Gallagher Fiduciary Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $485 Million distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $42.8M, Ishares 0 5 Year High Yield CO with a value of $33.7M, Ishares Inc with a value of $22.6M, Ishares Tr with a value of $22.4M, and Ishares Core S&P U.S Growth Et with a value of $19.2M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $468M to 485M.
Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL
Below you can find more details about Gallagher Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$485 Million
ETFs: $343 Million
Technology: $22.8 Million
Financial Services: $20.8 Million
Consumer Cyclical: $15.4 Million
Industrials: $11.2 Million
Communication Services: $10.9 Million
Consumer Defensive: $8.83 Million
Healthcare: $8.51 Million
Other: $23.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
