Fund HoldingsGallagher Fiduciary Advisors, LLC

Total Portfolio Value
$446.15M
Total Bought
$50.01M
Total Sold
$2.42B
Net Transaction
-$2.37B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR80,861129,380+48,5199,47816,4933.70%+7,016
ISHARES TR416,248478,703+62,45521,34524,5295.50%+3,184
ISHARES INC
CORE MSCI EMKT
380,982414,104+33,12219,65922,1674.97%+2,508
PACER FDS TR
LUNT LRGCP MULTI
109,658135,329+25,6715,1136,5821.48%+1,469
NVIDIA CORPORATION(NVDA)2,94232,604+29,6622,6584,0280.90%+1,370
ISHARES TR027,212+27,21202,2220.50%+2,222
ISHARES TR
MSCI USA MMENTM
29,55334,951+5,3985,5376,8111.53%+1,274
HEALTHCARE RLTY TR(HR)049,897+49,89708220.18%+822
ECOLAB INC(ECL)03,437+3,43708180.18%+818
COLUMBIA BKG SYS INC(COLB)037,319+37,31907420.17%+742
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
023,257+23,25706920.16%+692
APPLE INC(AAPL)020,581+20,58104,3350.97%+4,335
UGI CORP NEW(UGI)028,680+28,68006570.15%+657
VAIL RESORTS INC(MTN)03,479+3,47906270.14%+627
NEXTERA ENERGY INC(NEE)07,513+7,51305320.12%+532
INDEPENDENCE RLTY TR INC(IRT)024,310+24,31004560.10%+456
SELECT SECTOR SPDR TR
ST STR TECHN ETF
021,852+21,85204,9441.11%+4,944
MOOG INC(MOG-A)02,594+2,59404340.10%+434
COCA COLA CO(KO)13,05118,319+5,2687981,1660.26%+368
PARK NATL CORP(PRK)02,573+2,57303660.08%+366
MUELLER INDS INC(MLI)06,400+6,40003640.08%+364
VANGUARD INDEX FDS15,53215,225-3075,3465,6941.28%+348
JACKSON FINANCIAL INC(JXN)04,574+4,57403400.08%+340
ARROW FINL CORP012,790+12,79003330.07%+333
AMAZON COM INC(AMZN)21,46721,745+2783,8724,2020.94%+330
CARPENTER TECHNOLOGY CORP(CRS)02,900+2,90003180.07%+318
BANCFIRST CORP(BANF)03,589+3,58903150.07%+315
PRUDENTIAL FINL INC(PFH)02,658+2,65803110.07%+311
UMB FINL CORP(UMBF)03,718+3,71803100.07%+310
ITRON INC(ITRI)03,090+3,09003060.07%+306
ASML HOLDING N V
N Y REGISTRY SHS
0298+29803050.07%+305
AGIOS PHARMACEUTICALS INC(AGIO)06,940+6,94002990.07%+299
BARRICK GOLD CORP051,527+51,52708590.19%+859
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
09,678+9,67802960.07%+296
UNIFIRST CORP MASS(UNF)01,711+1,71102940.07%+294
SANMINA CORPORATION(SANM)04,389+4,38902910.07%+291
ENPRO INC(NPO)01,976+1,97602880.06%+288
S&P GLOBAL INC(SPGI)0639+63902850.06%+285
ENCORE WIRE CORP0972+97202820.06%+282
CISCO SYS INC(CSCO)05,847+5,84702780.06%+278
BERKSHIRE HATHAWAY INC DEL1,1001,818+7184637400.17%+277
FIDELITY COVINGTON TRUST106,336108,795+2,4594,8185,0891.14%+271
GENUINE PARTS CO(GPC)01,952+1,95202700.06%+270
WILEY JOHN & SONS INC(WLY)06,585+6,58502680.06%+268
MARVELL TECHNOLOGY INC(MRVL)03,803+3,80302660.06%+266
VISHAY INTERTECHNOLOGY INC(VSH)011,818+11,81802640.06%+264
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
09,104+9,10402630.06%+263
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
011,507+11,50702620.06%+262
