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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gallagher Fiduciary Advisors, LLC

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003991

Total Value
$446.2M
Positions
256
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V407797,587$33.7M7.54%
2ISHARES TR464287663367,620$32.4M7.26%
3VANGUARD INDEX FDS922908611161,587$29.5M6.61%
4VANGUARD ADMIRAL FDS INC921932778320,377$26.8M6.01%
5ISHARES TR464288646478,703$24.5M5.50%
6ISHARES INC46434G103414,104$22.2M4.97%
7ISHARES TR46432F842298,821$21.7M4.87%
8ISHARES TR464287671129,380$16.5M3.70%
9VANGUARD INDEX FDS92290874493,074$14.9M3.35%
10ISHARES TR464288604313,209$14.2M3.19%
11VANGUARD INDEX FDS92290859556,589$14.2M3.17%
12ISHARES TR46434V621229,160$13.2M2.96%
13ISHARES TR46429B66371,198$7.7M1.73%
14ISHARES TR46432F39634,951$6.8M1.53%
15PACER FDS TR69374H816135,329$6.6M1.48%
16FIRST TR EXCHANGE-TRADED FD33741X102182,208$6.1M1.36%
17VANGUARD INDEX FDS92290873615,225$5.7M1.28%
18FIDELITY COVINGTON TRUST316092840108,795$5.1M1.14%
19SELECT SECTOR SPDR TR81369Y80321,852$4.9M1.11%
20FIRST TR EXCHNG TRADED FD VI33740F623110,101$4.8M1.07%
21APPLE INCAAPL20,581$4.3M0.97%
22AMAZON COM INCAMZN21,745$4.2M0.94%
23NVIDIA CORPORATIONNVDA32,604$4.0M0.90%
24MICROSOFT CORPMSFT6,363$2.8M0.64%
25EXXON MOBIL CORPXOM23,003$2.6M0.59%
26ISHARES TR46428745727,212$2.2M0.50%
273M COMMM21,553$2.2M0.49%
28FIRST TR EXCHANGE-TRADED FD33738R50639,834$2.2M0.49%
29ISHARES TR4642872003,771$2.1M0.46%
30SELECT SECTOR SPDR TR81369Y60543,276$1.8M0.40%
31FIRST TR EXCHNG TRADED FD VI33740F63144,614$1.7M0.37%
32VERIZON COMMUNICATIONS INCVZ39,341$1.6M0.36%
33JPMORGAN CHASE & CO.VYLD7,470$1.5M0.34%
34ALPHABET INCGOOG7,955$1.5M0.33%
35CHEVRON CORP NEWCVX8,884$1.4M0.31%
36PROCTER AND GAMBLE CO7427181098,337$1.4M0.31%
37SELECT SECTOR SPDR TR81369Y2099,382$1.4M0.31%
38SELECT SECTOR SPDR TR81369Y4077,307$1.3M0.30%
39TESLA INCTSLA6,665$1.3M0.30%
40SPDR S&P 500 ETF TRSPY2,420$1.3M0.30%
41ISHARES TR4642877218,701$1.3M0.29%
42SELECT SECTOR SPDR TR81369Y70410,725$1.3M0.29%
43AT&T INCT-PC66,029$1.3M0.28%
44MERCK & CO INCMRK9,712$1.2M0.27%
45SELECT SECTOR SPDR TR81369Y85214,004$1.2M0.27%
46COCA COLA COKO18,319$1.2M0.26%
47ISHARES TR4642876307,294$1.1M0.25%
48WALMART INCWMT15,880$1.1M0.24%
49META PLATFORMS INCMETA2,106$1.1M0.24%
50MCDONALDS CORPMCD4,100$1.0M0.23%
51FORD MTR CO DEL34537086078,515$984,5750.22%
52WELLTOWER INCWELL9,335$973,1620.22%
53GOLDMAN SACHS ETF TRNVGLF8,798$940,9380.21%
54ISHARES TR46428887717,484$927,3580.21%
55XCEL ENERGY INCXELLL17,235$920,5210.21%
56AMERICAN ELEC PWR CO INC02553710110,273$901,3800.20%
57PFIZER INCPFE31,392$878,3430.20%
58WELLS FARGO CO NEW94974610114,687$872,2620.20%
59BARRICK GOLD CORP06790110851,527$859,4660.19%
60HEALTHCARE RLTY TR42226K10549,897$822,3040.18%
61ECOLAB INCECL3,437$818,0060.18%
62CORNING INCGLW20,879$811,1470.18%
63PEPSICO INCPEP4,865$802,3950.18%
64MANULIFE FINL CORP56501R10629,718$791,0870.18%
