Gallagher Fiduciary Advisors, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$2.8B

Holdings

201

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
5,497,778$1550.1T54982864.88%
2
PCGPG&E CORP
22,643,524$379.5T13461273.06%
3
DALDELTA AIR LINES INC DEL
5,312,108$254.3T9019832.02%
4
CBRECBRE GROUP INC
1,009,070$98.1T3480441.60%
5
BENFRANKLIN RESOURCES INC
1,598,573$44.9T1593900.84%
6
VBRVANGUARD INDEX FDS
188,093$36.1T1280180.01%
7
IUSVISHARES TR
393,525$35.6T1262411.81%
8
SHYGISHARES TR
800,972$34.1T1208884.81%
9
VIOVVANGUARD ADMIRAL FDS INC
361,997$32.0T1135334.68%
10
AGGISHARES TR
307,290$30.1T1067521.63%
11
AQLTISHARES TR
307,153$22.8T808619.74%
12
IGSBISHARES TR
416,248$21.3T757126.41%
13
IEMGISHARES INC
380,982$19.7T697304.45%
14
VTVVANGUARD INDEX FDS
110,706$18.0T639520.74%
15
CLFCLEVELAND-CLIFFS INC NEW
775,521$17.6T625536.04%
16
VBKVANGUARD INDEX FDS
61,023$15.9T564329.24%
17
DGROISHARES TR
270,706$15.7T557496.97%
18
ISCGISHARES TR
331,682$15.4T547893.74%
19
IUSGISHARES TR
80,861$9.5T336179.12%
20
HDVISHARES TR
70,270$7.7T274700.48%
21
IUSBISHARES TR
150,695$6.9T243688.78%
22
SDVYFIRST TR EXCHANGE-TRADED FD
181,859$6.3T224611.32%
23
SHVISHARES TR
54,981$6.1T215574.06%
24
MTUMISHARES TR
29,553$5.5T196392.25%
25
VUGVANGUARD INDEX FDS
15,532$5.3T189634.40%
26
PALCPACER FDS TR
109,658$5.1T181373.63%
27
FDVVFIDELITY COVINGTON TRUST
106,336$4.8T170899.63%
28
FJANFIRST TR EXCHNG TRADED FD VI
110,738$4.6T164894.89%
29
XLKSELECT SECTOR SPDR TR
21,556$4.5T159242.41%
30
AMZNAMAZON COM INC
21,467$3.9T137350.36%
31
AAPLAPPLE INC
21,342$3.7T129811.84%
32
NVDANVIDIA CORPORATION
2,942$2.7T94289.31%
33
MSFTMICROSOFT CORP
6,299$2.6T93995.65%
34
MMM3M CO
23,100$2.5T86911.54%
35
XOMEXXON MOBIL CORP
20,561$2.4T84776.71%
36
IVVISHARES TR
4,215$2.2T78606.82%
37
RDVYFIRST TR EXCHANGE-TRADED FD
36,887$2.1T73492.99%
38
XLFSELECT SECTOR SPDR TR
40,139$1.7T59967.78%
39
XLYSELECT SECTOR SPDR TR
8,578$1.6T55951.30%
40
BACVERIZON COMMUNICATIONS INC
37,326$1.6T55554.67%
41
DJANFIRST TR EXCHNG TRADED FD VI
42,008$1.5T53686.08%
42
DDOMINION ENERGY INC
29,636$1.5T51708.28%
43
XLVSELECT SECTOR SPDR TR
9,626$1.4T50440.95%
44
AMAXSTARBOARD INVT TR
171,175$1.4T49010.57%
45
XLISELECT SECTOR SPDR TR
10,815$1.4T48319.60%
46
JPMJPMORGAN CHASE & CO
6,666$1.3T47360.55%
47
SPYSPDR S&P 500 ETF TR
2,477$1.3T45959.99%
48
CVXCHEVRON CORP NEW
8,161$1.3T45661.61%
49
GOOGALPHABET INC
