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
$16.6B
$7.09 Billion 0.18% of portfolio
126,503
Q2 2025 Added 0.09%
$0
$7.24 Billion 0.18% of portfolio
78,688
Q2 2025 Added 3.72%
$162B
$7.28 Billion 0.18% of portfolio
39,787
Q2 2025 Added 9.63%
$245B
$7.08 Billion 0.18% of portfolio
22,686
Q2 2025 Reduced 0.63%
$0
$7.21 Billion 0.18% of portfolio
65,517
Q2 2025 Added 2.46%
$0
$6.98 Billion 0.18% of portfolio
280,562
Q2 2025 Added 3.75%
$0
$7.13 Billion 0.18% of portfolio
163,156
Q2 2025 Added 168.47%
$0
$6.73 Billion 0.17% of portfolio
32,878
Q2 2025 Added 184.04%
$0
$6.74 Billion 0.17% of portfolio
169,385
Q2 2025 Added 55.98%
$79.9B
$6.83 Billion 0.17% of portfolio
21,818
Q2 2025 Reduced 0.45%
$0
$6.65 Billion 0.17% of portfolio
30,839
Q2 2025 Added 1.03%
$75.3B
$6.57 Billion 0.17% of portfolio
18,414
Q2 2025 Added 16.26%
$0
$6.88 Billion 0.17% of portfolio
272,046
Q2 2025 Added 9.16%
Linde PLC
-
$6.8 Billion 0.17% of portfolio
-
Q2 2025 Added 6.6%
$0
$6.58 Billion 0.17% of portfolio
135,358
Q2 2025 Added 3.93%
$0
$6.73 Billion 0.17% of portfolio
65,408
Q2 2025 Reduced 0.42%
$302B
$6.6 Billion 0.17% of portfolio
82,382
Q2 2025 Added 8.88%
Ge Vernova Inc
-
$6.89 Billion 0.17% of portfolio
-
Q2 2025 Added 20.79%
$99.2B
$6.7 Billion 0.17% of portfolio
24,298
Q2 2025 Added 9.69%
$0
$6.75 Billion 0.17% of portfolio
27,199
Q2 2025 Reduced 2.23%
$122B
$6.46 Billion 0.16% of portfolio
74,136
Q2 2025 Added 13.28%
$99.5B
$6.2 Billion 0.16% of portfolio
13,931
Q2 2025 Added 23.04%
$222B
$6.47 Billion 0.16% of portfolio
22,150
Q2 2025 Added 2.3%
$257B
$6.31 Billion 0.16% of portfolio
52,167
Q2 2025 Reduced 1.43%
$89.4B
$6.29 Billion 0.16% of portfolio
12,575
Q2 2025 New
$93.6B
$6.4 Billion 0.16% of portfolio
12,564
Q2 2025 Added 16.04%
$0
$5.93 Billion 0.15% of portfolio
145,947
Q2 2025 Added 1.37%
$0
$5.99 Billion 0.15% of portfolio
45,364
Q2 2025 Reduced 2.26%
$139B
$6.05 Billion 0.15% of portfolio
49,070
Q2 2025 Added 8.47%
$323B
$5.83 Billion 0.15% of portfolio
19,156
Q2 2025 Reduced 2.89%
$173B
$5.77 Billion 0.15% of portfolio
36,205
Q2 2025 Added 4.75%
$182B
$5.81 Billion 0.15% of portfolio
11,025
Q2 2025 Added 8.05%
$0
$5.56 Billion 0.14% of portfolio
162,735
Q2 2025 Added 7.9%
$121B
$5.69 Billion 0.14% of portfolio
117,680
Q2 2025 Added 3.42%
$187B
$5.65 Billion 0.14% of portfolio
13,925
Q2 2025 Reduced 3.73%
$150B
$5.52 Billion 0.14% of portfolio
27,938
Q2 2025 Added 36.44%
$45.5B
$5.56 Billion 0.14% of portfolio
359,366
Q2 2025 Added 10.04%
$127B
$5.44 Billion 0.14% of portfolio
40,918
Q2 2025 Added 7.71%
$203B
$5.52 Billion 0.14% of portfolio
69,715
Q2 2025 Reduced 4.4%
$150B
$5.47 Billion 0.14% of portfolio
18,313
Q2 2025 Reduced 0.52%
Capital Group Dividend Growe
-
$5.32 Billion 0.14% of portfolio
-
Q2 2025 Added 324.84%
-
$5.13 Billion 0.13% of portfolio
-
Q2 2025 Added 14.43%
$43.8B
$5.23 Billion 0.13% of portfolio
62,163
Q2 2025 Added 2.37%
$8.02B
$5.29 Billion 0.13% of portfolio
62,496
Q2 2025 Added 2.02%
$28.5B
$5.31 Billion 0.13% of portfolio
94,077
Q2 2025 Added 0.76%
$66.3B
$5.09 Billion 0.13% of portfolio
59,964
Q2 2025 Reduced 1.79%
$142B
$5.26 Billion 0.13% of portfolio
13,292
Q2 2025 Added 5.0%
$0
$5.11 Billion 0.13% of portfolio
89,700
Q2 2025 Added 8.61%
$72.7B
$4.95 Billion 0.13% of portfolio
18,577
Q2 2025 Added 15.62%

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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