Gallagher Fiduciary Advisors, LLC Incresed Positions 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
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
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
HDV
Ishares Core High Dividend ETF

ETFs
9.51K
+ 14.33%
$110.82 - $121.28 $1.05M - $1.15M
75.9K $8.52M
AAPL
Apple Inc.

Technology
1.35K
+ 6.78%
$221.69 - $259.02 $298K - $349K
21.2K $5.31M
IVV
Ishares Core S&P 500 ETF

ETFs
892
+ 13.93%
$570.51 - $610.59 $509K - $545K
7.3K $4.3M
XLK
Technology Sector Spdr

ETFs
2.04K
+ 10.66%
$220.26 - $241.44 $448K - $491K
21.1K $4.91M
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
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
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
PFE
Pfizer Inc

Healthcare
15.9K
+ 52.24%
$24.8 - $30.19 $394K - $480K
46.3K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
2.03K
+ 24.2%
$161.05 - $179.7 $326K - $364K
10.4K $1.74M
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
CVX
Chevron Corp

Energy
1.74K
+ 19.49%
$141.15 - $162.53 $246K - $283K
10.7K $1.55M
VTI
Vanguard Total Stock Market Et

ETFs
752
+ 42.08%
$280.04 - $302.45 $211K - $227K
2.54K $735K
MRVL
Marvell Technology, Inc.

Technology
455
+ 9.98%
$70.31 - $124.78 $32K - $56.8K
5.01K $553K
BAC
Bank Of America Corp

Financial Services
4.35K
+ 58.83%
$39.22 - $47.77 $170K - $208K
11.7K $515K
XLY
Select Sector Spdr Consumer Di

ETFs
372
+ 6.45%
$194.8 - $239.43 $72.5K - $89.1K
6.14K $1.38M
JOBY
Joby Aviation, Inc.

Industrials
2K
+ 3.09%
$4.8 - $9.16 $9.6K - $18.3K
66.8K $543K
CRM
Salesforce, Inc.

Technology
444
+ 39.33%
$270.87 - $367.87 $120K - $163K
1.57K $525K
XLF
Financial Sector Spdr

ETFs
2.15K
+ 6.26%
$44.89 - $51.34 $96.5K - $110K
36.5K $1.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
378
+ 67.02%
$481.22 - $538.17 $182K - $203K
942 $481K
UPS
United Parcel Service Inc

Industrials
2.01K
+ 40.53%
$122.65 - $138.35 $246K - $278K
6.96K $877K
SHEL
Shell PLC

Energy
3.64K
+ 37.59%
$60.63 - $70.23 $220K - $255K
13.3K $834K
EFV
Msci Eafe Value ETF

ETFs
4.46K
+ 52.9%
$51.78 - $57.15 $231K - $255K
12.9K $675K
TGT
Target Corp

Consumer Defensive
2K
+ 45.71%
$121.59 - $160.69 $243K - $321K
6.38K $861K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
432
+ 18.64%
$442.29 - $483.08 $191K - $209K
2.75K $1.25M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.8K
+ 9.94%
$100.16 - $100.7 $180K - $181K
19.9K $1.99M
MLI
Mueller Industries Inc

Industrials
1.6K
+ 19.02%
$71.2 - $95.34 $114K - $153K
10K $795K
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 38.53%
$151.29 - $176.1 $241K - $281K
5.74K $872K
UGI
Ugi Corp

Utilities
2.89K
+ 11.19%
$23.24 - $30.37 $67.2K - $87.8K
28.7K $810K
IYW
Ishares Dj Us Tech ETF

ETFs
967
+ 68.78%
$148.14 - $166.23 $143K - $161K
2.37K $378K
KMI
Kinder Morgan, Inc.

Energy
1.27K
+ 5.17%
$22.59 - $28.54 $28.7K - $36.3K
25.9K $708K
MTN
Vail Resorts Inc

Consumer Cyclical
618
+ 17.41%
$165.69 - $195.44 $102K - $121K
4.17K $781K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.27K
+ 3.9%
$35.45 - $40.33 $258K - $293K
194K $6.95M
NFLX
Netflix Inc

Communication Services
51
+ 8.04%
$687.65 - $936.56 $35.1K - $47.8K
685 $610K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3.02K
+ 6.72%
$38.01 - $39.08 $115K - $118K
47.9K $1.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.19K
+ 17.73%
$94.43 - $105.47 $112K - $125K
7.88K $799K
BANF
Bancfirst Corp

Financial Services
851
+ 18.01%
$100.43 - $128.91 $85.5K - $110K
5.58K $653K
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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