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
Capital Group Core Balanced
35.3K
+ 37.25%
N/A
130K $4.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
580
+ 0.98%
$459.11 - $506.91 $266K - $294K
60K $30.1B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.83K
+ 1.58%
$28.15 - $30.13 $277K - $296K
631K $18.7B
VUG
Vanguard Growth ETF

ETFs
572
+ 2.37%
$433.97 - $484.08 $248K - $277K
24.7K $11.8B
PPLT
Abrdn Platinum ETF Trust

ETFs
5.75K
+ 26.43%
N/A
27.5K $3.93B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.11K
+ 23.07%
$64.22 - $99.03 $328K - $506K
27.3K $2.7B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
11K
+ 6.89%
$94.11 - $95.78 $1.04M - $1.05M
171K $16.4B
RTX
Raytheon Technologies Corp

Industrials
49
+ 0.09%
$144.19 - $167.33 $7.07K - $8.2K
53.3K $8.91B
CGGO
Capital Group Global Growth Eq

ETFs
3.57K
+ 0.78%
$31.71 - $34.17 $113K - $122K
461K $15.7B
BK
Bank Of New York Mellon Corp

Financial Services
7.78K
+ 51.5%
$90.65 - $109.75 $705K - $853K
22.9K $2.49B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10K
+ 2.26%
$31.79 - $33.42 $319K - $335K
454K $15.2B
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
72.9K
+ 37.7%
$8.06 - $10.13 $588K - $739K
266K $2.44B
VGSH
Vanguard

ETFs
17K
+ 3.4%
$58.43 - $58.88 $994K - $1M
518K $30.5B
URTH
Ishares Msci World ETF

ETFs
1.81K
+ 3.26%
$168.96 - $181.71 $306K - $329K
57.3K $10.4B
SONY
Sony Group Corp

Technology
31.1K
+ 84.05%
$23.92 - $30.07 $743K - $934K
68K $1.96B
BOND
Pimco Active Bond Exchange Tra

ETFs
8.98K
+ 6.99%
$90.83 - $93.81 $816K - $843K
138K $12.8B
AZN
Astrazeneca PLC

Healthcare
6.17K
+ 8.36%
$68.72 - $82.11 $424K - $507K
80K $6.14B
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 6.73%
$134.8 - $184.42 $262K - $359K
30.8K $4.99B
TRP
Tc Energy Corp

Energy
8.94K
+ 12.55%
$46.58 - $54.41 $417K - $487K
80.2K $4.36B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.16K
+ 1.9%
$25.29 - $28.33 $131K - $146K
277K $7.73B
SHEL
Shell PLC

Energy
11K
+ 19.74%
$69.82 - $73.93 $765K - $810K
66.4K $4.75B
C
Citigroup Inc

Financial Services
3.32K
+ 10.9%
$85.57 - $103.49 $284K - $343K
33.8K $3.43B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.97K
+ 5.46%
$40.2 - $44.58 $320K - $355K
154K $6.76B
NTR
Nutrien Ltd.

Basic Materials
13.6K
+ 38.01%
$55.69 - $62.11 $757K - $844K
49.3K $2.9B
IOO
Ishares Tr Global 100 ETF

ETFs
3.75K
+ 12.7%
$107.55 - $120.01 $403K - $450K
33.3K $4B
INTC
Intel Corp

Technology
8.38K
+ 18.38%
$19.31 - $35.5 $162K - $297K
54K $1.81B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.11K
+ 1.54%
$181.56 - $190.33 $202K - $211K
73K $13.8B
IFF
International Flavors & Fragrances Inc

Basic Materials
15.3K
+ 108.48%
$60.3 - $77.46 $920K - $1.18M
29.3K $1.8B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.53K
+ 33.47%
$112.94 - $129.99 $511K - $588K
18K $2.31B
WELL
Welltower Inc.

Real Estate
1.28K
+ 5.93%
$150.71 - $178.14 $192K - $227K
22.8K $4.06B
EWS
Ishares Inc Msci Singapore ETF

ETFs
21.4K
+ 37.67%
$25.8 - $29.15 $553K - $625K
78.3K $2.22B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.09K
+ 8.72%
$78.11 - $79.07 $710K - $718K
113K $8.94B
VNM
Vaneck Vietnam ETF

ETFs
13.4K
+ 11.27%
$13.72 - $18.43 $183K - $246K
132K $2.35B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.53K
+ 7.0%
$301.44 - $365.84 $461K - $559K
23.3K $7.55B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
19K
+ 37.72%
$26.52 - $31.32 $504K - $596K
69.4K $2.15B
EFA
Ishares Tr Msci Eafe ETF

ETFs
170
+ 0.1%
$87.29 - $93.61 $14.8K - $15.9K
170K $15.8B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
28.8K
+ 28.11%
$22.68 - $23.2 $653K - $668K
131K $3.03B
EA
Electronic Arts Inc.

Communication Services
865
+ 7.16%
$147.79 - $202.05 $128K - $175K
12.9K $2.61B
VOE
Vanguard Mid Cap Value Index F

ETFs
690
+ 1.25%
$164.63 - $174.58 $114K - $120K
55.8K $9.74B
PEP
Pepsico Inc

Consumer Defensive
2.56K
+ 6.96%
$133.81 - $152.16 $343K - $390K
39.4K $5.54B
ED
Consolidated Edison Inc

Utilities
6.53K
+ 44.71%
$95.57 - $105.36 $624K - $688K
21.1K $2.12B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
35.4K
+ 27.93%
$19.15 - $20.2 $678K - $715K
162K $3.13B
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 3.95%
N/A
34.2K $7.38B
EL
Estee Lauder Companies Inc

Consumer Defensive
5.59K
+ 30.47%
$83.65 - $95.26 $467K - $532K
23.9K $2.11B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
5.25K
+ 7.3%
$28.71 - $37.46 $151K - $197K
77.1K $2.73B
EQT
Eqt Corp

Energy
15.1K
+ 28.31%
$49.19 - $59.19 $743K - $894K
68.5K $3.73B
UBER
Uber Technologies, Inc

Technology
3.84K
+ 7.88%
$86.91 - $99.57 $334K - $382K
52.6K $5.15B
Barrick Mng Corp
7.27K
+ 23.85%
N/A
37.7K $1.24B
EHC
Encompass Health Corp

Healthcare
4.31K
+ 40.46%
$107.13 - $127.02 $462K - $547K
15K $1.9B
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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