Fund Holdings — Gallagher Fiduciary Advisors, LLC

Total Portfolio Value
$2.58B
Total Bought
$452.69M
Total Sold
$316.84M
Net Transaction
+$135.85M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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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
40,791119,055+78,2642,3887,4690.29%+5,082
ISHARES TR139,140140,984+1,84417,68221,2040.82%+3,522
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
9,18164,049+54,8684233,3370.13%+2,914
ISHARES TR1,74613,523+11,7773293,2280.12%+2,899
AMERICAN CENTY ETF TR163,750186,656+22,90614,27417,0040.66%+2,730
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
12,16983,655+71,4863632,7770.11%+2,414
ISHARES TR
CORE MSCI EAFE
321,405317,587-3,81824,31426,5121.03%+2,198
VANGUARD INDEX FDS52,33755,266+2,92913,17715,3050.59%+2,129
ISHARES TR285,753299,710+13,95712,87314,9140.58%+2,040
FIRST TR EXCHANGE-TRADED FD
WTR ETF
3,22219,905+16,6833242,1490.08%+1,825
NVIDIA CORPORATION(NVDA)28,59128,821+2303,0994,5530.18%+1,455
VANGUARD ADMIRAL FDS INC163,795172,189+8,39413,74514,7340.57%+989
VANGUARD INDEX FDS18,93318,242-6917,0217,9970.31%+977
ISHARES TR
MSCI USA MMENTM
31,41630,468-9486,3507,3220.28%+972
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,22320,868-3554,3825,2850.20%+902
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
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)6,1685,912-2562,3162,9410.11%+625
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
8,69221,643+12,9513619690.04%+608
AMAZON COM INC(AMZN)16,55217,052+5003,1493,7410.14%+592
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,527+11,52705770.02%+577
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
201,063207,117+6,0546,7367,3070.28%+571
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 TR11,33317,388+6,0556681,1040.04%+436
AMERICAN CENTY ETF TR03,883+3,88304240.02%+424
TESLA INC(TSLA)6,4606,584+1241,6742,0910.08%+417
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)8,3308,380+502,0432,4290.09%+386
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)7,1658,912+1,7475468720.03%+326
CROWDSTRIKE HLDGS INC(CRWD)0607+60703090.01%+309
META PLATFORMS INC(META)2,1772,115-621,2551,5610.06%+307
SIGNET JEWELERS LIMITED
SHS
03,700+3,70002940.01%+294
CHIMERA INVT CORP(CIM)21,09340,431+19,3382715610.02%+290
VANGUARD INDEX FDS89,77787,206-2,57116,72517,0060.66%+281
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
NETFLIX INC(NFLX)640636-45978520.03%+255
BANCFIRST CORP(BANF)5,8897,259+1,3706478970.03%+250
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
8,04412,449+4,4053575920.02%+235
ENPRO INC(NPO)3,2213,948+7275217560.03%+235
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)4,2385,206+9686428710.03%+229
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)2,5154,751+2,2362814990.02%+218
BLACKROCK ETF TRUST
ISHARES US EQUIT
13,34015,917+2,5776508670.03%+216
BLACKROCK INC(BLK)0203+20302130.01%+213
ISHARES TR15,15417,245+2,0911,5261,7360.07%+211
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
129,844130,204+3606,2266,4320.25%+206
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 INC(AURA)030,239+30,23901890.01%+189
ISHARES TR3,9284,768+8407499320.04%+183
UMB FINL CORP(UMBF)6,1237,522+1,3996197910.03%+172
JACKSON FINANCIAL INC(JXN)7,1858,641+1,4566027670.03%+165
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)1,2051,246+412434020.02%+159
UNIFIRST CORP MASS(UNF)2,7993,420+6214876440.02%+157
DISNEY WALT CO(DIS)4,8565,116+2604796340.02%+155
TRAVERE THERAPEUTICS INC(TVTX)010,463+10,46301550.01%+155
ISHARES TR9,9419,747-1949231,0730.04%+150
ORACLE CORP(ORCL)2,1612,054-1073024490.02%+147
SELECT SECTOR SPDR TR
ST STR DISCR ETF
6,0956,205+1101,2041,3490.05%+145
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Gallagher Fiduciary Advisors, LLC — 13F Holdings — Q2 2025 | TickerTrail