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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, IJH, IJR, and represent 16.59% of Bleakley Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$78M), IJH (+$48M), IJR (+$30M), AVDV (+$25M), BBRE (+$24M), VUG (+$24M), RWK (+$24M), HAUZ (+$22M), FWD (+$22M), SCHF (+$20M).
Started 117 new stock positions in ASML, GXC, FTI, FMDE, RELY, U, PTF, IUSB, PINS, SKYT.
Reduced shares in these 10 stocks: SLV (-$36M), CEF (-$31M), QQQ (-$13M), AstraZeneca (-$8.0M), APP (-$7.9M), CRWD (-$6.1M), BIL, WMB, , COR.
Sold out of its positions in ADMA, ANGI, OKLO, APP, AstraZeneca, BWIN, BAX, OWL, BN, Cadence Bank.
Bleakley Financial Group was a net buyer of stock by $744M.
Bleakley Financial Group has $6.4B in assets under management (AUM), dropping by 10.89%.
Central Index Key (CIK): 0001936953

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Portfolio Holdings for Bleakley Financial Group

Bleakley Financial Group holds 760 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Bleakley Financial Group has 760 total positions. Only the first 250 positions are shown.

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Download the Bleakley Financial Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$341M	+29%	522k	653.21	View chart
Sprott Asset Management Physical Gold An (CEF)	3.1	$200M	-13%	4.2M	47.72	View chart
Apple (AAPL)	2.8	$182M	+4%	718k	253.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$173M	+38%	2.6M	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$165M	+22%	1.3M	124.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.5	$158M	+4%	529k	298.85	View chart
NVIDIA Corporation (NVDA)	2.1	$137M	+10%	783k	174.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$136M	+9%	473k	287.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$127M	+12%	196k	650.34	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$114M	+2%	579k	196.20	View chart
Global X Fds 1-3 Month T-bill (CLIP)	1.7	$107M	+17%	1.1M	100.36	View chart
Microsoft Corporation (MSFT)	1.6	$105M	+7%	284k	370.17	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$101M	+31%	231k	436.79	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$97M	+17%	1.4M	69.75	View chart
Amazon (AMZN)	1.2	$80M	+5%	384k	208.27	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.2	$79M	-2%	2.2M	35.44	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.2	$74M	+17%	1.5M	49.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$73M		883k	82.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$67M	-3%	488k	138.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$66M	+12%	1.3M	49.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$62M	+23%	684k	90.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$59M	+3%	582k	100.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$58M	+8%	201k	287.56	View chart
Broadcom (AVGO)	0.9	$58M	+2%	187k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$58M		200k	286.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$55M		128k	430.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$54M	+4%	1.8M	29.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$53M	+21%	750k	71.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$52M	+13%	1.0M	49.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$51M	+64%	2.0M	24.75	View chart
Meta Platforms Cl A (META)	0.8	$50M	+4%	87k	572.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$49M		1.9M	25.64	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$48M	+32%	1.0M	46.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$41M	+16%	266k	155.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$41M	+3%	903k	45.62	View chart
Tesla Motors (TSLA)	0.6	$40M	+3%	106k	371.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$39M	+8%	132k	294.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$39M	+17%	120k	320.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$37M	+3%	61k	597.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$36M	+8%	74k	479.20	View chart
Eli Lilly & Co. (LLY)	0.6	$35M	+6%	39k	919.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$35M	-27%	61k	577.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$33M	+7%	563k	58.54	View chart
Johnson & Johnson (JNJ)	0.5	$32M	+6%	132k	244.44	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$31M	-53%	461k	68.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$30M	+49%	445k	68.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$29M	+225%	389k	73.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$28M	+802%	283k	99.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$28M	+84%	145k	191.92	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.4	$27M	+802%	282k	95.69	View chart
