Gallagher Fiduciary Advisors, LLC Incresed Positions in Q1 2025

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
4.83M
+ 112360.52%
$279.74 - $321.29 $1.35B - $1.55B
4.84M $1.51B
VTI
Vanguard Total Stock Market Et

ETFs
486K
+ 19132.77%
$271.18 - $303.12 $132M - $147M
488K $134M
VEA
Vanguard Ftse Developed Market

ETFs
227K
+ 3547.19%
$47.4 - $52.99 $10.8M - $12M
233K $11.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61.8K
+ 2276.02%
$126.11 - $135.06 $7.79M - $8.35M
64.5K $8.32M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
73.8K
+ 420.78%
$44.72 - $46.25 $3.3M - $3.42M
91.4K $4.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21.1K
+ 5.26%
$105.1 - $109.61 $2.21M - $2.31M
422K $45.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.8K
+ 372.4%
$168.16 - $186.21 $2.5M - $2.76M
18.8K $3.22M
IEFA
Ishares Tr

ETFs
2.32K
+ 0.73%
$69.57 - $78.65 $161K - $182K
321K $24.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.5K
+ 305.36%
$95.85 - $99.25 $1.39M - $1.44M
19.2K $1.9M
HDV
Ishares Core High Dividend ETF

ETFs
804
+ 1.06%
$110.86 - $121.12 $89.1K - $97.4K
76.7K $9.29M
MMM
3 M CO

Industrials
1.48K
+ 10.17%
$129.7 - $155.12 $192K - $229K
16K $2.35M
XOM
Exxon Mobil Corp

Energy
1K
+ 4.11%
$105.44 - $118.93 $105K - $119K
25.3K $3.01M
T
At&T Inc.

Communication Services
895
+ 1.33%
$21.56 - $28.28 $19.3K - $25.3K
68K $1.92M
IEMG
Ishares Inc

ETFs
5.92K
+ 1.41%
N/A
427K $22.9M
MCK
Mckesson Corp

Healthcare
367
+ 60.96%
$566.21 - $672.99 $208K - $247K
969 $652K
SSB
South State Corp

Financial Services
3.51K
+ 84.35%
$89.4 - $108.33 $314K - $381K
7.68K $712K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.08K
+ 10.77%
$81.83 - $82.73 $252K - $254K
31.6K $2.62M
WELL
Welltower Inc.

Real Estate
113
+ 1.21%
$124.05 - $156.86 $14K - $17.7K
9.48K $1.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 1.67%
$442.66 - $534.52 $20.4K - $24.6K
2.8K $1.49M
KO
Coca Cola CO

Consumer Defensive
328
+ 1.49%
$60.81 - $72.32 $19.9K - $23.7K
22.3K $1.6M
BALT
Innovator Etfs Tr
7.21K
+ 18.67%
$31.31 - $31.89 $226K - $230K
45.8K $1.44M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.27K
+ 112.01%
$42.86 - $45.92 $226K - $242K
9.98K $433K
ABBV
Abb Vie Inc.

Healthcare
205
+ 4.23%
$169.2 - $216.66 $34.7K - $44.4K
5.05K $1.06M
AEP
American Electric Power CO Inc

Utilities
173
+ 1.67%
$90.32 - $109.27 $15.6K - $18.9K
10.5K $1.15M
IVE
Ishares S&P 500 Value ETF

ETFs
995
+ 33.92%
$185.78 - $198.58 $185K - $198K
3.93K $748K
FDVV
Fidelity High Dividend ETF

ETFs
3.97K
+ 3.28%
$48.86 - $52.28 $194K - $208K
125K $6.2M
FNF
Fidelity National Financial, Inc.

Financial Services
446
+ 3.24%
$54.25 - $65.27 $24.2K - $29.1K
14.2K $923K
PM
Philip Morris International Inc.

Consumer Defensive
90
+ 2.55%
$117.15 - $158.79 $10.5K - $14.3K
3.62K $574K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.91K
+ 1.69%
$90.0 - $96.32 $172K - $184K
115K $10.6M
JNJ
Johnson & Johnson

Healthcare
114
+ 2.02%
$142.06 - $167.7 $16.2K - $19.1K
5.77K $956K
NXST
Nexstar Media Group, Inc.

Communication Services
190
+ 4.0%
$146.34 - $182.75 $27.8K - $34.7K
4.95K $886K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 26.2%
$92.45 - $106.69 $191K - $220K
9.94K $922K
IBM
International Business Machines Corp

Technology
36
+ 0.95%
$217.4 - $264.74 $7.83K - $9.53K
3.82K $949K
BECN
Beacon Roofing Supply Inc

Industrials
210
+ 5.42%
$100.48 - $123.86 $21.1K - $26K
4.08K $505K
GTN
Gray Television Inc

Communication Services
11K
+ 20.41%
$3.21 - $5.19 $35.5K - $57.3K
65.2K $281K
NGG
National Grid PLC

Utilities
397
+ 3.05%
$56.13 - $65.61 $22.3K - $26K
13.4K $879K
IRT
Independence Realty Trust, Inc.

Real Estate
2.12K
+ 5.55%
$18.23 - $21.8 $38.6K - $46.1K
40.2K $854K
BSX
Boston Scientific Corp

Healthcare
124
+ 1.78%
$89.38 - $106.18 $11.1K - $13.2K
7.11K $717K
SJM
J M Smucker CO

Consumer Defensive
284
+ 4.03%
$100.41 - $118.41 $28.5K - $33.6K
7.33K $868K
ABT
Abbott Laboratories

Healthcare
35
+ 0.78%
$111.1 - $140.22 $3.89K - $4.91K
4.5K $596K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
272
+ 4.87%
$89.88 - $110.11 $24.4K - $29.9K
5.86K $589K
DTE
Dte Energy CO

Utilities
117
+ 3.51%
$117.6 - $138.27 $13.8K - $16.2K
3.45K $476K
CI
Cigna Corp

Healthcare
43
+ 3.77%
$274.49 - $329.0 $11.8K - $14.1K
1.19K $389K
GE
General Electric CO

Industrials
20
+ 0.95%
$168.59 - $212.13 $3.37K - $4.24K
2.13K $425K
INVH
Invitation Homes Inc.

Real Estate
1.27K
+ 14.77%
$30.28 - $34.85 $38.5K - $44.3K
9.88K $344K
SJW
Sjw Group

Utilities
670
+ 12.22%
$45.47 - $55.8 $30.5K - $37.4K
6.15K $336K
PG
Procter & Gamble CO

Consumer Defensive
206
+ 1.98%
$158.56 - $176.26 $32.7K - $36.3K
10.6K $1.81M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.86K
+ 16.2%
$48.06 - $53.73 $89.4K - $99.9K
13.3K $650K
STE
Steris PLC

Healthcare
81
+ 4.11%
$202.46 - $232.74 $16.4K - $18.9K
2.05K $464K
Activity Summary
Buys All Purchases 228 New Holdings 40 Increased Positions 188 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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