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Gallagher Fiduciary Advisors

Latest statistics and disclosures from Gallagher Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MCD, PCG, DAL, CBRE, VBR, and represent 82.56% of Gallagher Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: SDVY, IUSG, HDV, SGOV, WMT, FDVV, FJAN, EMXC, GMAR, IWN.
Started 23 new stock positions in BSX, ALIT, ABT, EWJ, TSM, LUMN, TM, VLY, BDN, SCHI. IJK, MQ, STZ, FEBW, SGOV, NVO, UBER, GJUN, EMXC, HYDR, GFEB, ESGU, CIM.
Reduced shares in these 10 stocks: MCD (-$33M), DAL (-$7.9M), PCG (-$7.0M), BEN, CBRE, SHYG, VBR, SPY, VBK, XLK.
Sold out of its positions in Aurora Cannabis, V, USFR.
Gallagher Fiduciary Advisors was a net seller of stock by $-45M.
Gallagher Fiduciary Advisors has $2.8B in assets under management (AUM), dropping by -3.50%.
Central Index Key (CIK): 0001527781

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Portfolio Holdings for Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors holds 201 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
McDonald's Corporation (MCD)	55.2	$1.5B	-2%	5.5M	281.91	View chart
PG&E Corporation (PCG)	13.5	$380M		23M	16.76	View chart
Delta Air Lines Inc Del Com New (DAL)	9.1	$254M	-3%	5.3M	47.87	View chart
Cbre Group Cl A (CBRE)	3.5	$98M		1.0M	97.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$36M		188k	191.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$36M		394k	90.44	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.2	$34M	-2%	801k	42.55	View chart
Franklin Resources (BEN)	1.2	$34M	-4%	1.6M	21.00	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.1	$32M		362k	88.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$30M		307k	97.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$23M		307k	74.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$21M		416k	51.28	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$20M		381k	51.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$18M		111k	162.86	View chart
Cleveland-cliffs (CLF)	0.6	$18M		776k	22.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$16M	-2%	61k	260.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$16M		271k	58.06	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.6	$15M		332k	46.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$9.5M	+9%	81k	117.21	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$7.7M	+10%	70k	110.21	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$6.9M		151k	45.59	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$6.3M	+19%	182k	34.82	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$6.1M		55k	110.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.5M	+4%	30k	187.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.3M		16k	344.21	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.2	$5.1M	+3%	110k	46.63	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$4.8M	+10%	106k	45.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$4.6M	+10%	111k	41.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$4.5M	-7%	22k	208.27	View chart
Amazon (AMZN)	0.1	$3.9M		22k	180.38	View chart
Apple (AAPL)	0.1	$3.7M	-3%	21k	171.48	View chart
NVIDIA Corporation (NVDA)	0.1	$2.7M	+3%	2.9k	903.55	View chart
Microsoft Corporation (MSFT)	0.1	$2.6M	+2%	6.3k	420.70	View chart
3M Company (MMM)	0.1	$2.5M	-4%	23k	106.07	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.4M	+10%	21k	116.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.2M		4.2k	525.77	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.1M	+9%	37k	56.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.7M	-8%	40k	42.12	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.6M	-3%	8.6k	183.89	View chart
Verizon Communications (VZ)	0.1	$1.6M		37k	41.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$1.5M	+4%	42k	36.03	View chart
