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
201
CRWVCOREWEAVE INC
20,500$3.3M0.08%
202
WELLWELLTOWER INC
21,513$3.3M0.08%
203
EZUISHARES INC
55,311$3.3M0.08%
204
ADIANALOG DEVICES INC
13,797$3.3M0.08%
205
ICOWPACER FDS TR
96,380$3.3M0.08%
206
DUKDUKE ENERGY CORP NEW
27,700$3.3M0.08%
207
BPBP PLC
109,157$3.3M0.08%
208
APHAMPHENOL CORP NEW
33,086$3.3M0.08%
209
SHOPSHOPIFY INC
28,304$3.3M0.08%
210
MUNIPIMCO ETF TR
63,235$3.2M0.08%
211
COPCONOCOPHILLIPS
36,169$3.2M0.08%
212
TJXTJX COS INC NEW
26,142$3.2M0.08%
213
IOOISHARES TR
29,541$3.2M0.08%
214
MUBISHARES TR
30,350$3.2M0.08%
215
CGBLCAPITAL GROUP CORE BALANCED
94,682$3.2M0.08%
216
IWPISHARES TR
22,671$3.1M0.08%
217
NEMNEWMONT CORP
53,483$3.1M0.08%
218
EQTEQT CORP
53,350$3.1M0.08%
219
BGBUNGE GLOBAL SA
38,664$3.1M0.08%
220
CGUSCAPITAL GROUP CORE EQUITY ET
83,904$3.1M0.08%
221
VEUVANGUARD INTL EQUITY INDEX F
45,654$3.1M0.08%
222
PNCPNC FINL SVCS GROUP INC
16,448$3.1M0.08%
223
GILDGILEAD SCIENCES INC
27,444$3.0M0.08%
224
SOSOUTHERN CO
32,851$3.0M0.08%
225
CBCHUBB LIMITED
10,375$3.0M0.08%
226
TMUST-MOBILE US INC
12,484$3.0M0.08%
227
VDEVANGUARD WORLD FD
24,928$3.0M0.08%
228
GEHCGE HEALTHCARE TECHNOLOGIES I
39,489$2.9M0.07%
229
BBHVANECK ETF TRUST
18,980$2.9M0.07%
230
NEENEXTERA ENERGY INC
41,891$2.9M0.07%
231
KTOSKRATOS DEFENSE & SEC SOLUTIO
62,526$2.9M0.07%
232
WMWASTE MGMT INC DEL
12,605$2.9M0.07%
233
CSXCSX CORP
88,186$2.9M0.07%
234
MDLZMONDELEZ INTL INC
42,571$2.9M0.07%
235
APOAPOLLO GLOBAL MGMT INC
20,039$2.8M0.07%
236
AIVAPARTMENT INVT & MGMT CO
320,756$2.8M0.07%
237
SCHESCHWAB STRATEGIC TR
91,342$2.8M0.07%
238
UPSUNITED PARCEL SERVICE INC
27,125$2.7M0.07%
239
PPAINVESCO EXCHANGE TRADED FD T
19,111$2.7M0.07%
240
CHDCHURCH & DWIGHT CO INC
27,896$2.7M0.07%
241
PPLTABRDN PLATINUM ETF TRUST
21,774$2.7M0.07%
242
URNMSPROTT FDS TR
55,489$2.7M0.07%
243
PFEPFIZER INC
108,586$2.6M0.07%
244
ARKKARK ETF TR
37,014$2.6M0.07%
245
TRVCCITIGROUP INC
30,455$2.6M0.07%
246
CMGCHIPOTLE MEXICAN GRILL INC
46,093$2.6M0.07%
247
CGNGCAPITAL GROUP NEW GEOGRAPHY
89,356$2.6M0.07%
248
ICEINTERCONTINENTAL EXCHANGE IN
13,978$2.6M0.07%
249
ACWIISHARES TR
19,839$2.6M0.06%
250
SCHWSCHWAB CHARLES CORP
