Fund HoldingsGallagher Fiduciary Advisors, LLC

Total Portfolio Value
$2.91B
Total Bought
$1.70B
Total Sold
$115.21M
Net Transaction
+$1.59B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MCDONALDS CORP(MCD)05,613,710+5,613,71001,664,52157.21%+1,664,521
PG&E CORP(PCG)023,063,072+23,063,0720415,82714.29%+415,827
CBRE GROUP INC(CBRE)01,023,276+1,023,276095,2573.27%+95,257
DELTA AIR LINES INC DEL(DAL)05,477,568+5,477,5680220,3637.57%+220,363
FRANKLIN RESOURCES INC(BEN)01,667,533+1,667,533049,6761.71%+49,676
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0151,859+151,85904,9760.17%+4,976
FIDELITY COVINGTON TRUST095,950+95,95004,0570.14%+4,057
VANGUARD ADMIRAL FDS INC369,336364,892-4,44428,45732,2931.11%+3,836
CLEVELAND-CLIFFS INC NEW(CLF)0784,952+784,952016,0290.55%+16,029
VANGUARD INDEX FDS197,120190,829-6,29131,43934,3431.18%+2,905
VANGUARD INDEX FDS062,544+62,544015,1210.52%+15,121
ISHARES TR0337,504+337,504014,8500.51%+14,850
ISHARES TR0392,497+392,497033,0991.14%+33,099
ISHARES TR
MSCI USA MMENTM
028,404+28,40404,4560.15%+4,456
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
6,58433,781+27,1973031,7450.06%+1,443
PACER FDS TR
LUNT LRGCP MULTI
0105,772+105,77204,3360.15%+4,336
STARBOARD INVT TR
ADAPTIVE HDGD MU
0183,519+183,51901,3980.05%+1,398
ISHARES INC
CORE MSCI EMKT
0385,669+385,669019,5070.67%+19,507
ISHARES TR0305,783+305,783030,3491.04%+30,349
ISHARES TR398,864410,770+11,90619,87521,0620.72%+1,187
AMAZON COM INC(AMZN)021,608+21,60803,2830.11%+3,283
MICROSOFT CORP(MSFT)06,160+6,16002,3160.08%+2,316
NVIDIA CORPORATION(NVDA)1,7162,855+1,1397461,4140.05%+667
ALPHABET INC(GOOG)3,3247,604+4,2804381,0720.04%+633
ISHARES TR
CORE HIGH DV ETF
063,333+63,33306,4590.22%+6,459
3M CO(MMM)024,288+24,28802,6550.09%+2,655
DOMINION ENERGY INC(D)029,773+29,77301,3990.05%+1,399
ISHARES TR
CORE UNIVRSL USD
0150,407+150,40706,9290.24%+6,929
ISHARES TR
0-5YR HI YL CP
831,105820,726-10,37934,10034,6511.19%+551
TESLA INC(TSLA)5,2197,264+2,0451,3061,8050.06%+499
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
97,334100,217+2,8833,5533,9920.14%+439
APPLE INC(AAPL)022,147+22,14704,2640.15%+4,264
SELECT SECTOR SPDR TR
ST STR TECHN ETF
023,246+23,24604,4740.15%+4,474
CHIPOTLE MEXICAN GRILL INC(CMG)0186+18604250.01%+425
SPDR S&P 500 ETF TR(SPY)2,6373,266+6291,1271,5520.05%+425
ISHARES TR04,248+4,24802,0290.07%+2,029
ISHARES U S ETF TR
INT RT HDG C B
04,409+4,40904100.01%+410
VANGUARD INDEX FDS119,137112,534-6,60316,43316,8240.58%+391
BLOCK INC(XYZ)04,925+4,92503810.01%+381
NETFLIX INC(NFLX)0690+69003360.01%+336
SALESFORCE INC(CRM)01,212+1,21203190.01%+319
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,818+1,81803060.01%+306
FASTENAL CO(FAST)04,719+4,71903060.01%+306
VANGUARD INDEX FDS015,768+15,76804,9020.17%+4,902
FAIR ISAAC CORP(FICO)0225+22502620.01%+262
CADENCE DESIGN SYSTEM INC(CDNS)0932+93202540.01%+254
