Fund HoldingsGallagher Fiduciary Advisors, LLC

Total Portfolio Value
$2.58B
Total Bought
$453.70M
Total Sold
$316.32M
Net Transaction
+$137.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMERICAN CENTY ETF TR0962,573+962,573045,3081.75%+45,308
DELTA AIR LINES INC DEL(DAL)4,540,1234,424,325-115,798197,949217,5888.42%+19,639
CBRE GROUP INC(CBRE)937,085931,187-5,898122,552130,4785.05%+7,926
FRANKLIN RESOURCES INC(BEN)1,499,8051,485,533-14,27228,87135,4301.37%+6,559
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
0176,577+176,57705,6490.22%+5,649
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0119,055+119,05507,4690.29%+7,469
ISHARES TR0140,984+140,984021,2040.82%+21,204
ISHARES INC
CORE MSCI EMKT
426,533437,625+11,09223,02026,2711.02%+3,251
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
064,049+64,04903,3370.13%+3,337
ISHARES TR013,523+13,52303,2280.12%+3,228
AMERICAN CENTY ETF TR0186,656+186,656017,0040.66%+17,004
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
083,655+83,65502,7770.11%+2,777
ISHARES TR
CORE MSCI EAFE
321,405317,587-3,81824,31426,5121.03%+2,198
VANGUARD INDEX FDS055,266+55,266015,3050.59%+15,305
ISHARES TR0299,710+299,710014,9140.58%+14,914
FIRST TR EXCHANGE-TRADED FD
WTR ETF
019,905+19,90502,1490.08%+2,149
NVIDIA CORPORATION(NVDA)028,821+28,82104,5530.18%+4,553
VANGUARD ADMIRAL FDS INC0172,189+172,189014,7340.57%+14,734
VANGUARD INDEX FDS018,242+18,24207,9970.31%+7,997
ISHARES TR
MSCI USA MMENTM
030,468+30,46807,3220.28%+7,322
SELECT SECTOR SPDR TR
ST STR TECHN ETF
020,868+20,86805,2850.20%+5,285
KITE RLTY GROUP TR(KRG)038,934+38,93408820.03%+882
STAG INDL INC(STAG)022,105+22,10508020.03%+802
COUSINS PPTYS INC(CUZ)026,432+26,43207940.03%+794
FIDELITY NATIONAL FINANCIAL(FNF)013,385+13,38507500.03%+750
FEDERAL RLTY INVT TR NEW(FRT)07,692+7,69207310.03%+731
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,085+14,08507060.03%+706
ONEOK INC NEW(OKE)08,548+8,54806980.03%+698
KRATOS DEFENSE & SEC SOLUTIO(KTOS)014,753+14,75306850.03%+685
GOLAR LNG LTD
SHS
015,306+15,30606300.02%+630
MICROSOFT CORP(MSFT)05,912+5,91202,9410.11%+2,941
TRIMAS CORP(TRS)021,557+21,55706170.02%+617
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,770+12,77006130.02%+613
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
021,643+21,64309690.04%+969
AMAZON COM INC(AMZN)017,052+17,05203,7410.14%+3,741
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,527+11,52705770.02%+577
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0207,117+207,11707,3070.28%+7,307
CAPITAL ONE FINL CORP(COF)02,661+2,66105660.02%+566
INNOVATOR ETFS TRUST
EQUI DEF PRO APR
020,234+20,23405160.02%+516
ISHARES TR115,040117,457+2,41710,61711,1150.43%+498
ISHARES TR017,388+17,38801,1040.04%+1,104
AMERICAN CENTY ETF TR03,883+3,88304240.02%+424
TESLA INC(TSLA)06,584+6,58402,0910.08%+2,091
BLACKROCK ETF TRUST
ISHA US THEM ETF
011,486+11,48604090.02%+409
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
06,436+6,43604030.02%+403
