Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bleakley Financial Group

Latest statistics and disclosures from Bleakley Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are CEF, VV, AAPL, MSFT, NVDA, and represent 17.66% of Bleakley Financial Group's stock portfolio.
Added to shares of these 10 stocks: APP (+$8.5M), NVDA (+$7.1M), SGOV (+$6.4M), CEF (+$5.9M), IBIT (+$5.5M), SCHX, JNJ, MUNI, MSFT, UNH.
Started 48 new stock positions in AMX, ETHA, CGMU, PRAA, PBH, BOTZ, CTSH, REYN, CVE, PPTA.
Reduced shares in these 10 stocks: IVV (-$8.1M), , SPGI (-$5.8M), IEFA (-$5.2M), PHYS, FBND, QQQ, KTOS, VV, CRWV.
Sold out of its positions in AEM, NLY, ARCC, BBAI, BXSL, OWL, CADE, CGGE, CRWV, DOW.
Bleakley Financial Group was a net buyer of stock by $55M.
Bleakley Financial Group has $4.3B in assets under management (AUM), dropping by 9.46%.
Central Index Key (CIK): 0001936953

Tip: Access up to 7 years of quarterly data

Positions held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bleakley Financial Group

Bleakley Financial Group holds 585 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Bleakley Financial Group has 585 total positions. Only the first 250 positions are shown.

