Gallagher Fiduciary Advisors, LLC New Holdings in Q4 2024

Gallagher Fiduciary Advisors, LLC

  • $485 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.47K
New
$521.84 - $558.82 $1.29M - $1.38M
2.47K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.1K
New
$27.54 - $83.04 $746K - $2.25M
27.1K $751K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.8K
New
$23.29 - $23.93 $578K - $594K
24.8K $582K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.9K
New
$22.4 - $68.28 $468K - $1.43M
20.9K $484K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.76K
New
$124.26 - $134.12 $467K - $504K
3.76K $483K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.11K
New
$87.1 - $98.49 $445K - $503K
5.11K $446K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7K
New
$18.41 - $40.87 $381K - $846K
20.7K $382K
AXP
American Express CO

Financial Services
1.23K
New
$267.35 - $305.57 $329K - $376K
1.23K $365K
LMND
Lemonade, Inc.

Financial Services
9.61K
New
$15.65 - $51.81 $150K - $498K
9.61K $352K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.03K
New
$80.13 - $83.77 $323K - $338K
4.03K $323K
PDCO
Patterson Companies, Inc.

Healthcare
10.1K
New
$19.57 - $31.4 $197K - $316K
10.1K $311K
VEA
Vanguard Ftse Developed Market

ETFs
6.4K
New
$47.57 - $52.44 $304K - $335K
6.4K $305K
RKLB
Rocket Lab Usa, Inc.

Industrials
10.7K
New
$9.23 - $28.44 $98.5K - $304K
10.7K $271K
LMT
Lockheed Martin Corp

Industrials
552
New
$479.66 - $614.62 $265K - $339K
552 $268K
WTFC
Wintrust Financial Corp

Financial Services
2.12K
New
$104.15 - $138.5 $221K - $294K
2.12K $264K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.67K
New
$71.75 - $75.11 $263K - $276K
3.67K $263K
SAP
Sap Se

Technology
1.06K
New
$218.13 - $255.54 $230K - $270K
1.06K $259K
V
Visa Inc.

Financial Services
815
New
$273.87 - $320.91 $223K - $262K
815 $257K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.71K
New
$87.25 - $95.52 $237K - $259K
2.71K $239K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.9K
New
$47.07 - $48.75 $230K - $239K
4.9K $234K
CEG
Constellation Energy Corp

Utilities
1.04K
New
$224.28 - $285.52 $233K - $297K
1.04K $234K
CRC
California Resources Corp

Energy
4.51K
New
$50.23 - $59.59 $226K - $269K
4.51K $233K
CRWD
Crowd Strike Holdings, Inc.

Technology
677
New
$275.15 - $388.2 $186K - $263K
677 $231K
HP
Helmerich & Payne, Inc.

Energy
7.22K
New
$30.3 - $36.81 $219K - $266K
7.22K $231K
TROW
Price T Rowe Group Inc

Financial Services
2.04K
New
$106.48 - $124.69 $217K - $254K
2.04K $230K
BE
Bloom Energy Corp

Industrials
10.3K
New
$9.04 - $27.45 $93.1K - $283K
10.3K $228K
BEAM
Beam Therapeutics Inc.

Healthcare
9.22K
New
$21.55 - $30.35 $199K - $280K
9.22K $228K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.71K
New
$43.61 - $45.3 $205K - $213K
4.71K $209K
FVD
First Tr Value Line Divid Inde

ETFs
4.63K
New
$43.4 - $46.7 $201K - $216K
4.63K $201K
First Tr Exchng Traded Fd Vi
8.18K
New
N/A
8.18K $0
Blackrock Inc
205
New
N/A
205 $0
Innovator Etfs Trust
11.3K
New
N/A
11.3K $0
Activity Summary
Buys All Purchases 248 New Holdings 33 Increased Positions 215 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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