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Gallagher Fiduciary Advisors, Llc

13F Holdings
Filed: 2025-05-15
Portfolio Value
3.04B arrow_upward 495.12%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001527781
Filing Date
2025-05-15 16:13:48
Address
2850 Golf Road
Rolling Meadows
IL
Prior Value
510.85M
Top 10 Holdings %
lock
Portfolio Value
Gallagher Fiduciary Advisors, Llc
(13F - 2025-03-31)
Mcdonalds Corp
MCD
2025-05-15
Value
1.51B
Shares
4.84M
Portfolio %
49.72%
Pg&e Corp
PCG-PX
2025-05-15
Value
356.31M
Shares
20.74M
Portfolio %
11.72%
Delta Air Lines Inc Del
-
2025-05-15
Value
197.95M
Shares
4.54M
Portfolio %
6.51%
Vanguard Index Fds
-
2025-05-15
Value
134.21M
Shares
488.32K
Portfolio %
4.41%
Cbre Group Inc
-
2025-05-15
Value
122.55M
Shares
937.09K
Portfolio %
4.03%
Schwab Strategic Tr
-
2025-05-15
Value
58.20M
Shares
2.70M
Portfolio %
1.91%
Ishares Tr
-
2025-05-15
Value
45.82M
Shares
421.58K
Portfolio %
1.51%
Ishares Tr
-
2025-05-15
Value
33.63M
Shares
790.92K
Portfolio %
1.11%
Franklin Resources Inc
BEN
2025-05-15
Value
28.87M
Shares
1.50M
Portfolio %
0.95%
Ishares Tr
-
2025-05-15
Value
24.31M
Shares
321.40K
Portfolio %
0.80%
Top Increases | Gallagher Fiduciary Advisors, Llc
(2024-12-31 → 2025-03-31)
Mcdonalds Corp
MCD
2025-05-15
Value Change
arrow_upward 1.51B
Shares
arrow_upward 4.83M
Portfolio % Change
arrow_upward 49.48%
Portfolio %
49.72%
Vanguard Index Fds
-
2025-05-15
Value Change
arrow_upward 133.47M
Shares
arrow_upward 485.78K
Portfolio % Change
arrow_upward 4.27%
Portfolio %
4.41%
Vanguard Tax-Managed Fds
-
2025-05-15
Value Change
arrow_upward 11.55M
Shares
arrow_upward 226.84K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.39%
Vanguard Whitehall Fds
-
2025-05-15
Value Change
arrow_upward 7.97M
Shares
arrow_upward 61.79K
Portfolio % Change
arrow_upward 0.21%
Portfolio %
0.27%
Top Decreases | Gallagher Fiduciary Advisors, Llc
(2024-12-31 → 2025-03-31)
Pacific Biosciences Calif In
-
2025-05-15
Value Change
arrow_downward -10683.00
Shares
arrow_downward 339.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.00%
Stoneco Ltd
STNE
2025-05-15
Value Change
arrow_downward 60.31K
Shares
arrow_downward 2.74K
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.01%
Claros Mtg Tr Inc
-
2025-05-15
Value Change
arrow_downward -5860.00
Shares
arrow_downward 3.18K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.00%
Ishares Tr
-
2025-05-15
Value Change
arrow_downward 3.42M
Shares
arrow_downward 73.85K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.14%
Patterson-Uti Energy Inc
-
2025-05-15
Value Change
arrow_downward 13.07K
Shares
arrow_downward 1.66K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.00%
Marqeta Inc
-
2025-05-15
Value Change
arrow_downward 46.19K
Shares
arrow_downward 8.17K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.01%
Omniab Inc
-
2025-05-15
Value Change
arrow_downward -25232.00
Shares
arrow_downward 6.94K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.00%
Gray Media Inc
-
2025-05-15
Value Change
arrow_downward 111.03K
Shares
arrow_downward 11.04K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.01%
Digitalbridge Group Inc
-
2025-05-15
Value Change
arrow_downward -11481.00
Shares
arrow_downward 2.40K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.00%
First Tr Exchng Traded Fd Vi
-
2025-05-15
Value Change
arrow_downward 223.27K
Shares
arrow_downward 5.27K
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.01%
Gallagher Fiduciary Advisors, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Gallagher Fiduciary Advisors, Llc
(2024-12-31 → 2025-03-31)
Pg&e Corp
PCG-PX
2025-05-15
Value
add_circle 356.31M
Shares
20.74M
Portfolio %
11.72%
% Change
11.72%
Delta Air Lines Inc Del
-
2025-05-15
Value
add_circle 197.95M
Shares
4.54M
Portfolio %
6.51%
% Change
6.51%
Cbre Group Inc
-
2025-05-15
Value
add_circle 122.55M
Shares
937.09K
Portfolio %
4.03%
% Change
4.03%
Schwab Strategic Tr
-
2025-05-15
Value
add_circle 58.20M
Shares
2.70M
Portfolio %
1.91%
% Change
1.91%
Franklin Resources Inc
BEN
2025-05-15
Value
add_circle 28.87M
Shares
1.50M
Portfolio %
0.95%
% Change
0.95%
Vanguard Scottsdale Fds
-
2025-05-15
Value
add_circle 22.92M
Shares
301.93K
Portfolio %
0.75%
% Change
0.75%
Ishares Tr
-
2025-05-15
Value
add_circle 22.30M
Shares
444.00K
Portfolio %
0.73%
% Change
0.73%
Pimco Etf Tr
-
2025-05-15
Value
add_circle 12.60M
Shares
130.15K
Portfolio %
0.41%
% Change
0.41%
Ishares Tr
-
2025-05-15
Value
add_circle 7.84M
Shares
252.70K
Portfolio %
0.26%
% Change
0.26%
Innovator Etfs Trust
-
2025-05-15
Value
add_circle 7.36M
Shares
247.12K
Portfolio %
0.24%
% Change
0.24%
Closed Positions | Gallagher Fiduciary Advisors, Llc
(2024-12-31 → 2025-03-31)
Amplify Etf Tr
-
2025-02-14
Value
remove_circle 26.32K
Shares
11.75K
Previous %
0.14%
% Change
-0.14%
Chargepoint Holdings Inc
-
2025-02-14
Value
remove_circle 42.91K
Shares
40.10K
Previous %
0.14%
% Change
-0.14%
Aurora Cannabis Inc
-
2025-02-14
Value
remove_circle 86.19K
Shares
20.28K
Previous %
0.14%
% Change
-0.14%
Polestar Automotive Hldg Uk
-
2025-02-14
Value
remove_circle 98.17K
Shares
93.50K
Previous %
0.14%
% Change
-0.14%
Brookdale Sr Living Inc
-
2025-02-14
Value
remove_circle 170.33K
Shares
33.86K
Previous %
0.14%
% Change
-0.14%
Mp Materials Corp
-
2025-02-14
Value
remove_circle 209.04K
Shares
13.40K
Previous %
0.14%
% Change
-0.14%
Blackrock Inc
-
2025-02-14
Value
remove_circle 210.05K
Shares
205.00
Previous %
0.14%
% Change
-0.14%
Ishares Tr
-
2025-02-14
Value
remove_circle 218.68K
Shares
2.01K
Previous %
0.14%
% Change
-0.14%
Enbridge Inc
-
2025-02-14
Value
remove_circle 219.87K
Shares
5.18K
Previous %
0.14%
% Change
-0.14%
Signet Jewelers Limited
-
2025-02-14
Value
remove_circle 225.01K
Shares
2.79K
Previous %
0.14%
% Change
-0.14%