Gallagher Capital Advisors, LLC
Q4 2024 13F Holdings
- Locationargyle, TX
- Num holdings
65
- Value ($000)
$137,214
- Date Filed02/07/2025
- Form type13F-HR
- CIK0002034519
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $17.66M | 13 % | 173,964 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.54M | 10 % | 217,256 | ||
AAPL APPLE INC | COM | 037833100 | $7.91M | 6 % | 31,595 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.53M | 4 % | 9,400 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.21M | 4 % | 12,366 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.21M | 4 % | 40,846 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.78M | 4 % | 41,515 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.50M | 3 % | 20,492 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.33M | 3 % | 32,988 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $4.27M | 3 % | 26,737 |
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