Gallagher Capital Advisors, LLC Diversified Active

CIK: 0002034519 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 23, 2025

Total Value ($000): $131,247 (100.0% shares, 0.0% debt)

Holdings (66)

IVW ISHARES TR 12.1%
Value ($000) $15,922 Shares 171,514 Est. Cost $101.53 Unrealized
IJH ISHARES TR 9.6%
Value ($000) $12,611 Shares 216,119 Est. Cost $62.31 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $6,922 Shares 31,164 Est. Cost $234.51 Unrealized -1.6%
IVV ISHARES TR 4.1%
Value ($000) $5,392 Shares 9,595 Est. Cost $588.11 Unrealized
VYM VANGUARD WHITEHALL FDS 4.0%
Value ($000) $5,214 Shares 40,435 Est. Cost $127.59 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $4,646 Shares 12,376 Est. Cost $422.35 Unrealized -4.1%
DVY ISHARES TR 3.4%
Value ($000) $4,428 Shares 32,973 Est. Cost $131.29 Unrealized
V VISA INC 3.0%
Value ($000) $3,978 Shares 11,351 Est. Cost $298.33 Unrealized +12.7%
AMZN AMAZON COM INC 3.0%
Value ($000) $3,895 Shares 20,471 Est. Cost $204.58 Unrealized +6.1%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $3,829 Shares 4,048 Est. Cost $922.64 Unrealized +5.2%
PFE PFIZER INC 2.9%
Value ($000) $3,785 Shares 149,385 Est. Cost $25.12 Unrealized -1.6%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $3,762 Shares 34,711 Est. Cost $135.14 Unrealized -6.2%
IYW ISHARES TR 2.9%
Value ($000) $3,761 Shares 26,778 Est. Cost $159.52 Unrealized
HDV ISHARES TR 2.8%
Value ($000) $3,702 Shares 30,566 Est. Cost $112.26 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $3,519 Shares 33,650 Est. Cost $115.22 Unrealized
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $3,025 Shares 12,332 Est. Cost $228.03 Unrealized +10.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $3,003 Shares 5,638 Est. Cost $461.73 Unrealized +5.3%
NOW SERVICENOW INC 2.2%
Value ($000) $2,901 Shares 3,644 Est. Cost $202.58 Unrealized -4.9%
ISRG INTUITIVE SURGICAL INC 1.9%
Value ($000) $2,547 Shares 5,143 Est. Cost $520.85 Unrealized +6.2%
VUG VANGUARD INDEX FDS 1.8%
Value ($000) $2,358 Shares 6,358 Est. Cost $410.44 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $2,327 Shares 15,047 Est. Cost $174.25 Unrealized +3.7%
SNOW SNOWFLAKE INC 1.7%
Value ($000) $2,169 Shares 14,840 Est. Cost $141.67 Unrealized +19.8%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $2,046 Shares 45,101 Est. Cost $39.40 Unrealized +0.5%
WMT WALMART INC 1.4%
Value ($000) $1,883 Shares 21,446 Est. Cost $85.80 Unrealized +8.3%
BX BLACKSTONE INC 1.2%
Value ($000) $1,534 Shares 10,971 Est. Cost $163.96 Unrealized -3.5%
VEEV VEEVA SYS INC 1.1%
Value ($000) $1,385 Shares 5,980 Est. Cost $219.92 Unrealized +3.9%
NVO NOVO-NORDISK A S 1.0%
Value ($000) $1,324 Shares 19,064 Est. Cost $82.73 Unrealized
UA UNDER ARMOUR INC 1.0%
Value ($000) $1,278 Shares 214,800 Est. Cost $6.81 Unrealized 0.0%
CRM SALESFORCE INC 1.0%
Value ($000) $1,275 Shares 4,753 Est. Cost $316.59 Unrealized -2.4%
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $1,193 Shares 16,376 Est. Cost $72.04 Unrealized 0.0%
MS MORGAN STANLEY 0.9%
Value ($000) $1,155 Shares 9,899 Est. Cost $119.76 Unrealized +5.1%
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,014 Shares 24,307 Est. Cost $42.83 Unrealized +1.9%
IVE ISHARES TR 0.7%
Value ($000) $901 Shares 4,730 Est. Cost $190.88 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $806 Shares 1,804 Est. Cost $527.20 Unrealized -15.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $798 Shares 1 Est. Cost $729330.75 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $754 Shares 2,914 Est. Cost $264.04 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $699 Shares 16,546 Est. Cost $46.63 Unrealized -5.2%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $632 Shares 7,739 Est. Cost $78.61 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $616 Shares 1,069 Est. Cost $584.74 Unrealized +10.0%
VGT VANGUARD WORLD FD 0.5%
Value ($000) $597 Shares 1,101 Est. Cost $622.08 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $558 Shares 4,690 Est. Cost $112.36 Unrealized -4.6%
TTD THE TRADE DESK INC 0.4%
Value ($000) $506 Shares 9,246 Est. Cost $121.71 Unrealized -25.7%
ABNB AIRBNB INC 0.4%
Value ($000) $490 Shares 4,102 Est. Cost $134.69 Unrealized -0.5%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $435 Shares 2,719 Est. Cost $170.91 Unrealized -8.1%
IAT ISHARES TR 0.3%
Value ($000) $435 Shares 9,323 Est. Cost $50.36 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $412 Shares 5,733 Est. Cost $66.67 Unrealized +10.5%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $353 Shares 1,820 Est. Cost $195.81 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $350 Shares 1,578 Est. Cost $240.22 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $341 Shares 1,249 Est. Cost $281.95 Unrealized -9.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $338 Shares 409 Est. Cost $821.14 Unrealized +0.7%
TSLA TESLA INC 0.2%
Value ($000) $319 Shares 1,231 Est. Cost $322.68 Unrealized +3.3%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $315 Shares 2,385 Est. Cost $84.79 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $312 Shares 1,866 Est. Cost $183.69 Unrealized +14.2%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $298 Shares 4,567 Est. Cost $83.88 Unrealized -7.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $279 Shares 1,637 Est. Cost $165.73 Unrealized -1.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $270 Shares 1,615 Est. Cost $145.50 Unrealized +3.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $252 Shares 461 Est. Cost $544.86 Unrealized +8.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $244 Shares 2,325 Est. Cost $102.31 Unrealized -5.4%
IOO ISHARES TR 0.2%
Value ($000) $235 Shares 2,439 Est. Cost $100.76 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $234 Shares 1,283 Est. Cost $175.97 Unrealized -2.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $234 Shares 418 Est. Cost $585.10 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $227 Shares 1,835 Est. Cost $122.03 Unrealized -2.3%
STNE STONECO LTD 0.1%
Value ($000) $178 Shares 17,020 Est. Cost $7.97 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $204.58 Unrealized +6.1%
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 26,075 Est. Cost $0.94 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $11 Shares 100 Est. Cost $135.14 Unrealized -6.2%