Gallagher Capital Advisors, LLC Portfolio Holdings

Gallagher Capital Advisors, LLC

  • $137 Billion
  • Q4 2024

Gallagher Capital Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $17.7B, Ishares Core S&P Mid Cap ETF with a value of $13.5B, Apple Inc. with a value of $7.91B, Ishares Core S&P 500 ETF with a value of $5.53B, and Vanguard Whitehall Fds (Vangua with a value of $5.21B.

Examining the 13F form we can see an increase of $137B in the current position value.

Gallagher Capital Advisors, LLC is based out at Argyle, TX

Below you can find more details about Gallagher Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $66.5 Billion
Technology: $26.7 Billion
Financial Services: $14.3 Billion
Healthcare: $9.65 Billion
Consumer Defensive: $6.19 Billion
Consumer Cyclical: $5.78 Billion
Communication Services: $5.24 Billion
Energy: $1.64 Billion
Other: $1.2 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103M
$24.6 Million 0.02% of portfolio
26,075
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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