Gallagher Fiduciary Advisors, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1B

Holdings

171

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
PCGPG&E CORP
$380.0M
DALDELTA AIR LINES INC DEL
$208.0M
CBRECBRE GROUP INC
$76.0M
BENFRANKLIN RESOURCES INC
$41.0M
SHYGISHARES TR
$34.0M
VBRVANGUARD INDEX FDS
$31.0M
IUSVISHARES TR
$30.0M
AGGISHARES TR
$29.0M
VIOVVANGUARD ADMIRAL FDS INC
$28.0M
AQLTISHARES TR
$25.0M
IGSBISHARES TR
$19.0M
DGROISHARES TR
$19.0M
IEMGISHARES INC
$18.0M
VTVVANGUARD INDEX FDS
$16.0M
CLFCLEVELAND-CLIFFS INC NEW
$12.0M
VBKVANGUARD INDEX FDS
$12.0M
ISCGISHARES TR
$12.0M
IUSGISHARES TR
$11.0M
IUSBISHARES TR
$6.0M
SHVISHARES TR
$6.0M
HDVISHARES TR
$5.0M
XLKSELECT SECTOR SPDR TR
$4.0M
VUGVANGUARD INDEX FDS
$4.0M
FADFIRST TR MULTI CAP GROWTH AL
$4.0M
FJANFIRST TR EXCHNG TRADED FD VI
$3.0M
AAPLAPPLE INC
$3.0M
XOMEXXON MOBIL CORP
$2.0M
AMZNAMAZON COM INC
$2.0M
MMM3M CO
$2.0M
PALCPACER FDS TR
$2.0M
RHTXSTARBOARD INVT TR
$2.0M
MTUMISHARES TR
$2.0M
MSFTMICROSOFT CORP
$1.0M
DJANFIRST TR EXCHNG TRADED FD VI
$1.0M
TSLATESLA INC
$1.0M
CVXCHEVRON CORP NEW
$1.0M
XLVSELECT SECTOR SPDR TR
$1.0M
BACVERIZON COMMUNICATIONS INC
$1.0M
MCDMCDONALDS CORP
$1.0M
IVVISHARES TR
$1.0M
SPYSPDR S&P 500 ETF TR
$1.0M
JPMJPMORGAN CHASE & CO
$1.0M
PGPROCTER AND GAMBLE CO
$1.0M
XLISELECT SECTOR SPDR TR
$1.0M
XLCSELECT SECTOR SPDR TR
$1.0M
XLFSELECT SECTOR SPDR TR
$1.0M
XLYSELECT SECTOR SPDR TR
$1.0M
FFORD MTR CO DEL
$983K
GSLCGOLDMAN SACHS ETF TR
$970K
SHYISHARES TR
$912K
SHELSHELL PLC
$901K
IYWISHARES TR
$897K
TAT&T INC
$860K
XELXCEL ENERGY INC
$855K
XLFISELECT SECTOR SPDR TR
$843K
DDOMINION ENERGY INC
$841K
MRKMERCK & CO INC
$823K
NIONIO INC
$809K
PEPPEPSICO INC
$768K
NVDANVIDIA CORPORATION
$746K
WFCWELLS FARGO CO NEW
$746K
EMREMERSON ELEC CO
$743K
FNFFIDELITY NATIONAL FINANCIAL
$735K
AGOXSTARBOARD INVT TR
$724K
AEPAMERICAN ELEC PWR CO INC
$723K
WMTWALMART INC
$718K
HONHONEYWELL INTL INC
$715K
LYBLYONDELLBASELL INDUSTRIES N
$697K
MFCMANULIFE FINL CORP
$692K
WELLWELLTOWER INC
$689K
KOCOCA COLA CO
$675K
METAMETA PLATFORMS INC
$670K
EFVISHARES TR
$663K
NGGNATIONAL GRID PLC
$658K
SPGSIMON PPTY GROUP INC NEW
$650K
SONSONOCO PRODS CO
$649K
RHRXSTARBOARD INVT TR
$645K
EIXEDISON INTL
$639K
UPSUNITED PARCEL SERVICE INC
$626K
PFEPFIZER INC
$620K
TFCTRUIST FINL CORP
$620K
DBMFLITMAN GREGORY FDS TR
$611K
GLWCORNING INC
$596K
SJMSMUCKER J M CO
$595K
DYHTARGET CORP
$592K
NXSTNEXSTAR MEDIA GROUP INC
$591K
CFGCITIZENS FINL GROUP INC
$587K
JEPIJ P MORGAN EXCHANGE TRADED F
$579K
XLESELECT SECTOR SPDR TR
$569K
IVEISHARES TR
$548K
WBAWALGREENS BOOTS ALLIANCE INC
$542K
ABXBARRICK GOLD CORP
$540K
IWNISHARES TR
$536K
DISDISNEY WALT CO
$532K
VTIVANGUARD INDEX FDS
$522K
AMAXSTARBOARD INVT TR
$516K
COSTCOSTCO WHSL CORP NEW
$508K
QUALISHARES TR
$506K
MPTMEDICAL PPTYS TRUST INC
$502K
NEUNEWMARKET CORP
$501K
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