Bleakley Financial Group, LLC Portfolio Holdings

Bleakley Financial Group, LLC

  • $4.31 Trillion
  • Q3 2025

Bleakley Financial Group, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.31 Trillion distributed in 585 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 $191B, Vanguard Large Cap ETF with a value of $167B, Apple Inc. with a value of $158B, Microsoft Corp with a value of $125B, and Nvidia Corp with a value of $119B.

Examining the 13F form we can see an increase of $372B in the current position value, from $3.94T to 4.31T.

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 $4.31 Trillion
Technology: $649 Billion
Financial Services: $511 Billion
Healthcare: $205 Billion
Communication Services: $201 Billion
Consumer Cyclical: $197 Billion
Industrials: $121 Billion
Consumer Defensive: $105 Billion
Energy: $80.6 Billion
Other: $125 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$191 Billion 4.44% of portfolio
5,218,691
Q3 2025 Added 3.16%
$0
$167 Billion 3.88% of portfolio
543,176
Q3 2025 Reduced 2.02%
$4.3T
$158 Billion 3.65% of portfolio
618,580
Q3 2025 Added 0.31%
$3.78T
$125 Billion 2.91% of portfolio
242,034
Q3 2025 Added 2.94%
$465B
$119 Billion 2.77% of portfolio
640,384
Q3 2025 Added 6.36%
$0
$117 Billion 2.72% of portfolio
399,331
Q3 2025 Reduced 0.34%
$0
$111 Billion 2.58% of portfolio
167,115
Q3 2025 Reduced 2.24%
$0
$103 Billion 2.38% of portfolio
550,854
Q3 2025 Added 0.63%
$0
$89.9 Billion 2.09% of portfolio
134,350
Q3 2025 Reduced 8.28%
$2.39T
$72.8 Billion 1.69% of portfolio
331,646
Q3 2025 Added 3.79%
$0
$70.2 Billion 1.63% of portfolio
2,368,990
Q3 2025 Reduced 5.96%
$0
$65.2 Billion 1.51% of portfolio
473,020
Q3 2025 Added 0.5%
$0
$61.1 Billion 1.42% of portfolio
736,877
Q3 2025 Reduced 1.93%
$1.37T
$56.9 Billion 1.32% of portfolio
77,420
Q3 2025 Added 3.46%
$0
$55.2 Billion 1.28% of portfolio
1,102,465
Q3 2025 Reduced 4.78%
$0
$55.3 Billion 1.28% of portfolio
1,732,869
Q3 2025 Added 2.2%
$0
$50.4 Billion 1.17% of portfolio
500,952
Q3 2025 Added 14.41%
$0
$47.3 Billion 1.1% of portfolio
1,796,232
Q3 2025 Added 9.79%
$130B
$45 Billion 1.04% of portfolio
126,681
Q3 2025 Reduced 2.11%
$24.1B
$44.9 Billion 1.04% of portfolio
1,059,759
Q3 2025 Reduced 1.82%
$1.74T
$43.8 Billion 1.02% of portfolio
179,925
Q3 2025 Added 5.83%
$0
$43.8 Billion 1.02% of portfolio
865,502
Q3 2025 Added 8.17%
$0
$42.7 Billion 0.99% of portfolio
489,383
Q3 2025 Reduced 10.78%
$0
$42.2 Billion 0.98% of portfolio
70,269
Q3 2025 Reduced 9.05%
$1.29T
$42.4 Billion 0.98% of portfolio
95,229
Q3 2025 Added 0.79%
$0
$41.9 Billion 0.97% of portfolio
612,586
Q3 2025 Added 3.75%
$1.65T
$40.3 Billion 0.93% of portfolio
165,684
Q3 2025 Added 0.5%
$0
$34.5 Billion 0.8% of portfolio
56,367
Q3 2025 Reduced 0.75%
$881B
$34.5 Billion 0.8% of portfolio
109,271
Q3 2025 Added 1.39%
$0
$32.7 Billion 0.76% of portfolio
274,790
Q3 2025 Reduced 5.44%
$0
$31.3 Billion 0.73% of portfolio
677,809
Q3 2025 Reduced 11.96%
$0
$30.5 Billion 0.71% of portfolio
518,021
Q3 2025 Added 3.4%
$662B
$30.1 Billion 0.7% of portfolio
59,954
Q3 2025 Added 0.98%
$0
$28.9 Billion 0.67% of portfolio
1,240,054
Q3 2025 Reduced 0.7%
$0
$28.1 Billion 0.65% of portfolio
85,707
Q3 2025 Added 10.17%
$522B
$25 Billion 0.58% of portfolio
134,877
Q3 2025 Added 20.04%
Ishares Bitcoin Trust ETF
-
$24.1 Billion 0.56% of portfolio
-
Q3 2025 Added 29.63%
$971B
$23.8 Billion 0.55% of portfolio
31,211
Q3 2025 Reduced 4.67%
$0
$21 Billion 0.49% of portfolio
82,555
Q3 2025 Reduced 4.6%
$0
$20.5 Billion 0.48% of portfolio
314,492
Q3 2025 Reduced 6.76%
$533B
$20.5 Billion 0.48% of portfolio
60,050
Q3 2025 Added 1.49%
$367B
$18.6 Billion 0.43% of portfolio
45,789
Q3 2025 Added 0.07%
$0
$18.7 Billion 0.43% of portfolio
631,265
Q3 2025 Added 1.58%
$49.1B
$18.2 Billion 0.42% of portfolio
15,181
Q3 2025 Added 0.78%
$237B
$17.3 Billion 0.4% of portfolio
106,944
Q3 2025 Reduced 9.27%
$0
$16.4 Billion 0.38% of portfolio
170,892
Q3 2025 Added 6.89%
$414B
$16.2 Billion 0.38% of portfolio
70,047
Q3 2025 Added 4.31%
$0
$15.7 Billion 0.37% of portfolio
460,651
Q3 2025 Added 0.78%
$0
$16 Billion 0.37% of portfolio
78,830
Q3 2025 Reduced 1.12%

Summary

  • Portfolio
  • No. of Stocks 585
  • Current Value $4.31 Trillion
  • Prior Value $3.94 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 48 stocks
  • Additional Purchases 303 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 225 stocks
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