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Bleakley Financial Group

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

Top 5 stock holdings are IVV, CEF, AAPL, VV, NVDA, and represent 16.96% of Bleakley Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$184M), IJH (+$101M), IJR (+$97M), CLIP (+$91M), VUG (+$74M), IEMG (+$65M), DBEF (+$61M), IUSG (+$37M), PVAL (+$36M), HFSI (+$23M).
Started 121 new stock positions in DOLE, AR, SGVT, ASX, FELG, CLIP, FNDX, APLD, NRXP, VIV.
Reduced shares in these 10 stocks: CEF (-$17M), VV (-$11M), JEPI (-$7.9M), CALF (-$6.7M), MSTR (-$6.5M), SLV (-$5.1M), , Unilever, CTAS, BIL.
Sold out of its positions in APLS, BMO, CPB, CGMS, CTAS, DXCM, EOG, EA, EHC, FUMB.
Bleakley Financial Group was a net buyer of stock by $1.3B.
Bleakley Financial Group has $5.8B in assets under management (AUM), dropping by 33.73%.
Central Index Key (CIK): 0001936953

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Portfolio Holdings for Bleakley Financial Group

Bleakley Financial Group holds 679 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Bleakley Financial Group has 679 total positions. Only the first 250 positions are shown.

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Download the Bleakley Financial Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.8	$276M	+199%	403k	684.94	View chart
Sprott Asset Management Physical Gold An (CEF)	3.9	$222M	-7%	4.9M	45.80	View chart
Apple (AAPL)	3.2	$187M	+10%	686k	271.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.8	$160M	-6%	509k	314.80	View chart
NVIDIA Corporation (NVDA)	2.3	$133M	+11%	712k	186.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$130M	+294%	1.1M	120.18	View chart
Microsoft Corporation (MSFT)	2.2	$127M	+8%	263k	483.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$126M	+8%	433k	290.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$122M	+488%	1.9M	66.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$119M	+4%	174k	681.92	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$108M	+2%	567k	190.99	View chart
Global X Fds 1-3 Month T-bill (CLIP)	1.6	$91M	NEW	906k	100.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$86M	+613%	176k	487.86	View chart
Amazon (AMZN)	1.5	$84M	+9%	363k	230.82	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$80M	+426%	1.2M	67.22	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.3	$75M	-3%	2.3M	33.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$74M	+21%	893k	82.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.2	$71M	+6%	503k	141.06	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$63M	-7%	981k	64.42	View chart
Broadcom (AVGO)	1.1	$63M	+10%	182k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$62M	+9%	198k	313.80	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$61M	NEW	1.3M	48.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$59M	+5%	1.2M	50.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$58M	+2%	1.8M	32.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$58M	+11%	185k	313.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$56M	+11%	561k	100.38	View chart
Meta Platforms Cl A (META)	0.9	$55M	+6%	83k	660.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$52M	+19%	84k	614.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$51M	+5%	1.9M	26.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$51M		128k	396.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$50M	+13%	554k	89.46	View chart
Tesla Motors (TSLA)	0.8	$46M	+7%	103k	449.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$46M	+6%	920k	49.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$43M		619k	69.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$40M	+29%	876k	46.04	View chart
JPMorgan Chase & Co. (JPM)	0.7	$39M	+11%	122k	322.22	View chart
Eli Lilly & Co. (LLY)	0.7	$39M	+15%	36k	1074.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$38M	+2061%	229k	167.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$37M	+4%	59k	627.13	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$36M	NEW	779k	45.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$34M	+14%	69k	502.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$34M	+19%	102k	335.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$31M		524k	58.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$30M		1.2M	24.04	View chart
Johnson & Johnson (JNJ)	0.4	$26M	-7%	124k	206.95	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.4	$23M	NEW	655k	35.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$23M	+122%	48k	473.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$22M	+37%	234k	96.03	View chart
