Bleakley Financial Group, LLC Incresed Positions in Q4 2024

Bleakley Financial Group, LLC

  • $3.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
1.96K
+ 25.18%
$345.14 - $392.15 $678K - $770K
9.76K $3.52B
PG
Procter & Gamble CO

Consumer Defensive
6.77K
+ 8.08%
$161.05 - $179.7 $1.09M - $1.22M
90.6K $15.2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.23K
+ 333.16%
$91.94 - $100.02 $665K - $723K
9.4K $871M
CRWD
Crowd Strike Holdings, Inc.

Technology
315
+ 3.58%
$275.15 - $388.2 $86.7K - $122K
9.12K $3.12B
BX
Blackstone Inc.

Financial Services
1.02K
+ 4.31%
$148.45 - $199.05 $152K - $203K
24.7K $4.26B
FISV
Fiserv Inc

Technology
684
+ 3.61%
N/A
19.6K $4.03B
SAP
Sap Se

Technology
1.15K
+ 6.04%
$218.13 - $255.54 $252K - $295K
20.3K $4.99B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
19.8K
+ 68.39%
$33.43 - $36.52 $662K - $723K
48.8K $1.65B
ED
Consolidated Edison Inc

Utilities
7.71K
+ 107.12%
$88.87 - $107.38 $685K - $827K
14.9K $1.33B
VOE
Vanguard Mid Cap Value Index F

ETFs
5.52K
+ 10.28%
$160.89 - $176.18 $888K - $972K
59.2K $9.57B
SHOP
Shopify Inc.

Technology
898
+ 5.25%
$78.14 - $119.49 $70.2K - $107K
18K $1.92B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
+ 54.69%
$417.69 - $450.94 $521K - $563K
3.53K $1.5B
CEG
Constellation Energy Corp

Utilities
3.63K
+ 45.35%
$224.28 - $285.52 $814K - $1.04M
11.6K $2.6B
LYTS
Lsi Industries Inc

Technology
24.1K
+ 228.79%
$15.88 - $20.86 $383K - $503K
34.6K $672M
OGN
Organon & Co.

Healthcare
36.4K
+ 302.93%
$14.44 - $18.83 $525K - $685K
48.4K $722M
IVW
Ishares S&P 500 Growth ETF

ETFs
888
+ 1.37%
$94.43 - $105.47 $83.9K - $93.7K
65.6K $6.66B
PM
Philip Morris International Inc.

Consumer Defensive
4.51K
+ 4.98%
$118.38 - $133.06 $534K - $600K
95K $11.4B
VRT
Vertiv Holdings CO

Industrials
1.33K
+ 6.56%
N/A
21.6K $2.45B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
516
+ 2.88%
$229.83 - $258.46 $119K - $133K
18.4K $4.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.48K
+ 89.34%
$50.37 - $50.6 $427K - $429K
18K $905M
GILD
Gilead Sciences, Inc.

Healthcare
2.41K
+ 10.46%
$83.95 - $97.9 $203K - $236K
25.5K $2.35B
CDNS
Cadence Design Systems Inc

Technology
47
+ 0.34%
$249.1 - $324.54 $11.7K - $15.3K
13.7K $4.13B
EQT
Eqt Corp

Energy
3.9K
+ 15.92%
$35.62 - $46.89 $139K - $183K
28.4K $1.31B
Atlassian Corporation
876
+ 37.81%
N/A
3.19K $777M
BA
Boeing CO

Industrials
119
+ 0.8%
$138.14 - $180.72 $16.4K - $21.5K
14.9K $2.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.65K
+ 3.12%
$442.29 - $483.08 $728K - $796K
54.5K $24.7B
CVX
Chevron Corp

Energy
3.5K
+ 5.92%
$141.15 - $162.53 $494K - $569K
62.6K $9.07B
SHEL
Shell PLC

Energy
7.68K
+ 21.34%
$60.63 - $70.23 $465K - $539K
43.6K $2.73B
SQ
Block, Inc.

Technology
2.72K
+ 37.65%
$65.06 - $98.92 $177K - $269K
9.95K $846M
VST
Vistra Corp.

Utilities
1.97K
+ 53.71%
$115.74 - $166.61 $228K - $328K
5.64K $777M
ETR
Entergy Corp

Utilities
12.3K
+ 114.56%
$73.19 - $156.4 $897K - $1.92M
23K $1.74B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.11K
+ 87.27%
$44.57 - $46.43 $317K - $330K
15.3K $697M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.38K
+ 10.12%
$57.53 - $60.83 $482K - $510K
91.1K $5.24B
AXON
Axon Enterprise, Inc.

Industrials
20
+ 1.33%
$399.22 - $689.78 $7.98K - $13.8K
1.53K $908M
MO
Altria Group, Inc.

Consumer Defensive
4.92K
+ 14.73%
$49.06 - $57.74 $242K - $284K
38.4K $2.01B
CRK
Comstock Resources Inc

Energy
6.46K
+ 25.36%
$11.15 - $18.92 $72.1K - $122K
32K $582M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.67K
+ 60.83%
$52.1 - $57.26 $347K - $382K
17.6K $920M
Kenvue Inc
17.8K
+ 35.13%
N/A
68.4K $1.46B
RELY
Remitly Global, Inc.

Technology
6.56K
+ 43.22%
$12.69 - $23.07 $83.2K - $151K
21.7K $491M
HDV
Ishares Core High Dividend ETF

ETFs
2.65K
+ 130.36%
$110.82 - $121.28 $294K - $321K
4.68K $525M
OC
Owens Corning

Industrials
1.73K
+ 113.43%
$169.41 - $210.81 $293K - $365K
3.26K $555M
LYV
Live Nation Entertainment, Inc.

Communication Services
619
+ 6.27%
$109.06 - $140.54 $67.5K - $87K
10.5K $1.36B
COF
Capital One Financial Corp

Financial Services
367
+ 4.94%
$145.19 - $192.01 $53.3K - $70.5K
7.79K $1.39B
DHT
Dht Holdings, Inc.

Energy
31.5K
+ 302.13%
$8.89 - $12.06 $280K - $380K
42K $390M
IWP
Ishares Russell Mid Cap Growth

ETFs
257
+ 1.04%
$116.4 - $138.52 $29.9K - $35.6K
24.9K $3.15B
SPOT
Spotify Technology S.A.

Communication Services
207
+ 9.79%
$362.95 - $502.38 $75.1K - $104K
2.32K $1.04B
PNC
Pnc Financial Services Group, Inc.

Financial Services
653
+ 4.14%
$178.39 - $215.0 $116K - $140K
16.4K $3.16B
SCHW
Schwab Charles Corp

Financial Services
228
+ 0.91%
$63.31 - $82.85 $14.4K - $18.9K
25.3K $1.88B
IEMG
Ishares Inc

ETFs
7.49K
+ 27.0%
N/A
35.2K $1.84B
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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