Geller Family Office Services
Latest statistics and disclosures from Geller Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, DBEF, IWD, IWM, and represent 71.38% of Geller Advisors's stock portfolio.
- Added to shares of these 10 stocks: DBEF (+$33M), VOO (+$24M), IWO (+$5.6M), IWM, MSFT, QQQ, SHW, RSG, HD, ASML.
- Started 25 new stock positions in PPA, WINN, MAR, CNP, NVO, CDW, SJM, FDS, DLTR, SMIN.
- Reduced shares in these 10 stocks: IWD (-$8.6M), IVV, BABA, , MDT, VTWO, HEFA, WMB, TSI, CTSH.
- Sold out of its positions in Activision Blizzard, BABA, CTSH, FTV, PYPL, PFG, TSI, WMB, MDT.
- Geller Advisors was a net buyer of stock by $78M.
- Geller Advisors has $1.0B in assets under management (AUM), dropping by 19.32%.
- Central Index Key (CIK): 0001354739
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Portfolio Holdings for Geller Advisors
Geller Advisors holds 262 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 35.5 | $364M | +6% | 834k | 436.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.0 | $133M | 280k | 477.22 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 12.1 | $124M | +36% | 3.4M | 36.98 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 6.4 | $65M | -11% | 395k | 165.25 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 4.4 | $46M | +10% | 227k | 200.71 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $24M | +2% | 241k | 99.25 |
|
| Microsoft Corporation (MSFT) | 1.5 | $16M | +22% | 41k | 376.04 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $15M | +60% | 59k | 252.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $12M | 51k | 232.64 |
|
|
| Apple (AAPL) | 0.9 | $9.4M | 49k | 192.53 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $9.0M | 40k | 223.39 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $8.5M | +39% | 21k | 409.73 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $6.6M | 24k | 273.74 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.5M | +4% | 11k | 495.24 |
|
| Morgan Stanley Com New (MS) | 0.5 | $5.2M | 56k | 93.25 |
|
|
| Illinois Tool Works (ITW) | 0.4 | $4.6M | 17k | 263.34 |
|
|
| Pepsi (PEP) | 0.4 | $3.9M | +36% | 23k | 171.04 |
|
| Amazon (AMZN) | 0.4 | $3.8M | 25k | 151.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.5M | +7% | 25k | 140.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.5M | -20% | 7.3k | 477.61 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $3.5M | 55k | 62.66 |
|
|
| Home Depot (HD) | 0.3 | $3.3M | +111% | 9.4k | 346.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.3M | +2% | 23k | 139.69 |
|
| Visa Com Cl A (V) | 0.3 | $2.8M | 11k | 260.35 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $2.7M | -13% | 34k | 81.10 |
|
| UnitedHealth (UNH) | 0.3 | $2.7M | -4% | 5.1k | 526.47 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.6M | 7.4k | 353.96 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $2.6M | +496% | 8.3k | 311.90 |
|
| Republic Services (RSG) | 0.2 | $2.3M | +848% | 14k | 165.44 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | 3.9k | 582.92 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.1M | +233% | 2.8k | 756.92 |
|
| Merck & Co (MRK) | 0.2 | $2.1M | -3% | 19k | 109.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | 4.6k | 426.51 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | +138% | 2.8k | 675.08 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.2 | $1.8M | 27k | 68.24 |
|
|
| Broadcom (AVGO) | 0.2 | $1.7M | +6% | 1.6k | 1116.25 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.7M | -5% | 11k | 156.74 |
|
| Mettler-Toledo International (MTD) | 0.2 | $1.7M | +473% | 1.4k | 1212.96 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.6M | +664% | 7.2k | 224.88 |
|
| Netflix (NFLX) | 0.2 | $1.6M | -2% | 3.3k | 486.88 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $1.6M | 9.3k | 167.95 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.5M | 14k | 105.23 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.4M | +334% | 18k | 79.20 |
|
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.1 | $1.4M | 131k | 10.90 |
|
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 2.4k | 596.60 |
|
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $1.4M | 120k | 11.57 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.4M | +7% | 5.5k | 248.48 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.6k | 531.14 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | 23k | 56.40 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | -8% | 8.8k | 147.41 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | 3.6k | 350.91 |
|
|
| S&p Global (SPGI) | 0.1 | $1.2M | 2.8k | 440.52 |
|
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| MercadoLibre (MELI) | 0.1 | $1.2M | 761.00 | 1571.54 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 23k | 52.05 |
|
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 3.5k | 337.36 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | +4% | 2.8k | 406.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | -13% | 6.8k | 170.10 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | 26k | 43.85 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | +3% | 3.1k | 356.66 |
|
| Technipfmc (FTI) | 0.1 | $1.1M | -9% | 55k | 20.14 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -11% | 7.5k | 146.55 |
|
| AutoZone (AZO) | 0.1 | $1.1M | -8% | 423.00 | 2585.61 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | +54% | 10k | 104.48 |
|
| Abbvie (ABBV) | 0.1 | $1.1M | -15% | 7.0k | 154.97 |
|
| Halliburton Company (HAL) | 0.1 | $1.1M | +80% | 30k | 36.15 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.1M | 16k | 67.35 |
