Bleakley Financial Group, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$3.9B

Holdings

570

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (570 positions)

#StockSharesValue% PortfolioType
101
AMATAPPLIED MATLS INC
39,787$7.3M0.18%
102
IWRISHARES TR
78,688$7.2M0.18%
103
IVWISHARES TR
65,517$7.2M0.18%
104
AIQGLOBAL X FDS
163,156$7.1M0.18%
105
FNFFIDELITY NATIONAL FINANCIAL
126,503$7.1M0.18%
106
UNHUNITEDHEALTH GROUP INC
22,686$7.1M0.18%
107
UCONFIRST TR EXCHNG TRADED FD VI
280,562$7.0M0.18%
108
GEVGE VERNOVA INC
13,013$6.9M0.17%
109
SCHASCHWAB STRATEGIC TR
272,046$6.9M0.17%
110
RCLROYAL CARIBBEAN GROUP
21,818$6.8M0.17%
111
ETNEATON CORP PLC
19,077$6.8M0.17%
112
LINLINDE PLC
14,485$6.8M0.17%
113
VHTVANGUARD WORLD FD
27,199$6.8M0.17%
114
CALFPACER FDS TR
169,385$6.7M0.17%
115
STIPISHARES TR
65,408$6.7M0.17%
116
VIGVANGUARD SPECIALIZED FUNDS
32,878$6.7M0.17%
117
CMECME GROUP INC
24,298$6.7M0.17%
118
IWMISHARES TR
30,839$6.7M0.17%
119
WFCWELLS FARGO CO NEW
82,382$6.6M0.17%
120
JPIBJ P MORGAN EXCHANGE TRADED F
135,358$6.6M0.17%
121
AONAON PLC
18,414$6.6M0.17%
122
MCDMCDONALDS CORP
22,150$6.5M0.16%
123
MDTMEDTRONIC PLC
74,136$6.5M0.16%
124
CRWDCROWDSTRIKE HLDGS INC
12,564$6.4M0.16%
125
NVSNNOVARTIS AG
52,167$6.3M0.16%
126
NOCNORTHROP GRUMMAN CORP
12,575$6.3M0.16%
127
VRTXVERTEX PHARMACEUTICALS INC
13,931$6.2M0.16%
128
MUMICRON TECHNOLOGY INC
49,070$6.0M0.15%
129
IWSISHARES TR
45,364$6.0M0.15%
130
CGGRCAPITAL GROUP GROWTH ETF
145,947$5.9M0.15%
131
SAPSAP SE
19,156$5.8M0.15%
132
SPGIS&P GLOBAL INC
11,025$5.8M0.15%
133
QCOMQUALCOMM INC
36,205$5.8M0.15%
134
SNYSANOFI
117,680$5.7M0.14%
135
TMOTHERMO FISHER SCIENTIFIC INC
13,925$5.6M0.14%
136
XCEMCOLUMBIA ETF TR II
162,735$5.6M0.14%
137
TAKTAKEDA PHARMACEUTICAL CO LTD
359,366$5.6M0.14%
138
MRKMERCK & CO INC
69,715$5.5M0.14%
139
DHRDANAHER CORPORATION
27,938$5.5M0.14%
140
ACNACCENTURE PLC IRELAND
18,313$5.5M0.14%
141
KKRKKR & CO INC
40,918$5.4M0.14%
142
CGDGCAPITAL GROUP DIVIDEND GROWE
158,235$5.3M0.14%
143
ROLROLLINS INC
94,077$5.3M0.13%
144
NFGNATIONAL FUEL GAS CO
62,496$5.3M0.13%
145
SYKSTRYKER CORPORATION
13,292$5.3M0.13%
146
PEGPUBLIC SVC ENTERPRISE GRP IN
62,163$5.2M0.13%
147
AZNASTRAZENECA PLC
73,811$5.2M0.13%
148
DGTSPDR SERIES TRUST
34,060$5.1M0.13%
149
VEAVANGUARD TAX-MANAGED FDS
89,700$5.1M0.13%
