Gallagher Fiduciary Advisors, LLC Diversified Active

CIK: 0001527781 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $1,136,416 (100.0% shares, 0.0% debt)

Holdings (171)

PCG PG&E CORP 33.5%
Value ($000) $380,330 Shares 23,579,049 Est. Cost $13.12 Unrealized +29.5%
DAL DELTA AIR LINES INC DEL 18.3%
Value ($000) $208,439 Shares 5,633,487 Est. Cost $48.02 Unrealized -11.9%
CBRE CBRE GROUP INC 6.7%
Value ($000) $76,451 Shares 1,035,076 Est. Cost $30.48 Unrealized +172.1%
BEN FRANKLIN RESOURCES INC 3.7%
Value ($000) $41,519 Shares 1,689,131 Est. Cost $30.45 Unrealized -22.5%
SHYG ISHARES TR 3.0%
Value ($000) $34,100 Shares 831,105 Est. Cost $41.53 Unrealized
VBR VANGUARD INDEX FDS 2.8%
Value ($000) $31,439 Shares 197,120 Est. Cost $158.92 Unrealized
IUSV ISHARES TR 2.7%
Value ($000) $30,633 Shares 410,524 Est. Cost $73.78 Unrealized
AGG ISHARES TR 2.6%
Value ($000) $29,140 Shares 309,865 Est. Cost $99.64 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 2.5%
Value ($000) $28,457 Shares 369,336 Est. Cost $80.34 Unrealized
IEFA ISHARES TR 2.2%
Value ($000) $25,233 Shares 392,128 Est. Cost $66.85 Unrealized
IGSB ISHARES TR 1.7%
Value ($000) $19,875 Shares 398,864 Est. Cost $50.49 Unrealized
DGRO ISHARES TR 1.7%
Value ($000) $19,563 Shares 394,981 Est. Cost $50.02 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $18,223 Shares 382,913 Est. Cost $48.80 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $16,433 Shares 119,137 Est. Cost $138.22 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 1.1%
Value ($000) $12,483 Shares 798,662 Est. Cost $7.07 Unrealized +120.8%
VBK VANGUARD INDEX FDS 1.1%
Value ($000) $12,303 Shares 57,443 Est. Cost $216.71 Unrealized
ISCG ISHARES TR 1.1%
Value ($000) $12,078 Shares 311,609 Est. Cost $39.01 Unrealized
IUSG ISHARES TR 1.0%
Value ($000) $11,245 Shares 118,579 Est. Cost $88.77 Unrealized
IUSB ISHARES TR 0.6%
Value ($000) $6,371 Shares 145,744 Est. Cost $46.09 Unrealized
SHV ISHARES TR 0.5%
Value ($000) $6,074 Shares 54,986 Est. Cost $110.49 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $5,833 Shares 58,985 Est. Cost $101.66 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.4%
Value ($000) $4,981 Shares 49,747 Est. Cost $98.32 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $4,621 Shares 16,970 Est. Cost $256.89 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,048 Shares 24,696 Est. Cost $150.99 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $3,828 Shares 22,356 Est. Cost $146.75 Unrealized +23.6%
FJAN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,553 Shares 97,334 Est. Cost $35.02 Unrealized
PALC PACER FDS TR 0.3%
Value ($000) $2,920 Shares 79,128 Est. Cost $34.68 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $2,468 Shares 17,669 Est. Cost $139.03 Unrealized
RHTX STARBOARD INVT TR 0.2%
Value ($000) $2,305 Shares 177,657 Est. Cost $12.97 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,295 Shares 18,056 Est. Cost $96.61 Unrealized +38.7%
MMM 3M CO 0.2%
Value ($000) $2,060 Shares 22,009 Est. Cost $84.76 Unrealized -6.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,022 Shares 17,193 Est. Cost $100.18 Unrealized +0.8%
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,623 Shares 5,139 Est. Cost $249.46 Unrealized +30.1%
IVV ISHARES TR 0.1%
Value ($000) $1,606 Shares 3,741 Est. Cost $411.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,478 Shares 44,555 Est. Cost $32.26 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,445 Shares 8,973 Est. Cost $149.59 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,361 Shares 10,572 Est. Cost $129.63 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,306 Shares 5,219 Est. Cost $180.99 Unrealized +41.9%
DJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,294 Shares 39,925 Est. Cost $31.14 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,205 Shares 11,887 Est. Cost $101.19 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,200 Shares 37,021 Est. Cost $32.26 Unrealized -10.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,159 Shares 6,872 Est. Cost $148.32 Unrealized -1.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,127 Shares 2,637 Est. Cost $411.74 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,047 Shares 3,974 Est. Cost $250.51 Unrealized +7.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,017 Shares 6,972 Est. Cost $133.20 Unrealized +8.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,012 Shares 6,981 Est. Cost $128.22 Unrealized +11.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,005 Shares 15,321 Est. Cost $57.97 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $983 Shares 79,166 Est. Cost $10.55 Unrealized +5.1%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $970 Shares 11,519 Est. Cost $81.22 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $912 Shares 11,262 Est. Cost $82.16 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $901 Shares 13,995 Est. Cost $57.56 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $897 Shares 8,551 Est. Cost $93.81 Unrealized
T AT&T INC 0.1%
Value ($000) $860 Shares 57,266 Est. Cost $16.11 Unrealized -19.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $855 Shares 14,943 Est. Cost $60.71 Unrealized -9.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $843 Shares 12,256 Est. Cost $74.71 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $841 Shares 18,816 Est. Cost $50.58 Unrealized -12.9%