Dominion Resources (D)	0.1	$1.5M		30k	49.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M	-7%	9.6k	147.73	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$1.4M	-6%	171k	8.07	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$1.4M	-5%	11k	125.96	View chart
JPMorgan Chase & Co. (JPM)	0.0	$1.3M	+4%	6.7k	200.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$1.3M	-24%	2.5k	523.10	View chart
Chevron Corporation (CVX)	0.0	$1.3M	+10%	8.2k	157.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.3M	+9%	8.3k	152.26	View chart
Tesla Motors (TSLA)	0.0	$1.2M	-3%	7.0k	175.79	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$1.2M	+2%	12k	103.79	View chart
Procter & Gamble Company (PG)	0.0	$1.2M	+5%	7.4k	162.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.1M	+8%	8.4k	135.06	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$1.1M	-8%	14k	81.66	View chart
Merck & Co (MRK)	0.0	$1.1M	+2%	8.2k	131.95	View chart
Ford Motor Company (F)	0.0	$1.0M	-3%	79k	13.28	View chart
At&t (T)	0.0	$1.0M	+4%	59k	17.60	View chart
Meta Platforms Cl A (META)	0.0	$1.0M	-8%	2.1k	485.58	View chart
Xcel Energy (XEL)	0.0	$926k	+19%	17k	53.75	View chart
Wal-Mart Stores (WMT)	0.0	$910k	+217%	15k	60.17	View chart
Wells Fargo & Company (WFC)	0.0	$905k	-8%	16k	57.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$882k	+4%	16k	54.40	View chart
Emerson Electric (EMR)	0.0	$865k		7.6k	113.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$862k	-19%	11k	81.78	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$856k	+49%	5.4k	158.82	View chart
American Electric Power Company (AEP)	0.0	$852k		9.9k	86.10	View chart
Target Corporation (TGT)	0.0	$831k	-11%	4.7k	177.21	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$825k	-6%	11k	76.36	View chart
Pepsi (PEP)	0.0	$802k		4.6k	175.01	View chart
Coca-Cola Company (KO)	0.0	$798k	+7%	13k	61.18	View chart
Honeywell International (HON)	0.0	$795k		3.9k	205.26	View chart
Manulife Finl Corp (MFC)	0.0	$781k	-9%	31k	24.99	View chart
Walt Disney Company (DIS)	0.0	$780k	+9%	6.4k	122.36	View chart
Welltower Inc Com reit (WELL)	0.0	$766k	+4%	8.2k	93.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$759k	+24%	13k	57.86	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$757k	-7%	14k	53.10	View chart
Citizens Financial (CFG)	0.0	$750k	-5%	21k	36.29	View chart
Shell Spon Ads (SHEL)	0.0	$745k	-15%	11k	67.04	View chart
Simon Property (SPG)	0.0	$743k	-8%	4.7k	156.50	View chart
Truist Financial Corp equities (TFC)	0.0	$741k	-4%	19k	38.98	View chart
Pfizer (PFE)	0.0	$733k	+4%	26k	27.75	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$712k	-5%	4.1k	172.28	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$711k	-5%	7.0k	102.28	View chart
Medical Properties Trust (MPW)	0.0	$710k	+9%	151k	4.70	View chart
NewMarket Corporation (NEU)	0.0	$698k		1.1k	634.62	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$695k	NEW	6.9k	100.71	View chart
Edison International (EIX)	0.0	$674k	-4%	9.5k	70.73	View chart
Sonoco Products Company (SON)	0.0	$670k	-3%	12k	57.84	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$669k	-3%	9.8k	68.22	View chart
Corning Incorporated (GLW)	0.0	$662k	-4%	20k	32.96	View chart
Smucker J M Com New (SJM)	0.0	$657k	-2%	5.2k	125.87	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$650k	+72%	2.4k	270.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$645k	+10%	3.9k	164.34	View chart
United Parcel Service CL B (UPS)	0.0	$642k		4.3k	148.64	View chart
Walgreen Boots Alliance (WBA)	0.0	$638k	+2%	29k	21.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$599k	+2%	6.3k	94.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$596k		3.2k	186.79	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$590k		21k	28.68	View chart
Costco Wholesale Corporation (COST)	0.0	$589k	-10%	804.00	732.63	View chart
Mastercard Incorporated Cl A (MA)	0.0	$588k	-2%	1.2k	481.57	View chart
Donaldson Company (DCI)	0.0	$583k	-6%	7.8k	74.68	View chart
