Bleakley Financial Group, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$4.3B

Holdings

585

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (585 positions)

StockValue
CEF/USPROTT ASSET MANAGEMENT LP
$191.5M
VVVANGUARD INDEX FDS
$167.2M
AAPLAPPLE INC
$157.5M
MSFTMICROSOFT CORP
$125.4M
NVDANVIDIA CORPORATION
$119.5M
VOVANGUARD INDEX FDS
$117.3M
SPYSPDR S&P 500 ETF TR
$111.3M
VTVVANGUARD INDEX FDS
$102.7M
IVVISHARES TR
$89.9M
AMZNAMAZON COM INC
$72.8M
PHYS/USPROTT ASSET MANAGEMENT LP
$70.2M
VTVANGUARD INTL EQUITY INDEX F
$65.2M
SHYISHARES TR
$61.1M
METAMETA PLATFORMS INC
$56.9M
SCHGSCHWAB STRATEGIC TR
$55.3M
VTEBVANGUARD MUN BD FDS
$55.2M
AVGOBROADCOM INC
$54.6M
SGOVISHARES TR
$50.4M
SCHXSCHWAB STRATEGIC TR
$47.3M
GQ9SPDR GOLD TR
$45.0M
SLVISHARES SILVER TR
$44.9M
VTIPVANGUARD MALVERN FDS
$43.8M
GOOGALPHABET INC
$43.8M
AQLTISHARES TR
$42.7M
TSLATESLA INC
$42.4M
NDQINVESCO QQQ TR
$42.2M
DFASDIMENSIONAL ETF TRUST
$41.9M
GOOGLALPHABET INC
$40.3M
VOOVANGUARD INDEX FDS
$34.5M
JPMJPMORGAN CHASE & CO.
$34.5M
IJRISHARES TR
$32.7M
FBNDFIDELITY MERRIMACK STR TR
$31.3M
VGSHVANGUARD SCOTTSDALE FDS
$30.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$30.1M
SCHFSCHWAB STRATEGIC TR
$28.9M
VTIVANGUARD INDEX FDS
$28.1M
JNJJOHNSON & JOHNSON
$25.0M
IBITISHARES BITCOIN TRUST ETF
$24.1M
LLYELI LILLY & CO
$23.8M
VBVANGUARD INDEX FDS
$21.0M
IJHISHARES TR
$20.5M
VVISA INC
$20.5M
SCHMSCHWAB STRATEGIC TR
$18.7M
HDHOME DEPOT INC
$18.6M
NFLXNETFLIX INC
$18.2M
4I1PHILIP MORRIS INTL INC
$17.3M
HYSPIMCO ETF TR
$16.4M
ABBVABBVIE INC
$16.2M
IWDISHARES TR
$16.0M
EFAISHARES TR
$15.8M
CGGOCAPITAL GROUP GBL GROWTH EQT
$15.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$15.6M
BILSPDR SERIES TRUST
$15.5M
XOMEXXON MOBIL CORP
$15.2M
MAMASTERCARD INCORPORATED
$15.2M
BUFRFIRST TR EXCHNG TRADED FD VI
$15.2M
IEMGISHARES INC
$14.8M
WMTWALMART INC
$14.2M
STPZPIMCO ETF TR
$14.1M
RSPINVESCO EXCHANGE TRADED FD T
$13.8M
XMHQINVESCO EXCHANGE TRADED FD T
$13.8M
GEGE AEROSPACE
$13.7M
KWEBKRANESHARES TRUST
$13.4M
ORCLORACLE CORP
$13.3M
CGXUCAPITAL GROUP INTL FOCUS EQT
$12.9M
BONDPIMCO ETF TR
$12.8M
PLTRPALANTIR TECHNOLOGIES INC
$12.8M
PGPROCTER AND GAMBLE CO
$12.3M
IBMINTERNATIONAL BUSINESS MACHS
$12.1M
VUGVANGUARD INDEX FDS
$11.8M
CSCOCISCO SYS INC
$11.6M
COSTCOSTCO WHSL CORP NEW
$11.6M
FOCTFIRST TR EXCHNG TRADED FD VI
$11.3M
UNHUNITEDHEALTH GROUP INC
$11.2M
GSGOLDMAN SACHS GROUP INC
$11.0M
ABTABBOTT LABS
$10.7M
URTHISHARES INC
$10.4M
CVXCHEVRON CORP NEW
$10.3M
CATCATERPILLAR INC
$10.2M
IWFISHARES TR
$10.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$10.0M
BACBANK AMERICA CORP
$9.8M
VOEVANGUARD INDEX FDS
$9.7M
IYWISHARES TR
$9.6M
BSVVANGUARD BD INDEX FDS
$8.9M
RTXRTX CORPORATION
$8.9M
UCONFIRST TR EXCHNG TRADED FD VI
$8.9M
DISDISNEY WALT CO
$8.7M
BSXBOSTON SCIENTIFIC CORP
$8.5M
APPAPPLOVIN CORP
$8.5M
NOCNORTHROP GRUMMAN CORP
$8.5M
CALFPACER FDS TR
$8.4M
KOCOCA COLA CO
$8.4M
CRMSALESFORCE INC
$8.3M
MDTMEDTRONIC PLC
$8.3M
PYLDPIMCO ETF TR
$8.2M
AMATAPPLIED MATLS INC
$8.1M
GEVGE VERNOVA INC
$8.0M
IWBISHARES TR
$8.0M
BNDVANGUARD BD INDEX FDS
$7.8M
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