Gallagher Fiduciary Advisors, LLC New Holdings in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KORP
American Centy ETF Tr Diversif

ETFs
963K
New
$45.37 - $47.07 $43.7M - $45.3M
963K $45.3M
KRG
Kite Realty Group Trust

Real Estate
38.9K
New
$19.53 - $23.3 $760K - $907K
38.9K $881K
STAG
Stag Industrial, Inc.

Real Estate
22.1K
New
$30.08 - $37.02 $665K - $818K
22.1K $801K
CUZ
Cousins Properties Inc

Real Estate
26.4K
New
$25.15 - $30.53 $665K - $807K
26.4K $793K
FRT
Federal Realty Investment Trust

Real Estate
7.69K
New
$83.56 - $99.08 $643K - $762K
7.69K $730K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
14.1K
New
$42.85 - $50.11 $604K - $706K
14.1K $705K
OKE
Oneok Inc

Energy
8.55K
New
$78.71 - $100.37 $673K - $858K
8.55K $697K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14.8K
New
$27.82 - $46.45 $410K - $685K
14.8K $685K
GLNG
Golar Lng LTD

Energy
15.3K
New
$30.7 - $42.63 $470K - $652K
15.3K $630K
TRS
Trimas Corp

Consumer Cyclical
21.6K
New
$19.9 - $28.61 $429K - $617K
21.6K $616K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
11.5K
New
$42.44 - $50.03 $489K - $577K
11.5K $576K
COF
Capital One Financial Corp

Financial Services
2.66K
New
$150.57 - $212.76 $401K - $566K
2.66K $566K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.88K
New
$83.67 - $109.12 $325K - $424K
3.88K $423K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.74K
New
$58.41 - $72.69 $277K - $345K
4.74K $344K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.44K
New
$171.4 - $227.1 $247K - $327K
1.44K $326K
CRWD
Crowd Strike Holdings, Inc.

Technology
607
New
$321.63 - $509.31 $195K - $309K
607 $309K
SIG
Signet Jewelers LTD

Consumer Cyclical
3.7K
New
$50.77 - $82.74 $188K - $306K
3.7K $294K
AMD
Advanced Micro Devices Inc

Technology
1.95K
New
$78.21 - $143.81 $152K - $280K
1.95K $275K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.79K
New
$59.24 - $71.39 $225K - $271K
3.79K $270K
AVDE
American Centy ETF Tr Avantis

ETFs
3.65K
New
$59.32 - $74.36 $216K - $271K
3.65K $269K
ISRG
Intuitive Surgical Inc

Healthcare
484
New
$451.58 - $565.94 $219K - $274K
484 $263K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.76K
New
$83.97 - $92.85 $232K - $256K
2.76K $243K
BA
Boeing CO

Industrials
1.15K
New
$136.59 - $217.51 $157K - $250K
1.15K $241K
SCHW
Schwab Charles Corp

Financial Services
2.57K
New
$69.06 - $91.24 $177K - $234K
2.57K $234K
TROW
Price T Rowe Group Inc

Financial Services
2.32K
New
$80.27 - $98.06 $186K - $228K
2.32K $224K
UBER
Uber Technologies, Inc

Technology
2.37K
New
$64.62 - $93.3 $153K - $221K
2.37K $221K
INTC
Intel Corp

Technology
9.23K
New
$18.13 - $22.69 $167K - $209K
9.23K $206K
DASH
Door Dash, Inc.

Communication Services
826
New
$163.16 - $246.51 $135K - $204K
826 $203K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.03K
New
$83.54 - $100.04 $170K - $203K
2.03K $201K
FTI
Technip Fmc PLC

Energy
5.84K
New
$23.18 - $35.33 $135K - $206K
5.84K $201K
BEAM
Beam Therapeutics Inc.

Healthcare
11.7K
New
$14.54 - $20.24 $171K - $238K
11.7K $199K
AURA
Aura Biosciences, Inc.

Healthcare
30.2K
New
$4.9 - $6.97 $148K - $211K
30.2K $189K
TVTX
Travere Therapeutics, Inc.

Healthcare
10.5K
New
$13.49 - $21.54 $141K - $225K
10.5K $154K
J P Morgan Exchange Traded F
6.44K
New
N/A
6.44K $0
Fidelity Covington Trust
177K
New
N/A
177K $0
Innovator Etfs Trust
20.2K
New
N/A
20.2K $0
Blackrock ETF Trust
11.5K
New
N/A
11.5K $0
Rocket Lab Corp
10.5K
New
N/A
10.5K $0
First Tr Exchng Traded Fd Vi
5.71K
New
N/A
5.71K $0
Blackrock Inc
203
New
N/A
203 $0
Activity Summary
Buys All Purchases 229 New Holdings 41 Increased Positions 188 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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