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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.98 Billion 0.05% of portfolio
67,891
Q2 2025 Reduced 7.94%
$0
$1.96 Billion 0.05% of portfolio
15,669
Q3 2025 Reduced 7.2%
$0
$2.35 Billion 0.05% of portfolio
132,000
Q3 2025 Added 11.27%
$0
$2.22 Billion 0.05% of portfolio
78,305
Q3 2025 Added 37.67%
$0
$2.15 Billion 0.05% of portfolio
69,432
Q3 2025 Added 37.72%
$0
$2.31 Billion 0.05% of portfolio
18,046
Q3 2025 Added 33.47%
$0
$2.03 Billion 0.05% of portfolio
37,695
Q3 2025 Added 10.02%
$0
$1.54 Billion 0.04% of portfolio
13,919
Q3 2025 Added 1.59%
$0
$1.64 Billion 0.04% of portfolio
24,325
Q3 2025 Reduced 0.05%
$0
$1.74 Billion 0.04% of portfolio
10,581
Q3 2025 Added 1.62%
$0
$1.62 Billion 0.04% of portfolio
23,219
Q3 2025 Added 0.91%
$65.3B
$1.91 Billion 0.04% of portfolio
26,179
Q3 2025 Added 0.89%
$0
$1.7 Billion 0.04% of portfolio
32,708
Q3 2025 New
$0
$1.66 Billion 0.04% of portfolio
65,196
Q3 2025 Added 48.83%
$0
$1.58 Billion 0.04% of portfolio
31,077
Q3 2025 Added 10.99%
$0
$1.17 Billion 0.03% of portfolio
12,850
Q3 2025 Reduced 33.86%
$0
$1.11 Billion 0.03% of portfolio
13,788
Q3 2025 Reduced 13.71%
$0
$1.5 Billion 0.03% of portfolio
17,688
Q3 2025 Reduced 1.82%
$0
$1.22 Billion 0.03% of portfolio
44,667
Q3 2025 Reduced 15.78%
$0
$1.41 Billion 0.03% of portfolio
43,034
Q3 2025 Reduced 2.76%
$0
$1.48 Billion 0.03% of portfolio
27,289
Q3 2025 Reduced 19.95%
$0
$1.2 Billion 0.03% of portfolio
56,057
Q3 2025 Added 14.91%
$0
$1.15 Billion 0.03% of portfolio
57,209
Q3 2025 New
$0
$1.23 Billion 0.03% of portfolio
24,315
Q3 2025 Added 59.37%
$0
$1.14 Billion 0.03% of portfolio
11,795
Q3 2025 Reduced 0.81%
$0
$1.34 Billion 0.03% of portfolio
54,984
Q3 2025 Reduced 6.13%
$0
$1.19 Billion 0.03% of portfolio
21,724
Q3 2025 New
$0
$974 Million 0.02% of portfolio
14,988
Q3 2025 New
$0
$1.02 Billion 0.02% of portfolio
47,166
Q3 2025 Reduced 29.45%
$0
$889 Million 0.02% of portfolio
11,384
Q3 2025 Reduced 24.43%
$0
$788 Million 0.02% of portfolio
14,373
Q3 2025 Added 0.22%
$0
$1.05 Billion 0.02% of portfolio
14,228
Q3 2025 Added 9.53%
$0
$815 Million 0.02% of portfolio
16,480
Q2 2025 Reduced 15.57%
$0
$695 Million 0.02% of portfolio
17,823
Q3 2025 Reduced 45.82%
$0
$985 Million 0.02% of portfolio
18,622
Q3 2025 Reduced 13.92%
$0
$931 Million 0.02% of portfolio
22,866
Q3 2023 Reduced 47.06%
$0
$895 Million 0.02% of portfolio
25,435
Q3 2025 Added 7.74%
$0
$838 Million 0.02% of portfolio
16,517
Q3 2025 Added 1.77%
$0
$1.06 Billion 0.02% of portfolio
24,612
Q3 2025 Added 9.34%
$0
$525 Million 0.01% of portfolio
12,310
Q2 2023 New
$0
$452 Million 0.01% of portfolio
12,362
Q4 2024 Reduced 0.97%
$0
$576 Million 0.01% of portfolio
12,455
Q3 2025 Reduced 5.37%
$0
$318 Million 0.01% of portfolio
10,307
Q3 2025 Added 0.54%
$0
$378 Million 0.01% of portfolio
10,658
Q3 2025 New
$0
$239 Million 0.01% of portfolio
11,656
Q3 2025 Reduced 13.89%
$0
$466 Million 0.01% of portfolio
11,336
Q3 2025 Added 12.45%
$0
$357 Million 0.01% of portfolio
23,898
Q2 2025 Added 2.81%
$0
$266 Million 0.01% of portfolio
17,154
Q3 2025 Added 7.17%
$0
$283 Million 0.01% of portfolio
21,083
Q3 2025 Reduced 50.97%

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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