GLACIER BANCORP INC NEW(GBCI)06,982+6,98202610.06%+261
INTUITIVE SURGICAL INC0584+58402600.06%+260
KB HOME(KBH)03,678+3,67802580.06%+258
EXXON MOBIL CORP20,56123,003+2,4422,3902,6480.59%+258
COMMUNITY FINANCIAL SYSTEM I(CBU)05,456+5,45602580.06%+258
TOMPKINS FINL CORP(TMP)05,263+5,26302570.06%+257
GATX CORP(GATX)01,944+1,94402570.06%+257
MORGAN STANLEY(MS)02,644+2,64402570.06%+257
PROLOGIS INC.(PLD)02,282+2,28202560.06%+256
ISHARES TR5,3887,294+1,9068561,1110.25%+255
WALKER & DUNLOP INC(WD)02,591+2,59102540.06%+254
TRI POINTE HOMES INC
COM
06,828+6,82802540.06%+254
UNITED BANKSHARES INC WEST V(UBSI)07,777+7,77702520.06%+252
PHILIP MORRIS INTL INC(PM)02,477+2,47702510.06%+251
ADTALEM GLOBAL ED INC(CVSA)03,575+3,57502440.05%+244
CHORD ENERGY CORPORATION(CHRD)01,452+1,45202430.05%+243
MERITAGE HOMES CORP(MTH)01,490+1,49002410.05%+241
ISHARES SILVER TR(SLV)08,990+8,99002390.05%+239
SABRA HEALTH CARE REIT INC(SBRA)015,496+15,49602390.05%+239
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
06,791+6,79102380.05%+238
AVIENT CORPORATION(AVNT)05,312+5,31202320.05%+232
THE CIGNA GROUP(CI)0699+69902310.05%+231
AT&T INC(T)58,69466,029+7,3351,0331,2620.28%+229
HEALTHPEAK PROPERTIES INC(DOC)011,657+11,65702280.05%+228
TAYLOR MORRISON HOME CORP(TMHC)04,115+4,11502280.05%+228
ASBURY AUTOMOTIVE GROUP INC01,001+1,00102280.05%+228
EASTERN BANKSHARES INC(EBC)016,279+16,27902280.05%+228
AMERICAN EAGLE OUTFITTERS IN011,002+11,00202200.05%+220
MICRON TECHNOLOGY INC(MU)01,664+1,66402190.05%+219
WERNER ENTERPRISES INC(WERN)06,107+6,10702190.05%+219
DTE ENERGY CO(DTB)01,959+1,95902180.05%+218
ONE GAS INC(OGS)03,401+3,40102170.05%+217
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
04,197+4,19702120.05%+212
BANK AMERICA CORP05,324+5,32402120.05%+212
COMCAST CORP NEW(CCZ)05,382+5,38202110.05%+211
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
10,09415,409+5,3153405500.12%+210
WELLTOWER INC(WELL)8,1989,335+1,1377669730.22%+207
CARRIER GLOBAL CORPORATION(CARR)03,243+3,24302050.05%+205
SOUTHSTATE CORPORATION02,673+2,67302040.05%+204
GE AEROSPACE(GE)01,283+1,28302040.05%+204
ISHARES TR0770+77002040.05%+204
INNOVATOR ETFS TRUST
US EQT ULTRA BF
06,009+6,00902020.05%+202
INVITATION HOMES INC(INVH)05,631+5,63102020.05%+202
SJW GROUP(HTO)03,708+3,70802010.05%+201
LINDE PLC(LIN)0457+45702010.04%+201
SOUTHWEST GAS HLDGS INC(SWX)02,848+2,84802000.04%+200
ZIFF DAVIS INC(ZD)03,641+3,64102000.04%+200
ALPHABET INC(GOOG)8,2927,955-3371,2631,4590.33%+197
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
6,13511,711+5,5762053990.09%+195
MICROSOFT CORP(MSFT)6,2996,363+642,6502,8440.64%+194
ISHARES TR8,3508,701+3511,1281,3100.29%+182
NEOGEN CORP(NEOG)011,449+11,44901790.04%+179
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