Sign up to view all of the Bleakley Financial Group Sept. 30, 2025 positions
Download the Bleakley Financial Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sprott Asset Management Physical Gold An (CEF)	4.4	$192M	+3%	5.2M	36.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.9	$167M	-2%	543k	307.86	View chart
Apple (AAPL)	3.7	$158M		619k	254.63	View chart
Microsoft Corporation (MSFT)	2.9	$125M	+2%	242k	517.95	View chart
NVIDIA Corporation (NVDA)	2.8	$120M	+6%	640k	186.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$117M		399k	293.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$111M	-2%	167k	666.18	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$103M		551k	186.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$90M	-8%	134k	669.30	View chart
Amazon (AMZN)	1.7	$73M	+3%	332k	219.57	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.6	$70M	-5%	2.4M	29.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.5	$65M		473k	137.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$61M		737k	82.96	View chart
Meta Platforms Cl A (META)	1.3	$57M	+3%	77k	734.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$55M	+2%	1.7M	31.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$55M	-4%	1.1M	50.07	View chart
Broadcom (AVGO)	1.3	$55M	+2%	165k	329.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.2	$50M	+14%	501k	100.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$47M	+9%	1.8M	26.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$45M	-2%	127k	355.47	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$45M		1.1M	42.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$44M	+5%	180k	243.55	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$44M	+8%	866k	50.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$43M	-10%	489k	87.31	View chart
Tesla Motors (TSLA)	1.0	$42M		95k	444.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$42M	-9%	70k	600.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$42M	+3%	613k	68.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$40M		166k	243.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$35M		56k	612.38	View chart
JPMorgan Chase & Co. (JPM)	0.8	$35M		109k	315.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$33M	-5%	275k	118.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$31M	-11%	678k	46.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$31M	+3%	518k	58.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$30M		60k	502.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$29M		1.2M	23.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$28M	+10%	86k	328.17	View chart
Johnson & Johnson (JNJ)	0.6	$25M	+20%	135k	185.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$24M	+29%	371k	65.00	View chart
Eli Lilly & Co. (LLY)	0.6	$24M	-4%	31k	763.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$21M	-4%	83k	254.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$21M	-6%	315k	65.26	View chart
Visa Com Cl A (V)	0.5	$21M		60k	341.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$19M		631k	29.64	View chart
Home Depot (HD)	0.4	$19M		46k	405.19	View chart
Netflix (NFLX)	0.4	$18M		15k	1198.95	View chart
Philip Morris International (PM)	0.4	$17M	-9%	107k	162.20	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$16M	+6%	171k	95.68	View chart
Abbvie (ABBV)	0.4	$16M	+4%	70k	231.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$16M		79k	203.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$16M		170k	93.37	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$16M		461k	34.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$16M	+5%	56k	279.29	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$16M	-4%	169k	91.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$15M	-4%	135k	112.75	View chart
Mastercard Incorporated Cl A (MA)	0.4	$15M		27k	568.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$15M	+2%	454k	33.42	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$15M	-8%	225k	65.92	View chart
Wal-Mart Stores (WMT)	0.3	$14M		137k	103.06	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$14M		260k	54.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$14M		73k	189.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$14M	+13%	131k	104.96	View chart
Ge Aerospace Com New (GE)	0.3	$14M	+13%	46k	300.82	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.3	$13M		319k	42.01	View chart
Oracle Corporation (ORCL)	0.3	$13M	+2%	47k	281.24	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$13M	+2%	436k	29.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$13M	+6%	138k	93.35	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	+5%	70k	182.42	View chart
Procter & Gamble Company (PG)	0.3	$12M	-8%	80k	153.65	View chart
International Business Machines (IBM)	0.3	$12M	+20%	43k	282.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$12M	+2%	25k	479.61	View chart
Cisco Systems (CSCO)	0.3	$12M	+5%	169k	68.42	View chart
Costco Wholesale Corporation (COST)	0.3	$12M		13k	925.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$11M	-7%	238k	47.51	View chart
UnitedHealth (UNH)	0.3	$11M	+42%	32k	345.30	View chart
Goldman Sachs (GS)	0.3	$11M	+8%	14k	796.33	View chart
Abbott Laboratories (ABT)	0.2	$11M		80k	133.94	View chart
Ishares Msci World Etf (URTH)	0.2	$10M	+3%	57k	181.56	View chart
Chevron Corporation (CVX)	0.2	$10M	+10%	66k	155.29	View chart
Caterpillar (CAT)	0.2	$10M		21k	477.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$10M		22k	468.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$10M		174k	57.10	View chart
Bank of America Corporation (BAC)	0.2	$9.8M	+9%	190k	51.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$9.7M		56k	174.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$9.6M	+2%	49k	195.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$8.9M	+8%	113k	78.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.9M		53k	167.33	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$8.9M	+25%	352k	25.19	View chart