Exxon Mobil Corporation (XOM)	0.4	$27M		158k	169.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.4	$26M	+914%	205k	128.26	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.4	$26M	+538%	240k	108.56	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.4	$25M	+873%	1.1M	22.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$24M	+15%	55k	426.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$23M	+15%	69k	337.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$23M	+2%	240k	97.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$22M		84k	261.92	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.3	$21M	-6%	613k	34.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$20M		643k	30.96	View chart
Wal-Mart Stores (WMT)	0.3	$20M		158k	124.28	View chart
Visa Com Cl A (V)	0.3	$19M		62k	302.24	View chart
Chevron Corporation (CVX)	0.3	$18M	+11%	89k	206.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$18M	+3%	85k	213.67	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$18M	+17%	195k	93.27	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$18M	+7%	534k	33.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$18M	+53%	273k	64.08	View chart
Caterpillar (CAT)	0.3	$17M	+4%	24k	708.47	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$17M	+559%	440k	38.26	View chart
Philip Morris International (PM)	0.3	$16M	-11%	99k	165.34	View chart
Home Depot (HD)	0.2	$16M		48k	328.89	View chart
Abbvie (ABBV)	0.2	$16M	-3%	73k	217.49	View chart
Merck & Co (MRK)	0.2	$16M	+2%	129k	120.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$15M	-4%	448k	33.77	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$15M		164k	92.28	View chart
Kla Corp Com New (KLAC)	0.2	$15M	NEW	10k	1472.42	View chart
Applied Materials (AMAT)	0.2	$15M	-4%	43k	341.79	View chart
Costco Wholesale Corporation (COST)	0.2	$15M	+11%	15k	996.45	View chart
Ge Aerospace Com New (GE)	0.2	$14M		51k	283.77	View chart
Micron Technology (MU)	0.2	$14M	-5%	43k	337.84	View chart
Netflix (NFLX)	0.2	$14M	+7%	149k	96.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$14M		137k	103.37	View chart
Cisco Systems (CSCO)	0.2	$14M	-2%	180k	77.59	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$14M		255k	54.11	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$13M		454k	29.49	View chart
Mastercard Incorporated Cl A (MA)	0.2	$13M	-9%	27k	499.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$13M	NEW	10k	1320.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$13M	-18%	345k	38.42	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M	-2%	88k	146.28	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M		67k	192.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$13M	+787%	256k	50.37	View chart
Coca-Cola Company (KO)	0.2	$13M	+10%	169k	76.05	View chart
Goldman Sachs (GS)	0.2	$13M	+3%	15k	846.01	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.2	$13M	-5%	257k	49.67	View chart
Astrazeneca Ord (AZN)	0.2	$13M	NEW	64k	197.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$12M	+272%	228k	54.05	View chart
Procter & Gamble Company (PG)	0.2	$12M	+2%	84k	144.44	View chart
Ge Vernova (GEV)	0.2	$12M	+5%	14k	872.88	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$12M	+67%	489k	24.39	View chart
Amgen (AMGN)	0.2	$12M	+11%	33k	351.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$11M		231k	47.68	View chart
Bank of America Corporation (BAC)	0.2	$11M	+2%	225k	48.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$11M		58k	184.28	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$11M	+368%	75k	142.19	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.2	$10M	+116%	350k	29.66	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$10M		414k	24.77	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$10M	-10%	270k	37.49	View chart
Ishares Msci World Etf (URTH)	0.2	$9.9M		55k	180.02	View chart
International Business Machines (IBM)	0.2	$9.9M	-12%	41k	242.39	View chart
Verizon Communications (VZ)	0.2	$9.7M	+12%	193k	50.20	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$9.5M		335k	28.43	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.3M	-6%	14k	682.24	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$9.3M	+2%	354k	26.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$9.1M	+17%	189k	48.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$9.1M		99k	91.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$9.1M	+12%	42k	213.66	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.0M	+42%	20k	460.99	View chart