JPMORGAN CHASE & CO.(JPM)08,380+8,38002,4290.09%+2,429
ROCKET LAB CORP(RKLB)010,527+10,52703770.01%+377
SPDR SERIES TRUST
ST STR P500ETF
04,742+4,74203450.01%+345
ADTALEM GLOBAL ED INC(CVSA)5,8617,294+1,4335909280.04%+338
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,439+1,43903270.01%+327
SANMINA CORPORATION(SANM)08,912+8,91208720.03%+872
CROWDSTRIKE HLDGS INC(CRWD)0607+60703090.01%+309
META PLATFORMS INC(META)02,115+2,11501,5610.06%+1,561
SIGNET JEWELERS LIMITED
SHS
03,700+3,70002940.01%+294
CHIMERA INVT CORP(CIM)040,431+40,43105610.02%+561
VANGUARD INDEX FDS087,206+87,206017,0060.66%+17,006
ADVANCED MICRO DEVICES INC(AMD)01,945+1,94502760.01%+276
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
03,794+3,79402700.01%+270
AMERICAN CENTY ETF TR03,645+3,64502700.01%+270
INTERNATIONAL BUSINESS MACHS(IBM)3,8184,133+3159491,2180.05%+269
INTUITIVE SURGICAL INC0484+48402630.01%+263
NETFLIX INC(NFLX)0636+63608520.03%+852
BANCFIRST CORP(BANF)07,259+7,25908970.03%+897
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
9,97714,613+4,6364336820.03%+249
SOUTHSTATE CORPORATION7,68010,432+2,7527139600.04%+247
ISHARES TR02,760+2,76002440.01%+244
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
8,43212,475+4,0434116540.03%+242
3M CO(MMM)15,99617,023+1,0272,3492,5920.10%+242
BOEING CO(BA)01,151+1,15102410.01%+241
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,449+12,44905920.02%+592
ENPRO INC(NPO)03,948+3,94807560.03%+756
SCHWAB CHARLES CORP(SCHW)02,569+2,56902340.01%+234
COMMERCIAL METALS CO(CMC)11,74415,835+4,0915407740.03%+234
PARK NATL CORP(PRK)05,206+5,20608710.03%+871
GROUP 1 AUTOMOTIVE INC(GPI)9841,381+3973766030.02%+227
PRICE T ROWE GROUP INC(TROW)02,322+2,32202240.01%+224
UBER TECHNOLOGIES INC(UBER)02,372+2,37202210.01%+221
PROLOGIS INC.(PLD)04,751+4,75104990.02%+499
BLACKROCK ETF TRUST
ISHARES US EQUIT
13,34015,917+2,5776508670.03%+216
BLACKROCK INC(BLK)0203+20302130.01%+213
ISHARES TR017,245+17,24501,7360.07%+1,736
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
05,711+5,71102080.01%+208
INTEL CORP(INTC)09,225+9,22502070.01%+207
PACER FDS TR
LUNT LRGCP MULTI
0130,204+130,20406,4320.25%+6,432
DOORDASH INC(DASH)0826+82602040.01%+204
ISHARES TR02,030+2,03002020.01%+202
TECHNIPFMC PLC(FTI)05,840+5,84002010.01%+201
BEAM THERAPEUTICS INC(BEAM)011,735+11,73502000.01%+200
ISHARES TR8461,386+5402294220.02%+193
AURA BIOSCIENCES INC030,239+30,23901890.01%+189
ISHARES TR3,9284,768+8407499320.04%+183
UMB FINL CORP(UMBF)07,522+7,52207910.03%+791
JACKSON FINANCIAL INC(JXN)08,641+8,64107670.03%+767
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
45,84449,966+4,1221,4391,6030.06%+164
GE AEROSPACE(GE)2,1262,280+1544265870.02%+161
CONSTELLATION ENERGY CORP(CEG)01,246+1,24604020.02%+402
UNIFIRST CORP MASS(UNF)03,420+3,42006440.02%+644
DISNEY WALT CO(DIS)05,116+5,11606340.02%+634
TRAVERE THERAPEUTICS INC(TVTX)010,463+10,46301550.01%+155
ISHARES TR9,9419,747-1949231,0730.04%+150
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