Barrick Gold Corp (GOLD)	0.0	$561k	-2%	34k	16.64	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.0	$552k		22k	25.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$545k	-2%	2.1k	259.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$544k	+120%	16k	34.42	View chart
Intel Corporation (INTC)	0.0	$543k	+30%	12k	44.17	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$542k	+4%	11k	51.51	View chart
Chipotle Mexican Grill (CMG)	0.0	$533k		184.00	2898.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$515k		1.1k	480.64	View chart
Kinder Morgan (KMI)	0.0	$505k	-9%	28k	18.34	View chart
Abbvie (ABBV)	0.0	$505k	-11%	2.8k	182.13	View chart
Home Depot (HD)	0.0	$504k		1.3k	383.53	View chart
Johnson & Johnson (JNJ)	0.0	$485k	+30%	3.1k	158.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$463k	+33%	1.1k	420.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$453k		4.6k	97.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$451k	-2%	6.9k	65.65	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$445k	+4%	8.0k	55.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$436k		2.9k	150.93	View chart
McKesson Corporation (MCK)	0.0	$435k		811.00	536.85	View chart
UnitedHealth (UNH)	0.0	$426k	-2%	861.00	494.50	View chart
Block Cl A (SQ)	0.0	$420k		5.0k	84.58	View chart
Nio Spon Ads (NIO)	0.0	$415k		92k	4.50	View chart
International Business Machines (IBM)	0.0	$414k	+27%	2.2k	190.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$408k	+4%	4.8k	84.44	View chart
Netflix (NFLX)	0.0	$380k	-9%	625.00	607.33	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$373k	NEW	6.5k	57.57	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$373k	-12%	3.5k	107.61	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$372k	-10%	4.0k	94.03	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$371k	+184%	1.6k	225.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$360k		7.3k	49.24	View chart
Plug Power Com New (PLUG)	0.0	$359k	+5%	104k	3.44	View chart
salesforce (CRM)	0.0	$357k	-2%	1.2k	301.18	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$356k	-5%	3.8k	92.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$354k		8.7k	40.57	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$349k	-2%	8.8k	39.53	View chart
Pacer Fds Tr Wealthshield (PWS)	0.0	$349k		12k	29.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$348k	-10%	8.2k	42.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$340k		10k	33.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$338k		1.9k	182.65	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$332k	+2%	6.1k	54.24	View chart
Oracle Corporation (ORCL)	0.0	$331k		2.6k	125.61	View chart
Fastenal Company (FAST)	0.0	$329k	-9%	4.3k	77.15	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.0	$324k	+4%	10k	31.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$324k		729.00	444.12	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$317k	-6%	3.1k	102.10	View chart
Steris Shs Usd (STE)	0.0	$311k	+16%	1.4k	224.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$310k		6.2k	50.17	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$308k		9.4k	32.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$306k		769.00	397.84	View chart
Advanced Micro Devices (AMD)	0.0	$305k		1.7k	180.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$297k	-8%	2.7k	110.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$297k	-19%	2.5k	120.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$297k	-2%	4.1k	72.63	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$293k	+202%	4.4k	66.30	View chart
Us Bancorp Del Com New (USB)	0.0	$284k	+2%	6.4k	44.70	View chart
Cadence Design Systems (CDNS)	0.0	$282k	-2%	906.00	311.28	View chart
Fair Isaac Corporation (FICO)	0.0	$281k		225.00	1249.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$278k		3.7k	74.81	View chart
Joby Aviation Common Stock (JOBY)	0.0	$272k	+2%	51k	5.36	View chart
