Gallagher Capital Advisors

Gallagher Capital Advisors as of June 30, 2025

Portfolio Holdings for Gallagher Capital Advisors

Gallagher Capital Advisors holds 59 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 9.2 $11M 100k 113.98
Ishares Tr Core S&p Mcp Etf (IJH) 6.9 $8.6M 133k 64.20
NVIDIA Corporation (NVDA) 5.9 $7.3M 41k 176.69
Ishares Tr Core S&p500 Etf (IVV) 5.2 $6.5M 10k 639.31
Microsoft Corporation (MSFT) 5.1 $6.3M 12k 513.00
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $5.5M 40k 136.31
Amazon (AMZN) 3.8 $4.7M 20k 230.71
Visa Com Cl A (V) 3.2 $4.0M 11k 354.30
Apple (AAPL) 3.2 $3.9M 19k 212.46
JPMorgan Chase & Co. (JPM) 2.9 $3.6M 12k 297.82
Servicenow (NOW) 2.9 $3.6M 3.6k 989.09
Pfizer (PFE) 2.9 $3.5M 146k 24.24
Vanguard World Inf Tech Etf (VGT) 2.8 $3.5M 7.1k 492.09
Blackstone Group Inc Com Cl A (BX) 2.6 $3.3M 19k 176.39
Snowflake Cl A (SNOW) 2.6 $3.2M 15k 218.96
Ishares Tr U.s. Tech Etf (IYW) 2.4 $3.0M 16k 181.40
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.7M 24k 112.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.7M 5.6k 482.48
Intuitive Surgical Com New (ISRG) 2.0 $2.5M 5.1k 498.94
Costco Wholesale Corporation (COST) 1.8 $2.3M 2.4k 937.73
Ishares Tr Core High Dv Etf (HDV) 1.8 $2.2M 19k 119.95
Wal-Mart Stores (WMT) 1.7 $2.1M 21k 98.05
Verizon Communications (VZ) 1.6 $2.0M 46k 42.87
Ishares Tr Select Divid Etf (DVY) 1.5 $1.8M 13k 137.04
Ishares Tr Intl Sel Div Etf (IDV) 1.5 $1.8M 51k 35.44
Veeva Sys Cl A Com (VEEV) 1.4 $1.7M 5.9k 287.90
Palantir Technologies Cl A (PLTR) 1.3 $1.7M 11k 156.38
Morgan Stanley Com New (MS) 1.1 $1.4M 10k 142.45
Uber Technologies (UBER) 1.1 $1.4M 16k 86.39
Eli Lilly & Co. (LLY) 1.1 $1.3M 1.7k 773.26
salesforce (CRM) 0.9 $1.1M 4.2k 269.43
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $945k 4.7k 199.77
The Trade Desk Com Cl A (TTD) 0.7 $823k 9.7k 85.05
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $805k 2.8k 288.05
Us Bancorp Del Com New (USB) 0.6 $773k 17k 46.05
Lockheed Martin Corporation (LMT) 0.6 $768k 1.8k 422.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $724k 1.00 723507.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $633k 7.8k 81.22
Boeing Company (BA) 0.5 $604k 13k 48.14
Broadcom (AVGO) 0.4 $556k 1.9k 297.16
Alphabet Cap Stk Cl A (GOOGL) 0.4 $539k 2.8k 193.41
Exxon Mobil Corporation (XOM) 0.4 $532k 4.7k 112.33
Ishares Tr U.s. Finls Etf (IYF) 0.4 $498k 5.9k 83.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $426k 669.00 636.42
Diamondback Energy (FANG) 0.3 $373k 2.5k 149.91
Novo-nordisk A S Adr (NVO) 0.3 $372k 6.9k 53.98
Paypal Holdings (PYPL) 0.3 $361k 5.9k 60.78
Southwest Airlines (LUV) 0.3 $361k 2.2k 163.93
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $358k 1.7k 208.56
Tesla Motors (TSLA) 0.3 $346k 1.1k 321.28
Goldman Sachs (GS) 0.3 $336k 463.00 724.69
Ishares Tr Global 100 Etf (IOO) 0.2 $276k 2.5k 112.28
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $275k 2.3k 121.32
Procter & Gamble Company (PG) 0.2 $260k 1.6k 157.60
Airbnb Com Cl A (ABNB) 0.2 $249k 1.8k 139.32
Ishares Tr Us Aer Def Etf (ITA) 0.2 $243k 1.2k 197.82
Phillips 66 (PSX) 0.2 $235k 1.9k 126.83
ConocoPhillips (COP) 0.2 $228k 2.3k 96.98
Jack Henry & Associates (JKHY) 0.2 $212k 1.2k 176.08