Gallagher Fiduciary Advisors, LLC Purchases in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
150M
+ 30685.29%
$243.75 - $303.93 $36.5B - $45.5B
150M $45.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
9.86M
+ 424278.12%
$496.48 - $617.85 $4.89B - $6.09B
9.86M $6.09B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
59M
+ 19539.62%
$72.12 - $76.23 $4.25B - $4.5B
59.3M $4.5B
IGLB
Ishares 10+ Year Investment Gr

ETFs
58.3M
+ 13125.54%
$47.55 - $50.44 $2.77B - $2.94B
58.7M $2.95B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
62.1M
+ 2295.83%
$19.1 - $23.83 $1.19B - $1.48B
64.8M $1.54B
CORP
Pimco Investment Grade Corp Bd

ETFs
12.8M
+ 9829.95%
$94.14 - $97.31 $1.2B - $1.24B
12.9M $1.26B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.92M
+ 12272.98%
$114.78 - $133.31 $909M - $1.06B
7.98M $1.06B
VEA
Vanguard Ftse Developed Market

ETFs
11.7M
+ 5002.59%
$45.65 - $57.01 $533M - $665M
11.9M $678M
VNQ
Vanguard Specialized Funds Van

ETFs
5.65M
+ 8739.34%
$79.79 - $91.42 $451M - $517M
5.72M $509M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.46M
+ 13080.88%
$152.42 - $182.82 $375M - $450M
2.48M $454M
IXUS
Ishares Tr

ETFs
5.48M
+ 6294.09%
$62.37 - $77.63 $341M - $425M
5.56M $430M
IWV
Ishares Russell 3000 ETF

ETFs
985K
+ 31808.4%
$281.67 - $351.0 $277M - $346M
988K $347M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.65M
+ 5835.26%
$58.63 - $59.9 $331M - $339M
5.75M $344M
IDV
Ishares Tr

ETFs
8.2M
+ 3243.64%
$27.79 - $34.84 $228M - $286M
8.45M $292M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.63M
+ 9700.82%
$91.23 - $97.27 $240M - $256M
2.66M $258M
EMB
Ishares Tr

ETFs
2.66M
+ 9306.85%
$86.54 - $92.62 $230M - $246M
2.69M $249M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.09M
+ 83838.14%
$72.02 - $73.82 $223M - $228M
3.09M $228M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.24M
+ 4672.34%
$39.89 - $49.46 $129M - $160M
3.3M $163M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.29M
+ 3595.69%
$45.12 - $46.23 $148M - $152M
3.38M $156M
IYR
Ishares Tr

ETFs
1.54M
+ 9674.45%
$84.48 - $96.25 $130M - $148M
1.55M $147M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.39M
+ 7255.9%
$96.84 - $99.46 $135M - $139M
1.41M $140M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.97M
+ 4220.91%
$44.68 - $45.96 $88.1M - $90.6M
2.02M $92.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.47M
+ 1719.95%
$16.93 - $17.81 $58.8M - $61.9M
3.68M $65.4M
SHV
Ishares Tr

ETFs
465K
+ 10459.29%
$110.06 - $110.46 $51.2M - $51.3M
469K $51.8M
KORP
American Centy ETF Tr Diversif

ETFs
963K
New
$45.37 - $47.07 $43.7M - $45.3M
963K $45.3M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
300K
+ 9303.75%
$82.93 - $99.12 $24.9M - $29.7M
303K $30.1M
IFGL
Ishares International Develope

ETFs
1.17M
+ 2015.03%
$18.5 - $22.72 $21.6M - $26.6M
1.23M $27.9M
RDVY
First Trust Rising Dividend Ac

ETFs
78.3K
+ 191.87%
$51.6 - $62.74 $4.04M - $4.91M
119K $7.47M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.84K
+ 1.33%
$113.67 - $150.4 $210K - $277K
141K $21.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
54.9K
+ 597.63%
$40.94 - $52.1 $2.25M - $2.86M
64K $3.34M
SOXX
Ishares Semiconductor ETF

ETFs
11.8K
+ 674.51%
$154.86 - $239.07 $1.82M - $2.82M
13.5K $3.23M
AVUV
American Centy ETF Tr Avantis

ETFs
22.9K
+ 13.99%
$75.17 - $91.21 $1.72M - $2.09M
187K $17M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
71.5K
+ 587.44%
$27.46 - $33.2 $1.96M - $2.37M
83.7K $2.78M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.93K
+ 5.6%
$219.76 - $276.94 $644K - $811K
55.3K $15.3M
ISCG
Ishares Morningstar Small Cap

ETFs
14K
+ 4.88%
$39.44 - $49.76 $550K - $695K
300K $14.9M
FIW
First Trust Water ETF

ETFs
16.7K
+ 517.78%
$90.26 - $108.05 $1.51M - $1.8M
19.9K $2.15M
NVDA
Nvidia Corp

Technology
230
+ 0.8%
$94.31 - $157.99 $21.7K - $36.3K
28.8K $4.55M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
8.39K
+ 5.12%
$71.94 - $86.02 $604K - $722K
172K $14.7M
KRG
Kite Realty Group Trust

Real Estate
38.9K
New
$19.53 - $23.3 $760K - $907K
38.9K $881K
STAG
Stag Industrial, Inc.

Real Estate
22.1K
New
$30.08 - $37.02 $665K - $818K
22.1K $801K
CUZ
Cousins Properties Inc

Real Estate
26.4K
New
$25.15 - $30.53 $665K - $807K
26.4K $793K
FRT
Federal Realty Investment Trust

Real Estate
7.69K
New
$83.56 - $99.08 $643K - $762K
7.69K $730K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
14.1K
New
$42.85 - $50.11 $604K - $706K
14.1K $705K
OKE
Oneok Inc

Energy
8.55K
New
$78.71 - $100.37 $673K - $858K
8.55K $697K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14.8K
New
$27.82 - $46.45 $410K - $685K
14.8K $685K
GLNG
Golar Lng LTD

Energy
15.3K
New
$30.7 - $42.63 $470K - $652K
15.3K $630K
TRS
Trimas Corp

Consumer Cyclical
21.6K
New
$19.9 - $28.61 $429K - $617K
21.6K $616K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
12.8K
New
$41.22 - $48.01 $526K - $613K
12.8K $613K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
13K
+ 149.0%
$38.29 - $44.77 $496K - $580K
21.6K $968K
Activity Summary
Buys All Purchases 229 New Holdings 41 Increased Positions 188 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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