GALLAGHER FIDUCIARY ADVISORS, LLC 13F Portfolio
GALLAGHER FIDUCIARY ADVISORS, LLC runs GALLAGHER FIDUCIARY ADVISORS, LLC and currently holds 356 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $3.04B. Their top holdings are MCD, DAL, PCG, VTI, CBRE. The top five represent 68.7% of reported portfolio weight. GALLAGHER FIDUCIARY ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GALLAGHER FIDUCIARY ADVISORS, LLC initiated 2 new positions. They added to 34 existing positions. They trimmed 62 positions. Their current best-performing preview position is IWV with returns of +2,065,428.79%.
Portfolio Value
$3.04B
Alpha Score
1289.5
#0 of 1000
Holdings
356
GALLAGHER FIDUCIARY ADVISORS, LLC Current 13F Holdings
Reported holdings from GALLAGHER FIDUCIARY ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
356 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MCD MCDONALDS CORP | 37.83% | $312.36 | $235.27 | -24.68% | Trimmed -1.70% |
 DAL DELTA AIR LINES INC | 11.21% | $43.60 | $82.14 | +88.39% | Trimmed -5.25% |
 PCG PG&E CORP | 9.90% | $16.99 | $13.13 | -22.72% | Added +108.71% |
 VTI VANGUARD INDEX FDS | 5.86% | $320.85 | $381.92 | +19.03% | Trimmed -99.69% |
 CBRE CBRE GROUP INC | 3.90% | $130.78 | $130.81 | +0.02% | Trimmed -0.41% |
 SCHB SCHWAB STRATEGIC TR | 2.58% | $25.11 | $29.91 | +19.12% | Trimmed -96.09% |
 BEN FRANKLIN RESOURCES INC | 1.51% | $19.25 | $32.00 | +66.21% | Trimmed -2.02% |
 VCLT VANGUARD SCOTTSDALE FDS | 1.39% | $74.74 | $68.69 | -8.09% | Trimmed -99.09% |
 IGLB ISHARES TR | 1.37% | $49.64 | $45.76 | -7.82% | Trimmed -98.68% |
 LQD ISHARES TR | 1.21% | $109.00 | $102.42 | -6.04% | Trimmed -98.96% |
Showing 1-10 of 356