Top 50 Gallagher Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 12.41% | 158.6K | $18.4M | +3223.17%(+153.84K) | $211.08(+9.06%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.2% | 202.1K | $13.6M | -2.11%(-4.36K) | $62.89(+20.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.94% | 28.9K | $7.3M | -2.54%(-751) | $233.13(+32.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.89% | 41.6K | $7.3M | +2.21%(+899) | $128.67(+51.42%) | 2026-03-31 | |
| IYC | ISHARES TR | 4.71% | 10.7K | $7.0M | new | $100.02(+2.04%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.06% | 40.7K | $6.0M | +1.79%(+717) | $128.58(+24.03%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.24% | 31.8K | $4.8M | new | $95.80(-1.75%) | 2026-03-31 | |
| IYW | ISHARES TR | 3.19% | 26.1K | $4.7M | -1.91%(-509) | $167.23(+45.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.93% | 11.7K | $4.3M | -2.27%(-273) | $425.88(-8.31%) | 2026-03-31 | |
| IDV | ISHARES TR | 2.76% | 96.3K | $4.1M | +67.24%(+38.70K) | $36.47(+14.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.01% | +9.31% |
| Top 20 Holdings Unweighted | +0.95% | +2.87% |
Sign up free to track Gallagher Capital Advisors, LLC, compare funds side by side, and get alerts the moment positions change.