Oracle Corporation (ORCL)	0.1	$9.0M	+18%	61k	147.11	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$8.9M	+27%	244k	36.67	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.8M		18k	491.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.8M	+3%	112k	78.41	View chart
Abbott Laboratories (ABT)	0.1	$8.8M	-12%	86k	102.67	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.1	$8.7M	-7%	174k	50.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$8.7M	+13%	42k	205.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$8.7M	-30%	95k	91.64	View chart
Walt Disney Company (DIS)	0.1	$8.7M	+2%	90k	96.38	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$8.7M	NEW	187k	46.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$8.5M		294k	29.08	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.1	$8.5M	-8%	214k	39.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$8.5M	-3%	47k	181.42	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$8.4M	+2%	176k	47.82	View chart
Cme (CME)	0.1	$8.3M	+4%	28k	295.35	View chart
UnitedHealth (UNH)	0.1	$8.2M	-27%	30k	270.59	View chart
Totalenergies Se Act (TTE)	0.1	$8.1M	+5%	89k	90.99	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.1	$8.0M	+18%	432k	18.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.0M	+9%	71k	113.11	View chart
Wells Fargo & Company (WFC)	0.1	$8.0M	+5%	100k	79.61	View chart
McDonald's Corporation (MCD)	0.1	$8.0M	+3%	26k	310.80	View chart
Advanced Micro Devices (AMD)	0.1	$7.9M	+7%	39k	203.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$7.9M		100k	78.41	View chart
Gilead Sciences (GILD)	0.1	$7.7M	+80%	55k	139.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$7.7M	+10%	17k	446.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$7.6M	-3%	36k	215.06	View chart
salesforce (CRM)	0.1	$7.6M	+11%	41k	186.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$7.6M		78k	97.23	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$7.6M	+21%	157k	48.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.6M		21k	356.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.6M		31k	248.00	View chart
Newmont Mining Corporation (NEM)	0.1	$7.5M	+4%	70k	108.25	View chart
2023 Etf Series Trust Brandes Us Small (BSMC)	0.1	$7.5M	-9%	208k	36.17	View chart
Linde SHS (LIN)	0.1	$7.5M	+6%	15k	495.76	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$7.5M	+2%	144k	52.19	View chart
Honeywell International (HON)	0.1	$7.4M	-5%	33k	226.03	View chart
Eaton Corp SHS (ETN)	0.1	$7.4M		21k	357.67	View chart
Stryker Corporation (SYK)	0.1	$7.4M	+24%	22k	328.59	View chart
Applied Digital Corp Com New (APLD)	0.1	$7.3M		308k	23.74	View chart
BP Sponsored Adr (BP)	0.1	$7.2M	+54%	153k	47.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$7.1M	NEW	82k	86.69	View chart
Marsh & McLennan Companies (MRSH)	0.1	$7.0M	+7%	41k	173.45	View chart
Vanguard World Health Car Etf (VHT)	0.1	$7.0M	-2%	26k	272.33	View chart
Aon Shs Cl A (AON)	0.1	$6.9M	+9%	21k	322.78	View chart
Pepsi (PEP)	0.1	$6.9M	+7%	44k	155.29	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$6.9M	+3%	112k	61.26	View chart
Danaher Corporation (DHR)	0.1	$6.8M		36k	189.60	View chart
Royal Caribbean Cruises (RCL)	0.1	$6.8M		25k	275.18	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.7M	-9%	44k	152.75	View chart
EQT Corporation (EQT)	0.1	$6.7M	+20%	105k	63.64	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$6.6M		162k	40.81	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$6.5M	+40%	131k	50.12	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$6.5M	+6%	39k	169.55	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$6.5M	+8%	163k	40.19	View chart
National Fuel Gas (NFG)	0.1	$6.5M	+9%	69k	93.96	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.5M		45k	145.74	View chart
Occidental Petroleum Corporation (OXY)	0.1	$6.5M	+62%	100k	65.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.5M	-2%	63k	103.43	View chart
Canadian Natural Resources (CNQ)	0.1	$6.4M	+68%	132k	48.73	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$6.3M	-6%	136k	46.67	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.1	$6.3M		35k	178.23	View chart
At&t (T)	0.1	$6.2M		214k	28.99	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$6.1M	+23%	97k	63.15	View chart
Capital Group International SHS (CGIE)	0.1	$6.1M	-9%	180k	33.82	View chart
Fidelity Natl Finl Com Shs (FNF)	0.1	$6.0M		130k	46.38	View chart