MRK MERCK & CO INC 0.1%
Value ($000) $823 Shares 7,998 Est. Cost $98.68 Unrealized +1.2%
NIO NIO INC 0.1%
Value ($000) $809 Shares 89,450 Est. Cost $10.51 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $768 Shares 4,531 Est. Cost $158.70 Unrealized +5.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $746 Shares 1,716 Est. Cost $21.62 Unrealized +107.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $746 Shares 18,263 Est. Cost $40.47 Unrealized +0.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $743 Shares 7,695 Est. Cost $82.55 Unrealized +10.4%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $735 Shares 17,808 Est. Cost $33.82 Unrealized +4.5%
AGOX STARBOARD INVT TR 0.1%
Value ($000) $724 Shares 31,916 Est. Cost $21.79 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $723 Shares 9,608 Est. Cost $81.81 Unrealized -9.1%
WMT WALMART INC 0.1%
Value ($000) $718 Shares 4,487 Est. Cost $45.79 Unrealized +13.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $715 Shares 3,871 Est. Cost $176.65 Unrealized -1.6%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $697 Shares 7,361 Est. Cost $76.26 Unrealized +6.3%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $692 Shares 37,844 Est. Cost $19.02 Unrealized -0.6%
WELL WELLTOWER INC 0.1%
Value ($000) $689 Shares 8,409 Est. Cost $67.78 Unrealized +15.3%
KO COCA COLA CO 0.1%
Value ($000) $675 Shares 12,066 Est. Cost $55.41 Unrealized +0.6%
META META PLATFORMS INC 0.1%
Value ($000) $670 Shares 2,233 Est. Cost $194.52 Unrealized +53.8%
EFV ISHARES TR 0.1%
Value ($000) $663 Shares 13,555 Est. Cost $48.57 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $658 Shares 10,848 Est. Cost $67.70 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $650 Shares 6,017 Est. Cost $101.94 Unrealized +1.3%
SON SONOCO PRODS CO 0.1%
Value ($000) $649 Shares 11,944 Est. Cost $52.70 Unrealized -2.8%
RHRX STARBOARD INVT TR 0.1%
Value ($000) $645 Shares 53,191 Est. Cost $11.90 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $639 Shares 10,102 Est. Cost $59.21 Unrealized +5.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $626 Shares 4,018 Est. Cost $158.15 Unrealized -4.1%
PFE PFIZER INC 0.1%
Value ($000) $620 Shares 18,706 Est. Cost $36.40 Unrealized -16.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $620 Shares 21,663 Est. Cost $35.00 Unrealized -22.4%
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $611 Shares 21,132 Est. Cost $26.70 Unrealized
GLW CORNING INC 0.1%
Value ($000) $596 Shares 19,571 Est. Cost $30.70 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $595 Shares 4,837 Est. Cost $136.90 Unrealized -5.2%
TGT TARGET CORP 0.1%
Value ($000) $592 Shares 5,351 Est. Cost $145.96 Unrealized -20.3%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $591 Shares 4,119 Est. Cost $146.41 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $587 Shares 21,908 Est. Cost $24.57 Unrealized +4.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $579 Shares 10,819 Est. Cost $54.84 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $569 Shares 6,297 Est. Cost $82.85 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $548 Shares 3,563 Est. Cost $151.91 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $542 Shares 24,372 Est. Cost $32.14 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $540 Shares 37,117 Est. Cost $18.33 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $536 Shares 3,955 Est. Cost $137.03 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $532 Shares 6,565 Est. Cost $98.50 Unrealized -15.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $522 Shares 2,457 Est. Cost $204.03 Unrealized
AMAX STARBOARD INVT TR 0.0%
Value ($000) $516 Shares 71,823 Est. Cost $7.76 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $508 Shares 899 Est. Cost $471.27 Unrealized +12.9%
QUAL ISHARES TR 0.0%
Value ($000) $506 Shares 3,843 Est. Cost $134.59 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $502 Shares 92,020 Est. Cost $7.87 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $501 Shares 1,100 Est. Cost $328.40 Unrealized +31.7%
DCI DONALDSON INC 0.0%
Value ($000) $498 Shares 8,345 Est. Cost $59.95 Unrealized -0.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $493 Shares 29,715 Est. Cost $15.23 Unrealized +0.2%
IGLB ISHARES TR 0.0%
Value ($000) $478 Shares 10,142 Est. Cost $48.91 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $447 Shares 3,002 Est. Cost $137.90 Unrealized -1.9%
GOOG ALPHABET INC 0.0%
Value ($000) $438 Shares 3,324 Est. Cost $95.84 Unrealized +34.7%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $431 Shares 1,098 Est. Cost $387.55 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $430 Shares 7,301 Est. Cost $65.64 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $422 Shares 4,114 Est. Cost $107.66 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $420 Shares 834 Est. Cost $457.25 Unrealized +2.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $401 Shares 2,577 Est. Cost $148.74 Unrealized +3.1%
PTBD PACER FDS TR 0.0%