Walt Disney Company (DIS)	0.2	$8.7M	+7%	76k	114.50	View chart
Boston Scientific Corporation (BSX)	0.2	$8.5M	+9%	87k	97.63	View chart
Applovin Corp Com Cl A (APP)	0.2	$8.5M	NEW	12k	718.54	View chart
Northrop Grumman Corporation (NOC)	0.2	$8.5M	+10%	14k	609.32	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$8.4M	+13%	193k	43.78	View chart
Coca-Cola Company (KO)	0.2	$8.4M	-9%	126k	66.32	View chart
salesforce (CRM)	0.2	$8.3M	-14%	35k	237.00	View chart
Medtronic SHS (MDT)	0.2	$8.3M	+17%	87k	95.24	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$8.2M		304k	26.84	View chart
Applied Materials (AMAT)	0.2	$8.1M		40k	204.74	View chart
Ge Vernova (GEV)	0.2	$8.0M		13k	614.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$8.0M		22k	365.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$7.8M	-5%	105k	74.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$7.8M		65k	120.72	View chart
Amgen (AMGN)	0.2	$7.7M		27k	282.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$7.7M		277k	27.90	View chart
Fidelity National Financial Com Shs (FNF)	0.2	$7.6M		126k	60.49	View chart
Royal Caribbean Cruises (RCL)	0.2	$7.6M	+7%	23k	323.58	View chart
Thermo Fisher Scientific (TMO)	0.2	$7.5M	+10%	15k	485.02	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$7.4M	-7%	150k	49.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.4M	+3%	34k	215.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.3M		30k	241.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$7.3M	-4%	76k	96.55	View chart
Fidelity National Information Services (FIS)	0.2	$7.3M	-4%	110k	65.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$7.3M	+17%	95k	76.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$7.2M	+117%	138k	52.28	View chart
Honeywell International (HON)	0.2	$7.1M	-2%	34k	210.50	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$7.1M	+6%	144k	49.03	View chart
Wells Fargo & Company (WFC)	0.2	$7.1M	+2%	84k	83.82	View chart
Marsh & McLennan Companies (MMC)	0.2	$7.1M	+2%	35k	201.53	View chart
Vanguard World Health Car Etf (VHT)	0.2	$7.0M		27k	259.60	View chart
Linde SHS (LIN)	0.2	$7.0M		15k	474.99	View chart
Eaton Corp SHS (ETN)	0.2	$6.9M	-2%	19k	374.26	View chart
Micron Technology (MU)	0.2	$6.9M	-16%	41k	167.32	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$6.8M	+5%	154k	43.92	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$6.7M		65k	103.36	View chart
Novartis Sponsored Adr (NVS)	0.2	$6.7M		52k	128.24	View chart
AmerisourceBergen (COR)	0.2	$6.7M	-15%	21k	312.52	View chart
McDonald's Corporation (MCD)	0.2	$6.7M		22k	303.89	View chart
Aon Shs Cl A (AON)	0.2	$6.6M		19k	356.57	View chart
At&t (T)	0.2	$6.6M	-22%	234k	28.24	View chart
Strategy Cl A New (MSTR)	0.2	$6.5M	-7%	20k	322.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.2M		13k	490.38	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.1M	-6%	14k	447.23	View chart
Qualcomm (QCOM)	0.1	$6.1M	+2%	37k	166.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.1M	-3%	44k	139.67	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$6.1M	+8%	80k	76.72	View chart
Merck & Co (MRK)	0.1	$6.0M	+2%	71k	83.93	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$5.8M		160k	36.33	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$5.7M	+2%	121k	47.20	View chart
National Fuel Gas (NFG)	0.1	$5.7M		61k	92.37	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$5.6M	+2%	162k	34.65	View chart
Pepsi (PEP)	0.1	$5.5M	+6%	39k	140.44	View chart
Rollins (ROL)	0.1	$5.5M		94k	58.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$5.5M	+2%	92k	59.92	View chart
Cme (CME)	0.1	$5.5M	-16%	20k	270.19	View chart
Stryker Corporation (SYK)	0.1	$5.4M	+9%	15k	369.68	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.1	$5.4M	-2%	33k	161.75	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.1	$5.3M		362k	14.64	View chart
Sap Se Spon Adr (SAP)	0.1	$5.3M	+3%	20k	267.21	View chart
Public Service Enterprise (PEG)	0.1	$5.3M		63k	83.46	View chart
Danaher Corporation (DHR)	0.1	$5.3M	-5%	27k	198.26	View chart
American Express Company (AXP)	0.1	$5.2M		16k	332.16	View chart
Verizon Communications (VZ)	0.1	$5.2M		118k	43.95	View chart
Kkr & Co (KKR)	0.1	$5.2M	-2%	40k	129.95	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$5.2M		67k	76.72	View chart
Uber Technologies (UBER)	0.1	$5.1M	+7%	53k	97.97	View chart
Newmont Mining Corporation (NEM)	0.1	$5.1M	+13%	61k	84.31	View chart
Williams Companies (WMB)	0.1	$5.0M	+3%	79k	63.35	View chart
Advanced Micro Devices (AMD)	0.1	$5.0M	+6%	31k	161.79	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$5.0M	-7%	55k	89.77	View chart
CVS Caremark Corporation (CVS)	0.1	$4.9M	+140%	65k	75.39	View chart
Shell Spon Ads (SHEL)	0.1	$4.8M	+19%	66k	71.53	View chart
Cadence Design Systems (CDNS)	0.1	$4.8M		14k	351.26	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$4.7M		298k	15.70	View chart
Mosaic (MOS)	0.1	$4.6M	+14%	134k	34.68	View chart
Constellation Energy (CEG)	0.1	$4.6M		14k	329.07	View chart
Morgan Stanley Com New (MS)	0.1	$4.6M	-4%	29k	158.96	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.6M	-2%	34k	133.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.6M	+5%	109k	42.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.6M		51k	89.34	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.6M	+2%	35k	129.72	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$4.5M	+35%	75k	60.43	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.5M	+37%	130k	34.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.5M		26k	170.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.5M		32k	139.17	View chart