Visa Com Cl A (V)	0.4	$22M	+3%	62k	350.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$22M		84k	257.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$21M	+13%	422k	49.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$21M	NEW	299k	69.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$20M	+3%	651k	30.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$19M	+16%	158k	120.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$18M	+7%	60k	303.89	View chart
Philip Morris International (PM)	0.3	$18M	+3%	111k	160.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$17M	+4%	83k	210.34	View chart
Wal-Mart Stores (WMT)	0.3	$17M	+13%	156k	111.41	View chart
Abbvie (ABBV)	0.3	$17M	+7%	75k	228.49	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$17M	+7%	497k	34.65	View chart
Mastercard Incorporated Cl A (MA)	0.3	$17M	+9%	29k	570.88	View chart
Home Depot (HD)	0.3	$16M	+3%	47k	344.10	View chart
Palantir Technologies Cl A (PLTR)	0.3	$16M	+29%	90k	177.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$16M	+2%	467k	34.26	View chart
Ge Aerospace Com New (GE)	0.3	$16M	+12%	51k	308.03	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$16M	-2%	166k	94.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$15M	+19%	164k	93.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$15M	+7%	79k	191.56	View chart
Cisco Systems (CSCO)	0.2	$14M	+8%	184k	77.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$14M	+2%	135k	102.42	View chart
UnitedHealth (UNH)	0.2	$14M	+28%	42k	330.11	View chart
International Business Machines (IBM)	0.2	$14M	+8%	47k	296.21	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.2	$14M	NEW	273k	50.22	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$14M	-2%	255k	53.66	View chart
Caterpillar (CAT)	0.2	$13M	+10%	23k	572.87	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$13M	+3%	451k	29.55	View chart
Merck & Co (MRK)	0.2	$13M	+76%	126k	105.26	View chart
Netflix (NFLX)	0.2	$13M	+811%	138k	93.76	View chart
Micron Technology (MU)	0.2	$13M	+9%	45k	285.41	View chart
Goldman Sachs (GS)	0.2	$13M	+5%	15k	878.98	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$13M	NEW	301k	41.70	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$13M	-18%	137k	91.38	View chart
Abbott Laboratories (ABT)	0.2	$12M	+22%	98k	125.29	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M	+24%	67k	183.40	View chart
Chevron Corporation (CVX)	0.2	$12M	+19%	80k	152.41	View chart
Bank of America Corporation (BAC)	0.2	$12M	+15%	219k	55.00	View chart
Procter & Gamble Company (PG)	0.2	$12M	+2%	82k	143.31	View chart
Applied Materials (AMAT)	0.2	$12M	+13%	45k	256.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$12M		236k	48.99	View chart
Costco Wholesale Corporation (COST)	0.2	$11M	+5%	13k	862.32	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.2	$11M	+3%	330k	34.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$11M	+92%	177k	62.47	View chart
Coca-Cola Company (KO)	0.2	$11M	+21%	153k	69.91	View chart
Thermo Fisher Scientific (TMO)	0.2	$11M	+18%	18k	579.46	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$10M	+17%	415k	25.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$10M	+4%	58k	177.37	View chart
Ishares Msci World Etf (URTH)	0.2	$10M	-3%	55k	185.77	View chart
Oracle Corporation (ORCL)	0.2	$10M	+9%	52k	194.91	View chart
Walt Disney Company (DIS)	0.2	$10M	+16%	88k	113.77	View chart
salesforce (CRM)	0.2	$9.7M	+3%	37k	264.91	View chart
Amgen (AMGN)	0.2	$9.6M	+7%	29k	327.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$9.6M		48k	199.68	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.2	$9.5M	NEW	188k	50.73	View chart
AmerisourceBergen (COR)	0.2	$9.5M	+31%	28k	337.76	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.2	$9.3M	NEW	234k	39.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$9.2M	+12%	344k	26.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$8.9M	+13%	120k	74.07	View chart
Wells Fargo & Company (WFC)	0.2	$8.8M	+12%	95k	93.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.6M	+6%	101k	85.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.6M	-3%	109k	78.81	View chart
Ge Vernova (GEV)	0.1	$8.6M		13k	653.59	View chart
Boston Scientific Corporation (BSX)	0.1	$8.6M	+2%	90k	95.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$8.4M	+6%	296k	28.48	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$8.4M	+19%	172k	48.70	View chart
Northrop Grumman Corporation (NOC)	0.1	$8.3M	+5%	15k	570.20	View chart
