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Holdings

Gallagher Fiduciary Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IWFCommon2,1992,199605,121,000605,121,0000.05  Hist 06/30/2023
CITIZENS FINANCIAL GROUP INC/RI CFGCOM20,44520,445533,206,000533,206,0000.040.00 Hist 06/30/2023
iSHARES TRUST QUALCommon3,4843,484469,907,000469,907,0000.04  Hist 06/30/2023
INTEL CORP INTCCommon8,6848,684290,384,000290,384,0000.02  Hist 06/30/2023
JPS INDUSTRIES INC JPSTCommon5,5035,503275,947,000275,947,0000.02  Hist 06/30/2023
Alphabet Inc. GOOGLCOM2,1092,109252,447,000252,447,0000.02  Hist 06/30/2023
Block, Inc. SQCommon3,6103,610240,318,000240,318,0000.02  Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW3,3733,373237,747,000237,747,0000.02  Hist 06/30/2023
TR ASSET MANAGEMENT L P IYGCommon1,4621,462231,068,000231,068,0000.02  Hist 06/30/2023
ISHARES MSCI EAFE INDEX FUND EFAETF3,1153,115225,847,000225,847,0000.02  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX2,3092,309220,302,000220,302,0000.02  Hist 06/30/2023
XPEL, Inc. XPELCommon2,6002,600218,972,000218,972,0000.020.01 Hist 06/30/2023
BANK OF MONTREAL /CAN/ FNGUCommon1,1611,161217,351,000217,351,0000.02  Hist 06/30/2023
iSHARES TRUST CLYDebt4,0814,081210,376,000210,376,0000.02  Hist 06/30/2023
Palantir Technologies Inc. PLTRCL A10,30010,300157,899,000157,899,0000.01  Hist 06/30/2023
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