CIK 1936953
Bleakley Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
679
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 679
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PPLT | ABRDN PLATINUM ETF TRUST | 36K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 149K | $1M+ | SH |
| STIP | ISHARES TR | 64K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 68K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 38K | $1M+ | SH |
| ETN | EATON CORP PLC | 20K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 18K | $1M+ | SH |
| IWS | ISHARES TR | 45K | $1M+ | SH |
| XCEM | COLUMBIA ETF TR II | 164K | $1M+ | SH |
| SNY | SANOFI SA | 130K | $1M+ | SH |
| LIN | LINDE PLC | 14K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 13K | $1M+ | SH |
| DGT | SPDR SERIES TRUST | 36K | $1M+ | SH |
| MS | MORGAN STANLEY | 34K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |
| SHEL | SHELL PLC | 80K | $1M+ | SH |
| ITOT | ISHARES TR | 39K | $1M+ | SH |
| UL | UNILEVER PLC | 89K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 11K | $1M+ | SH |
| ROL | ROLLINS INC | 96K | $1M+ | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 363K | $1M+ | SH |
| SAP | SAP SE | 23K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 84K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 15K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 90K | $1M+ | SH |
| T | AT&T INC | 211K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 64K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 21K | $1M+ | SH |
| FYEE | FIDELITY GREENWOOD STREET TR | 179K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 64K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 37K | $1M+ | SH |
| NFG | NATIONAL FUEL GAS CO | 63K | $1M+ | SH |
| VNM | VANECK ETF TRUST | 260K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 17K | $1M+ | SH |
| TRP | TC ENERGY CORP | 90K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 139K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 109K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 136K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 110K | $1M+ | SH |
| KVUE | KENVUE INC | 278K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| IJJ | ISHARES TR | 36K | $1M+ | SH |
| JPLD | J P MORGAN EXCHANGE TRADED F | 90K | $1M+ | SH |
| C | CITIGROUP INC | 40K | $1M+ | SH |
| SA | SEABRIDGE GOLD INC | 159K | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 162K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 93K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 32K | $1M+ | SH |