Danaher Corporation (DHR)	0.1	$8.2M	+34%	36k	228.92	View chart
American Express Company (AXP)	0.1	$8.1M	+40%	22k	369.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$8.1M	+7%	37k	219.78	View chart
Astrazeneca Sponsored Adr	0.1	$8.0M	+9%	87k	91.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$8.0M	-2%	21k	373.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.0M		65k	123.26	View chart
2023 Etf Series Trust Brandes Us Small (BSMC)	0.1	$7.9M	NEW	229k	34.72	View chart
Applovin Corp Com Cl A (APP)	0.1	$7.9M		12k	673.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$7.8M	NEW	37k	209.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.8M		14k	566.36	View chart
Advanced Micro Devices (AMD)	0.1	$7.8M	+17%	36k	214.16	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$7.6M	+46%	99k	77.53	View chart
Fidelity National Information Services (FIS)	0.1	$7.6M	+4%	115k	66.46	View chart
Vanguard World Health Car Etf (VHT)	0.1	$7.6M	-2%	27k	287.86	View chart
McDonald's Corporation (MCD)	0.1	$7.6M	+13%	25k	305.63	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$7.5M	NEW	161k	46.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$7.5M	+3%	78k	96.27	View chart
Applied Digital Corp Com New (APLD)	0.1	$7.5M	NEW	305k	24.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.4M		30k	246.16	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$7.4M	-3%	146k	50.86	View chart
Cme (CME)	0.1	$7.4M	+32%	27k	273.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$7.4M	+2%	141k	52.41	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$7.1M	NEW	16k	453.36	View chart
Marsh & McLennan Companies	0.1	$7.0M	+7%	38k	185.52	View chart
Royal Caribbean Cruises (RCL)	0.1	$7.0M	+7%	25k	278.92	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$7.0M		128k	54.59	View chart
Verizon Communications (VZ)	0.1	$7.0M	+44%	171k	40.73	View chart
Aon Shs Cl A (AON)	0.1	$6.9M	+5%	20k	352.87	View chart
Capital Group International SHS (CGIE)	0.1	$6.9M	+918%	199k	34.82	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$6.9M		293k	23.65	View chart
Qualcomm (QCOM)	0.1	$6.9M	+8%	40k	171.05	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$6.8M	NEW	191k	35.90	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.7M	-6%	49k	137.87	View chart
Honeywell International (HON)	0.1	$6.7M	+2%	35k	195.09	View chart
Newmont Mining Corporation (NEM)	0.1	$6.7M	+9%	67k	99.85	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.1	$6.6M	+29%	36k	186.43	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$6.6M	-2%	149k	44.47	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.6M		64k	102.39	View chart
Medtronic SHS (MDT)	0.1	$6.5M	-22%	68k	96.06	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.5M	+9%	38k	171.18	View chart
Eaton Corp SHS (ETN)	0.1	$6.5M	+9%	20k	318.51	View chart
Stryker Corporation (SYK)	0.1	$6.3M	+23%	18k	351.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.3M		45k	141.05	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$6.3M	+2%	164k	38.36	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$6.3M	+7%	130k	48.46	View chart
Linde SHS (LIN)	0.1	$6.1M	-2%	14k	426.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.1M	+3%	13k	468.77	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$6.0M	+9%	36k	166.70	View chart
Morgan Stanley Com New (MS)	0.1	$6.0M	+15%	34k	177.53	View chart
Pepsi (PEP)	0.1	$5.9M	+4%	41k	143.52	View chart
Shell Spon Ads (SHEL)	0.1	$5.9M	+20%	80k	73.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.8M	NEW	39k	148.69	View chart
Unilever Spon Adr New (UL)	0.1	$5.8M	NEW	89k	65.40	View chart
S&p Global (SPGI)	0.1	$5.8M	NEW	11k	522.58	View chart
Rollins (ROL)	0.1	$5.8M	+2%	96k	60.02	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.1	$5.7M		363k	15.59	View chart
Sap Se Spon Adr (SAP)	0.1	$5.6M	+16%	23k	242.91	View chart
Totalenergies Se Act (TTE)	0.1	$5.5M	NEW	84k	65.42	View chart
Constellation Energy (CEG)	0.1	$5.4M	+9%	15k	353.27	View chart
Williams Companies (WMB)	0.1	$5.4M	+13%	90k	60.11	View chart
At&t (T)	0.1	$5.2M	-9%	211k	24.84	View chart
Uber Technologies (UBER)	0.1	$5.2M	+21%	64k	81.71	View chart
Capital One Financial (COF)	0.1	$5.1M	+9%	21k	242.36	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.1	$5.1M	NEW	179k	28.68	View chart
Public Service Enterprise (PEG)	0.1	$5.1M		64k	80.30	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.1M		33k	154.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.1M	NEW	18k	279.14	View chart
Amphenol Corp Cl A (APH)	0.1	$5.1M	+16%	37k	135.14	View chart