8,292$1.3T44783.01%
50
TSLATESLA INC
6,999$1.2T43641.35%
51
GSLCGOLDMAN SACHS ETF TR
11,615$1.2T42759.13%
52
PGPROCTER AND GAMBLE CO
7,386$1.2T42506.05%
53
IYWISHARES TR
8,350$1.1T40001.04%
54
XLCSELECT SECTOR SPDR TR
13,780$1.1T39913.22%
55
MRKMERCK & CO INC
8,227$1.1T38504.01%
56
FFORD MTR CO DEL
78,952$1.0T37190.43%
57
TAT&T INC
58,694$1.0T36641.77%
58
METAMETA PLATFORMS INC
2,121$1.0T36531.77%
59
XELXCEL ENERGY INC
17,220$925.6B32830.67%
60
WMTWALMART INC
15,118$909.7B32266.47%
61
WFCWELLS FARGO CO NEW
15,618$905.2B32108.74%
62
EFVISHARES TR
16,216$882.1B31289.58%
63
EMREMERSON ELEC CO
7,628$865.2B30687.89%
64
SHYISHARES TR
10,536$861.7B30563.64%
65
IWNISHARES TR
5,388$855.7B30352.48%
66
AEPAMERICAN ELEC PWR CO INC
9,892$851.7B30211.84%
67
DYHTARGET CORP
4,687$830.6B29460.72%
68
XLFISELECT SECTOR SPDR TR
10,808$825.3B29274.71%
69
PEPPEPSICO INC
4,583$802.1B28449.91%
70
KOCOCA COLA CO
13,051$798.4B28320.98%
71
HONHONEYWELL INTL INC
3,871$794.6B28183.17%
72
MFCMANULIFE FINL CORP
31,269$781.4B27716.81%
73
DISDISNEY WALT CO
6,377$780.3B27677.61%
74
WELLWELLTOWER INC
8,198$766.0B27170.88%
75
JEPIJ P MORGAN EXCHANGE TRADED F
13,110$758.5B26906.16%
76
FNFFIDELITY NATIONAL FINANCIAL
14,251$756.7B26841.53%
77
CFGCITIZENS FINL GROUP INC
20,670$750.1B26606.54%
78
SHELSHELL PLC
11,114$745.1B26427.84%
79
SPGSIMON PPTY GROUP INC NEW
4,745$742.6B26339.38%
80
TFCTRUIST FINL CORP
19,005$740.8B26277.02%
81
PFEPFIZER INC
26,417$733.1B26002.37%
82
NXSTNEXSTAR MEDIA GROUP INC
4,132$711.8B25249.58%
83
LYBLYONDELLBASELL INDUSTRIES N
6,956$711.4B25235.21%
84
MPTMEDICAL PPTYS TRUST INC
151,021$709.8B25177.01%
85
NEUNEWMARKET CORP
1,100$698.1B24761.36%
86
SGOVISHARES TR
6,905$695.4B24666.62%
87
EIXEDISON INTL
9,534$674.4B23920.39%
88
SONSONOCO PRODS CO
11,582$669.9B23760.92%
89
NGGNATIONAL GRID PLC
9,807$669.1B23731.72%
90
GLWCORNING INC
20,071$661.5B23464.74%
91
SJMSMUCKER J M CO
5,218$656.8B23296.32%
92
IWOISHARES TR
2,402$650.4B23069.20%
93
QUALISHARES TR
3,924$644.9B22874.08%
94
UPSUNITED PARCEL SERVICE INC
4,316$641.5B22755.18%
95
WBAWALGREENS BOOTS ALLIANCE INC
29,430$638.3B22641.89%
96
XLESELECT SECTOR SPDR TR
6,349$599.4B21262.30%
97
IVEISHARES TR
3,192$596.2B21149.29%
98
DBMFLITMAN GREGORY FDS TR
20,573$590.0B20928.70%
99
COSTCOSTCO WHSL CORP NEW
804$589.0B20893.40%
100
MAMASTERCARD INCORPORATED
1,221$588.0B20856.59%
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