65SELECT SECTOR SPDR TR81369Y30810,329$790,9680.18%
66SHELL PLCRYDAF10,686$771,3310.17%
67ISHARES TR46432F3394,385$748,7880.17%
68COLUMBIA BKG SYS INC19723610237,319$742,2670.17%
69J P MORGAN EXCHANGE TRADED F46641Q33213,070$740,7810.17%
70BERKSHIRE HATHAWAY INC DELBRK-A1,818$739,5620.17%
71CITIZENS FINL GROUP INCCIA20,129$725,2400.16%
72SIMON PPTY GROUP INC NEW8288061094,775$724,8750.16%
73TRUIST FINL CORP89832Q10918,435$716,2100.16%
74NEXSTAR MEDIA GROUP INCNXST4,288$711,8880.16%
75ISHARES TR46436E7186,996$704,5790.16%
76EDISON INTL2810201079,707$697,0790.16%
77FIDELITY NATIONAL FINANCIALFNF14,102$696,9380.16%
78FIRST TR EXCHNG TRADED FD VI33740U61223,257$691,8900.16%
79COSTCO WHSL CORP NEW22160K105804$683,3920.15%
80UNITED PARCEL SERVICE INCUPS4,939$675,9040.15%
81TARGET CORPTGT4,550$673,5950.15%
82SMUCKER J M CO8326964056,112$666,5040.15%
83LYONDELLBASELL INDUSTRIES NLYB6,903$660,3810.15%
84DISNEY WALT CO2546871066,616$656,9100.15%
85UGI CORP NEW90268110528,680$656,7720.15%
86NATIONAL GRID PLCNMPWP11,085$629,6160.14%
87VAIL RESORTS INCMTN3,479$626,6720.14%
88SONOCO PRODS CO83549510212,339$625,8490.14%
89LITMAN GREGORY FDS TR53700T82720,600$619,2340.14%
90JOHNSON & JOHNSONJNJ4,170$609,4790.14%
91CHIPOTLE MEXICAN GRILL INCCMG9,275$581,0790.13%
92ISHARES TR4642874083,183$579,3350.13%
93ISHARES TR46428951111,467$573,8040.13%
94NEWMARKET CORPNEU1,100$567,1270.13%
95SELECT SECTOR SPDR TR81369Y5066,167$562,1470.13%
96DONALDSON INCDCI7,811$558,9730.13%
97FIRST TR EXCHNG TRADED FD VI33740F45815,409$549,5070.12%
98MASTERCARD INCORPORATEDMA1,228$541,7440.12%
99NEXTERA ENERGY INCNEE-PW7,513$532,0240.12%
100VANGUARD INDEX FDS9229087691,980$529,6670.12%
101VANGUARD INDEX FDS9229083631,058$529,0690.12%
102INTEL CORPINTC16,757$518,9520.12%
103HONEYWELL INTL INC4385161062,355$502,9220.11%
104KINDER MORGAN INC DELEP-PC25,126$499,2580.11%
105INTERNATIONAL BUSINESS MACHSINTR2,885$498,9090.11%
106NETFLIX INCNFLX727$490,6380.11%
107ISHARES TR4642873095,138$475,4880.11%
108FIRST TR EXCHNG TRADED FD VI33740F48212,883$456,5740.10%
109INDEPENDENCE RLTY TR INC45378A10624,310$455,5610.10%
110ABBVIE INCABBV2,633$451,5280.10%
111HOME DEPOT INCHD1,301$447,8220.10%
112ALPHABET INCGOOG2,440$444,4460.10%
113SELECT SECTOR SPDR TR81369Y8866,474$441,1540.10%
114UNITEDHEALTH GROUP INCUNH861$438,4950.10%
115ORACLE CORPORCL-PD3,097$437,3200.10%
116MOOG INCMOG-B2,594$434,0590.10%
117ISHARES TR4642898677,646$430,6180.10%
118ISHARES TR4642875231,666$410,8860.09%
119MCKESSON CORPMCK700$408,8280.09%
120ISHARES INC46434G7646,759$400,1310.09%
121FIRST TR EXCHNG TRADED FD VI33740F43311,711$399,4620.09%
122INVESCO EXCHANGE TRADED FD TIVZ8,604$393,6330.09%
123ISHARES TR4642876481,497$392,9380.09%
124DOMINION ENERGY INCD8,008$392,3920.09%
125ISHARES TR4642884143,677$391,8220.09%
126INVESCO QQQ TRIVZ790$378,6940.08%
127BOSTON SCIENTIFIC CORPBSX4,886$376,2710.08%
128STERIS PLCSTE1,692$371,3810.08%
129PARK NATL CORP7006581072,573$366,2970.08%
