Bleakley Financial Group, LLC Portfolio Holdings
Bleakley Financial Group, LLC
- $3.12 Trillion
- Q1 2025
Bleakley Financial Group, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.12 Trillion distributed in 505 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold & Silver Trust with a value of $154B, Vanguard Large Cap ETF with a value of $135B, Apple Inc. with a value of $134B, Vanguard Value ETF with a value of $90.9B, and Vanguard Mid Cap ETF with a value of $87.8B.
Examining the 13F form we can see an decrease of $208B in the current position value, from $3.32T to 3.12T.
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 505
- Current Value $3.12 Trillion
- Prior Value $3.32 Trillion
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 340 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks