Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-40
- 0.4%
$66.2 - $71.79 $2.65K - $2.87K
10K $684K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-251
- 12.06%
$108.46 - $120.63 $27.2K - $30.3K
1.83K $217K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-18
- 1.3%
$406.1 - $488.25 $7.31K - $8.79K
1.36K $596K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-439
- 3.52%
N/A
12K $0
Linde PLC
-7
- 0.86%
N/A
807 $0
First Tr Exchng Traded Fd Vi
-1
- 0.01%
N/A
13.1K $0
Innovator Etfs Trust
-2.99K
- 14.77%
N/A
17.2K $0
Blackrock Inc
-2
- 0.99%
N/A
201 $0
First Tr Exchng Traded Fd Vi
-3.12K
- 4.15%
N/A
71.9K $0
Fidelity Covington Trust
-123K
- 69.78%
N/A
53.4K $0
Digitalbridge Group Inc
-52
- 0.27%
N/A
19.4K $0
First Tr Exchng Traded Fd Vi
-62
- 0.16%
N/A
39.7K $0
FAST
Fastenal CO

Industrials
-1.19K
- 13.75%
$42.47 - $50.39 $50.5K - $59.9K
7.46K $365K
PLD
Prologis, Inc.

Real Estate
-366
- 7.7%
$104.08 - $115.35 $38.1K - $42.2K
4.39K $502K
COP
Conocophillips

Energy
-129
- 3.91%
$91.0 - $98.99 $11.7K - $12.8K
3.17K $299K
TROW
Price T Rowe Group Inc

Financial Services
-93
- 4.01%
$98.67 - $111.52 $9.18K - $10.4K
2.23K $228K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
-387
- 1.19%
$2.79 - $3.95 $1.08K - $1.53K
32.2K $106K
CAT
Caterpillar Inc

Industrials
-116
- 14.65%
$390.92 - $477.15 $45.3K - $55.3K
676 $322K
AEP
American Electric Power CO Inc

Utilities
-2
- 0.1%
$103.26 - $115.0 $207 - $230
2K $224K
NEOG
Neogen Corp

Healthcare
-618
- 2.72%
$4.65 - $5.75 $2.87K - $3.55K
22.1K $126K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-99
- 6.5%
$284.45 - $324.95 $28.2K - $32.2K
1.42K $455K
AMD
Advanced Micro Devices Inc

Technology
-107
- 5.5%
$134.8 - $184.42 $14.4K - $19.7K
1.84K $297K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-735
- 31.03%
$103.83 - $179.9 $76.3K - $132K
1.63K $292K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-220
- 1.51%
$46.61 - $49.24 $10.3K - $10.8K
14.4K $708K
MTH
Meritage Homes Corp

Consumer Cyclical
-33
- 0.54%
$67.34 - $82.83 $2.22K - $2.73K
6.04K $437K
IVW
Ishares S&P 500 Growth ETF

ETFs
-471
- 4.83%
$108.97 - $121.65 $51.3K - $57.3K
9.28K $1.12M
WMT
Walmart Inc.

Consumer Defensive
-34
- 0.34%
$94.4 - $104.27 $3.21K - $3.55K
9.93K $1.02M
FDVV
Fidelity High Dividend ETF

ETFs
-77
- 0.52%
$52.42 - $55.71 $4.04K - $4.29K
14.8K $826K
GPC
Genuine Parts CO

Consumer Cyclical
-18
- 0.57%
$122.23 - $142.77 $2.2K - $2.57K
3.13K $434K
ZD
Ziff Davis, Inc.

Communication Services
-64
- 0.88%
$29.49 - $39.2 $1.89K - $2.51K
7.21K $274K
JXN
Jackson Financial Inc.

Financial Services
-477
- 5.52%
$84.06 - $103.8 $40.1K - $49.5K
8.16K $826K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-213
- 1.86%
$34.37 - $40.61 $7.32K - $8.65K
11.3K $451K
KBH
Kb Home

Consumer Cyclical
-93
- 1.25%
$52.78 - $67.97 $4.91K - $6.32K
7.34K $467K
INTC
Intel Corp

Technology
-312
- 3.38%
$19.31 - $35.5 $6.02K - $11.1K
8.91K $299K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-3.27K
- 4.06%
$7.02 - $9.1 $23K - $29.8K
77.4K $643K
ORCL
Oracle Corp

Technology
-7
- 0.34%
$218.96 - $328.33 $1.53K - $2.3K
2.05K $575K
AVLV
American Centy ETF Tr Avantis
-7.95K
- 4.53%
$68.33 - $72.69 $543K - $578K
167K $12.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-223
- 3.42%
$620.67 - $670.08 $138K - $149K
6.29K $4.21M
JNJ
Johnson & Johnson

Healthcare
-140
- 2.32%
$155.17 - $185.42 $21.7K - $26K
5.9K $1.09M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.19K
- 0.67%
$31.79 - $33.42 $37.9K - $39.8K
178K $5.94M
SOXX
Ishares Semiconductor ETF

ETFs
-511
- 3.78%
$236.93 - $271.12 $121K - $139K
13K $3.53M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.6K
- 1.12%
$64.12 - $68.08 $102K - $109K
141K $9.61M
VTV
Vanguard Value ETF

ETFs
-244
- 0.39%
$175.51 - $186.57 $42.8K - $45.5K
62K $11.6M
VUG
Vanguard Growth ETF

ETFs
-59
- 0.32%
$433.97 - $484.08 $25.6K - $28.6K
18.2K $8.72M
AAPL
Apple Inc.

Technology
-585
- 3.2%
$202.38 - $256.87 $118K - $150K
17.7K $4.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-986
- 1.13%
$195.41 - $212.37 $193K - $209K
86.2K $18M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-310
- 0.18%
$85.31 - $97.03 $26.4K - $30.1K
172K $16.4M
CLF
Cleveland Cliffs Inc.

Basic Materials
-17.1K
- 2.44%
$8.12 - $12.84 $139K - $220K
684K $8.35M
CBRE
Cbre Group, Inc.

Real Estate
-16.1K
- 1.73%
$137.04 - $165.9 $2.2M - $2.67M
915K $144M
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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