Filer Name: GALLAGHER CAPITAL ADVISORS, LLC
CIK: 2034519
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 65
Portfolio Value: $0.14B

Gallagher Capital Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVW US ISHARES S&P 500 GROWTH ETF 173,964 $18M 12.87% - -
IJH US ISHARES CORE S&P MIDCAP ETF 217,256 $14M 9.87% - -
AAPL US APPLE INC 31,595 $8M 5.77% - -
IVV US ISHARES CORE S&P 500 ETF 9,400 $6M 4.03% - -
MSFT US MICROSOFT CORP 12,366 $5M 3.80% - -
VYM US VANGUARD HIGH DVD YIELD ETF 40,846 $5M 3.80% - -
IJR US ISHARES CORE S&P SMALL-CAP E 41,515 $5M 3.49% - -
AMZN US AMAZON.COM INC 20,492 $4M 3.28% - -
DVY US ISHARES SELECT DIVIDEND ETF 32,988 $4M 3.16% - -
IYW US ISHARES USTECHNOLOGY ETF 26,737 $4M 3.11% - -
PFE US PFIZER INC 152,613 $4M 2.95% - -
NOW US SERVICENOW INC 3,656 $4M 2.82% - -
COST US COSTCO WHOLESALE CORP 4,058 $4M 2.71% - -
V US VISA INC-CLASS A SHARES 11,464 $4M 2.64% - -
NVDA US NVIDIA CORP 26,401 $4M 2.58% - -
HDV US ISHARES CORE HIGH DIVIDEND E 30,724 $3M 2.51% - -
JPM US JPMORGAN CHASE & CO 12,281 $3M 2.15% - -
GOOGL US ALPHABET INC-CL A 14,805 $3M 2.04% - -
ISRG US INTUITIVE SURGICAL INC 5,154 $3M 1.96% - -
VUG US VANGUARD GROWTH ETF 6,530 $3M 1.95% - -
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