Gallagher Capital Advisors, LLC Reduced Holdings in Q1 2025

Gallagher Capital Advisors, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.45K
- 1.41%
$92.45 - $106.69 $227K - $261K
172K $15.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.87K
- 18.94%
$102.49 - $119.96 $806K - $943K
33.7K $3.52B
AAPL
Apple Inc.

Technology
-431
- 1.36%
$209.68 - $247.1 $90.4K - $107K
31.2K $6.92B
NOW
Service Now, Inc.

Technology
-12
- 0.33%
$783.83 - $1170.39 $9.41K - $14K
3.64K $2.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.14K
- 0.52%
$57.21 - $65.8 $65K - $74.8K
216K $12.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-21
- 0.1%
$190.26 - $242.06 $4K - $5.08K
20.5K $3.89B
VUG
Vanguard Growth ETF

ETFs
-172
- 2.63%
$369.1 - $427.61 $63.5K - $73.5K
6.36K $2.36B
PFE
Pfizer Inc

Healthcare
-3.23K
- 2.12%
$25.01 - $27.13 $80.7K - $87.6K
149K $3.79B
ISRG
Intuitive Surgical Inc

Healthcare
-11
- 0.21%
$476.63 - $610.45 $5.24K - $6.71K
5.14K $2.55B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-305
- 6.26%
$65.15 - $91.81 $19.9K - $28K
4.57K $298M
VB
Vanguard Small Cap ETF

ETFs
-253
- 13.82%
$217.89 - $252.64 $55.1K - $63.9K
1.58K $350M
BAC
Bank Of America Corp

Financial Services
-507
- 2.04%
$39.61 - $47.74 $20.1K - $24.2K
24.3K $1.01B
IAT
Ishares Tr

ETFs
-267
- 2.78%
$44.84 - $53.56 $12K - $14.3K
9.32K $435M
META
Meta Platforms, Inc.

Communication Services
-59
- 5.23%
$576.36 - $736.67 $34K - $43.5K
1.07K $616M
JKHY
Henry Jack & Associates Inc

Technology
-182
- 12.42%
$166.47 - $191.28 $30.3K - $34.8K
1.28K $234M
FANG
Diamondback Energy, Inc.

Energy
-63
- 2.26%
$139.9 - $180.18 $8.81K - $11.4K
2.72K $435M
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.44%
N/A
1.82K $353M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-411
- 1.01%
$126.11 - $135.06 $51.8K - $55.5K
40.4K $5.21B
WFC
Wells Fargo & Company

Financial Services
-21
- 0.36%
$66.78 - $81.42 $1.4K - $1.71K
5.73K $412M
COP
Conocophillips

Energy
-2
- 0.09%
$88.6 - $105.85 $177 - $212
2.33K $244M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.09K
- 31.39%
$80.53 - $147.57 $87.9K - $161K
2.39K $315M
CVX
Chevron Corp

Energy
-71
- 4.21%
$146.71 - $167.97 $10.4K - $11.9K
1.62K $270M
STNE
Stone Co Ltd.

Technology
-1.05K
- 5.82%
$7.85 - $11.45 $8.25K - $12K
17K $178M
DVY
Ishares Tr

ETFs
-15
- 0.05%
$128.58 - $138.1 $1.93K - $2.07K
33K $4.43B
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.25%
$890.62 - $1076.86 $8.91K - $10.8K
4.05K $3.83B
VEEV
Veeva Systems Inc

Healthcare
-6
- 0.1%
$210.58 - $246.8 $1.26K - $1.48K
5.98K $1.39B
HDV
Ishares Core High Dividend ETF

ETFs
-158
- 0.51%
$110.86 - $121.12 $17.5K - $19.1K
30.6K $3.7B
V
Visa Inc.

Financial Services
-113
- 0.99%
$306.92 - $362.71 $34.7K - $41K
11.4K $3.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.09%
$442.66 - $534.52 $2.21K - $2.67K
5.64K $3B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 2 Puts 0
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