150
GBTCGRAYSCALE BITCOIN TRUST ETF
59,964$5.1M0.13%
151
BACVERIZON COMMUNICATIONS INC
117,308$5.1M0.13%
152
AXPAMERICAN EXPRESS CO
15,791$5.0M0.13%
153
HLTHILTON WORLDWIDE HLDGS INC
18,577$4.9M0.13%
154
PEPPEPSICO INC
36,854$4.9M0.12%
155
SCZISHARES TR
66,454$4.8M0.12%
156
WMBWILLIAMS COS INC
76,337$4.8M0.12%
157
NVONOVO-NORDISK A S
66,081$4.6M0.12%
158
UBERUBER TECHNOLOGIES INC
48,724$4.5M0.12%
159
CEGCONSTELLATION ENERGY CORP
13,818$4.5M0.11%
160
MOALTRIA GROUP INC
74,697$4.4M0.11%
161
XLESELECT SECTOR SPDR TR
51,482$4.4M0.11%
162
SHWSHERWIN WILLIAMS CO
12,699$4.4M0.11%
163
BCCCGLOBAL X FDS
99,393$4.3M0.11%
164
CGWINVESCO EXCH TRADED FD TR II
69,028$4.3M0.11%
165
DWDMORGAN STANLEY
30,443$4.3M0.11%
166
XLVSELECT SECTOR SPDR TR
31,725$4.3M0.11%
167
VSSVANGUARD INTL EQUITY INDEX F
31,810$4.3M0.11%
168
MOSMOSAIC CO NEW
116,979$4.3M0.11%
169
ADPAUTOMATIC DATA PROCESSING IN
13,827$4.3M0.11%
170
IJJISHARES TR
34,087$4.2M0.11%
171
GDXVANECK ETF TRUST
80,845$4.2M0.11%
172
GSYINVESCO ACTIVELY MANAGED EXC
83,493$4.2M0.11%
173
ULUNILEVER PLC
68,049$4.2M0.11%
174
CDNSCADENCE DESIGN SYSTEM INC
13,499$4.2M0.11%
175
CARRCARRIER GLOBAL CORPORATION
56,320$4.1M0.10%
176
AMDADVANCED MICRO DEVICES INC
28,894$4.1M0.10%
177
CGDGCAPITAL GROUP DIVIDEND VALUE
103,417$4.1M0.10%
178
TTENTOTALENERGIES SE
66,122$4.1M0.10%
179
UNPUNION PAC CORP
17,465$4.0M0.10%
180
TXNTEXAS INSTRS INC
19,234$4.0M0.10%
181
COFCAPITAL ONE FINL CORP
18,764$4.0M0.10%
182
BXBLACKSTONE INC
26,281$3.9M0.10%
183
CMCSACOMCAST CORP NEW
109,713$3.9M0.10%
184
SHELSHELL PLC
55,492$3.9M0.10%
185
FISVFISERV INC
22,611$3.9M0.10%
186
PGRPROGRESSIVE CORP
14,585$3.9M0.10%
187
FJANFIRST TR EXCHNG TRADED FD VI
79,542$3.8M0.10%
188
EEMVISHARES INC
60,194$3.8M0.10%
189
FCXFREEPORT-MCMORAN INC
86,076$3.7M0.09%
190
BABOEING CO
17,684$3.7M0.09%
191
CITCINTAS CORP
16,483$3.7M0.09%
192
PSLV/USPROTT PHYSICAL SILVER TR
299,258$3.7M0.09%
193
EMREMERSON ELEC CO
26,306$3.5M0.09%
194
TRPTC ENERGY CORP
71,233$3.5M0.09%
195
PANWPALO ALTO NETWORKS INC
16,929$3.5M0.09%
196
HWMHOWMET AEROSPACE INC
18,570$3.5M0.09%
197
FNDFSCHWAB STRATEGIC TR
86,123$3.4M0.09%
198
LRCXLAM RESEARCH CORP
35,067$3.4M0.09%
199
FLOTISHARES TR
66,322$3.4M0.09%
200
ACIALBERTSONS COS INC
156,109$3.4M0.09%
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