Altria (MO)	0.1	$4.5M	-9%	68k	66.06	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$4.4M	+12%	74k	59.69	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.4M	-2%	31k	142.55	View chart
Sherwin-Williams Company (SHW)	0.1	$4.4M		13k	346.27	View chart
Tc Energy Corp (TRP)	0.1	$4.4M	+12%	80k	54.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$4.3M	-2%	67k	64.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$4.3M	-9%	90k	47.63	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.1M	-14%	16k	259.44	View chart
Capital One Financial (COF)	0.1	$4.1M	+2%	19k	212.58	View chart
Unilever Spon Adr New (UL)	0.1	$4.1M		69k	59.28	View chart
Welltower Inc Com reit (WELL)	0.1	$4.1M	+5%	23k	178.14	View chart
Automatic Data Processing (ADP)	0.1	$4.0M		14k	293.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$4.0M	-4%	27k	148.61	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	-2%	17k	236.37	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.0M	+12%	33k	120.01	View chart
Boeing Company (BA)	0.1	$4.0M	+4%	18k	215.83	View chart
Amphenol Corp Cl A (APH)	0.1	$4.0M	-3%	32k	123.75	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.1	$3.9M	+26%	28k	142.88	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$3.9M	-6%	78k	50.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$3.9M	-3%	77k	50.15	View chart
Howmet Aerospace (HWM)	0.1	$3.8M	+3%	19k	196.23	View chart
ConocoPhillips (COP)	0.1	$3.8M	+10%	40k	94.59	View chart
EQT Corporation (EQT)	0.1	$3.7M	+28%	69k	54.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.7M	-17%	15k	246.60	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$3.7M	-4%	58k	63.83	View chart
TJX Companies (TJX)	0.1	$3.7M	-2%	25k	144.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.6M	+6%	71k	51.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.6M	-3%	83k	42.96	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M		28k	123.75	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.5M	+2%	89k	39.22	View chart
Arista Networks Com Shs (ANET)	0.1	$3.4M	+2%	24k	145.71	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$3.4M	-2%	95k	36.42	View chart
Emerson Electric (EMR)	0.1	$3.4M		26k	131.18	View chart
Citigroup Com New (C)	0.1	$3.4M	+10%	34k	101.50	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.4M	-7%	61k	55.49	View chart
Analog Devices (ADI)	0.1	$3.4M		14k	245.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.4M	-3%	19k	183.73	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.4M	+2%	86k	39.54	View chart
Cintas Corporation (CTAS)	0.1	$3.4M		16k	205.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.3M	+2%	47k	71.37	View chart
Progressive Corporation (PGR)	0.1	$3.3M	-8%	13k	246.95	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.3M	-3%	105k	31.42	View chart
Palo Alto Networks (PANW)	0.1	$3.3M	-3%	16k	203.62	View chart
Carrier Global Corporation (CARR)	0.1	$3.3M	-2%	55k	59.70	View chart
CSX Corporation (CSX)	0.1	$3.2M	+3%	92k	35.51	View chart
Nextera Energy (NEE)	0.1	$3.2M		42k	75.49	View chart
Pfizer (PFE)	0.1	$3.1M	+13%	123k	25.48	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.1M	+5%	20k	155.45	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$3.1M	+27%	162k	19.28	View chart
Southern Company (SO)	0.1	$3.1M		33k	94.77	View chart
Bunge Global Sa Com Shs (BG)	0.1	$3.1M		38k	81.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.1M	-4%	22k	142.41	View chart
Roblox Corp Cl A (RBLX)	0.1	$3.1M	+42%	22k	138.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.0M		91k	33.37	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$3.0M	-11%	49k	61.94	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$3.0M	+28%	131k	23.07	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$3.0M	+88%	56k	54.16	View chart
Gilead Sciences (GILD)	0.1	$3.0M		27k	111.00	View chart
Metropcs Communications (TMUS)	0.1	$3.0M		13k	239.37	View chart
Fiserv (FI)	0.1	$3.0M	+2%	23k	128.93	View chart
Seabridge Gold (SA)	0.1	$3.0M	+41%	123k	24.15	View chart
PNC Financial Services (PNC)	0.1	$2.9M	-11%	15k	200.93	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.9M	+17%	16k	178.73	View chart
Cigna Corp (CI)	0.1	$2.9M	NEW	10k	288.25	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.1	$2.9M	-7%	18k	165.68	View chart
Nutrien (NTR)	0.1	$2.9M	+38%	49k	58.71	View chart
Apollo Global Mgmt (APO)	0.1	$2.9M	+8%	22k	133.27	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.9M	-8%	23k	125.86	View chart
Lowe's Companies (LOW)	0.1	$2.9M		11k	251.31	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.8M	-13%	26k	106.49	View chart
BP Sponsored Adr (BP)	0.1	$2.8M	-25%	81k	34.46	View chart
Capital Group New Geography SHS (CGNG)	0.1	$2.8M		90k	30.90	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.8M	+3%	29k	95.47	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$2.7M	+7%	77k	35.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.7M		20k	138.24	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$2.7M	+23%	27k	99.03	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$2.7M	NEW	167k	16.08	View chart

Past Filings by Bleakley Financial Group

SEC 13F filings are viewable for Bleakley Financial Group going back to 2022

Bleakley Financial Group 2025 Q3 filed Nov. 10, 2025
Bleakley Financial Group 2025 Q2 filed July 30, 2025
Bleakley Financial Group 2025 Q1 filed May 1, 2025
Bleakley Financial Group 2024 Q4 filed Jan. 27, 2025
Bleakley Financial Group 2024 Q3 filed Oct. 16, 2024
Bleakley Financial Group 2024 Q2 filed Aug. 12, 2024
Bleakley Financial Group 2024 Q1 filed May 8, 2024
Bleakley Financial Group 2023 Q4 filed Jan. 25, 2024
Bleakley Financial Group 2023 Q3 filed Nov. 14, 2023
Bleakley Financial Group 2023 Q2 filed Aug. 14, 2023
Bleakley Financial Group 2023 Q1 filed May 12, 2023
Bleakley Financial Group 2022 Q4 filed Feb. 7, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z