Value ($000) $392 Shares 20,129 Est. Cost $20.12 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $386 Shares 1,277 Est. Cost $284.64 Unrealized +6.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $371 Shares 2,833 Est. Cost $117.86 Unrealized +8.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $349 Shares 45,900 Est. Cost $13.43 Unrealized -27.3%
INTC INTEL CORP 0.0%
Value ($000) $345 Shares 9,715 Est. Cost $31.09 Unrealized +10.0%
RTX RTX CORPORATION 0.0%
Value ($000) $332 Shares 4,613 Est. Cost $92.29 Unrealized -12.0%
IJR ISHARES TR 0.0%
Value ($000) $326 Shares 3,456 Est. Cost $96.75 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $322 Shares 3,042 Est. Cost $90.17 Unrealized +25.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $321 Shares 4,092 Est. Cost $80.69 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $318 Shares 8,717 Est. Cost $35.05 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $318 Shares 802 Est. Cost $357.45 Unrealized +10.8%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $317 Shares 9,328 Est. Cost $62.61 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $313 Shares 48,600 Est. Cost $4.19 Unrealized +88.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $313 Shares 3,030 Est. Cost $105.49 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $313 Shares 9,188 Est. Cost $37.03 Unrealized
PWS PACER FDS TR 0.0%
Value ($000) $311 Shares 11,813 Est. Cost $27.08 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $310 Shares 10,094 Est. Cost $31.07 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $309 Shares 6,264 Est. Cost $50.10 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $308 Shares 10,327 Est. Cost $31.96 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $304 Shares 700 Est. Cost $356.15 Unrealized +17.0%
IWO ISHARES TR 0.0%
Value ($000) $303 Shares 1,354 Est. Cost $226.89 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $303 Shares 7,315 Est. Cost $41.93 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $303 Shares 6,584 Est. Cost $44.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $290 Shares 827 Est. Cost $309.16 Unrealized +14.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $279 Shares 1,021 Est. Cost $230.59 Unrealized +13.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $278 Shares 5,931 Est. Cost $48.28 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $274 Shares 2,782 Est. Cost $114.44 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $272 Shares 3,147 Est. Cost $92.98 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $270 Shares 6,169 Est. Cost $45.17 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $269 Shares 5,445 Est. Cost $49.49 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $267 Shares 14,000 Est. Cost $26.84 Unrealized -17.3%
SOXX ISHARES TR 0.0%
Value ($000) $263 Shares 555 Est. Cost $447.60 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $263 Shares 9,316 Est. Cost $28.56 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $263 Shares 784 Est. Cost $332.73 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $261 Shares 728 Est. Cost $323.34 Unrealized
STE STERIS PLC 0.0%
Value ($000) $260 Shares 1,184 Est. Cost $188.38 Unrealized +17.6%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $260 Shares 3,137 Est. Cost $83.95 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $249 Shares 10,214 Est. Cost $25.78 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $241 Shares 3,526 Est. Cost $70.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $238 Shares 1,695 Est. Cost $131.75 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $227 Shares 2,989 Est. Cost $75.98 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $227 Shares 7,157 Est. Cost $31.80 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $225 Shares 1,458 Est. Cost $158.05 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $224 Shares 2,646 Est. Cost $84.68 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $221 Shares 3,806 Est. Cost $59.57 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $220 Shares 2,666 Est. Cost $82.53 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $220 Shares 6,332 Est. Cost $34.71 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $219 Shares 3,136 Est. Cost $73.82 Unrealized
BA BOEING CO 0.0%
Value ($000) $217 Shares 1,131 Est. Cost $207.77 Unrealized +5.3%
IXN ISHARES TR 0.0%
Value ($000) $215 Shares 3,720 Est. Cost $54.36 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $213 Shares 3,052 Est. Cost $75.08 Unrealized -14.0%
NOBL PROSHARES TR 0.0%
Value ($000) $208 Shares 2,354 Est. Cost $91.24 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $207 Shares 6,251 Est. Cost $38.63 Unrealized -15.9%
ISTB ISHARES TR 0.0%
Value ($000) $206 Shares 4,446 Est. Cost $47.15 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $203 Shares 2,165 Est. Cost $93.92 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $185 Shares 11,580 Est. Cost $11.87 Unrealized +34.2%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $147 Shares 29,550 Est. Cost $9.71 Unrealized
POLESTAR AUTOMOTIVE HLDG UK 0.0%
Value ($000) $100 Shares 37,900 Est. Cost $3.79 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $52 Shares 14,150 Est. Cost $3.52 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $31 Shares 53,400 Est. Cost $0.69 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $17 Shares 15,000 Est. Cost $1.23 Unrealized