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 Companies Only

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%
$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%
$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%
$1.37T
$56.9 Billion 1.32% of portfolio
77,420
Q3 2025 Added 3.46%
$139B
$54.6 Billion 1.27% of portfolio
165,369
Q3 2025 Added 2.5%
$1.74T
$43.8 Billion 1.02% of portfolio
179,925
Q3 2025 Added 5.83%
$1.29T
$42.4 Billion 0.98% of portfolio
95,229
Q3 2025 Added 0.79%
$1.65T
$40.3 Billion 0.93% of portfolio
165,684
Q3 2025 Added 0.5%
$881B
$34.5 Billion 0.8% of portfolio
109,271
Q3 2025 Added 1.39%
$662B
$30.1 Billion 0.7% of portfolio
59,954
Q3 2025 Added 0.98%
$522B
$25 Billion 0.58% of portfolio
134,877
Q3 2025 Added 20.04%
$971B
$23.8 Billion 0.55% of portfolio
31,211
Q3 2025 Reduced 4.67%
$533B
$20.5 Billion 0.48% of portfolio
60,050
Q3 2025 Added 1.49%
$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%
$414B
$16.2 Billion 0.38% of portfolio
70,047
Q3 2025 Added 4.31%
$1.46T
$15.6 Billion 0.36% of portfolio
55,702
Q3 2025 Added 5.4%
$490B
$15.2 Billion 0.35% of portfolio
135,006
Q3 2025 Reduced 4.3%
$512B
$15.2 Billion 0.35% of portfolio
26,749
Q3 2025 Reduced 0.38%
$279B
$14.2 Billion 0.33% of portfolio
137,339
Q3 2025 Reduced 0.98%
$328B
$13.7 Billion 0.32% of portfolio
45,453
Q3 2025 Added 13.38%
$593B
$13.3 Billion 0.31% of portfolio
47,130
Q3 2025 Added 2.51%
$342B
$12.8 Billion 0.3% of portfolio
70,003
Q3 2025 Added 5.57%
$346B
$12.3 Billion 0.29% of portfolio
80,072
Q3 2025 Reduced 8.69%
$266B
$12.1 Billion 0.28% of portfolio
42,924
Q3 2025 Added 20.5%
$404B
$11.6 Billion 0.27% of portfolio
12,490
Q3 2025 Reduced 0.3%
$319B
$11.6 Billion 0.27% of portfolio
169,144
Q3 2025 Added 5.35%
$300B
$11.2 Billion 0.26% of portfolio
32,422
Q3 2025 Added 42.92%
$265B
$11 Billion 0.26% of portfolio
13,832
Q3 2025 Added 8.85%
$228B
$10.7 Billion 0.25% of portfolio
79,767
Q3 2025 Added 1.26%
$291B
$10.2 Billion 0.24% of portfolio
21,293
Q3 2025 Added 0.69%
$303B
$10.3 Billion 0.24% of portfolio
66,429
Q3 2025 Added 10.68%
$413B
$9.78 Billion 0.23% of portfolio
189,645
Q3 2025 Added 9.16%
$258B
$8.91 Billion 0.21% of portfolio
53,273
Q3 2025 Added 0.09%
$86.7B
$8.47 Billion 0.2% of portfolio
13,898
Q3 2025 Added 10.52%
$193B
$8.66 Billion 0.2% of portfolio
75,615
Q3 2025 Added 7.21%
$147B
$8.53 Billion 0.2% of portfolio
87,392
Q3 2025 Added 9.02%
$163B
$8.5 Billion 0.2% of portfolio
11,824
Q3 2025 New
$237B
$8.34 Billion 0.19% of portfolio
35,211
Q3 2025 Reduced 14.44%
$197B
$8.1 Billion 0.19% of portfolio
39,565
Q3 2025 Reduced 0.56%
$128B
$8.32 Billion 0.19% of portfolio
87,313
Q3 2025 Added 17.77%
$306B
$8.36 Billion 0.19% of portfolio
126,009
Q3 2025 Reduced 9.73%
$64.5B
$7.55 Billion 0.18% of portfolio
23,346
Q3 2025 Added 7.0%
$183B
$7.74 Billion 0.18% of portfolio
27,439
Q3 2025 Added 0.46%
$16.1B
$7.63 Billion 0.18% of portfolio
126,177
Q3 2025 Reduced 0.26%
$39.1B
$7.27 Billion 0.17% of portfolio
110,307
Q3 2025 Reduced 4.04%

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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