Gallagher Fiduciary Advisors, LLC Portfolio Holdings

Gallagher Fiduciary Advisors, LLC

  • $485 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.14B
$228,000 0.05% of portfolio
9,220
Q4 2024 New
$7.52B
$264,000 0.05% of portfolio
2,123
Q4 2024 New
$3.18B
$265,000 0.05% of portfolio
38,403
Q4 2024 Added 15.73%
$2.76B
$231,000 0.05% of portfolio
7,217
Q4 2024 New
$2.82B
$187,000 0.04% of portfolio
20,778
Q4 2024 Added 13.17%
$2.25B
$196,000 0.04% of portfolio
16,986
Q4 2024 Added 19.49%
$4.31B
$209,000 0.04% of portfolio
13,400
Q4 2024 Reduced 1.47%
$2.17B
$190,000 0.04% of portfolio
15,715
Q4 2024 Added 3.95%
$2.78B
$100,000 0.02% of portfolio
12,589
Q4 2024 Added 4.05%
$2.33B
$98,000 0.02% of portfolio
93,500
Q4 2024 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $485 Million
  • Prior Value $468 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 215 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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