Gallagher Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationargyle, TX
- Num holdings
66
- Value ($000)
$131,247
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002034519
- 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 |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $15.92M | 12 % | 171,514 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.61M | 10 % | 216,119 | ||
AAPL APPLE INC | COM | 037833100 | $6.92M | 5 % | 31,164 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.39M | 4 % | 9,595 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.21M | 4 % | 40,435 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.65M | 4 % | 12,376 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.43M | 3 % | 32,973 | ||
V VISA INC | COM CL A | 92826C839 | $3.98M | 3 % | 11,351 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.89M | 3 % | 20,471 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $3.83M | 3 % | 4,048 |
Rows Per Page
10
- 10
- 50
- 100