National Fuel Gas (NFG)	0.1	$5.0M	+2%	63k	80.06	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$5.0M	+96%	260k	19.08	View chart
Hilton Worldwide Holdings (HLT)	0.1	$5.0M	+7%	17k	287.25	View chart
Tc Energy Corp (TRP)	0.1	$4.9M	+12%	90k	55.01	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.9M	+7%	139k	35.33	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$4.9M	+113%	109k	44.71	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$4.8M	-16%	136k	35.64	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.8M		110k	43.64	View chart
Kenvue (KVUE)	0.1	$4.8M	+175%	278k	17.25	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$4.7M	NEW	16k	300.33	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.7M	+2%	36k	131.59	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$4.7M	NEW	90k	52.34	View chart
Citigroup Com New (C)	0.1	$4.7M	+19%	40k	116.69	View chart
Seabridge Gold (SA)	0.1	$4.7M	+29%	159k	29.59	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$4.7M	+1114%	162k	29.02	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$4.7M	+18%	93k	50.25	View chart
Apollo Global Mgmt (APO)	0.1	$4.6M	+47%	32k	144.76	View chart
EQT Corporation (EQT)	0.1	$4.6M	+26%	87k	53.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.6M	+3%	32k	143.33	View chart
Welltower Inc Com reit (WELL)	0.1	$4.5M	+7%	25k	185.61	View chart
TJX Companies (TJX)	0.1	$4.5M	+15%	29k	153.61	View chart
Cadence Design Systems (CDNS)	0.1	$4.5M	+6%	14k	312.59	View chart
Sherwin-Williams Company (SHW)	0.1	$4.5M	+9%	14k	324.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.5M	+9%	17k	268.29	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.4M	+4%	35k	126.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$4.4M		91k	47.79	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$4.3M	+4%	79k	54.89	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$4.3M		27k	160.97	View chart
Union Pacific Corporation (UNP)	0.1	$4.3M	+8%	19k	231.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$4.3M		68k	63.01	View chart
Altria (MO)	0.1	$4.2M	+7%	73k	57.66	View chart
Howmet Aerospace (HWM)	0.1	$4.1M	+4%	20k	205.02	View chart
Progressive Corporation (PGR)	0.1	$4.1M	+34%	18k	227.72	View chart
Freeport-mcmoran CL B (FCX)	0.1	$4.1M	-8%	81k	50.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.1M		27k	154.14	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$4.1M	NEW	83k	49.14	View chart
Analog Devices (ADI)	0.1	$4.1M	+8%	15k	271.21	View chart
Nextera Energy (NEE)	0.1	$4.0M	+19%	50k	80.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$3.9M		76k	51.75	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.1	$3.9M	NEW	38k	104.41	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$3.9M	+24%	202k	19.16	View chart
Boeing Company (BA)	0.1	$3.8M	-3%	18k	217.12	View chart
Nutrien (NTR)	0.1	$3.8M	+25%	62k	61.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$3.8M		55k	68.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$3.8M	+2%	59k	64.04	View chart
Gilead Sciences (GILD)	0.1	$3.8M	+12%	31k	122.74	View chart
Cigna Corp (CI)	0.1	$3.7M	+34%	14k	275.22	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$3.7M		96k	38.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.7M		82k	45.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.7M	+31%	35k	107.11	View chart
Emerson Electric (EMR)	0.1	$3.7M	+6%	28k	132.72	View chart
Pfizer (PFE)	0.1	$3.7M	+19%	148k	24.90	View chart
CSX Corporation (CSX)	0.1	$3.7M	+10%	101k	36.25	View chart
Servicenow (NOW)	0.1	$3.6M	NEW	24k	153.19	View chart
Kkr & Co (KKR)	0.1	$3.6M	-29%	28k	127.48	View chart
Automatic Data Processing (ADP)	0.1	$3.6M		14k	257.22	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$3.5M	+16%	153k	23.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.5M	NEW	25k	141.14	View chart
FedEx Corporation (FDX)	0.1	$3.5M	+16%	12k	288.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.5M	-3%	69k	50.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.5M		87k	40.23	View chart
Broadridge Financial Solutions (BR)	0.1	$3.5M	NEW	16k	223.17	View chart
Chubb (CB)	0.1	$3.5M	NEW	11k	312.13	View chart
Western Digital (WDC)	0.1	$3.5M	NEW	20k	172.27	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M	+5%	30k	117.21	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.5M	+19%	35k	99.91	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$3.4M	+11%	30k	113.78	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 Q4 filed Feb. 9, 2026
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

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