Bleakley Financial Group, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$3.1M

Holdings

505

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (505 positions)

StockValue
CEF/USPROTT PHYSICAL GOLD & SILVE
$154K
VVVANGUARD INDEX FDS
$135K
AAPLAPPLE INC
$134K
VTVVANGUARD INDEX FDS
$91K
VOVANGUARD INDEX FDS
$88K
SPYSPDR S&P 500 ETF TR
$82K
MSFTMICROSOFT CORP
$82K
VTEBVANGUARD MUN BD FDS
$73K
PHYS/USPROTT PHYSICAL GOLD TR
$67K
NVDANVIDIA CORPORATION
$61K
SGOVISHARES TR
$59K
AMZNAMAZON COM INC
$58K
VTVANGUARD INTL EQUITY INDEX F
$54K
SHYISHARES TR
$45K
METAMETA PLATFORMS INC
$40K
VTIPVANGUARD MALVERN FDS
$39K
GQ9SPDR GOLD TR
$37K
NDQINVESCO QQQ TR
$35K
SCHGSCHWAB STRATEGIC TR
$35K
SLVISHARES SILVER TR
$33K
BRK/BBERKSHIRE HATHAWAY INC DEL
$31K
DFASDIMENSIONAL ETF TRUST
$29K
VGSHVANGUARD SCOTTSDALE FDS
$27K
AVGOBROADCOM INC
$26K
GOOGALPHABET INC
$26K
TSLATESLA INC
$25K
GOOGLALPHABET INC
$24K
LLYELI LILLY & CO
$23K
IVVISHARES TR
$22K
JPMJPMORGAN CHASE & CO.
$22K
IJRISHARES TR
$19K
JNJJOHNSON & JOHNSON
$18K
VVISA INC
$18K
COWZPACER FDS TR
$18K
4I1PHILIP MORRIS INTL INC
$16K
HDHOME DEPOT INC
$15K
VOOVANGUARD INDEX FDS
$15K
XOMEXXON MOBIL CORP
$15K
PGPROCTER AND GAMBLE CO
$15K
IWDISHARES TR
$15K
STPZPIMCO ETF TR
$15K
MAMASTERCARD INCORPORATED
$14K
ABBVABBVIE INC
$14K
BUFRFIRST TR EXCHNG TRADED FD VI
$14K
NFLXNETFLIX INC
$14K
SCHMSCHWAB STRATEGIC TR
$14K
CGXUCAPITAL GROUP INTL FOCUS EQT
$13K
CGGOCAPITAL GROUP GBL GROWTH EQT
$13K
RSPINVESCO EXCHANGE TRADED FD T
$12K
UNHUNITEDHEALTH GROUP INC
$12K
EFAISHARES TR
$12K
KWEBKRANESHARES TRUST
$12K
WMTWALMART INC
$11K
IBITISHARES BITCOIN TRUST ETF
$11K
VBVANGUARD INDEX FDS
$11K
BONDPIMCO ETF TR
$11K
FOCTFIRST TR EXCHNG TRADED FD VI
$11K
VTIVANGUARD INDEX FDS
$11K
CRMSALESFORCE INC
$11K
COSTCOSTCO WHSL CORP NEW
$11K
CVXCHEVRON CORP NEW
$10K
BILSPDR SER TR
$9K
CSCOCISCO SYS INC
$9K
ABTABBOTT LABS
$9K
DISDISNEY WALT CO
$9K
VOEVANGUARD INDEX FDS
$9K
SCHXSCHWAB STRATEGIC TR
$9K
KOCOCA COLA CO
$9K
FISFIDELITY NATL INFORMATION SV
$9K
BSVVANGUARD BD INDEX FDS
$8K
BNDVANGUARD BD INDEX FDS
$8K
MRSHMARSH & MCLENNAN COS INC
$8K
FNFFIDELITY NATIONAL FINANCIAL
$8K
URTHISHARES INC
$8K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$8K
VUGVANGUARD INDEX FDS
$8K
IBMINTERNATIONAL BUSINESS MACHS
$8K
TAT&T INC
$8K
GEGE AEROSPACE
$8K
IWFISHARES TR
$7K
HONHONEYWELL INTL INC
$7K
VHTVANGUARD WORLD FD
$7K
TMOTHERMO FISHER SCIENTIFIC INC
$7K
GSGOLDMAN SACHS GROUP INC
$7K
AMGNAMGEN INC
$7K
XMHQINVESCO EXCHANGE TRADED FD T
$7K
STIPISHARES TR
$7K
MCDMCDONALDS CORP
$7K
UCONFIRST TR EXCHNG TRADED FD VI
$7K
IWBISHARES TR
$7K
IYWISHARES TR
$7K
MRKMERCK & CO INC
$7K
CATCATERPILLAR INC
$7K
AQLTISHARES TR
$7K
IWRISHARES TR
$6K
LINLINDE PLC
$6K
AONAON PLC
$6K
SNYSANOFI
$6K
JPIBJ P MORGAN EXCHANGE TRADED F
$6K
PYLDPIMCO ETF TR
$6K
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