Gallagher Fiduciary Advisors, LLC
Q1 2025 13F Holdings
- Locationrolling meadows, IL
- Num holdings
303
- Value ($000)
$3,040,190
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001527781
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MCD MCDONALDS CORP | COM | 580135101 | $1.51B | 50 % | 4,839,176 | ||
PCG PG&E CORP | COM | 69331C108 | $356.31M | 12 % | 20,739,894 | ||
DAL DELTA AIR LINES INC DEL | COM NEW | 247361702 | $197.95M | 7 % | 4,540,123 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $134.21M | 4 % | 488,320 | ||
CBRE CBRE GROUP INC | CL A | 12504L109 | $122.55M | 4 % | 937,085 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $58.20M | 2 % | 2,703,208 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $45.82M | 2 % | 421,576 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $33.63M | 1 % | 790,920 | ||
BEN FRANKLIN RESOURCES INC | COM | 354613101 | $28.87M | 1 % | 1,499,805 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $24.31M | 1 % | 321,405 |
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