Gallagher Fiduciary Advisors, LLC Sells in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-150M
- 99.99%
$303.93 - $329.86 $45.7B - $49.6B
10.4K $3.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.86M
- 99.99%
$617.65 - $666.84 $6.09B - $6.57B
1.06K $708K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-59M
- 99.46%
$73.94 - $78.51 $4.36B - $4.63B
320K $24.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-58.3M
- 99.2%
$48.96 - $52.08 $2.85B - $3.03B
469K $24.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-63.7M
- 98.4%
$23.82 - $25.84 $1.52B - $1.65B
1.04M $26.6M
CORP
Pimco Investment Grade Corp Bd

ETFs
-12.8M
- 99.04%
$95.87 - $99.18 $1.23B - $1.27B
124K $12.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.96M
- 99.7%
$132.9 - $142.03 $1.06B - $1.13B
24.2K $3.41M
VEA
Vanguard Ftse Developed Market

ETFs
-11.9M
- 99.93%
$56.02 - $60.3 $666M - $717M
8.65K $518K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.48M
- 99.77%
$182.33 - $194.5 $452M - $482M
5.61K $1.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.08M
- 92.17%
$107.66 - $112.36 $439M - $458M
346K $38.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
-5.66M
- 98.4%
$58.97 - $60.36 $334M - $342M
92.2K $5.54M
IDV
Ishares Tr

ETFs
-8.32M
- 98.5%
$34.54 - $37.28 $287M - $310M
127K $4.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.92M
- 94.44%
$72.57 - $74.72 $212M - $218M
172K $12.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.36M
- 99.39%
$45.6 - $46.92 $153M - $158M
20.5K $958K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.39M
- 98.64%
$97.75 - $100.75 $136M - $140M
19.2K $1.93M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.97M
- 97.4%
$45.26 - $46.63 $88.9M - $91.6M
52.4K $2.42M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.62M
- 98.48%
$17.81 - $18.39 $64.5M - $66.6M
56K $1.02M
SHV
Ishares Tr

ETFs
-465K
- 99.07%
$110.06 - $110.49 $51.2M - $51.4M
4.35K $480K
KORP
American Centy ETF Tr Diversif

ETFs
-370K
- 38.46%
$46.36 - $47.95 $17.2M - $17.8M
592K $28.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-86.3K
- 61.23%
$148.97 - $165.88 $12.9M - $14.3M
54.7K $8.99M
IEMG
Ishares Inc

ETFs
-174K
- 39.77%
N/A
264K $14.1M
IEFA
Ishares Tr

ETFs
-121K
- 38.05%
$81.7 - $87.53 $9.87M - $10.6M
197K $17.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-59K
- 50.2%
$94.17 - $99.95 $5.55M - $5.89M
58.5K $5.85M
XLK
Technology Sector Spdr

ETFs
-17K
- 81.64%
$250.97 - $282.66 $4.28M - $4.82M
3.83K $1.08M
HDV
Ishares Core High Dividend ETF

ETFs
-35.7K
- 46.74%
$118.16 - $123.66 $4.22M - $4.42M
40.7K $4.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-16.6K
- 54.61%
$236.25 - $257.69 $3.93M - $4.29M
13.8K $3.55M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-73.7K
- 56.63%
$49.0 - $52.0 $3.61M - $3.83M
56.5K $2.92M
BEN
Franklin Resources Inc

Financial Services
-57K
- 3.84%
$23.13 - $26.03 $1.32M - $1.48M
1.43M $33M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.62K
- 44.69%
$211.65 - $238.24 $1.61M - $1.82M
9.43K $2.07M
XLF
Financial Sector Spdr

ETFs
-30.2K
- 85.6%
$51.37 - $54.25 $1.55M - $1.64M
5.08K $273K
XLC
Select Sector Spdr Tr Communic

ETFs
-10K
- 85.13%
$105.99 - $119.41 $1.06M - $1.2M
1.75K $207K
NVDA
Nvidia Corp

Technology
-9.66K
- 33.52%
$153.3 - $186.58 $1.48M - $1.8M
19.2K $3.58M
GOOG
Alphabet Inc.

Communication Services
-4.98K
- 77.7%
$175.16 - $255.24 $871K - $1.27M
1.43K $347K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-13K
- 59.84%
$44.76 - $47.49 $580K - $615K
8.69K $412K
META
Meta Platforms, Inc.

Communication Services
-710
- 33.57%
$695.21 - $791.73 $494K - $562K
1.41K $1.03M
MSFT
Microsoft Corp

Technology
-1.25K
- 21.08%
$491.09 - $535.64 $612K - $667K
4.67K $2.42M
NFLX
Netflix Inc

Communication Services
-358
- 56.29%
$1147.87 - $1297.18 $411K - $464K
278 $333K
UGI
Ugi Corp

Utilities
-11.8K
- 48.53%
$32.64 - $37.14 $385K - $438K
12.5K $416K
XOM
Exxon Mobil Corp

Energy
-4.83K
- 19.15%
$105.83 - $117.22 $511K - $566K
20.4K $2.3M
MTN
Vail Resorts Inc

Consumer Cyclical
-2.44K
- 47.07%
$143.33 - $169.63 $349K - $414K
2.74K $409K
SHEL
Shell PLC

Energy
-5.72K
- 47.02%
$69.82 - $73.93 $399K - $423K
6.45K $461K
KO
Coca Cola CO

Consumer Defensive
-4.59K
- 22.76%
$65.67 - $71.67 $301K - $329K
15.6K $1.03M
STAG
Stag Industrial, Inc.

Real Estate
-10.5K
- 47.41%
$34.28 - $36.97 $359K - $387K
11.6K $410K
VZ
Verizon Communications Inc

Communication Services
-9.44K
- 26.65%
$40.84 - $45.06 $385K - $425K
26K $1.14M
CUZ
Cousins Properties Inc

Real Estate
-12.5K
- 47.12%
$26.53 - $29.82 $330K - $371K
14K $404K
TGT
Target Corp

Consumer Defensive
-3.52K
- 43.79%
$86.56 - $107.43 $305K - $378K
4.52K $405K
NGG
National Grid PLC

Utilities
-5.07K
- 45.87%
$67.98 - $74.38 $344K - $377K
5.98K $434K
WFC
Wells Fargo & Company

Financial Services
-5.09K
- 40.26%
$77.05 - $85.16 $392K - $433K
7.55K $632K
MFC
Manulife Financial Corp

Financial Services
-11.4K
- 46.55%
$29.9 - $32.34 $342K - $370K
13.1K $409K
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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