Palantir Technologies Cl A (PLTR)	0.0	$269k	+2%	12k	23.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$261k	NEW	1.9k	136.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$258k	-3%	10k	25.28	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$252k	-4%	262.00	962.49	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$246k	+5%	3.7k	66.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$244k	-2%	3.0k	80.51	View chart
Lattice Strategies Tr Hartford Discipl (HDUS)	0.0	$240k	+4%	4.7k	50.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$239k		2.4k	101.41	View chart
Union Pacific Corporation (UNP)	0.0	$234k		952.00	245.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$233k		1.3k	182.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.0	$233k	NEW	6.8k	34.44	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$230k	NEW	5.2k	44.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$227k	+4%	3.8k	60.30	View chart
Novo-nordisk A S Adr (NVO)	0.0	$220k	NEW	1.7k	128.40	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$220k	+4%	15k	14.30	View chart
Caterpillar (CAT)	0.0	$220k	-45%	601.00	366.24	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$220k	NEW	2.4k	91.24	View chart
CVS Caremark Corporation (CVS)	0.0	$219k		2.7k	79.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$218k	-31%	2.1k	103.79	View chart
Boeing Company (BA)	0.0	$218k	+21%	1.1k	192.99	View chart
Uber Technologies (UBER)	0.0	$217k	NEW	2.8k	76.99	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$216k	-20%	2.1k	103.01	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$213k		11k	20.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$212k	NEW	1.8k	114.93	View chart
Boston Scientific Corporation (BSX)	0.0	$212k	NEW	3.1k	68.49	View chart
Constellation Brands Cl A (STZ)	0.0	$207k	NEW	762.00	271.76	View chart
Toyota Motor Corp Ads (TM)	0.0	$205k	NEW	815.00	251.57	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.0	$205k	NEW	7.1k	28.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$205k	NEW	6.1k	33.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$204k		2.0k	102.78	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$203k	NEW	2.8k	71.36	View chart
Abbott Laboratories (ABT)	0.0	$200k	NEW	1.8k	113.69	View chart
Global X Fds Gbl X Hydrogen (HYDR)	0.0	$183k	NEW	33k	5.64	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$116k	NEW	24k	4.80	View chart
Alight Com Cl A (ALIT)	0.0	$100k	NEW	10k	9.85	View chart
Valley National Ban (VLY)	0.0	$98k	NEW	12k	7.96	View chart
Chimera Invt Corp Com New (CIM)	0.0	$70k	NEW	15k	4.61	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$70k	-2%	37k	1.90	View chart
Marqeta Class A Com (MQ)	0.0	$67k	NEW	11k	5.96	View chart
Lumen Technologies (LUMN)	0.0	$57k	NEW	36k	1.56	View chart
Polestar Automotive Hldg Uk Ads A (PSNY)	0.0	$56k	-5%	36k	1.54	View chart
Tellurian (TELL)	0.0	$9.9k		15k	0.66	View chart

Past Filings by Gallagher Fiduciary Advisors

SEC 13F filings are viewable for Gallagher Fiduciary Advisors going back to 2013

Gallagher Fiduciary Advisors 2024 Q1 filed May 15, 2024
Gallagher Fiduciary Advisors 2023 Q4 filed Feb. 14, 2024
Gallagher Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Gallagher Fiduciary Advisors 2023 Q2 filed Aug. 14, 2023
Gallagher Fiduciary Advisors 2023 Q1 filed May 15, 2023
Gallagher Fiduciary Advisors 2022 Q4 restated filed Feb. 27, 2023
Gallagher Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
Gallagher Fiduciary Advisors 2022 Q3 filed Nov. 14, 2022
Gallagher Fiduciary Advisors 2022 Q2 filed Aug. 15, 2022
Gallagher Fiduciary Advisors 2022 Q1 filed May 13, 2022
Gallagher Fiduciary Advisors 2021 Q4 filed Feb. 14, 2022
Gallagher Fiduciary Advisors 2021 Q3 filed Nov. 15, 2021
Gallagher Fiduciary Advisors 2021 Q2 filed Aug. 13, 2021
Gallagher Fiduciary Advisors 2021 Q1 filed May 14, 2021
Gallagher Fiduciary Advisors 2020 Q4 filed Feb. 12, 2021
Gallagher Fiduciary Advisors 2020 Q3 filed Nov. 13, 2020

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