Bleakley Financial Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.32 Trillion distributed in 1051 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $150B, Vanguard Large Cap ETF with a value of $140B, Sprott Physical Gold & Silver Trust with a value of $126B, Microsoft Corp with a value of $93.4B, and Vanguard Value ETF with a value of $89.3B.
Examining the 13F form we can see an increase of $41.5B in the current position value, from $3.28T to 3.32T.
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
$3.32 Trillion
Technology: $541 Billion
Financial Services: $401 Billion
Healthcare: $187 Billion
Consumer Cyclical: $178 Billion
Industrials: $152 Billion
Communication Services: $152 Billion
Consumer Defensive: $95.3 Billion
Energy: $70.9 Billion
Other: $99.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions