The Analysis of Gallagher Capital Advisors, LLC's Holdings
Currently, Gallagher Capital Advisors, LLC holds 67 types of securities in its portfolio with a total value $154.8M. In the most recent quarter, they have increased their positions in IJJ (+28.9K shares, valued at $3.5M), IJR (+27.1K shares, valued at $3.3M), VUG (+5.8K shares, valued at $2.8M); decreased their positions in IJH (-30.8K shares, valued at $2.0M), IVW (-8.0K shares, valued at $986.0K), CRM (-1.7K shares, valued at $459.2K); initiated new positions in IJJ (+28.9K shares, valued at $3.5M), IJR (+27.1K shares, valued at $3.3M), VUG (+5.8K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR160.3K shares-4.75%2025-12-312026-02-12
IJH ISHARES TR206.5K shares-12.99%2025-12-312026-02-12 AAPL APPLE INC29.6K shares-2.02%2025-12-312026-02-12 NVDA NVIDIA CORPORATION40.7K shares-1.50%2025-12-312026-02-12 IVV ISHARES TR10.1K shares-0.09%2025-12-312026-02-12 MSFT MICROSOFT CORP12.0K shares-2.28%2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS40.0K shares-4.59%2025-12-312026-02-12 IYW ISHARES TR26.6K shares-2.57%2025-12-312026-02-12 DVY ISHARES TR31.7K shares-3.76%2025-12-312026-02-12 AMZN AMAZON COM INC19.3K shares-5.71%2025-12-312026-02-12 V VISA INC11.1K shares-0.54%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.11.6K shares-4.66%2025-12-312026-02-12 IJJ ISHARES TR28.9K sharesnew addition2025-12-312026-02-12 COST COSTCO WHSL CORP NEW4.0K shares-0.47%2025-12-312026-02-12 PFE PFIZER INC138.7K shares-5.82%2025-12-312026-02-12 IJR ISHARES TR27.1K sharesnew addition2025-12-312026-02-12 NOW SERVICENOW INC19.4K shares448.64%2025-12-312026-02-12 SNOW SNOWFLAKE INC11.6K shares-13.32%2025-12-312026-02-12 VUG VANGUARD INDEX FDS5.8K sharesnew addition2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC4.8K shares-6.53%2025-12-312026-02-12 NFLX NETFLIX INC27.8K shares2740.84%2025-12-312026-02-12 WMT WALMART INC21.1K shares0.64%2025-12-312026-02-12 IDV ISHARES TR57.6K shares11.91%2025-12-312026-02-12 VB VANGUARD INDEX FDS7.7K sharesnew addition2025-12-312026-02-12 LLY ELI LILLY & CO1.9K shares-0.11%2025-12-312026-02-12 MS MORGAN STANLEY10.1K shares0.61%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC43.2K shares-6.89%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC8.3K shares-23.35%2025-12-312026-02-12 META META PLATFORMS INC2.0K shares1.62%2025-12-312026-02-12 IVE ISHARES TR4.8K shares0.46%2025-12-312026-02-12 USB US BANCORP DEL16.9K shares-0.19%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP1.8K shares-3.65%2025-12-312026-02-12 ALPHABET INC ALPHABET INC2.7K shares-4.04%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-12 PSX PHILLIPS 6635.9K shares1816.46%2025-12-312026-02-12 BROADCOM INC BROADCOM INC1.9K shares0.21%2025-12-312026-02-12 XLP SELECT SECTOR SPDR TR7.9K shares0.80%2025-12-312026-02-12 STPZ PIMCO ETF TR13.9K sharesnew addition2025-12-312026-02-12 BAC BANK AMERICA CORP10.8K sharesnew addition2025-12-312026-02-12 XOM EXXON MOBIL CORP4.8K shares0.86%2025-12-312026-02-12 VO VANGUARD INDEX FDS2.0K shares-30.26%2025-12-312026-02-12 WFC WELLS FARGO CO NEW5.8K sharesnew addition2025-12-312026-02-12 IAT ISHARES TR9.6K shares1.05%2025-12-312026-02-12 IOO ISHARES TR4.0K sharesnew addition2025-12-312026-02-12 CRM SALESFORCE INC1.7K shares-49.80%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR675 shares0.60%2025-12-312026-02-12 PNNT PENNANTPARK INVT CORP70.8K sharesnew addition2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS1.7K shares50.59%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC1.7K shares-0.35%2025-12-312026-02-12 DELL DELL TECHNOLOGIES INC2.7K shares0.78%2025-12-312026-02-12 FANG DIAMONDBACK ENERGY INC2.2K shares-5.20%2025-12-312026-02-12 TSLA TESLA INC1.2K shares0.85%2025-12-312026-02-12 NVO NOVO-NORDISK A S6.2K shares-11.79%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC340 shares-26.88%2025-12-312026-02-12 TTD THE TRADE DESK INC7.0K shares7.93%2025-12-312026-02-12 ITA ISHARES TR1.2K shares0.00%2025-12-312026-02-12 BABA ALIBABA GROUP HLDG LTD1.7K shares-24.94%2025-12-312026-02-12 SHOP SHOPIFY INC1.5K shares-2.24%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD753 sharesnew addition2025-12-312026-02-12 COP CONOCOPHILLIPS2.3K shares-1.27%2025-12-312026-02-12 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-12 PG PROCTER AND GAMBLE CO1.4K shares-9.48%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC16.1K shares-0.52%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available