Gallagher Fiduciary Advisors, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1T

Holdings

171

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
DCIDONALDSON INC
$498K
KMIKINDER MORGAN INC DEL
$493K
IGLBISHARES TR
$478K
ABBVABBVIE INC
$447K
GOOGALPHABET INC
$438K
VOOVANGUARD INDEX FDS
$431K
XLUSELECT SECTOR SPDR TR
$430K
MUBISHARES TR
$422K
UNHUNITEDHEALTH GROUP INC
$420K
JNJJOHNSON & JOHNSON
$401K
PTBDPACER FDS TR
$392K
HDHOME DEPOT INC
$386K
GOOGLALPHABET INC
$371K
PLUNPLUG POWER INC
$349K
INTCINTEL CORP
$345K
RTXRTX CORPORATION
$332K
IJRISHARES TR
$326K
ORCLORACLE CORP
$322K
XLBSELECT SECTOR SPDR TR
$321K
FOCTFIRST TR EXCHNG TRADED FD VI
$318K
MAMASTERCARD INCORPORATED
$318K
XLGINVESCO EXCHANGE TRADED FD T
$317K
JOBYJOBY AVIATION INC
$313K
VYMVANGUARD WHITEHALL FDS
$313K
XLRESELECT SECTOR SPDR TR
$313K
PWSPACER FDS TR
$311K
GAPRFIRST TR EXCHNG TRADED FD VI
$310K
AORISHARES TR
$309K
MOTIVANECK ETF TRUST
$308K
MCKMCKESSON CORP
$304K
IWOISHARES TR
$303K
SCHASCHWAB STRATEGIC TR
$303K
RDVYFIRST TR EXCHANGE-TRADED FD
$303K
BRK/BBERKSHIRE HATHAWAY INC DEL
$290K
CATCATERPILLAR INC
$279K
JEPQJ P MORGAN EXCHANGE TRADED F
$278K
TLHISHARES TR
$274K
EFGISHARES TR
$272K
VEAVANGUARD TAX-MANAGED FDS
$270K
PULSPGIM ETF TR
$269K
MPMP MATERIALS CORP
$267K
SOXXISHARES TR
$263K
DESWISDOMTREE TR
$263K
DONSPDR DOW JONES INDL AVERAGE
$263K
NDQINVESCO QQQ TR
$261K
STESTERIS PLC
$260K
FIWFIRST TR EXCHANGE TRADED FD
$260K
SPABSPDR SER TR
$249K
IVWISHARES TR
$241K
IBMINTERNATIONAL BUSINESS MACHS
$238K
VCITVANGUARD SCOTTSDALE FDS
$227K
GMARFIRST TR EXCHNG TRADED FD VI
$227K
IYGISHARES TR
$225K
IVOOVANGUARD ADMIRAL FDS INC
$224K
BBCAJ P MORGAN EXCHANGE TRADED F
$221K
EMBISHARES TR
$220K
USHYISHARES TR
$220K
BNDVANGUARD BD INDEX FDS
$219K
BABOEING CO
$217K
IXNISHARES TR
$215K
CVSCVS HEALTH CORP
$213K
NOBLPROSHARES TR
$208K
USBUS BANCORP DEL
$207K
ISTBISHARES TR
$206K
ESGUISHARES TR
$203K
PLTRPALANTIR TECHNOLOGIES INC
$185K
CHPTCHARGEPOINT HOLDINGS INC
$147K
PSNYPOLESTAR AUTOMOTIVE HLDG UK
$100K
ETF MANAGERS TR
$52K
ACBAURORA CANNABIS INC
$31K
TELLEURTELLURIAN INC NEW
$17K
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