27,922$2.5M0.06%
251
LOWLOWES COS INC
11,216$2.5M0.06%
252
IVOLKRANESHARES TRUST
126,733$2.5M0.06%
253
AMEAMETEK INC
13,599$2.5M0.06%
254
METMETLIFE INC
30,369$2.4M0.06%
255
PFLDETF SER SOLUTIONS
122,398$2.4M0.06%
256
ANETARISTA NETWORKS INC
23,181$2.4M0.06%
257
NFLTETFIS SER TR I
102,414$2.3M0.06%
258
AEPAMERICAN ELEC PWR CO INC
22,415$2.3M0.06%
259
GCOWPACER FDS TR
60,300$2.3M0.06%
260
PSMTPRICESMART INC
21,752$2.3M0.06%
261
BMTABRITISH AMERN TOB PLC
47,431$2.2M0.06%
262
FFEBFIRST TR EXCHNG TRADED FD VI
42,691$2.2M0.06%
263
OKLOOKLO INC
39,791$2.2M0.06%
264
USBUS BANCORP DEL
48,113$2.2M0.06%
265
MMM3M CO
14,224$2.2M0.05%
266
DBDEUTSCHE BANK A G
71,887$2.1M0.05%
267
NCNONCINO INC
74,656$2.1M0.05%
268
NTRNUTRIEN LTD
35,742$2.1M0.05%
269
KVUEKENVUE INC
98,740$2.1M0.05%
270
CLCOLGATE PALMOLIVE CO
22,599$2.1M0.05%
271
CGCARLYLE GROUP INC
38,283$2.0M0.05%
272
TFCTRUIST FINL CORP
45,192$1.9M0.05%
273
EAELECTRONIC ARTS INC
12,080$1.9M0.05%
274
TTDTHE TRADE DESK INC
26,735$1.9M0.05%
275
HIMSHIMS & HERS HEALTH INC
38,474$1.9M0.05%
276
UDRUDR INC
46,948$1.9M0.05%
277
VLUEISHARES TR
16,884$1.9M0.05%
278
XELXCEL ENERGY INC
28,052$1.9M0.05%
279
SBUXSTARBUCKS CORP
20,721$1.9M0.05%
280
GDDYGODADDY INC
10,539$1.9M0.05%
281
KMBKIMBERLY-CLARK CORP
14,657$1.9M0.05%
282
SCHVSCHWAB STRATEGIC TR
67,891$1.9M0.05%
283
IRINGERSOLL RAND INC
22,233$1.8M0.05%
284
MDUMDU RES GROUP INC
110,874$1.8M0.05%
285
CVSCVS HEALTH CORP
26,765$1.8M0.05%
286
ORLYOREILLY AUTOMOTIVE INC
20,295$1.8M0.05%
287
AGGISHARES TR
18,312$1.8M0.05%
288
WRBBERKLEY W R CORP
24,708$1.8M0.05%
289
DDOMINION ENERGY INC
32,026$1.8M0.05%
290
FCFSFIRSTCASH HOLDINGS INC
13,286$1.8M0.05%
291
XLFSELECT SECTOR SPDR TR
34,262$1.8M0.05%
292
ECGEVERUS CONSTR GROUP
27,948$1.8M0.05%
293
DC4DEXCOM INC
20,318$1.8M0.05%
294
SMRNUSCALE PWR CORP
44,181$1.7M0.04%
295
VNQVANGUARD INDEX FDS
19,428$1.7M0.04%
296
ETRENTERGY CORP NEW
20,730$1.7M0.04%
297
PYPLPAYPAL HLDGS INC
22,957$1.7M0.04%
298
ARCOARCOS DORADOS HOLDINGS INC
215,971$1.7M0.04%
299
BUDANHEUSER BUSCH INBEV SA/NV
24,720$1.7M0.04%
300
RYAAYRYANAIR HOLDINGS PLC
29,367$1.7M0.04%
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