Medtronic SHS (MDT)	0.1	$6.0M	+2%	70k	86.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.9M	+6%	42k	142.43	View chart
Shell Spon Ads (SHEL)	0.1	$5.9M	-20%	64k	93.00	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$5.8M	+127%	233k	25.11	View chart
Welltower Inc Com reit (WELL)	0.1	$5.8M	+20%	29k	197.71	View chart
American Express Company (AXP)	0.1	$5.8M	-12%	19k	302.48	View chart
Hilton Worldwide Holdings (HLT)	0.1	$5.7M	+9%	19k	304.08	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$5.7M	+18%	165k	34.41	View chart
Morgan Stanley Com New (MS)	0.1	$5.7M	+2%	34k	164.57	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$5.6M	+22%	19k	287.58	View chart
Nutrien (NTR)	0.1	$5.5M	+19%	74k	75.46	View chart
SLB Com Stk (SLB)	0.1	$5.5M	+190%	108k	51.39	View chart
Unilever Spon Adr New (UL)	0.1	$5.5M	+9%	97k	56.97	View chart
Tc Energy Corp (TRP)	0.1	$5.5M	-2%	87k	62.60	View chart
Mosaic (MOS)	0.1	$5.4M	+57%	213k	25.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.4M	+47%	51k	106.15	View chart
Fidelity National Information Services (FIS)	0.1	$5.4M		115k	46.91	View chart
TJX Companies (TJX)	0.1	$5.4M	+15%	34k	159.70	View chart
Seabridge Gold (SA)	0.1	$5.4M	+19%	190k	28.34	View chart
AmerisourceBergen (COR)	0.1	$5.3M	-39%	17k	314.15	View chart
Kenvue (KVUE)	0.1	$5.3M	+11%	309k	17.24	View chart
Corning Incorporated (GLW)	0.1	$5.3M	+70%	39k	135.97	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$5.3M	+17%	307k	17.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.2M	NEW	99k	52.78	View chart
Citigroup Com New (C)	0.1	$5.2M	+12%	46k	113.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$5.1M	+9%	120k	42.54	View chart
Noble Corp Ord Shs A (NE)	0.1	$5.1M	+25%	104k	49.07	View chart
Public Service Enterprise (PEG)	0.1	$5.1M		63k	80.95	View chart
Rollins (ROL)	0.1	$5.1M		95k	53.41	View chart
Amphenol Corp Cl A (APH)	0.1	$5.1M	+6%	40k	126.35	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$5.0M	+6%	96k	52.19	View chart
Qualcomm (QCOM)	0.1	$5.0M	-3%	39k	128.78	View chart
Bunge Global Sa Com Shs (BG)	0.1	$5.0M		39k	127.20	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.0M	+3%	34k	146.61	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.1	$5.0M	+2%	183k	27.13	View chart
Altria (MO)	0.1	$4.9M	+3%	75k	65.99	View chart
Union Pacific Corporation (UNP)	0.1	$4.9M	+9%	20k	242.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$4.9M	NEW	13k	370.67	View chart
Pfizer (PFE)	0.1	$4.9M	+17%	174k	28.08	View chart
Nextera Energy (NEE)	0.1	$4.8M	+3%	52k	92.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.8M	+2%	19k	257.35	View chart
Howmet Aerospace (HWM)	0.1	$4.8M	+3%	21k	230.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.8M		33k	145.79	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.7M		36k	132.50	View chart
Freeport Mcmoran CL B (FCX)	0.1	$4.7M		81k	58.78	View chart
S&p Global (SPGI)	0.1	$4.7M		11k	425.34	View chart
ConocoPhillips (COP)	0.1	$4.7M	+15%	36k	132.00	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$4.7M	+31%	121k	38.39	View chart
Constellation Energy (CEG)	0.1	$4.7M	+8%	17k	279.26	View chart
Sap Se Spon Adr (SAP)	0.1	$4.6M	+16%	27k	171.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$4.6M	+18%	90k	50.41	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$4.5M	+19%	242k	18.71	View chart
Western Digital (WDC)	0.1	$4.5M	-17%	17k	270.50	View chart
Uber Technologies (UBER)	0.1	$4.5M	-2%	62k	71.93	View chart
Sherwin-Williams Company (SHW)	0.1	$4.5M		14k	320.55	View chart
Tetra Tech (TTEK)	0.1	$4.5M	+305%	148k	30.12	View chart
Cardinal Health (CAH)	0.1	$4.4M	NEW	21k	211.31	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$4.3M	+6%	89k	48.86	View chart
Capital One Financial (COF)	0.1	$4.3M	+12%	24k	182.43	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.3M		35k	120.97	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$4.2M	+3%	99k	42.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$4.2M	-2%	66k	63.94	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$4.2M	-9%	82k	50.81	View chart
Cigna Corp (CI)	0.1	$4.1M	+12%	15k	266.75	View chart
Emerson Electric (EMR)	0.1	$4.1M	+11%	31k	131.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$4.0M		81k	48.93	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$4.0M	NEW	85k	46.84	View chart
Analog Devices (ADI)	0.1	$4.0M	-17%	12k	318.13	View chart

Past Filings by Bleakley Financial Group

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

Bleakley Financial Group 2026 Q1 filed May 4, 2026
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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