Gallagher Fiduciary Advisors, LLC Purchases in Q4 2024

Gallagher Fiduciary Advisors, LLC

  • $485 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
15K
+ 470.72%
$378.79 - $428.11 $5.68M - $6.42M
18.2K $7.46M
IEMG
Ishares Inc

ETFs
28.6K
+ 7.31%
N/A
421K $22.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.47K
New
$521.84 - $558.82 $1.29M - $1.38M
2.47K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 4.28%
$213.65 - $479.86 $60.5K - $136K
6.89K $2.78M
MSFT
Microsoft Corp

Technology
2.21K
+ 38.53%
$406.35 - $454.46 $896K - $1M
7.93K $3.34M
AMZN
Amazon Com Inc

Consumer Cyclical
973
+ 4.85%
$180.88 - $232.93 $176K - $227K
21K $4.62M
BALT
Innovator Etfs Tr
25.3K
+ 190.52%
$30.76 - $31.55 $779K - $799K
38.6K $1.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.1K
New
$27.54 - $83.04 $746K - $2.25M
27.1K $751K
IEFA
Ishares Tr

ETFs
41.2K
+ 14.83%
$70.06 - $77.43 $2.89M - $3.19M
319K $22.4M
IWN
Ishares Russell2000 Val ETF

ETFs
4.46K
+ 83.96%
$162.69 - $181.35 $725K - $809K
9.77K $1.6M
AAPL
Apple Inc.

Technology
1.35K
+ 6.78%
$221.69 - $259.02 $298K - $349K
21.2K $5.31M
JPM
Jpmorgan Chase & CO

Financial Services
1.7K
+ 23.19%
$205.18 - $250.29 $348K - $424K
9.01K $2.16M
XLK
Technology Sector Spdr

ETFs
2.04K
+ 10.66%
$220.26 - $241.44 $448K - $491K
21.1K $4.91M
IVV
Ishares Core S&P 500 ETF

ETFs
892
+ 13.93%
$570.51 - $610.59 $509K - $545K
7.3K $4.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.8K
New
$23.29 - $23.93 $578K - $594K
24.8K $582K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.8K
+ 268.16%
$45.07 - $47.1 $576K - $602K
17.6K $793K
PLTR
Palantir Technologies Inc.

Technology
11
+ 0.08%
$36.46 - $82.38 $401 - $906
14.4K $1.09M
NVDA
Nvidia Corp

Technology
953
+ 3.15%
$117.0 - $148.88 $112K - $142K
31.2K $4.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.9K
New
$22.4 - $68.28 $468K - $1.43M
20.9K $484K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.76K
New
$124.26 - $134.12 $467K - $504K
3.76K $483K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.11K
New
$87.1 - $98.49 $445K - $503K
5.11K $446K
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.3K
+ 349.59%
$25.33 - $51.16 $590K - $1.19M
29.9K $774K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.02K
+ 4.32%
$29.73 - $30.81 $268K - $278K
218K $6.64M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7K
New
$18.41 - $40.87 $381K - $846K
20.7K $382K
META
Meta Platforms, Inc.

Communication Services
574
+ 27.24%
$554.08 - $632.68 $318K - $363K
2.68K $1.58M
GOOGL
Alphabet Inc.

Communication Services
1.61K
+ 56.55%
$161.86 - $196.66 $260K - $316K
4.45K $841K
AXP
American Express CO

Financial Services
1.23K
New
$267.35 - $305.57 $329K - $376K
1.23K $365K
LMND
Lemonade, Inc.

Financial Services
9.61K
New
$15.65 - $51.81 $150K - $498K
9.61K $352K
PFE
Pfizer Inc

Healthcare
15.9K
+ 52.24%
$24.8 - $30.19 $394K - $480K
46.3K $1.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.03K
New
$80.13 - $83.77 $323K - $338K
4.03K $323K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.7K
New
$183.23 - $199.79 $311K - $340K
1.7K $314K
PDCO
Patterson Companies, Inc.

Healthcare
10.1K
New
$19.57 - $31.4 $197K - $316K
10.1K $311K
VEA
Vanguard Ftse Developed Market

ETFs
6.4K
New
$47.57 - $52.44 $304K - $335K
6.4K $305K
PG
Procter & Gamble CO

Consumer Defensive
2.03K
+ 24.2%
$161.05 - $179.7 $326K - $364K
10.4K $1.74M
RKLB
Rocket Lab Usa, Inc.

Industrials
10.7K
New
$9.23 - $28.44 $98.5K - $304K
10.7K $271K
LMT
Lockheed Martin Corp

Industrials
552
New
$479.66 - $614.62 $265K - $339K
552 $268K
WTFC
Wintrust Financial Corp

Financial Services
2.12K
New
$104.15 - $138.5 $221K - $294K
2.12K $264K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.67K
New
$71.75 - $75.11 $263K - $276K
3.67K $263K
SAP
Sap Se

Technology
1.06K
New
$218.13 - $255.54 $230K - $270K
1.06K $259K
V
Visa Inc.

Financial Services
815
New
$273.87 - $320.91 $223K - $262K
815 $257K
MRK
Merck & Co., Inc.

Healthcare
3.5K
+ 51.18%
$96.31 - $114.76 $337K - $402K
10.3K $1.03M
FDVV
Fidelity High Dividend ETF

ETFs
6.54K
+ 5.71%
$49.66 - $52.63 $325K - $344K
121K $6.05M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.71K
New
$87.25 - $95.52 $237K - $259K
2.71K $239K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.9K
New
$47.07 - $48.75 $230K - $239K
4.9K $234K
CEG
Constellation Energy Corp

Utilities
1.04K
New
$224.28 - $285.52 $233K - $297K
1.04K $234K
CRC
California Resources Corp

Energy
4.51K
New
$50.23 - $59.59 $226K - $269K
4.51K $233K
HP
Helmerich & Payne, Inc.

Energy
7.22K
New
$30.3 - $36.81 $219K - $266K
7.22K $231K
CRWD
Crowd Strike Holdings, Inc.

Technology
677
New
$275.15 - $388.2 $186K - $263K
677 $231K
CVX
Chevron Corp

Energy
1.74K
+ 19.49%
$141.15 - $162.53 $246K - $283K
10.7K $1.55M
Activity Summary
Buys All Purchases 248 New Holdings 33 Increased Positions 215 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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