Gallagher Fiduciary Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
309
Total Value
3040190201
Accession Number
0001085146-25-003320
Form Type
13F-HR
CIK
0001527781
Manager Name
Gallagher Fiduciary Advisors, LLC
Data Enrichment
75% identified
231 identified78 unidentified

Holdings

309 positions
Manager:
SEC
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Page 4 of 16
464287226
464287226
Shares:
19206(+305.4%)
Value:
$1.9B(+313.8%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
10604(+2.0%)
Value:
$1.8B(+3.7%)
81369Y605
81369Y605
Shares:
34985(-4.1%)
Value:
$1.7B(-1.1%)
CHEVRON CORP
CVX|166764100
Shares:
10253(-4.0%)
Value:
$1.7B(+10.8%)
Tesla, Inc.
TSLA|88160R101
Shares:
6460(-6.2%)
Value:
$1.7B(-39.8%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
36267(-4.4%)
Value:
$1.6B(+8.5%)
COCA COLA CO
KO|191216100
Shares:
22324(+1.5%)
Value:
$1.6B(+16.8%)
46436E718
46436E718
Shares:
15154(-23.7%)
Value:
$1.5B(-23.5%)
464287739
IYR|464287739
Shares:
15899
Value:
$1.5B
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
2796(+1.7%)
Value:
$1.5B(+19.4%)
WELLTOWER INC.
WELL|95040Q104
Shares:
9478(+1.2%)
Value:
$1.5B(+23.0%)
45783Y855
45783Y855
Shares:
45844(+18.7%)
Value:
$1.4B(+18.5%)
922908363
VOO|922908363
Shares:
2639(+6.8%)
Value:
$1.4B(+1.9%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
2323(-3.0%)
Value:
$1.3B(-7.4%)
Meta Platforms, Inc.
META|30303M102
Shares:
2177(-18.8%)
Value:
$1.3B(-20.1%)
XCEL ENERGY INC
XEL|98389B100
Shares:
17064(-1.4%)
Value:
$1.2B(+3.4%)
81369Y407
81369Y407
Shares:
6095(-0.7%)
Value:
$1.2B(-12.6%)
81369Y852
81369Y852
Shares:
11992(-1.4%)
Value:
$1.2B(-1.7%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
10526(+1.7%)
Value:
$1.2B(+20.4%)
PFIZER INC
PFE|717081103
Shares:
45213(-2.5%)
Value:
$1.1B(-6.8%)