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
$89.6B
$1.02 Billion 0.03% of portfolio
45,577
Q2 2025 Reduced 3.78%
$26.8B
$1.14 Billion 0.03% of portfolio
11,077
Q2 2025 Added 2.79%
$69.2B
$1.35 Billion 0.03% of portfolio
11,321
Q2 2025 Reduced 6.41%
$65.4B
$1.19 Billion 0.03% of portfolio
11,330
Q2 2025 Added 1.59%
$0
$1.38 Billion 0.03% of portfolio
44,254
Q2 2025 Reduced 6.83%
Sable Offshore Corp
-
$1.07 Billion 0.03% of portfolio
-
Q2 2025 Reduced 26.51%
$0
$1.11 Billion 0.03% of portfolio
43,807
Q2 2025 Added 29.53%
-
$992 Million 0.03% of portfolio
-
Q2 2025 Reduced 15.7%
Noble Corp PLC
-
$1.15 Billion 0.03% of portfolio
-
Q2 2025 Added 144.37%
$113B
$1.34 Billion 0.03% of portfolio
39,770
Q2 2025 Added 10.9%
$0
$1.04 Billion 0.03% of portfolio
48,783
Q2 2025 Added 101.34%
$0
$1.2 Billion 0.03% of portfolio
15,979
Q2 2025 Added 14.87%
$21.1B
$1.14 Billion 0.03% of portfolio
16,392
Q2 2025 Added 23.62%
$34.5B
$1.27 Billion 0.03% of portfolio
40,432
Q2 2025 Added 26.48%
$61.9B
$1.09 Billion 0.03% of portfolio
10,296
Q2 2025 New
$6.58B
$992 Million 0.03% of portfolio
18,802
Q2 2025 Reduced 4.59%
$3.37B
$1.18 Billion 0.03% of portfolio
17,959
Q2 2025 Reduced 5.28%
$3.63B
$1.1 Billion 0.03% of portfolio
39,741
Q2 2025 Added 17.25%
$33.7B
$1.15 Billion 0.03% of portfolio
18,343
Q2 2025 Added 27.69%
$27.2B
$1.33 Billion 0.03% of portfolio
39,144
Q2 2025 Added 1.57%
$1.35B
$1.26 Billion 0.03% of portfolio
86,488
Q2 2025 Added 51.79%
$1.96B
$1.31 Billion 0.03% of portfolio
36,344
Q2 2025 Reduced 11.42%
Grayscale Bitcoin Mini Tr Et
-
$1.24 Billion 0.03% of portfolio
-
Q2 2025 Added 10.06%
$0
$1.05 Billion 0.03% of portfolio
16,735
Q2 2025 Added 52.85%
$42.2B
$1.1 Billion 0.03% of portfolio
12,436
Q2 2025 New
$929M
$1.34 Billion 0.03% of portfolio
74,984
Q2 2025 Added 52.06%
$53.3B
$1.05 Billion 0.03% of portfolio
14,116
Q2 2025 Reduced 10.36%
$16.5B
$1.03 Billion 0.03% of portfolio
14,067
Q2 2025 Added 25.17%
$34.5B
$1.31 Billion 0.03% of portfolio
12,587
Q2 2025 Added 14.02%
$14.5B
$1.17 Billion 0.03% of portfolio
127,117
Q2 2025 Added 283.52%
$14.4B
$1.11 Billion 0.03% of portfolio
12,949
Q2 2025 Reduced 1.57%
$35.6B
$1.38 Billion 0.03% of portfolio
23,921
Q2 2025 Added 13.73%
$1.8B
$995 Million 0.03% of portfolio
165,583
Q2 2025 Added 50.9%
$41.2B
$1.15 Billion 0.03% of portfolio
26,457
Q2 2025 Added 28.16%
$19.3B
$1.19 Billion 0.03% of portfolio
27,695
Q2 2025 Added 0.38%
$32.4B
$1.21 Billion 0.03% of portfolio
13,293
Q2 2025 Added 7.27%
$46.7B
$1.1 Billion 0.03% of portfolio
32,656
Q2 2025 Reduced 1.39%
$4.98B
$1.01 Billion 0.03% of portfolio
32,720
Q2 2025 Added 15.09%
$8.31B
$1.11 Billion 0.03% of portfolio
21,474
Q2 2025 Reduced 2.49%
$0
$1.26 Billion 0.03% of portfolio
32,895
Q2 2025 Reduced 35.69%
$35.6B
$1.02 Billion 0.03% of portfolio
14,499
Q2 2025 Added 21.48%
$0
$1.36 Billion 0.03% of portfolio
32,731
Q2 2025 Added 7.98%
$66.3B
$1.12 Billion 0.03% of portfolio
14,425
Q2 2025 Added 0.8%
$0
$1.08 Billion 0.03% of portfolio
21,634
Q2 2025 Reduced 3.78%
$51.4B
$1.08 Billion 0.03% of portfolio
14,559
Q2 2025 Added 12.66%
$2.84B
$1.26 Billion 0.03% of portfolio
33,842
Q2 2025 Added 2.25%
$14.6B
$1.25 Billion 0.03% of portfolio
11,564
Q2 2025 Reduced 22.23%
$0
$822 Million 0.02% of portfolio
16,229
Q2 2025 Reduced 4.53%
$3.1B
$686 Million 0.02% of portfolio
11,400
Q2 2025 Added 6.31%

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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