Gallagher Fiduciary Advisors, LLC Incresed Positions in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
3.2K
+ 1.72%
$90.37 - $102.12 $290K - $327K
190K $18.9M
ISCG
Ishares Morningstar Small Cap

ETFs
1.83K
+ 0.61%
$49.84 - $55.14 $91.1K - $101K
302K $16.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
519
+ 0.94%
$276.51 - $305.12 $144K - $158K
55.8K $16.6M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10.8K
+ 129.27%
$59.28 - $71.9 $643K - $780K
19.2K $1.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
360
+ 0.17%
$35.42 - $38.65 $12.8K - $13.9K
207K $7.89M
RDVY
First Trust Rising Dividend Ac

ETFs
223
+ 0.19%
$62.38 - $67.29 $13.9K - $15K
119K $8.02M
IWN
Ishares Russell2000 Val ETF

ETFs
2.37K
+ 44.86%
$157.1 - $178.94 $373K - $425K
7.67K $1.36M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.21K
+ 82.77%
$107.5 - $115.86 $346K - $372K
7.1K $811K
XLG
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.05%
$51.78 - $57.89 $1.61K - $1.79K
64.1K $3.69M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.04K
+ 85.11%
$72.65 - $78.68 $293K - $318K
8.78K $687K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.89K
+ 24.41%
$54.35 - $59.32 $211K - $230K
19.8K $1.17M
AVDE
American Centy ETF Tr Avantis

ETFs
3.4K
+ 93.33%
$73.24 - $79.04 $249K - $269K
7.05K $556K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.79K
+ 16.19%
$100.37 - $100.74 $280K - $281K
20K $2.02M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.95K
+ 4.72%
$33.07 - $34.84 $131K - $138K
87.6K $3.05M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.61K
+ 95.18%
$70.77 - $73.59 $256K - $266K
7.41K $542K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
941
+ 65.39%
$225.11 - $247.9 $212K - $233K
2.38K $588K
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.31%
$184.85 - $231.54 $12.8K - $16K
5.32K $1.23M
TRS
Trimas Corp

Consumer Cyclical
615
+ 2.85%
$29.05 - $40.02 $17.9K - $24.6K
22.2K $856K
XEL
Xcel Energy Inc

Utilities
16
+ 0.09%
$67.56 - $80.65 $1.08K - $1.29K
17.9K $1.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.09K
+ 28.57%
$135.0 - $146.02 $147K - $159K
4.89K $711K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
159
+ 0.69%
$9.83 - $19.88 $1.56K - $3.16K
23.1K $394K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.73K
+ 21.34%
$47.96 - $50.54 $131K - $138K
15.5K $783K
SANM
Sanmina Corp

Technology
73
+ 0.82%
$95.79 - $123.84 $6.99K - $9.04K
8.99K $1.03M
NPO
Enpro Industries, Inc

Industrials
52
+ 1.32%
$195.22 - $231.56 $10.2K - $12K
4K $904K
MU
Micron Technology Inc

Technology
80
+ 2.65%
$104.88 - $168.89 $8.39K - $13.5K
3.1K $518K
CMC
Commercial Metals CO

Basic Materials
199
+ 1.26%
$50.28 - $59.79 $10K - $11.9K
16K $918K
MMM
3 M CO

Industrials
527
+ 3.1%
$144.41 - $160.2 $76.1K - $84.4K
17.6K $2.72M
GE
General Electric CO

Industrials
51
+ 2.24%
$244.75 - $305.63 $12.5K - $15.6K
2.33K $701K
VLY
Valley National Bancorp

Financial Services
1.15K
+ 1.86%
$9.18 - $11.1 $10.5K - $12.7K
62.7K $664K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.28%
$567.77 - $614.76 $3.97K - $4.3K
2.49K $1.52M
DAKT
Daktronics Inc

Technology
307
+ 1.62%
$15.38 - $24.04 $4.72K - $7.38K
19.2K $399K
FIW
First Trust Water ETF

ETFs
222
+ 1.12%
$107.54 - $115.08 $23.9K - $25.5K
20.1K $2.26M
LUMN
Lumen Technologies, Inc.

Communication Services
520
+ 0.83%
$3.7 - $6.22 $1.92K - $3.23K
63.2K $386K
UMBF
Umb Financial Corp

Financial Services
93
+ 1.24%
$106.84 - $125.59 $9.94K - $11.7K
7.62K $901K
GTN
Gray Television Inc

Communication Services
1.6K
+ 2.0%
$4.13 - $6.24 $6.62K - $10K
81.7K $472K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.21K
+ 8.28%
$28.15 - $30.13 $62.1K - $66.5K
28.8K $854K
EBC
Eastern Bankshares, Inc.

Financial Services
378
+ 1.14%
$15.03 - $18.34 $5.68K - $6.93K
33.4K $606K
GATX
Gatx Corp

Industrials
52
+ 1.33%
$149.23 - $176.97 $7.76K - $9.2K
3.96K $691K
GBCI
Glacier Bancorp, Inc.

Financial Services
223
+ 1.58%
$42.86 - $50.13 $9.56K - $11.2K
14.3K $697K
MS
Morgan Stanley

Financial Services
111
+ 3.19%
$139.09 - $161.16 $15.4K - $17.9K
3.59K $570K
UNH
Unitedhealth Group Inc

Healthcare
89
+ 6.52%
$237.77 - $353.61 $21.2K - $31.5K
1.46K $502K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.66%
$459.11 - $506.91 $23K - $25.3K
3.06K $1.54M
WD
Walker & Dunlop, Inc.

Financial Services
53
+ 1.01%
$72.06 - $87.6 $3.82K - $4.64K
5.3K $442K
OGS
One Gas, Inc.

Utilities
115
+ 1.67%
$72.16 - $80.94 $8.3K - $9.31K
7.01K $567K
ES
Eversource Energy

Utilities
183
+ 2.36%
$62.86 - $71.14 $11.5K - $13K
7.94K $565K
DAN
Dana Inc

Consumer Cyclical
267
+ 1.22%
$15.37 - $21.25 $4.1K - $5.67K
22.2K $444K
SIG
Signet Jewelers LTD

Consumer Cyclical
55
+ 1.49%
$74.31 - $96.87 $4.09K - $5.33K
3.76K $360K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
828
+ 12.73%
$52.12 - $55.33 $43.2K - $45.8K
7.33K $405K
BAC
Bank Of America Corp

Financial Services
279
+ 2.33%
$44.92 - $52.42 $12.5K - $14.6K
12.3K $632K
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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