Gallagher Capital Advisors, LLC Purchases in Q3 2025

Gallagher Capital Advisors, LLC

  • $174 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.24%
$620.67 - $670.08 $14.9K - $16.1K
10.1K $20.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
68K
+ 67.8%
$108.97 - $121.65 $7.41M - $8.27M
168K $21.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
104K
+ 77.85%
$62.09 - $66.51 $6.45M - $6.91M
237K $16.6B
AAPL
Apple Inc.

Technology
11.7K
+ 63.38%
$202.38 - $256.87 $2.37M - $3.01M
30.2K $8.03B
IYW
Ishares Dj Us Tech ETF

ETFs
11K
+ 67.31%
$171.38 - $197.01 $1.88M - $2.16M
27.3K $5.7B
DVY
Ishares Tr

ETFs
19.8K
+ 149.62%
$133.88 - $142.57 $2.65M - $2.82M
33K $4.54B
COST
Costco Wholesale Corp

Consumer Defensive
1.6K
+ 66.01%
$915.95 - $994.57 $1.47M - $1.59M
4.03K $3.68B
HDV
Ishares Core High Dividend ETF

ETFs
12.1K
+ 65.28%
$118.16 - $123.66 $1.43M - $1.49M
30.6K $3.62B
META
Meta Platforms, Inc.

Communication Services
1.98K
New
$695.21 - $791.73 $1.38M - $1.57M
1.98K $1.34B
NFLX
Netflix Inc

Communication Services
977
New
$1147.87 - $1297.18 $1.12M - $1.27M
977 $1.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.72K
+ 4.28%
$132.9 - $142.03 $229K - $244K
41.9K $5.98B
IAT
Ishares Tr

ETFs
9.47K
New
$48.92 - $54.5 $463K - $516K
9.47K $463M
PNTG
Pennant Group, Inc.

Healthcare
70.8K
New
$22.07 - $27.54 $1.56M - $1.95M
70.8K $458M
DELL
Dell Technologies Inc.

Technology
2.69K
New
$120.96 - $141.77 $326K - $382K
2.69K $443M
AMD
Advanced Micro Devices Inc

Technology
1.69K
New
$134.8 - $184.42 $228K - $312K
1.69K $433M
GD
General Dynamics Corp

Industrials
1.26K
New
$293.92 - $341.0 $371K - $430K
1.26K $432M
SCM
Stellus Capital Investment Corp

Financial Services
34K
New
$13.04 - $15.29 $443K - $520K
34K $406M
CVX
Chevron Corp

Energy
1.88K
New
$145.57 - $161.83 $273K - $304K
1.88K $322M
INTU
Intuit Inc

Technology
2.46K
New
$646.03 - $807.39 $1.59M - $1.98M
2.46K $311M
LLY
Eli Lilly & CO

Healthcare
126
+ 7.22%
$625.65 - $812.69 $78.8K - $102K
1.87K $1.64B
GOOGL
Alphabet Inc.

Communication Services
58
+ 2.08%
$174.36 - $254.72 $10.1K - $14.8K
2.84K $801M
SHOP
Shopify Inc.

Technology
1.52K
New
$112.11 - $157.12 $170K - $238K
1.52K $259M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
365
New
$567.77 - $614.76 $207K - $224K
365 $229M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 9.28%
$293.94 - $444.72 $29.4K - $44.5K
1.18K $553M
MS
Morgan Stanley

Financial Services
68
+ 0.68%
$139.09 - $161.16 $9.46K - $11K
10K $1.63B
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.06%
$433.66 - $544.47 $1.3K - $1.63K
5.08K $2.7B
BA
Boeing CO

Industrials
289
+ 2.3%
$209.79 - $237.38 $60.6K - $68.6K
12.8K $733M
AVGO
Broadcom Inc.

Technology
3
+ 0.16%
$264.74 - $369.57 $794 - $1.11K
1.87K $683M
LMT
Lockheed Martin Corp

Industrials
15
+ 0.82%
$410.74 - $499.21 $6.16K - $7.49K
1.84K $893M
IDV
Ishares Tr

ETFs
537
+ 1.06%
$34.54 - $37.28 $18.5K - $20K
51.4K $1.92B
PFE
Pfizer Inc

Healthcare
1.12K
+ 0.77%
$23.29 - $25.88 $26.1K - $29K
147K $3.62B
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.42%
$194.44 - $206.51 $3.89K - $4.13K
4.75K $988M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.3%
$617.65 - $666.84 $1.24K - $1.33K
671 $459M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.43%
$696.56 - $806.32 $1.39K - $1.61K
465 $365M
IYF
Ishares Tr

ETFs
32
+ 0.54%
$119.89 - $127.16 $3.84K - $4.07K
5.97K $525M
ATOS
Atossa Therapeutics, Inc.

Healthcare
31.6K
New
$0.74 - $0.97 $23.4K - $30.6K
31.6K $27.5M
SKYX
Skyx Platforms Corp.

Industrials
15K
New
$1.0 - $1.32 $15K - $19.8K
15K $25M
ITA
Ishares Tr

ETFs
5
+ 0.41%
$184.73 - $209.26 $924 - $1.05K
1.23K $264M
PSX
Phillips 66

Energy
17
+ 0.92%
$118.37 - $139.46 $2.01K - $2.37K
1.87K $254M
XOM
Exxon Mobil Corp

Energy
42
+ 0.89%
$105.83 - $117.22 $4.44K - $4.92K
4.78K $547M
USB
Us Bancorp \De\

Financial Services
185
+ 1.1%
$43.94 - $50.41 $8.13K - $9.33K
17K $788M
LUV
Southwest Airlines CO

Industrials
9
+ 0.41%
$29.06 - $37.7 $262 - $339
2.21K $372M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.36%
$279.83 - $293.74 $2.8K - $2.94K
2.81K $811M
AMZN
Amazon Com Inc

Consumer Cyclical
205
+ 1.01%
$211.65 - $238.24 $43.4K - $48.8K
20.5K $4.67B
NVO
Novo Nordisk A S

Healthcare
190
+ 2.76%
$45.38 - $71.7 $8.62K - $13.6K
7.08K $345M
XLP
Consumer Staples Sector Spdr

ETFs
54
+ 0.69%
N/A
7.85K $593M
VZ
Verizon Communications Inc

Communication Services
709
+ 1.55%
$40.84 - $45.06 $29K - $31.9K
46.4K $1.82B
BX
Blackstone Inc.

Financial Services
52
+ 0.28%
$152.77 - $188.68 $7.94K - $9.81K
18.6K $2.71B
Activity Summary
Buys All Purchases 49 New Holdings 14 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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