ADVANCED MICRO DEVICES INC(AMD)01,701+1,70102510.01%+251
REGENERON PHARMACEUTICALS(REGN)0274+27402410.01%+241
VISA INC(V)0913+91302380.01%+238
UNION PAC CORP(UNP)0952+95202340.01%+234
WISDOMTREE TR(WT)04,500+4,50002260.01%+226
VANGUARD SPECIALIZED FUNDS01,278+1,27802180.01%+218
MASTERCARD INCORPORATED(MA)01,246+1,24605310.02%+531
WALGREENS BOOTS ALLIANCE INC24,37228,836+4,4645427530.03%+211
VANGUARD STAR FDS03,611+3,61102090.01%+209
LATTICE STRATEGIES TR04,498+4,49802090.01%+209
ISHARES TR01,976+1,97602040.01%+204
VERIZON COMMUNICATIONS INC(VZ)036,955+36,95501,3930.05%+1,393
MEDICAL PPTYS TRUST INC(MPT)0137,718+137,71806760.02%+676
TARGET CORP(TGT)05,320+5,32007580.03%+758
ISHARES TR013,107+13,10701,0750.04%+1,075
SELECT SECTOR SPDR TR
ST STR FINL ETF
44,55543,645-9101,4781,6410.06%+163
META PLATFORMS INC(META)2,2332,315+826708190.03%+149
ISHARES TR13,55515,554+1,9996638100.03%+147
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,879+8,87901,5880.05%+1,588
CITIZENS FINL GROUP INC(CFG)21,90821,960+525877280.03%+141
INTEL CORP(INTC)9,7159,415-3003454730.02%+128
TRUIST FINL CORP(TFC)21,66319,979-1,6846207380.03%+118
ISHARES TR3,5264,639+1,1132413480.01%+107
SELECT SECTOR SPDR TR
ST STR INDL ETF
11,88711,502-3851,2051,3110.05%+106
PFIZER INC(PFE)025,161+25,16107240.02%+724
NEWMARKET CORP(NEU)1,1001,10005016000.02%+100
PLUG POWER INC(PLUG)099,400+99,40004470.02%+447
ISHARES TR6,2647,658+1,3943094070.01%+98
HONEYWELL INTL INC(HON)03,871+3,87108120.03%+812
WELLS FARGO CO NEW(WFC)017,112+17,11208420.03%+842
GOLDMAN SACHS ETF TR011,356+11,35601,0650.04%+1,065
SELECT SECTOR SPDR TR
ST STR SVC ETF
15,32115,104-2171,0051,0970.04%+93
NEXSTAR MEDIA GROUP INC(NXST)4,1194,358+2395916830.02%+93
FIRST TR EXCHNG TRADED FD VI
FT VEST US
39,92540,037+1121,2941,3840.05%+91
VANGUARD BD INDEX FDS3,1364,191+1,0552193080.01%+89
SIMON PPTY GROUP INC NEW(SPG)05,169+5,16907370.03%+737
AT&T INC(T)57,26656,320-9468609450.03%+85
COSTCO WHSL CORP NEW(COST)0898+89805930.02%+593
BARRICK GOLD CORP034,420+34,42006230.02%+623
SMUCKER J M CO(SJM)05,349+5,34906760.02%+676
AMERICAN ELEC PWR CO INC09,864+9,86408010.03%+801
EDISON INTL(EIX)09,938+9,93807100.02%+710
MCKESSON CORP(MCK)700811+1113043750.01%+71
ISHARES TR555578+232633330.01%+70
HOME DEPOT INC(HD)1,2771,313+363864550.02%+69
JPMORGAN CHASE & CO(JPM)06,356+6,35601,0810.04%+1,081
MANULIFE FINL CORP(MFC)37,84434,380-3,4646927600.03%+68
US BANCORP DEL(USB)6,2516,175-762072670.01%+61
RTX CORPORATION(RTX)04,637+4,63703900.01%+390
FIRST TR EXCHANGE TRADED FD
WTR ETF
3,1373,327+1902603150.01%+56
UNITED PARCEL SERVICE INC(UPS)04,329+4,32906810.02%+681
SELECT SECTOR SPDR TR
ST STR CARE ETF
010,367+10,36701,4140.05%+1,414
ISHARES TR10,14210,072-704785310.02%+53
MERCK & CO INC(MRK)08,030+8,03008750.03%+875
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