Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q1 2025

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.03K
- 19.03%
$209.68 - $247.1 $845K - $996K
17.2K $3.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.49K
- 21.34%
$190.26 - $242.06 $854K - $1.09M
16.6K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
-429
- 6.23%
$222.15 - $428.22 $95.3K - $184K
6.46K $1.67M
NVDA
Nvidia Corp

Technology
-2.62K
- 8.39%
$106.98 - $149.43 $280K - $392K
28.6K $3.1M
MSFT
Microsoft Corp

Technology
-1.76K
- 22.2%
$375.39 - $447.2 $661K - $787K
6.17K $2.32M
PLTR
Palantir Technologies Inc.

Technology
-11.1K
- 76.68%
$64.98 - $124.62 $720K - $1.38M
3.37K $284K
IWN
Ishares Russell2000 Val ETF

ETFs
-4.39K
- 44.88%
$149.27 - $169.4 $655K - $743K
5.39K $813K
LUMN
Lumen Technologies, Inc.

Communication Services
-83.2K
- 61.85%
$3.92 - $5.92 $326K - $492K
51.3K $201K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.71K
- 23.73%
$100.34 - $100.68 $473K - $475K
15.2K $1.53M
MLI
Mueller Industries Inc

Industrials
-5.24K
- 52.22%
$76.14 - $82.67 $399K - $433K
4.79K $364K
META
Meta Platforms, Inc.

Communication Services
-504
- 18.8%
$576.36 - $736.67 $290K - $371K
2.18K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-215
- 2.95%
$554.06 - $615.85 $119K - $132K
7.08K $3.98M
AVO
Mission Produce, Inc.

Consumer Defensive
-15.7K
- 40.57%
$9.76 - $14.18 $153K - $223K
23K $241K
GOOG
Alphabet Inc.

Communication Services
-78
- 1.2%
$156.06 - $207.71 $12.2K - $16.2K
6.43K $1M
DIS
Walt Disney CO

Communication Services
-1.12K
- 18.7%
$96.87 - $114.0 $108K - $127K
4.86K $479K
TMP
Tompkins Financial Corp

Financial Services
-2.17K
- 26.44%
$62.44 - $72.73 $135K - $158K
6.03K $379K
XLY
Select Sector Spdr Consumer Di

ETFs
-42
- 0.68%
$192.6 - $233.2 $8.09K - $9.79K
6.1K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
-1.7K
- 29.74%
$96.1 - $106.37 $163K - $180K
4.01K $400K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-6.65K
- 9.3%
$8.61 - $10.05 $57.3K - $66.8K
64.9K $563K
PLRX
Pliant Therapeutics, Inc.

Healthcare
-455
- 3.83%
$1.35 - $13.53 $614 - $6.16K
11.4K $15K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.66K
- 23.43%
$41.06 - $44.04 $109K - $117K
8.69K $360K
JPM
Jpmorgan Chase & CO

Financial Services
-680
- 7.55%
$225.19 - $279.95 $153K - $190K
8.33K $2.04M
F
Ford Motor CO

Consumer Cyclical
-11.7K
- 11.64%
$9.12 - $10.43 $107K - $122K
88.9K $891K
SPY
Spdr S&P 500 ETF Trust

ETFs
-72
- 3.01%
$551.42 - $612.93 $39.7K - $44.1K
2.32K $1.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-169
- 7.44%
$165.25 - $224.62 $27.9K - $38K
2.1K $348K
XLU
Utilities Sector Spdr

ETFs
-1.29K
- 24.64%
$74.7 - $80.27 $96.4K - $104K
3.95K $311K
PFE
Pfizer Inc

Healthcare
-1.14K
- 2.45%
$25.01 - $27.13 $28.4K - $30.8K
45.2K $1.15M
ORCL
Oracle Corp

Technology
-66
- 2.96%
$139.81 - $186.47 $9.23K - $12.3K
2.16K $302K
AXP
American Express CO

Financial Services
-119
- 9.67%
$255.39 - $325.87 $30.4K - $38.8K
1.11K $298K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-299
- 12.43%
$102.49 - $119.96 $30.6K - $35.9K
2.11K $220K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26
- 2.76%
$468.34 - $539.52 $12.2K - $14K
916 $429K
HON
Honeywell International Inc

Industrials
-54
- 2.08%
$202.75 - $226.52 $10.9K - $12.2K
2.55K $538K
XLE
Energy Sector Spdr

ETFs
-988
- 16.11%
$85.7 - $93.96 $84.7K - $92.8K
5.15K $480K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-91
- 0.98%
$45.72 - $51.73 $4.16K - $4.71K
9.18K $422K
WMT
Walmart Inc.

Consumer Defensive
-80
- 0.83%
$84.5 - $105.05 $6.76K - $8.4K
9.54K $837K
BAC
Bank Of America Corp

Financial Services
-39
- 0.33%
$39.61 - $47.74 $1.54K - $1.86K
11.7K $487K
CARR
Carrier Global Corp

Industrials
-18
- 0.37%
$62.07 - $70.55 $1.12K - $1.27K
4.86K $308K
XLV
Select Sector Spdr Fund Health

ETFs
-646
- 7.86%
$137.61 - $149.68 $88.9K - $96.7K
7.57K $1.11M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-139
- 1.13%
$29.68 - $32.59 $4.13K - $4.53K
12.2K $363K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-464
- 10.74%
$51.52 - $52.37 $23.9K - $24.3K
3.86K $202K
XLC
Select Sector Spdr Tr Communic

ETFs
-167
- 1.37%
$94.84 - $105.31 $15.8K - $17.6K
12K $1.16M
XLF
Financial Sector Spdr

ETFs
-1.49K
- 4.08%
$47.32 - $52.19 $70.4K - $77.7K
35K $1.74M
NFLX
Netflix Inc

Communication Services
-45
- 6.57%
$828.4 - $1058.6 $37.3K - $47.6K
640 $596K
DCI
Donaldson CO Inc

Industrials
-146
- 1.87%
$66.51 - $72.28 $9.71K - $10.6K
7.67K $514K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 1.59%
$408.78 - $448.82 $4.91K - $5.39K
743 $311K
EFV
Msci Eafe Value ETF

ETFs
-1.55K
- 12.01%
$51.88 - $60.73 $80.3K - $93.9K
11.3K $667K
XLI
Industrial Sector Spdr

ETFs
-12
- 0.15%
$128.78 - $141.67 $1.55K - $1.7K
8.01K $1.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-40
- 0.91%
$54.25 - $57.64 $2.17K - $2.31K
4.35K $239K
FJAN
First Exc Trd Viii Cboe Vest U
-112K
- 93.27%
N/A
8.04K $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
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