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CIK: 0001527781
Total reported value
$3.0B
$3.0B
201 檔
76.6%
At the close of Q1 2024, Gallagher Fiduciary Advisors, LLC disclosed equity holdings valued at approximately $3.0B, spread across 201 reported holdings.
During Q1 2024, Gallagher Fiduciary Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 54.98% | -14.36% | -2.07% | |
| 2 | PCG | P G & E CORP | Stock-Utilities | 13.46% | -2.72% | -1.82% | |
| 3 | DAL | Delta Air Lines Inc | Stock-Industrials | 9.02% | +1.30% | -3.02% | |
| 4 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.48% | -0.75% | -1.39% | |
| 5 | BEN | Franklin Resources Inc | Stock-Financials | 1.59% | +0.22% | -4.14% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.28% | — | -1.43% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.26% | +0.06% | +0.26% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.21% | -0.03% | -2.41% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.14% | — | -0.79% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | +0.05% | +0.49% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | +0.05% | -1.03% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.76% | +0.01% | NEW | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.03% | -1.22% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.02% | -1.62% | |
| 15 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.63% | -0.02% | -1.20% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | -0.02% | -2.43% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.02% | -1.88% | |
| 18 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.55% | -0.01% | -1.73% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.34% | +0.09% | +9.15% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 0.27% | +0.03% | +10.95% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.24% | +0.11% | +0.19% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.22% | -0.03% | +19.76% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | +0.02% | -1.12% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.20% | +0.05% | +4.05% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | — | -1.50% | |
| 26 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.18% | +0.03% | +3.67% | |
| 27 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.17% | — | +10.82% | |
| 28 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.16% | — | +10.50% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | +0.02% | -7.27% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | -0.65% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | -3.63% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | — | +3.05% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | -0.01% | +2.26% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.09% | — | -4.89% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.05% | +10.86% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.04% | -0.78% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.07% | — | +9.19% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.06% | — | -8.03% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.06% | +0.01% | -3.39% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.06% | — | +1.00% | |
| 41 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.05% | — | +4.92% | |
| 42 | D | Dominion Energy Inc | Stock-Utilities | 0.05% | — | -0.46% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | +0.01% | -7.15% | |
| 44 | AMAX | Adaptive Hedged Multi-asset | ETF-Other | 0.05% | — | -6.73% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.05% | — | -5.97% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | -0.01% | +4.88% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | +0.67% | -24.16% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.05% | -0.02% | +10.84% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | +9.05% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | -0.01% | -3.65% |
According to official SEC Form 13F filings, Gallagher Fiduciary Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 201 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MCD, PCG, DAL) accounted for 76.6% of total reported equity market value during Q1 2024.
During Q1 2024, Gallagher Fiduciary Advisors, LLC's top holdings by market value included MCD (55.0%)、PCG (13.5%)、DAL (9.0%). The largest single position, MCD, represented 55.0% of total portfolio value.
In Q1 2024, Gallagher Fiduciary Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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