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
$2.29 Billion 0.06% of portfolio
60,300
Q2 2025 Added 1.9%
$0
$2.48 Billion 0.06% of portfolio
126,733
Q2 2025 Added 59.98%
$0
$2.4 Billion 0.06% of portfolio
122,398
Q2 2025 Added 17.77%
$3.45B
$2.28 Billion 0.06% of portfolio
21,752
Q2 2025 Added 28.39%
Arista Networks Inc
-
$2.37 Billion 0.06% of portfolio
-
Q2 2025 Added 9.53%
$57.5B
$2.33 Billion 0.06% of portfolio
22,415
Q2 2025 Added 6.94%
$61.1B
$2.44 Billion 0.06% of portfolio
30,369
Q2 2025 Added 0.97%
$152B
$2.49 Billion 0.06% of portfolio
11,216
Q2 2025 Added 1.45%
$0
$2.23 Billion 0.06% of portfolio
39,791
Q2 2025 New
$0
$2.55 Billion 0.06% of portfolio
19,839
Q2 2025 Added 3.58%
$68B
$2.18 Billion 0.06% of portfolio
48,113
Q2 2025 Added 0.98%
$0
$2.34 Billion 0.06% of portfolio
102,414
Q2 2025 Added 37.03%
$130B
$2.24 Billion 0.06% of portfolio
47,431
Q2 2025 Added 29.26%
-
$2.24 Billion 0.06% of portfolio
-
Q2 2025 Reduced 3.4%
$9.53B
$1.92 Billion 0.05% of portfolio
38,474
Q2 2025 New
$23.4B
$1.97 Billion 0.05% of portfolio
38,283
Q2 2025 Reduced 3.5%
$22B
$1.9 Billion 0.05% of portfolio
10,539
Q2 2025 New
$39.6B
$1.91 Billion 0.05% of portfolio
28,052
Q2 2025 Added 12.42%
$0
$1.88 Billion 0.05% of portfolio
67,891
Q2 2025 Reduced 7.94%
$0
$1.82 Billion 0.05% of portfolio
18,312
Q2 2025 New
$18.6B
$1.82 Billion 0.05% of portfolio
24,708
Q2 2025 Added 6.33%
$23.7B
$1.92 Billion 0.05% of portfolio
26,735
Q2 2025 Added 7.39%
Kenvue Inc
-
$2.07 Billion 0.05% of portfolio
-
Q2 2025 Added 36.04%
$0
$1.91 Billion 0.05% of portfolio
16,884
Q2 2025 Reduced 5.14%
$58.4B
$1.94 Billion 0.05% of portfolio
45,192
Q2 2025 Added 17.82%
$86B
$1.85 Billion 0.05% of portfolio
26,765
Q2 2025 Reduced 46.38%
$6.49B
$1.8 Billion 0.05% of portfolio
13,286
Q2 2025 New
$12.3B
$1.92 Billion 0.05% of portfolio
46,948
Q2 2025 Added 0.76%
$74B
$2.1 Billion 0.05% of portfolio
71,887
Q2 2025 Added 21.47%
$2.93B
$2.09 Billion 0.05% of portfolio
74,656
Q2 2025 Reduced 0.24%
$6.4B
$1.83 Billion 0.05% of portfolio
20,295
Q2 2025 New
$51B
$1.81 Billion 0.05% of portfolio
32,026
Q2 2025 Added 67.69%
$31B
$1.77 Billion 0.05% of portfolio
20,318
Q2 2025 New
$0
$1.79 Billion 0.05% of portfolio
34,262
Q2 2025 Added 1.4%
$45.1B
$1.89 Billion 0.05% of portfolio
14,657
Q2 2025 New
$108B
$1.9 Billion 0.05% of portfolio
20,721
Q2 2025 Added 7.09%
$30.2B
$2.08 Billion 0.05% of portfolio
35,742
Q2 2025 Added 37.42%
$3.37B
$1.85 Billion 0.05% of portfolio
110,874
Q2 2025 Added 0.86%
$49.5B
$1.93 Billion 0.05% of portfolio
12,080
Q2 2025 Reduced 20.54%
$31.6B
$1.85 Billion 0.05% of portfolio
22,233
Q2 2025 Added 14.27%
$70.9B
$2.05 Billion 0.05% of portfolio
22,599
Q2 2025 Added 5.34%
$87.3B
$2.17 Billion 0.05% of portfolio
14,224
Q2 2025 Added 16.13%
$124B
$1.7 Billion 0.04% of portfolio
24,720
Q2 2025 Added 16.91%
$0
$1.5 Billion 0.04% of portfolio
22,158
Q2 2025 Added 29.8%
$16.9B
$1.45 Billion 0.04% of portfolio
16,427
Q2 2025 Added 2.07%
$0
$1.41 Billion 0.04% of portfolio
66,858
Q2 2025 New
$18.5B
$1.72 Billion 0.04% of portfolio
20,730
Q2 2025 Reduced 6.17%
$0
$1.63 Billion 0.04% of portfolio
118,631
Q2 2025 Added 65.74%
$0
$1.55 Billion 0.04% of portfolio
13,521
Q2 2025 Reduced 31.82%

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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