Fund HoldingsGallagher Fiduciary Advisors, LLC

Total Portfolio Value
$3.04B
Total Bought
$2.58B
Total Sold
$31.76M
Net Transaction
+$2.55B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MCDONALDS CORP(MCD)04,839,176+4,839,17601,511,61349.72%+1,511,613
PG&E CORP(PCG)020,739,894+20,739,8940356,31111.72%+356,311
DELTA AIR LINES INC DEL(DAL)04,540,123+4,540,1230197,9496.51%+197,949
VANGUARD INDEX FDS2,539488,320+485,781736134,2104.41%+133,474
CBRE GROUP INC(CBRE)0937,085+937,0850122,5524.03%+122,552
SCHWAB STRATEGIC TR02,703,208+2,703,208058,2001.91%+58,200
FRANKLIN RESOURCES INC(BEN)01,499,805+1,499,805028,8710.95%+28,871
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0301,926+301,926022,9190.75%+22,919
ISHARES TR0443,997+443,997022,3020.73%+22,302
PIMCO ETF TR
INV GRD CRP BD
0130,154+130,154012,5950.41%+12,595
VANGUARD TAX-MANAGED FDS6,395233,238+226,84330611,8560.39%+11,550
VANGUARD WHITEHALL FDS064,509+64,50908,3190.27%+8,319
ISHARES TR0252,704+252,70407,8390.26%+7,839
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
0247,120+247,12007,3570.24%+7,357
ISHARES TR
CORE MSCI TOTAL
086,990+86,99006,0730.20%+6,073
CLEVELAND-CLIFFS INC NEW(CLF)0714,350+714,35005,8720.19%+5,872
VANGUARD INDEX FDS064,685+64,68505,8570.19%+5,857
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
096,882+96,88205,7550.19%+5,755
FIRST TR EXCH TRADED FD III0201,940+201,94003,5520.12%+3,552
ISHARES TR
CORE UNIVRSL USD
17,55091,397+73,8477934,2120.14%+3,418
VANGUARD INTL EQUITY INDEX F069,248+69,24803,1340.10%+3,134
ISHARES TR0421,576+421,576045,8211.51%+45,821
ISHARES TR028,593+28,59302,5900.09%+2,590
SPDR SER TR
ST BLOO HIGH ETF
027,115+27,11502,5840.08%+2,584
ISHARES TR
MSCI USA QLT FCT
3,98618,830+14,8447103,2180.11%+2,508
FIDELITY MERRIMACK STR TR046,696+46,69602,1320.07%+2,132
ISHARES TR
CORE MSCI EAFE
319,085321,405+2,32022,42524,3140.80%+1,889
ISHARES TR015,899+15,89901,5220.05%+1,522
ISHARES TR4,73819,206+14,4684591,9000.06%+1,441
ISHARES TR058,015+58,01501,1450.04%+1,145
ISHARES INC
CORE MSCI EMKT
0426,533+426,533023,0200.76%+23,020
ISHARES TR03,097+3,09709840.03%+984
ISHARES TR
CORE HIGH DV ETF
75,88076,684+8048,5189,2880.31%+770
COMMERCIAL METALS CO(CMC)011,744+11,74405400.02%+540
DOMINION ENERGY INC(D)015,519+15,51908700.03%+870
ISHARES TR04,444+4,44404910.02%+491
3M CO(MMM)015,996+15,99602,3490.08%+2,349
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,432+8,43204110.01%+411
EXXON MOBIL CORP025,345+25,34503,0140.10%+3,014
AT&T INC(T)067,964+67,96401,9220.06%+1,922
GROUP 1 AUTOMOTIVE INC(GPI)0984+98403760.01%+376
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,991+7,99103630.01%+363
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,630+8,63003620.01%+362
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,470+7,47003560.01%+356
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,882+6,88203430.01%+343
FASTENAL CO(FAST)04,319+4,31903350.01%+335
