Bleakley Financial Group, LLC Incresed Positions in Q3 2025

Bleakley Financial Group, LLC

  • $4.31 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CEF
Sprott Physical Gold & Silver Trust

Financial Services
160K
+ 3.16%
$30.06 - $36.69 $4.8M - $5.86M
5.22M $191B
AAPL
Apple Inc.

Technology
1.89K
+ 0.31%
$202.38 - $256.87 $382K - $485K
619K $158B
NVDA
Nvidia Corp

Technology
38.3K
+ 6.36%
$153.3 - $186.58 $5.87M - $7.15M
640K $119B
GOOG
Alphabet Inc.

Communication Services
9.91K
+ 5.83%
$175.16 - $255.24 $1.73M - $2.53M
180K $43.8B
TSLA
Tesla, Inc.

Consumer Cyclical
750
+ 0.79%
$293.94 - $444.72 $220K - $334K
95.2K $42.4B
GOOGL
Alphabet Inc.

Communication Services
827
+ 0.5%
$174.36 - $254.72 $144K - $211K
166K $40.3B
AVGO
Broadcom Inc.

Technology
4.04K
+ 2.5%
$264.74 - $369.57 $1.07M - $1.49M
165K $54.6B
MSFT
Microsoft Corp

Technology
6.92K
+ 2.94%
$491.09 - $535.64 $3.4M - $3.71M
242K $125B
JNJ
Johnson & Johnson

Healthcare
22.5K
+ 20.04%
$155.17 - $185.42 $3.49M - $4.17M
135K $25B
SCHX
Schwab Strategic Tr Us Large C

ETFs
160K
+ 9.79%
$24.46 - $26.5 $3.92M - $4.24M
1.8M $47.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
63.1K
+ 14.41%
$100.37 - $100.74 $6.33M - $6.36M
501K $50.4B
VTV
Vanguard Value ETF

ETFs
3.46K
+ 0.63%
$175.51 - $186.57 $607K - $645K
551K $103B
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.3K
+ 2.2%
$28.92 - $32.19 $1.08M - $1.2M
1.73M $55.3B
VT
Vanguard Total World Stk Index

ETFs
2.37K
+ 0.5%
$128.41 - $138.03 $304K - $327K
473K $65.2B
VTI
Vanguard Total Stock Market Et

ETFs
7.91K
+ 10.17%
$303.93 - $329.86 $2.4M - $2.61M
85.7K $28.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.1K
+ 3.75%
$63.41 - $69.69 $1.4M - $1.54M
613K $41.9B
UNH
Unitedhealth Group Inc

Healthcare
9.74K
+ 42.92%
$237.77 - $353.61 $2.31M - $3.44M
32.4K $11.2B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
74.5K
+ 117.89%
$50.9 - $52.37 $3.79M - $3.9M
138K $7.2B
ABBV
Abb Vie Inc.

Healthcare
2.9K
+ 4.31%
$184.85 - $231.54 $536K - $671K
70K $16.2B
PLTR
Palantir Technologies Inc.

Technology
3.69K
+ 5.57%
$130.68 - $186.97 $482K - $690K
70K $12.8B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
65.4K
+ 8.17%
$49.78 - $50.75 $3.25M - $3.32M
866K $43.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.86K
+ 5.4%
$224.68 - $282.71 $642K - $807K
55.7K $15.6B
GE
General Electric CO

Industrials
5.36K
+ 13.38%
$244.75 - $305.63 $1.31M - $1.64M
45.5K $13.7B
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 1.39%
$282.78 - $316.06 $423K - $473K
109K $34.5B
ORCL
Oracle Corp

Technology
1.15K
+ 2.51%
$218.96 - $328.33 $253K - $379K
47.1K $13.3B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
14.2K
+ 17.58%
$50.79 - $76.4 $722K - $1.09M
95.1K $7.26B
CVS
Cvs Health Corp

Healthcare
37.7K
+ 140.93%
$58.75 - $76.5 $2.22M - $2.89M
64.5K $4.86B
AMZN
Amazon Com Inc

Consumer Cyclical
12.1K
+ 3.79%
$211.65 - $238.24 $2.56M - $2.88M
332K $72.8B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15.6K
+ 13.48%
$98.53 - $107.1 $1.54M - $1.67M
131K $13.8B
NOC
Northrop Grumman Corp

Industrials
1.32K
+ 10.52%
$498.9 - $609.32 $660K - $806K
13.9K $8.47B
NEM
Newmont Corp

Basic Materials
7.46K
+ 13.94%
$57.35 - $85.25 $428K - $636K
60.9K $5.14B
GS
Goldman Sachs Group Inc

Financial Services
1.13K
+ 8.85%
$696.56 - $806.32 $784K - $907K
13.8K $11B
CAT
Caterpillar Inc

Industrials
145
+ 0.69%
$390.92 - $477.15 $56.7K - $69.2K
21.3K $10.2B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
19.7K
+ 35.53%
$44.14 - $61.05 $870K - $1.2M
75.2K $4.54B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
71.4K
+ 25.46%
$24.73 - $25.29 $1.77M - $1.81M
352K $8.87B
MDT
Medtronic PLC

Healthcare
13.2K
+ 17.77%
$87.67 - $95.74 $1.16M - $1.26M
87.3K $8.32B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.5K
+ 10.77%
$404.94 - $499.99 $607K - $750K
15.4K $7.48B
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 0.07%
$357.4 - $423.42 $10.7K - $12.7K
45.8K $18.6B
CVX
Chevron Corp

Energy
6.41K
+ 10.68%
$145.57 - $161.83 $933K - $1.04M
66.4K $10.3B
SA
Seabridge Gold Inc

Basic Materials
36.1K
+ 41.71%
$14.71 - $24.15 $531K - $871K
123K $2.96B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
23.2K
+ 13.68%
$39.37 - $44.24 $912K - $1.02M
193K $8.43B
META
Meta Platforms, Inc.

Communication Services
2.59K
+ 3.46%
$695.21 - $791.73 $1.8M - $2.05M
77.4K $56.9B
IBM
International Business Machines Corp

Technology
7.3K
+ 20.5%
$234.77 - $292.47 $1.71M - $2.14M
42.9K $12.1B
BAC
Bank Of America Corp

Financial Services
15.9K
+ 9.16%
$44.92 - $52.42 $715K - $834K
190K $9.78B
J P Morgan Exchange Traded F
26.3K
+ 88.9%
N/A
55.8K $3.02B
RBLX
Roblox Corp

Communication Services
6.57K
+ 42.54%
$100.65 - $141.56 $662K - $931K
22K $3.05B
CGXU
Capital Group Intl Focus Equit

ETFs
11.7K
+ 2.76%
$26.49 - $29.62 $310K - $347K
436K $12.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.47K
+ 17.82%
$103.83 - $179.9 $257K - $445K
16.4K $2.92B
IYW
Ishares Dj Us Tech ETF

ETFs
1.41K
+ 2.98%
$171.38 - $197.01 $242K - $278K
48.9K $9.57B
Activity Summary
Buys All Purchases 351 New Holdings 48 Increased Positions 303 Sells All Sells 225 Reductions 225 Sold out 0 Options Calls 0 Puts 0
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