Gallagher Fiduciary Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Gallagher Fiduciary Advisors, LLC
Data Enrichment
75% identified
231 identified78 unidentified

Holdings

309 positions
Manager:
Search and click to pin securities to the top
Page 4 of 16
464287226
Shares:
19206(+305.4%)
Value:
$1.9B(+313.8%)
PROCTER & GAMBLE Co
Shares:
10604(+2.0%)
Value:
$1.8B(+3.7%)
81369Y605
Shares:
34985(-4.1%)
Value:
$1.7B(-1.1%)
CHEVRON CORP
Shares:
10253(-4.0%)
Value:
$1.7B(+10.8%)
Tesla, Inc.
Shares:
6460(-6.2%)
Value:
$1.7B(-39.8%)
VERIZON COMMUNICATIONS INC
Shares:
36267(-4.4%)
Value:
$1.6B(+8.5%)
COCA COLA CO
Shares:
22324(+1.5%)
Value:
$1.6B(+16.8%)
46436E718
Shares:
15154(-23.7%)
Value:
$1.5B(-23.5%)
464287739
Shares:
15899
Value:
$1.5B
BERKSHIRE HATHAWAY INC
Shares:
2796(+1.7%)
Value:
$1.5B(+19.4%)
WELLTOWER INC.
Shares:
9478(+1.2%)
Value:
$1.5B(+23.0%)
45783Y855
Shares:
45844(+18.7%)
Value:
$1.4B(+18.5%)
922908363
Shares:
2639(+6.8%)
Value:
$1.4B(+1.9%)
SPDR S&P 500 ETF TRUST
Shares:
2323(-3.0%)
Value:
$1.3B(-7.4%)
Meta Platforms, Inc.
Shares:
2177(-18.8%)
Value:
$1.3B(-20.1%)
XCEL ENERGY INC
Shares:
17064(-1.4%)
Value:
$1.2B(+3.4%)
81369Y407
Shares:
6095(-0.7%)
Value:
$1.2B(-12.6%)
81369Y852
Shares:
11992(-1.4%)
Value:
$1.2B(-1.7%)
AMERICAN ELECTRIC POWER CO INC
Shares:
10526(+1.7%)
Value:
$1.2B(+20.4%)
PFIZER INC
Shares:
45213(-2.5%)
Value:
$1.1B(-6.8%)