130RTX CORPORATIONRTX3,640$365,4180.08%
131MUELLER INDS INC6247561026,400$364,4390.08%
132FIRST TR EXCHNG TRADED FD VI33740F6648,692$361,0650.08%
133PALANTIR TECHNOLOGIES INCPLTR14,180$359,1790.08%
134NIO INCNIOIF86,000$357,7600.08%
135ISHARES TR4642872263,509$340,5760.08%
136JACKSON FINANCIAL INCJXN-PA4,574$339,6910.08%
137J P MORGAN EXCHANGE TRADED F46654Q2036,045$335,5070.08%
138FAIR ISAAC CORPFICO225$334,9490.08%
139SELECT SECTOR SPDR TR81369Y8608,707$334,4300.07%
140ARROW FINL CORP04274410212,790$333,1830.07%
141BLOCK INCBSQKZ5,155$332,4460.07%
142JOBY AVIATION INCJOBY-WT64,300$327,9300.07%
143SELECT SECTOR SPDR TR81369Y1003,676$324,6390.07%
144VANECK ETF TRUST92189F59310,315$323,3890.07%
145FIRST TR EXCHANGE-TRADED FD33733B1003,233$323,2350.07%
146SALESFORCE INCCRM1,249$321,1180.07%
147TAIWAN SEMICONDUCTOR MFG LTD8740391001,847$321,0270.07%
148CARPENTER TECHNOLOGY CORPCRS2,900$317,7980.07%
149SCHWAB STRATEGIC TR8085246076,660$316,0170.07%
150BANCFIRST CORPBANFP3,589$314,7160.07%
151PRUDENTIAL FINL INCPUKPF2,658$311,4410.07%
152ADVANCED MICRO DEVICES INCAMD1,913$310,3100.07%
153UMB FINL CORP9027881083,718$310,1590.07%
154ISHARES TR4642872913,720$308,0900.07%
155ITRON INCITRI3,090$305,7860.07%
156ASML HOLDING N VASMLF298$304,7740.07%
157US BANCORP DELUSB-PS7,635$303,1040.07%
158SPDR DOW JONES INDL AVERAGE78467X109769$300,8410.07%
159AGIOS PHARMACEUTICALS INCAGIO6,940$299,2530.07%
160WISDOMTREE TRWT9,521$296,5840.07%
161FIRST TR EXCHNG TRADED FD VI33740U5889,678$295,6630.07%
162UNIFIRST CORP MASSUNF1,711$293,5530.07%
163SANMINA CORPORATIONSANM4,389$290,7710.07%
164ABBOTT LABSABLZF2,782$289,0270.06%
165ENPRO INCNPO1,976$287,5780.06%
166ISHARES TR4642877704,408$287,4210.06%
167S&P GLOBAL INCSPGI639$284,9210.06%
168REGENERON PHARMACEUTICALSREGN271$284,8290.06%
169VANGUARD BD INDEX FDS9219378353,935$283,5340.06%
170ENCORE WIRE CORPECR972$281,7220.06%
171CISCO SYS INCCSCO5,847$277,8100.06%
172GENUINE PARTS COGPC1,952$269,9390.06%
173BRANDYWINE RLTY TR10536820360,146$269,4560.06%
174NOVO-NORDISK A SNONOF1,878$268,0660.06%
175WILEY JOHN & SONS INC9682232066,585$268,0020.06%
176MARVELL TECHNOLOGY INCMRVL3,803$265,8020.06%
177PLUG POWER INCPLUG113,600$264,6880.06%
178VISHAY INTERTECHNOLOGY INCVSH11,818$263,5460.06%
179FIRST TR EXCHNG TRADED FD VI33740F7559,104$263,2880.06%
180FIRST TR EXCHNG TRADED FD VI33740U72911,507$262,4650.06%
181GLACIER BANCORP INC NEWGBCI6,982$260,5510.06%
182INTUITIVE SURGICAL INCISRG584$259,7920.06%
183KB HOMEKBH3,678$258,1510.06%
184COMMUNITY FINANCIAL SYSTEM ICBU5,456$257,5960.06%
185TOMPKINS FINL CORP8901101095,263$257,3760.06%
186GATX CORPGATX1,944$257,3360.06%
187MORGAN STANLEYMS-PQ2,644$256,9380.06%
188PROLOGIS INC.PLDGP2,282$256,3100.06%
189WALKER & DUNLOP INCWD2,591$254,3880.06%
190TRI POINTE HOMES INCTPH6,828$254,3430.06%
191ISHARES TR46435G4252,115$252,3040.06%
192UNITED BANKSHARES INC WEST VUNTCW7,777$252,2870.06%
193PHILIP MORRIS INTL INC7181721092,477$250,9710.06%
