Bleakley Financial Group, LLC Portfolio Holdings

Bleakley Financial Group, LLC

  • $3.94 Trillion
  • Q2 2025

Bleakley Financial Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.94 Trillion distributed in 570 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $158B, Sprott Physical Gold & Silver Trust with a value of $152B, Apple Inc. with a value of $127B, Microsoft Corp with a value of $117B, and Vanguard Mid Cap ETF with a value of $112B.

Examining the 13F form we can see an increase of $822B in the current position value, from $3.12T to 3.94T.

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 $3.94 Trillion
Technology: $556 Billion
Financial Services: $458 Billion
Healthcare: $187 Billion
Consumer Cyclical: $174 Billion
Communication Services: $174 Billion
Consumer Defensive: $115 Billion
Industrials: $110 Billion
Energy: $74.2 Billion
Other: $109 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$158 Billion 4.02% of portfolio
554,389
Q2 2025 Added 5.93%
$0
$152 Billion 3.87% of portfolio
5,058,879
Q2 2025 Reduced 6.65%
$4.32T
$127 Billion 3.21% of portfolio
616,693
Q2 2025 Added 2.57%
$3.85T
$117 Billion 2.97% of portfolio
235,111
Q2 2025 Added 7.79%
$0
$112 Billion 2.85% of portfolio
400,702
Q2 2025 Added 18.06%
$0
$106 Billion 2.68% of portfolio
170,950
Q2 2025 Added 16.06%
$0
$96.7 Billion 2.46% of portfolio
547,395
Q2 2025 Added 3.97%
$516B
$95.1 Billion 2.42% of portfolio
602,079
Q2 2025 Added 7.44%
$0
$90.9 Billion 2.31% of portfolio
146,479
Q2 2025 Added 270.83%
$2.59T
$70.1 Billion 1.78% of portfolio
319,543
Q2 2025 Added 5.24%
$0
$63.9 Billion 1.62% of portfolio
2,519,041
Q2 2025 Reduced 9.14%
$0
$62.3 Billion 1.58% of portfolio
751,385
Q2 2025 Added 38.91%
$0
$60.5 Billion 1.54% of portfolio
470,652
Q2 2025 Added 1.4%
$0
$56.8 Billion 1.44% of portfolio
1,157,807
Q2 2025 Reduced 21.03%
$1.46T
$55.2 Billion 1.4% of portfolio
74,834
Q2 2025 Added 8.19%
$0
$49.5 Billion 1.26% of portfolio
1,695,563
Q2 2025 Added 22.96%
$147B
$44.5 Billion 1.13% of portfolio
161,331
Q2 2025 Added 2.68%
$0
$44.1 Billion 1.12% of portfolio
437,840
Q2 2025 Reduced 25.8%
$0
$42.6 Billion 1.08% of portfolio
77,260
Q2 2025 Added 4.37%
$0
$40.2 Billion 1.02% of portfolio
800,144
Q2 2025 Added 2.08%
$0
$40 Billion 1.02% of portfolio
1,636,106
Q2 2025 Added 311.07%
$127B
$39.5 Billion 1.0% of portfolio
129,417
Q2 2025 Reduced 0.33%
$0
$37.6 Billion 0.96% of portfolio
590,445
Q2 2025 Added 19.72%
$22.9B
$35.4 Billion 0.9% of portfolio
1,079,421
Q2 2025 Added 2.39%
$0
$35.2 Billion 0.89% of portfolio
769,847
Q2 2025 New
$0
$32.3 Billion 0.82% of portfolio
56,793
Q2 2025 Added 91.17%
$0
$31.8 Billion 0.81% of portfolio
290,589
Q2 2025 Added 63.48%
$907B
$31.2 Billion 0.79% of portfolio
107,775
Q2 2025 Added 19.58%
$1.73T
$30.2 Billion 0.77% of portfolio
170,020
Q2 2025 Added 1.37%
$1.48T
$30 Billion 0.76% of portfolio
94,479
Q2 2025 Reduced 3.56%
$0
$29.4 Billion 0.75% of portfolio
501,003
Q2 2025 Added 9.91%
$1.68T
$29.1 Billion 0.74% of portfolio
164,857
Q2 2025 Added 6.75%
$621B
$28.8 Billion 0.73% of portfolio
59,374
Q2 2025 Added 3.52%
$0
$27.6 Billion 0.7% of portfolio
1,248,796
Q2 2025 Added 651.3%
$852B
$25.5 Billion 0.65% of portfolio
32,739
Q2 2025 Added 18.58%
$0
$23.6 Billion 0.6% of portfolio
77,796
Q2 2025 Added 92.4%
$224B
$21.5 Billion 0.55% of portfolio
117,873
Q2 2025 Added 19.24%
$551B
$21 Billion 0.53% of portfolio
59,167
Q2 2025 Added 13.16%
$0
$20.9 Billion 0.53% of portfolio
337,303
Q2 2025 Added 428.96%
$0
$20.5 Billion 0.52% of portfolio
86,537
Q2 2025 Added 69.73%
$490B
$20.2 Billion 0.51% of portfolio
15,064
Q2 2025 Added 2.66%
$487B
$17.2 Billion 0.44% of portfolio
112,363
Q2 2025 Added 1.39%
Ishares Bitcoin Trust ETF
-
$17.5 Billion 0.44% of portfolio
-
Q2 2025 Added 18.34%
$0
$17.4 Billion 0.44% of portfolio
621,438
Q2 2025 Added 19.14%
$387B
$16.8 Billion 0.43% of portfolio
45,759
Q2 2025 Added 8.99%
$0
$16.2 Billion 0.41% of portfolio
176,546
Q2 2025 Added 70.57%
$0
$15.2 Billion 0.39% of portfolio
159,883
Q2 2025 New
$474B
$15.2 Billion 0.39% of portfolio
141,077
Q2 2025 Added 13.69%
$0
$15.5 Billion 0.39% of portfolio
79,720
Q2 2025 Added 2.59%

Summary

  • Portfolio
  • No. of Stocks 570
  • Current Value $3.94 Trillion
  • Prior Value $3.12 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 88 stocks
  • Additional Purchases 350 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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