Bleakley Financial Group, LLC Purchases in Q4 2024

Bleakley Financial Group, LLC

  • $3.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
450K
+ 7076.33%
$63.58 - $71.15 $28.6M - $32M
456K $29.7B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
271K
New
$41.66 - $43.47 $11.3M - $11.8M
271K $11.5B
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
+ 1.79%
$213.65 - $479.86 $275K - $618K
73.4K $29.6B
AVGO
Broadcom Inc.

Technology
3.56K
+ 2.55%
$159.67 - $250.0 $569K - $891K
143K $33.3B
NVDA
Nvidia Corp

Technology
11.9K
+ 2.19%
$117.0 - $148.88 $1.4M - $1.78M
558K $74.9B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
135K
+ 252.32%
$51.58 - $52.91 $6.94M - $7.12M
188K $9.72B
Ishares Bitcoin Trust ETF
62.5K
+ 48.01%
N/A
193K $10.2B
DGT
Spdr Global Dow ETF
35.6K
New
N/A
35.6K $4.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.81K
+ 5.18%
$481.22 - $538.17 $1.83M - $2.05M
77.3K $39.5B
NFLX
Netflix Inc

Communication Services
1.23K
+ 8.81%
$687.65 - $936.56 $844K - $1.15M
15.2K $13.5B
MSTR
Microstrategy Inc

Technology
7.71K
+ 85.25%
$162.69 - $473.83 $1.25M - $3.65M
16.8K $4.85B
BMY
Bristol Myers Squibb CO

Healthcare
49.6K
+ 136.22%
$51.92 - $59.94 $2.58M - $2.97M
86K $4.87B
Arista Networks Inc
24.8K
New
N/A
24.8K $2.74B
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 0.14%
$205.18 - $250.29 $25K - $30.5K
87.7K $21B
V
Visa Inc.

Financial Services
1.57K
+ 3.37%
$273.87 - $320.91 $431K - $505K
48.3K $15.3B
CRM
Salesforce, Inc.

Technology
1.39K
+ 5.21%
$270.87 - $367.87 $377K - $512K
28.1K $9.4B
DVY
Ishares Tr

ETFs
15.9K
+ 352.69%
$129.55 - $143.41 $2.06M - $2.28M
20.4K $2.68B
PLTR
Palantir Technologies Inc.

Technology
2.25K
+ 4.75%
$36.46 - $82.38 $82K - $185K
49.6K $3.75B
UAL
United Airlines Holdings, Inc.

Industrials
17.5K
+ 293.66%
$55.62 - $102.44 $973K - $1.79M
23.5K $2.28B
Everus Constr Group
28.8K
New
N/A
28.8K $1.89B
META
Meta Platforms, Inc.

Communication Services
1.74K
+ 2.79%
$554.08 - $632.68 $964K - $1.1M
64K $37.5B
Lam Research Corp
24.6K
New
N/A
24.6K $1.78B
DIS
Walt Disney CO

Communication Services
3K
+ 3.59%
$92.39 - $117.6 $277K - $353K
86.7K $9.66B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.31K
+ 3.83%
$47.29 - $84.74 $109K - $196K
62.7K $4.64B
Sable Offshore Corp
68.2K
New
N/A
68.2K $1.56B
Capital Group New Geography
61.5K
New
N/A
61.5K $1.52B
HMOP
Hartford Fds Exchange Traded T

ETFs
38K
+ 287.22%
$38.56 - $39.45 $1.47M - $1.5M
51.3K $1.98B
VDE
Vanguard Energy ETF

ETFs
12.2K
+ 40.99%
$116.67 - $136.78 $1.42M - $1.67M
41.9K $5.08B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53.8K
New
$25.61 - $28.0 $1.38M - $1.51M
53.8K $1.39B
BSX
Boston Scientific Corp

Healthcare
12.8K
+ 32.3%
$83.62 - $91.5 $1.07M - $1.17M
52.4K $4.68B
VTI
Vanguard Total Stock Market Et

ETFs
3.84K
+ 11.51%
$280.04 - $302.45 $1.07M - $1.16M
37.2K $10.8B
Ge Vernova Inc
2.3K
+ 29.88%
N/A
9.98K $3.28B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
27.4K
New
$47.07 - $48.75 $1.29M - $1.34M
27.4K $1.31B
WFC
Wells Fargo & Company

Financial Services
4.48K
+ 6.55%
$54.98 - $77.35 $246K - $347K
72.9K $5.12B
ABT
Abbott Laboratories

Healthcare
11K
+ 24.39%
$111.93 - $119.39 $1.23M - $1.31M
56K $6.33B
Proshares Tr
23.6K
New
N/A
23.6K $1.17B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
569
+ 1.37%
$172.07 - $207.36 $97.9K - $118K
42.2K $8.34B
IWV
Ishares Russell 3000 ETF

ETFs
3.18K
+ 88.52%
$323.08 - $349.08 $1.03M - $1.11M
6.78K $2.27B
CSCO
Cisco Systems, Inc.

Technology
4.09K
+ 2.96%
$52.45 - $60.02 $215K - $246K
143K $8.44B
MCK
Mckesson Corp

Healthcare
1.35K
+ 39.63%
$482.27 - $628.5 $652K - $849K
4.76K $2.71B
COP
Conocophillips

Energy
12.3K
+ 38.04%
$95.12 - $114.72 $1.17M - $1.41M
44.7K $4.43B
COST
Costco Wholesale Corp

Consumer Defensive
783
+ 7.71%
$873.59 - $994.69 $684K - $779K
10.9K $10B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.2K
+ 17.59%
$77.02 - $78.58 $1.09M - $1.11M
94.7K $7.32B
GS
Goldman Sachs Group Inc

Financial Services
97
+ 0.83%
$486.1 - $608.57 $47.2K - $59K
11.8K $6.76B
Grayscale Bitcoin Mini Tr Et
22.6K
New
N/A
22.6K $948M
Capital Group Core Balanced
29.5K
+ 142.95%
N/A
50.2K $1.57B
NOW
Service Now, Inc.

Technology
250
+ 6.44%
$867.18 - $1148.42 $217K - $287K
4.13K $4.38B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.18K
+ 145.95%
$129.96 - $144.97 $803K - $896K
10.4K $1.45B
MA
Mastercard Inc

Financial Services
107
+ 0.44%
$491.3 - $536.15 $52.6K - $57.4K
24.5K $12.9B
Activity Summary
Buys All Purchases 608 New Holdings 102 Increased Positions 506 Sells All Sells 410 Reductions 410 Sold out 0 Options Calls 2 Puts 1
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