Gallagher Capital Advisors, LLC Portfolio Holdings by Sector
Gallagher Capital Advisors, LLC
- $131 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IJH IVV VYM DVY IYW HDV IJR 18 stocks |
$61.4 Million
46.78% of portfolio
|
7
|
11
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW SNOW CRM UBER TTD 5 stocks |
$8.04 Million
6.13% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.92 Million
5.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$5.71 Million
4.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT STNE 2 stocks |
$4.82 Million
3.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$4.45 Million
3.39% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL 2 stocks |
$4.28 Million
3.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA AMZN 3 stocks |
$4.23 Million
3.22% of portfolio
|
1
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE LLY 2 stocks |
$4.12 Million
3.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO NVDA 3 stocks |
$4.09 Million
3.11% of portfolio
|
3
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.8 Million
2.9% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$2.94 Million
2.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2.55 Million
1.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$2.05 Million
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1.53 Million
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$1.41 Million
1.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1.39 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ATOS 2 stocks |
$1.34 Million
1.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UA 1 stocks |
$1.28 Million
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD 2 stocks |
$1.15 Million
0.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$827,845
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$698,568
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP 2 stocks |
$678,916
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$490,025
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$319,026
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$279,004
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$234,367
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$226,571
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|