Gallagher Fiduciary Advisors, LLC New Holdings in Q1 2025

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PCG
Pg&E Corp

Utilities
20.7M
New
$15.16 - $20.4 $314M - $423M
20.7M $356M
DAL
Delta Air Lines, Inc.

Industrials
4.54M
New
$43.6 - $69.06 $198M - $314M
4.54M $198M
CBRE
Cbre Group, Inc.

Real Estate
937K
New
$121.79 - $147.13 $114M - $138M
937K $123M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.7M
New
$21.23 - $23.75 $57.4M - $64.2M
2.7M $58.2M
BEN
Franklin Resources Inc

Financial Services
1.5M
New
$18.92 - $22.24 $28.4M - $33.4M
1.5M $28.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
302K
New
$73.11 - $77.43 $22.1M - $23.4M
302K $22.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
444K
New
$48.32 - $51.22 $21.5M - $22.7M
444K $22.3M
CORP
Pimco Investment Grade Corp Bd

ETFs
130K
New
$93.89 - $97.32 $12.2M - $12.7M
130K $12.6M
IDV
Ishares Tr

ETFs
253K
New
$27.0 - $31.7 $6.82M - $8.01M
253K $7.84M
IXUS
Ishares Tr

ETFs
87K
New
$65.06 - $72.31 $5.66M - $6.29M
87K $6.07M
VNQ
Vanguard Specialized Funds Van

ETFs
64.7K
New
$85.55 - $94.34 $5.53M - $6.1M
64.7K $5.86M
VGIT
Vanguard Intermediate Term Tre

ETFs
96.9K
New
$57.44 - $59.4 $5.56M - $5.75M
96.9K $5.75M
FPE
First Tr Pfd Secs & Income ETF

ETFs
202K
New
$17.53 - $17.87 $3.54M - $3.61M
202K $3.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
69.2K
New
$42.5 - $46.71 $2.94M - $3.23M
69.2K $3.13M
EMB
Ishares Tr

ETFs
28.6K
New
$88.64 - $92.03 $2.53M - $2.63M
28.6K $2.59M
JNK
Spdr Bloomberg High Yield Bond

ETFs
27.1K
New
$94.86 - $97.12 $2.57M - $2.63M
27.1K $2.58M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46.7K
New
$44.41 - $45.98 $2.07M - $2.15M
46.7K $2.13M
IYR
Ishares Tr

ETFs
15.9K
New
$89.49 - $98.98 $1.42M - $1.57M
15.9K $1.52M
IFGL
Ishares International Develope

ETFs
58K
New
$18.76 - $20.18 $1.09M - $1.17M
58K $1.14M
IWV
Ishares Russell 3000 ETF

ETFs
3.1K
New
$313.1 - $349.83 $970K - $1.08M
3.1K $983K
CMC
Commercial Metals CO

Basic Materials
11.7K
New
$43.22 - $53.05 $508K - $623K
11.7K $540K
SHV
Ishares Tr

ETFs
4.44K
New
$110.11 - $110.51 $489K - $491K
4.44K $490K
GPI
Group 1 Automotive Inc

Consumer Cyclical
984
New
$375.96 - $484.08 $370K - $476K
984 $375K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.99K
New
$44.96 - $47.9 $359K - $383K
7.99K $363K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.63K
New
$41.51 - $44.56 $358K - $385K
8.63K $362K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.47K
New
$47.09 - $50.46 $352K - $377K
7.47K $355K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.88K
New
$49.36 - $53.08 $340K - $365K
6.88K $343K
FAST
Fastenal CO

Industrials
4.32K
New
$71.11 - $79.98 $307K - $345K
4.32K $334K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.4K
New
$80.53 - $147.57 $193K - $354K
2.4K $317K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.23K
New
$91.45 - $100.11 $295K - $323K
3.23K $301K
APG
A Pi Group Corp

Industrials
7.88K
New
$35.67 - $40.88 $281K - $322K
7.88K $281K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.16K
New
$49.78 - $53.19 $257K - $274K
5.16K $263K
OEF
Ishares S&P 100 ETF

ETFs
846
New
N/A
846 $225K
GLD
Spdr Gold Trust

ETFs
773
New
$243.19 - $288.14 $188K - $223K
773 $222K
ANIK
Anika Therapeutics, Inc.

Healthcare
11K
New
$15.03 - $17.97 $165K - $197K
11K $165K
First Tr Exchng Traded Fd Vi
9.23K
New
N/A
9.23K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
8.43K
New
N/A
8.43K $0
Innovator Etfs Trust
247K
New
N/A
247K $0
First Tr Exchng Traded Fd Vi
6.28K
New
N/A
6.28K $0
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
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email