194ISHARES TR4642888852,436$249,2030.06%
195ISHARES TR4642878042,328$248,2690.06%
196SPDR SER TR78464A6499,802$245,9270.06%
197LATTICE STRATEGIES TR5184168704,683$245,4170.06%
198ADTALEM GLOBAL ED INCADT3,575$243,8510.05%
199CHORD ENERGY CORPORATIONCHRD1,452$243,4350.05%
200MERITAGE HOMES CORPMTH1,490$241,1730.05%
201FIRST TR EXCHNG TRADED FD VI33740U7376,750$239,1600.05%
202ISHARES SILVER TRSLV8,990$238,8640.05%
203SABRA HEALTH CARE REIT INCSBRA15,496$238,6400.05%
204J P MORGAN EXCHANGE TRADED F46641Q2253,661$237,8450.05%
205VANGUARD SCOTTSDALE FDS92206C8702,975$237,7970.05%
206FIRST TR EXCHNG TRADED FD VI33740F4416,791$237,6310.05%
207AVIENT CORPORATIONAVNT5,312$231,8890.05%
208THE CIGNA GROUP125523100699$230,9440.05%
209HEALTHPEAK PROPERTIES INCDOC11,657$228,4840.05%
210TAYLOR MORRISON HOME CORPTMHC4,115$228,1360.05%
211ASBURY AUTOMOTIVE GROUP INCABG1,001$228,0980.05%
212EASTERN BANKSHARES INCEBC16,279$227,5870.05%
213PROSHARES TR74348A4672,354$226,2900.05%
214BOEING COBA-PA1,220$222,0520.05%
215SCHWAB STRATEGIC TR8085246984,998$220,4080.05%
216AMERICAN EAGLE OUTFITTERS INAEO11,002$219,6050.05%
217MICRON TECHNOLOGY INCMU1,664$218,8140.05%
218WERNER ENTERPRISES INCWERN6,107$218,8090.05%
219DTE ENERGY CODTK1,959$217,5120.05%
220ONE GAS INCOGS3,401$217,1430.05%
221VANGUARD STAR FDS9219097683,576$215,6620.05%
222UNION PAC CORPUNP953$215,6060.05%
223J P MORGAN EXCHANGE TRADED F46641Q8374,197$211,8320.05%
224BANK AMERICA CORP0605051045,324$211,7380.05%
225ISHARES TR4642876062,392$210,7710.05%
226COMCAST CORP NEWCCZ5,382$210,7410.05%
227CADENCE DESIGN SYSTEM INCCDNS683$210,1930.05%
228AIM ETF PRODUCTS TRUST00888H7867,075$209,6650.05%
229VANGUARD WHITEHALL FDS9219464061,763$209,1000.05%
230EMERSON ELEC COEMR1,896$208,8770.05%
231VALLEY NATL BANCORP91979410729,556$206,2990.05%
232CARRIER GLOBAL CORPORATIONCARR3,243$204,5450.05%
233SOUTHSTATE CORPORATIONSSB2,673$204,2760.05%
234GE AEROSPACE3696043011,283$203,9330.05%
235ISHARES TR464287101770$203,5370.05%
236VANGUARD SPECIALIZED FUNDS9219088441,109$202,4480.05%
237INNOVATOR ETFS TRUSTINHD6,009$202,2030.05%
238INVITATION HOMES INCINVH5,631$202,0860.05%
239SJW GROUPHTO3,708$201,0730.05%
240LINDE PLCLIN457$200,6390.04%
241SOUTHWEST GAS HLDGS INCSWX2,848$200,4740.04%
242ZIFF DAVIS INCZD3,641$200,4370.04%
243ALIGHT INCALIT24,522$180,9720.04%
244NEOGEN CORPNEOG11,449$178,9480.04%
245MP MATERIALS CORPMP13,600$173,1280.04%
246BROOKDALE SR LIVING INC11246310424,457$167,0410.04%
247CHIMERA INVT CORP16934Q80212,433$159,1420.04%
248GOODYEAR TIRE & RUBR CO38255010113,817$156,8230.04%
249MARQETA INCMQ27,725$151,9330.03%
250CLAROS MTG TR INC18270D10616,466$132,0600.03%
251BRIGHTSPIRE CAPITAL INCBRSP22,704$129,4110.03%
252PATTERSON-UTI ENERGY INCPTEN10,053$104,1440.02%
253LUMEN TECHNOLOGIES INCLUMN75,462$83,0080.02%
254POLESTAR AUTOMOTIVE HLDG UK73110520185,300$67,0970.02%
255CHARGEPOINT HOLDINGS INCCHPT35,750$53,9830.01%
256TELLURIAN INC NEW87968A10415,000$10,3890.00%