Technology
2.89K
+ 11.19%
$96.63 - $129.55 $279K - $374K
28.7K $2.95B
MSOS
Advisorshares Tr Pure Us Canna

ETFs
92.3K
+ 26.04%
$2.52 - $4.08 $233K - $377K
447K $1.17B
DEO
Diageo PLC

Consumer Defensive
801
+ 6.51%
$104.79 - $126.12 $83.9K - $101K
13.1K $1.37B
IR
Ingersoll Rand Inc.

Industrials
110
+ 0.57%
$79.44 - $94.23 $8.74K - $10.4K
19.5K $1.56B
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.25K
+ 13.17%
$65.15 - $91.81 $147K - $207K
19.4K $1.26B
MS
Morgan Stanley

Financial Services
397
+ 1.4%
$111.68 - $141.08 $44.3K - $56K
28.9K $3.37B
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.1K
+ 8.14%
$58.81 - $68.2 $2.18M - $2.53M
493K $29.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.67K
+ 15.81%
$165.25 - $224.62 $1.1M - $1.5M
48.9K $8.12B
Proshares Tr
3.14K
+ 13.31%
N/A
26.8K $891M
AXP
American Express CO

Financial Services
229
+ 1.87%
$255.39 - $325.87 $58.5K - $74.6K
12.5K $3.36B
IONQ
Ion Q, Inc.

Technology
1.64K
+ 9.43%
$18.27 - $51.07 $29.9K - $83.7K
19K $420M
APO
Apollo Global Management, Inc.

Financial Services
1.03K
+ 5.45%
$126.01 - $172.06 $129K - $177K
19.9K $2.72B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.14K
+ 2.11%
$23.16 - $27.04 $119K - $139K
249K $5.84B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
263
+ 1.21%
$203.38 - $274.79 $53.5K - $72.3K
21.9K $4.5B
MRVL
Marvell Technology, Inc.

Technology
1.8K
+ 14.4%
$61.57 - $126.06 $111K - $227K
14.3K $881M
CAT
Caterpillar Inc

Industrials
388
+ 2.0%
$326.75 - $407.63 $127K - $158K
19.7K $6.51B
ORCL
Oracle Corp

Technology
3.76K
+ 9.35%
$139.81 - $186.47 $526K - $702K
44K $6.15B
HD
Home Depot, Inc.

Consumer Cyclical
892
+ 2.17%
$347.25 - $424.87 $310K - $379K
42K $15.4B
ACN
Accenture PLC

Technology
145
+ 0.79%
$300.91 - $398.25 $43.6K - $57.7K
18.4K $5.74B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.17K
+ 0.61%
$25.58 - $29.24 $81.2K - $92.8K
522K $13.7B
ETN
Eaton Corp PLC

Industrials
265
+ 2.05%
$271.83 - $371.23 $72K - $98.4K
13.2K $3.59B
BX
Blackstone Inc.

Financial Services
378
+ 1.53%
$136.53 - $186.74 $51.6K - $70.6K
25.1K $3.51B
DIS
Walt Disney CO

Communication Services
3.34K
+ 3.85%
$96.87 - $114.0 $323K - $381K
90.1K $8.89B
VUG
Vanguard Growth ETF

ETFs
184
+ 0.86%
$369.1 - $427.61 $67.9K - $78.7K
21.7K $8.04B
Everus Constr Group
534
+ 1.85%
N/A
29.3K $1.09B
NVO
Novo Nordisk A S

Healthcare
625
+ 0.89%
$69.3 - $90.95 $43.3K - $56.8K
70.7K $4.91B
KKR
Kkr & Co. Inc.

Financial Services
340
+ 0.9%
$108.17 - $167.07 $36.8K - $56.8K
38K $4.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
+ 1.12%
$102.49 - $119.96 $202K - $236K
178K $18.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.47K
+ 2.41%
$551.42 - $612.93 $1.91M - $2.12M
147K $82.4B
GOOGL
Alphabet Inc.

Communication Services
9.97K
+ 6.9%
$154.33 - $206.19 $1.54M - $2.06M
154K $23.9B
AMZN
Amazon Com Inc

Consumer Cyclical
22.9K
+ 8.17%
$190.26 - $242.06 $4.36M - $5.55M
304K $57.8B
TSLA
Tesla, Inc.

Consumer Cyclical
24.6K
+ 33.52%
$222.15 - $428.22 $5.46M - $10.5M
98K $25.4B
GOOG
Alphabet Inc.

Communication Services
6.67K
+ 4.14%
$156.06 - $207.71 $1.04M - $1.39M
168K $26.2B
VV
Vanguard Large Cap ETF

ETFs
5.83K
+ 1.13%
$253.32 - $282.66 $1.48M - $1.65M
523K $135B
AVGO
Broadcom Inc.

Technology
13.7K
+ 9.54%
$167.43 - $244.7 $2.29M - $3.35M
157K $26.3B
NVDA
Nvidia Corp

Technology
2.61K
+ 0.47%
$106.98 - $149.43 $279K - $389K
560K $60.7B
AAPL
Apple Inc.

Technology
2.38K
+ 0.4%
$209.68 - $247.1 $498K - $587K
601K $134B
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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