| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.8% |
| SPROTT PHYSICAL GOLD & SILVE | 7 | Q2 2024 | 3.9% |
| APPLE INC | 7 | Q2 2024 | 3.8% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.1% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 7 | Q2 2024 | 2.8% |
| VANGUARD MUN BD FDS | 7 | Q2 2024 | 2.6% |
| SPROTT PHYSICAL GOLD TR | 7 | Q2 2024 | 2.0% |
| ISHARES TR | 7 | Q2 2024 | 2.1% |
View Bleakley Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
View Bleakley Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.