Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q3 2024

Gallagher Fiduciary Advisors, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-254K
- 69.01%
$87.56 - $95.49 $22.2M - $24.2M
114K $10.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-380K
- 79.45%
$51.02 - $52.74 $19.4M - $20.1M
98.4K $5.18M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-130K
- 40.49%
$82.38 - $93.84 $10.7M - $12.2M
191K $17.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-59.8K
- 36.98%
$179.99 - $201.6 $10.8M - $12M
102K $20.4M
VUG
Vanguard Growth ETF

ETFs
-12K
- 79.07%
$341.08 - $391.94 $4.11M - $4.72M
3.19K $1.22M
IEMG
Ishares Inc

ETFs
-22.1K
- 5.34%
$53.64 - $53.64 $1.19M - $1.19M
392K $21M
IYW
Ishares Dj Us Tech ETF

ETFs
-7.3K
- 83.84%
$133.16 - $158.73 $971K - $1.16M
1.41K $213K
VTV
Vanguard Value ETF

ETFs
-11.6K
- 12.46%
$159.75 - $174.57 $1.85M - $2.02M
81.5K $14.2M
XLK
Technology Sector Spdr

ETFs
-2.77K
- 12.67%
$197.34 - $237.68 $546K - $658K
19.1K $4.31M
DGRO
Ishares Core Dividend Growth E

ETFs
-28.5K
- 12.45%
$57.47 - $62.76 $1.64M - $1.79M
201K $12.6M
EFV
Msci Eafe Value ETF

ETFs
-9.06K
- 51.82%
$51.72 - $57.96 $469K - $525K
8.42K $484K
MRK
Merck & Co., Inc.

Healthcare
-2.87K
- 29.58%
$111.15 - $128.97 $319K - $371K
6.84K $776K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.26K
- 9.32%
$175.46 - $203.3 $572K - $663K
31.7K $6.43M
MSFT
Microsoft Corp

Technology
-640
- 10.06%
$395.15 - $467.56 $253K - $299K
5.72K $2.46M
NVDA
Nvidia Corp

Technology
-2.35K
- 7.2%
$98.91 - $134.91 $232K - $316K
30.3K $3.67M
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 13.85%
$149.54 - $192.66 $165K - $212K
6.85K $1.15M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-8.73K
- 6.45%
$45.75 - $50.32 $399K - $439K
127K $6.27M
XLI
Industrial Sector Spdr

ETFs
-3.3K
- 30.8%
$120.56 - $135.44 $398K - $447K
7.42K $1.01M
XLP
Consumer Staples Sector Spdr

ETFs
-3.67K
- 35.48%
$76.04 - $76.04 $279K - $279K
6.66K $506K
XLV
Select Sector Spdr Fund Health

ETFs
-2.15K
- 22.91%
$143.3 - $157.24 $308K - $338K
7.23K $1.11M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.98K
- 27.19%
$150.05 - $171.34 $298K - $340K
5.31K $885K
XLF
Financial Sector Spdr

ETFs
-8.95K
- 20.69%
$40.84 - $45.74 $366K - $409K
34.3K $1.56M
VZ
Verizon Communications Inc

Communication Services
-7.91K
- 20.1%
$38.89 - $45.0 $308K - $356K
31.4K $1.41M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.54K
- 21.1%
$170.05 - $200.86 $262K - $310K
5.77K $1.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.18K
- 26.82%
$162.64 - $179.3 $191K - $211K
3.21K $575K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.99K
- 44.21%
$56.04 - $62.99 $167K - $188K
3.77K $230K
XLE
Energy Sector Spdr

ETFs
-1.6K
- 25.96%
$84.35 - $93.39 $135K - $150K
4.57K $400K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.33K
- 16.63%
$82.16 - $90.4 $191K - $211K
11.7K $1.06M
SHEL
Shell PLC

Energy
-1.01K
- 9.48%
$65.65 - $73.28 $66.5K - $74.2K
9.67K $637K
WFC
Wells Fargo & Company

Financial Services
-1.46K
- 9.92%
$51.58 - $60.97 $75.2K - $88.8K
13.2K $746K
WMT
Walmart Inc.

Consumer Defensive
-3.93K
- 24.75%
$66.91 - $81.4 $263K - $320K
11.9K $964K
ASML
Asml Holding Nv

Technology
-57
- 19.13%
$749.82 - $1098.95 $42.7K - $62.6K
241 $200K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-226
- 28.61%
$434.77 - $502.96 $98.3K - $114K
564 $275K
PEP
Pepsico Inc

Consumer Defensive
-725
- 14.9%
$161.9 - $179.3 $117K - $130K
4.14K $703K
NXST
Nexstar Media Group, Inc.

Communication Services
-494
- 11.52%
$154.25 - $184.79 $76.2K - $91.3K
3.79K $626K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-347
- 3.74%
$49.83 - $62.75 $17.3K - $21.8K
8.93K $514K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.45K
- 28.13%
$38.04 - $45.36 $93.2K - $111K
6.26K $279K
NVO
Novo Nordisk A S

Healthcare
-20
- 1.06%
$119.07 - $145.42 $2.38K - $2.91K
1.86K $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
-199
- 8.22%
$517.38 - $573.86 $103K - $114K
2.22K $1.27M
ISRG
Intuitive Surgical Inc

Healthcare
-142
- 24.32%
$416.14 - $494.01 $59.1K - $70.1K
442 $217K
NFLX
Netflix Inc

Communication Services
-93
- 12.79%
$598.55 - $722.26 $55.7K - $67.2K
634 $449K
XLU
Utilities Sector Spdr

ETFs
-1.48K
- 22.8%
$67.67 - $80.78 $99.9K - $119K
5K $403K
XLB
Select Sector Spdr Fd Material

ETFs
-694
- 18.88%
$86.95 - $97.09 $60.3K - $67.4K
2.98K $287K
XOM
Exxon Mobil Corp

Energy
-716
- 3.11%
$109.72 - $119.0 $78.6K - $85.2K
22.3K $2.61M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-367
- 5.32%
$92.56 - $99.46 $34K - $36.5K
6.54K $626K
IVE
Ishares S&P 500 Value ETF

ETFs
-413
- 12.98%
$181.06 - $197.17 $74.8K - $81.4K
2.77K $546K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-419
- 11.94%
$96.25 - $101.98 $40.3K - $42.7K
3.09K $312K
TFC
Truist Financial Corp

Financial Services
-2.32K
- 12.56%
$38.22 - $44.94 $88.5K - $104K
16.1K $689K
MFC
Manulife Financial Corp

Financial Services
-3.82K
- 12.85%
$24.13 - $29.63 $92.2K - $113K
25.9K $765K
Activity Summary
Buys All Purchases 165 New Holdings 49 Increased Positions 116 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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