ALIBABA GROUP HLDG LTD(BABA)02,399+2,39903170.01%+317
MCKESSON CORP(MCK)0969+96906520.02%+652
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
507,517528,966+21,44912,12512,4310.41%+306
ISHARES INC03,225+3,22503020.01%+302
SOUTHSTATE CORPORATION07,680+7,68007130.02%+713
API GROUP CORP(APG)07,881+7,88102820.01%+282
ISHARES TR031,625+31,62502,6160.09%+2,616
WELLTOWER INC(WELL)09,478+9,47801,4520.05%+1,452
SPDR SER TR
ST STR P500VAL
05,159+5,15902630.01%+263
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
09,225+9,22502630.01%+263
VANGUARD INDEX FDS076,562+76,562013,2250.44%+13,225
BERKSHIRE HATHAWAY INC DEL2,7502,796+461,2471,4890.05%+242
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,277+6,27702360.01%+236
COCA COLA CO(KO)022,324+22,32401,5990.05%+1,599
ISHARES TR0846+84602290.01%+229
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
38,63145,844+7,2131,2141,4390.05%+225
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
4,7069,977+5,2712104330.01%+223
SPDR GOLD TR(GLD)0773+77302230.01%+223
ABBVIE INC(ABBV)05,046+5,04601,0570.03%+1,057
AMERICAN ELEC PWR CO INC010,526+10,52601,1500.04%+1,150
ISHARES TR03,928+3,92807490.02%+749
CHEVRON CORP NEW(CVX)10,68510,253-4321,5481,7150.06%+168
ANIKA THERAPEUTICS INC010,986+10,98601650.01%+165
FIDELITY COVINGTON TRUST121,090125,060+3,9706,0476,2030.20%+156
FIDELITY NATIONAL FINANCIAL(FNF)014,195+14,19509240.03%+924
PHILIP MORRIS INTL INC(PM)03,622+3,62205750.02%+575
ISHARES TR0115,040+115,040010,6170.35%+10,617
JOHNSON & JOHNSON(JNJ)05,767+5,76709560.03%+956
NEXSTAR MEDIA GROUP INC(NXST)04,945+4,94508860.03%+886
UGI CORP NEW(UGI)28,72828,558-1708119440.03%+133
VERIZON COMMUNICATIONS INC(VZ)036,267+36,26701,6450.05%+1,645
ISHARES TR7,8779,941+2,0648009230.03%+123
SHELL PLC(SHEL)13,30913,033-2768349550.03%+121
INTERNATIONAL BUSINESS MACHS(IBM)03,818+3,81809490.03%+949
BEACON ROOFING SUPPLY INC04,083+4,08305050.02%+505
GRAY MEDIA INC065,163+65,16302820.01%+282
NATIONAL GRID PLC(NGG)013,403+13,40308790.03%+879
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
013,488+13,48803660.01%+366
INDEPENDENCE RLTY TR INC(IRT)040,241+40,24108540.03%+854
BOSTON SCIENTIFIC CORP(BSX)07,109+7,10907170.02%+717
SMUCKER J M CO(SJM)07,333+7,33308680.03%+868
ABBOTT LABS04,496+4,49605960.02%+596
ADTALEM GLOBAL ED INC(CVSA)5,5895,861+2725085900.02%+82
DTE ENERGY CO(DTB)03,447+3,44704770.02%+477
THE CIGNA GROUP(CI)01,185+1,18503900.01%+390
GE AEROSPACE(GE)02,126+2,12604260.01%+426
INVITATION HOMES INC(INVH)09,879+9,87903440.01%+344
SJW GROUP(HTO)06,154+6,15403370.01%+337
ECOLAB INC(ECL)03,393+3,39308600.03%+860
PROCTER AND GAMBLE CO(PG)10,39810,604+2061,7431,8070.06%+64
BLACKROCK ETF TRUST
ISHARES US EQUIT
11,48013,340+1,8605886500.02%+62
STONECO LTD(STNE)015,328+15,32801610.01%+161
STERIS PLC(STE)02,051+2,05104650.02%+465
ONE GAS INC(OGS)05,651+5,65104270.01%+427
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