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
$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
$2.99B
$681 Million 0.02% of portfolio
10,912
Q3 2025 New
$0
$974 Million 0.02% of portfolio
14,988
Q3 2025 New
$29.5B
$1 Billion 0.02% of portfolio
15,590
Q3 2025 Added 7.52%
$12.7B
$1.03 Billion 0.02% of portfolio
11,070
Q3 2025 Reduced 4.27%
$9.78B
$741 Million 0.02% of portfolio
16,470
Q3 2025 Reduced 3.89%
$25.6B
$839 Million 0.02% of portfolio
15,777
Q3 2025 Added 18.88%
$64.9B
$904 Million 0.02% of portfolio
10,748
Q3 2025 Added 4.39%
$31.1B
$1.02 Billion 0.02% of portfolio
10,621
Q3 2025 Added 4.13%
$2.64B
$684 Million 0.02% of portfolio
10,419
Q3 2025 New
$0
$1.02 Billion 0.02% of portfolio
47,166
Q3 2025 Reduced 29.45%
$79.2B
$780 Million 0.02% of portfolio
16,330
Q3 2025 Reduced 0.05%
$37.6B
$1.02 Billion 0.02% of portfolio
15,189
Q3 2025 Reduced 17.19%
$45.6B
$736 Million 0.02% of portfolio
16,351
Q3 2025 Added 17.67%
$22.7B
$1.03 Billion 0.02% of portfolio
59,514
Q3 2025 Added 6.85%
$39.8B
$744 Million 0.02% of portfolio
15,740
Q3 2025 Added 10.39%
$11B
$813 Million 0.02% of portfolio
35,959
Q3 2025 Added 16.45%
$22.4B
$988 Million 0.02% of portfolio
14,685
Q3 2025 Reduced 27.72%
$29.4B
$1.04 Billion 0.02% of portfolio
42,532
Q3 2025 Added 1.04%
$17.1B
$973 Million 0.02% of portfolio
11,520
Q3 2025 New
$4.54B
$811 Million 0.02% of portfolio
197,890
Q3 2025 Added 18.12%
$31.5B
$854 Million 0.02% of portfolio
11,704
Q3 2025 Reduced 27.36%
$52.1B
$868 Million 0.02% of portfolio
72,571
Q3 2025 Reduced 2.66%
$27.7B
$1 Billion 0.02% of portfolio
11,896
Q3 2025 Added 3.17%
$10.7B
$913 Million 0.02% of portfolio
12,041
Q3 2025 Added 3.06%
$37.5B
$722 Million 0.02% of portfolio
12,725
Q3 2025 Added 11.02%
$148B
$978 Million 0.02% of portfolio
12,228
Q3 2025 Added 12.88%
$9.23B
$671 Million 0.02% of portfolio
50,997
Q3 2025 Added 1.51%
Sable Offshore Corp
-
$890 Million 0.02% of portfolio
-
Q3 2025 Added 4.44%
$56.6B
$1.01 Billion 0.02% of portfolio
13,876
Q3 2025 Reduced 4.69%
$3.06B
$683 Million 0.02% of portfolio
11,519
Q3 2025 Added 1.04%
$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%
$28.9B
$1 Billion 0.02% of portfolio
11,167
Q3 2025 Added 1.91%
$0
$1.05 Billion 0.02% of portfolio
14,228
Q3 2025 Added 9.53%
$1.1B
$682 Million 0.02% of portfolio
14,147
Q3 2025 Reduced 1.6%
$47.8B
$952 Million 0.02% of portfolio
14,118
Q3 2025 Added 4.83%
$79.2B
$982 Million 0.02% of portfolio
14,090
Q3 2025 Added 6.38%
$855M
$858 Million 0.02% of portfolio
171,883
Q3 2025 Added 38.63%
$34.4B
$928 Million 0.02% of portfolio
11,196
Q3 2025 Added 8.28%
$16.9B
$755 Million 0.02% of portfolio
11,203
Q3 2025 New
$10.2B
$908 Million 0.02% of portfolio
13,878
Q3 2025 Reduced 23.45%
$181B
$735 Million 0.02% of portfolio
70,163
Q3 2025 Added 24.53%
$0
$815 Million 0.02% of portfolio
16,480
Q2 2025 Reduced 15.57%
$5.9B
$657 Million 0.02% of portfolio
33,153
Q3 2025 Reduced 16.58%
$24.8B
$796 Million 0.02% of portfolio
32,343
Q3 2025 Added 36.33%
$14.2B
$1.03 Billion 0.02% of portfolio
28,369
Q3 2025 Added 26.99%
$23.3B
$908 Million 0.02% of portfolio
34,437
Q3 2025 Added 0.68%

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
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email