Gallagher Capital Advisors, LLC Top Holdings and 13F Report (2025) About Gallagher Capital Advisors, LLCInvestment ActivityGallagher Capital Advisors, LLC has $137.21 million in total holdings as of December 31, 2024.Gallagher Capital Advisors, LLC owns shares of 65 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Largest Holdings iShares S&P 500 Growth ETF $17,662,614iShares Core S&P Mid-Cap ETF $13,537,236Apple $7,912,001iShares Core S&P 500 ETF $5,533,385Microsoft $5,212,079 Sector AllocationMap of 500 Largest Holdings ofGallagher Capital Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$17,662,614173,96412.9%ETFIJHiShares Core S&P Mid-Cap ETF$13,537,236217,2569.9%ETFAAPLApple$7,912,00131,5955.8%Computer and TechnologyIVViShares Core S&P 500 ETF$5,533,3859,4004.0%ETFMSFTMicrosoft$5,212,07912,3663.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$5,211,53940,8463.8%ETFIJRiShares Core S&P Small-Cap ETF$4,783,34941,5153.5%ETFAMZNAmazon.com$4,495,74020,4923.3%Retail/WholesaleDVYiShares Select Dividend ETF$4,330,98432,9883.2%ETFIYWiShares U.S. Technology ETF$4,265,11726,7373.1%ManufacturingPFEPfizer$4,048,818152,6133.0%MedicalNOWServiceNow$3,875,7993,6562.8%Computer and TechnologyCOSTCostco Wholesale$3,718,3974,0582.7%Retail/WholesaleVVisa$3,622,94611,4642.6%Business ServicesNVDANVIDIA$3,545,33226,4012.6%Computer and TechnologyHDViShares Core High Dividend ETF$3,449,09830,7242.5%ETFJPMJPMorgan Chase & Co.$2,943,97612,2812.1%FinanceGOOGLAlphabet$2,802,49814,8052.0%Computer and TechnologyISRGIntuitive Surgical$2,690,1825,1542.0%MedicalVUGVanguard Growth ETF$2,680,1446,5302.0%ETFBRK.BBerkshire Hathaway$2,557,8595,6431.9%FinanceSNOWSnowflake$2,223,19514,3981.6%Computer and TechnologyWMTWalmart$1,929,58321,3571.4%Retail/WholesaleVZVerizon Communications$1,776,12344,4141.3%Computer and TechnologyCRMSalesforce$1,553,6204,6471.1%Computer and TechnologyNVONovo Nordisk A/S$1,314,73015,2841.0%MedicalVEEVVeeva Systems$1,258,5575,9860.9%MedicalMSMorgan Stanley$1,195,0039,5050.9%FinanceBACBank of America$1,090,56224,8140.8%FinanceBXBlackstone$1,031,3025,9810.8%FinanceTTDTrade Desk$1,020,7488,6850.7%Computer and TechnologyIVEiShares S&P 500 Value ETF$902,6834,7290.7%ETFLMTLockheed Martin$872,1911,7950.6%AerospaceUSBU.S. Bancorp$783,73016,3860.6%FinanceVOVanguard Mid-Cap ETF$759,3132,8750.6%ETFVGTVanguard Information Technology ETF$683,6671,0990.5%ETFMETAMeta Platforms$660,6861,1280.5%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$605,1517,6980.4%ETFABNBAirbnb$533,1304,0570.4%Consumer DiscretionaryXOMExxon Mobil$501,5864,6630.4%Oils/EnergyIATiShares U.S. Regional Banks ETF$482,9309,5900.4%ETFTSLATesla$456,7431,1310.3%Auto/Tires/TrucksFANGDiamondback Energy$455,7272,7820.3%Oils/EnergyVBVanguard Small-Cap ETF$439,8441,8310.3%ETFAVGOBroadcom$419,4381,8090.3%Computer and TechnologyPYPLPayPal$415,8254,8720.3%Computer and TechnologyWFCWells Fargo & Company$404,1835,7540.3%FinanceVIGVanguard Dividend Appreciation ETF$357,9361,8280.3%ETFBLOCK INC$352,9634,1530.3%CL AGDGeneral Dynamics$327,3871,2430.2%AerospaceIOOiShares Global 100 ETF$325,7483,2330.2%ETFLLYEli Lilly and Company$315,0334080.2%MedicalBABAAlibaba Group$294,7303,4760.2%Retail/WholesalePGProcter & Gamble$272,8001,6270.2%Consumer StaplesPEPPepsiCo$270,0651,7760.2%Consumer StaplesGSThe Goldman Sachs Group$262,4974580.2%FinanceJKHYJack Henry & Associates$256,7771,4650.2%Computer and TechnologyCVXChevron$244,1591,6860.2%Oils/EnergySPYSPDR S&P 500 ETF Trust$241,2184120.2%FinanceCOPConocoPhillips$230,7232,3270.2%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$219,8222,2690.2%FinanceAMDAdvanced Micro Devices$216,6971,7940.2%Computer and TechnologyPSXPhillips 66$207,0431,8170.2%Oils/EnergySTNEStoneCo$144,02618,0710.1%Computer and TechnologyATOSAtossa Therapeutics$24,61726,0750.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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