|
|
| TJX Companies (TJX) | 0.1 | $1.1M | +2% | 11k | 93.81 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 9.8k | 105.43 |
|
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| Abbott Laboratories (ABT) | 0.1 | $946k | 8.6k | 110.07 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $941k | +84% | 9.5k | 99.19 |
|
| Intel Corporation (INTC) | 0.1 | $916k | 18k | 50.25 |
|
|
| Aptiv SHS (APTV) | 0.1 | $915k | +38% | 10k | 89.72 |
|
| Booking Holdings (BKNG) | 0.1 | $901k | -2% | 254.00 | 3547.22 |
|
| Caterpillar (CAT) | 0.1 | $898k | 3.0k | 295.67 |
|
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| Pfizer (PFE) | 0.1 | $874k | -12% | 30k | 28.79 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $869k | 27k | 31.84 |
|
|
| Goldman Sachs (GS) | 0.1 | $836k | 2.2k | 385.77 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $832k | 1.8k | 453.24 |
|
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| O'reilly Automotive (ORLY) | 0.1 | $827k | 870.00 | 950.08 |
|
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| Cisco Systems (CSCO) | 0.1 | $822k | -8% | 16k | 50.52 |
|
| Servicenow (NOW) | 0.1 | $818k | +2% | 1.2k | 706.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $787k | 3.2k | 245.62 |
|
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| Moody's Corporation (MCO) | 0.1 | $759k | 1.9k | 390.56 |
|
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| Metropcs Communications (TMUS) | 0.1 | $756k | 4.7k | 160.33 |
|
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| Intuit (INTU) | 0.1 | $752k | 1.2k | 625.03 |
|
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| Amgen (AMGN) | 0.1 | $747k | 2.6k | 288.02 |
|
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| McDonald's Corporation (MCD) | 0.1 | $739k | -22% | 2.5k | 296.51 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $716k | 3.3k | 216.94 |
|
|
| International Business Machines (IBM) | 0.1 | $707k | -4% | 4.3k | 163.55 |
|
| Analog Devices (ADI) | 0.1 | $706k | 3.6k | 198.56 |
|
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| Applied Materials (AMAT) | 0.1 | $702k | 4.3k | 162.07 |
|
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| Lam Research Corporation (LRCX) | 0.1 | $700k | 891.00 | 785.26 |
|
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| Carrier Global Corporation (CARR) | 0.1 | $688k | 12k | 57.64 |
|
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $686k | 45k | 15.15 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $680k | 4.3k | 157.23 |
|
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| Target Corporation (TGT) | 0.1 | $668k | -10% | 4.7k | 142.42 |
|
| PNC Financial Services (PNC) | 0.1 | $654k | -2% | 4.2k | 154.85 |
|
| Qualcomm (QCOM) | 0.1 | $644k | -14% | 4.5k | 144.63 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $636k | 6.7k | 95.13 |
|
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| Linde SHS (LIN) | 0.1 | $617k | 1.5k | 410.71 |
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| Ameriprise Financial (AMP) | 0.1 | $615k | 1.6k | 379.83 |
|
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| D.R. Horton (DHI) | 0.1 | $609k | +3% | 4.0k | 151.98 |
|
| American Express Company (AXP) | 0.1 | $607k | +4% | 3.2k | 187.34 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $604k | 6.0k | 99.98 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $603k | 13k | 46.63 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $585k | -6% | 8.0k | 72.86 |
|
| Cigna Corp (CI) | 0.1 | $583k | 1.9k | 299.45 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $580k | -38% | 18k | 31.51 |
|
| SYSCO Corporation (SYY) | 0.1 | $572k | 7.8k | 73.13 |
|
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| Bank of America Corporation (BAC) | 0.1 | $568k | 17k | 33.67 |
|
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| Hp (HPQ) | 0.1 | $566k | -6% | 19k | 30.37 |
|
| Icici Bank Adr (IBN) | 0.1 | $557k | 23k | 23.84 |
|
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| Simon Property (SPG) | 0.1 | $556k | -6% | 3.9k | 142.64 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $545k | 3.2k | 170.46 |
|
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| AFLAC Incorporated (AFL) | 0.1 | $545k | -4% | 6.6k | 82.50 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $544k | NEW | 8.1k | 67.11 |
|
| Eaton Corp SHS (ETN) | 0.1 | $539k | 2.2k | 240.82 |
|
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| Automatic Data Processing (ADP) | 0.1 | $524k | -8% | 2.2k | 234.38 |
|
| Nike CL B (NKE) | 0.1 | $515k | +7% | 4.7k | 108.94 |
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| Exelon Corporation (EXC) | 0.1 | $515k | +117% | 14k | 35.90 |
|
| Cme (CME) | 0.0 | $510k | +3% | 2.4k | 215.86 |
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| Emerson Electric (EMR) | 0.0 | $504k | -27% | 5.2k | 97.33 |
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| Lowe's Companies (LOW) | 0.0 | $502k | 2.3k | 222.55 |
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| American Intl Group Com New (AIG) | 0.0 | $497k | -5% | 7.3k | 67.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $495k | -6% | 1.8k | 277.15 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $495k | -30% | 2.1k | 237.86 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $491k | 5.4k | 91.06 |
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| Alkermes SHS (ALKS) | 0.0 | $491k | 18k | 27.74 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $489k | 14k | 35.20 |
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| Verizon Communications (VZ) | 0.0 | $488k | -2% | 13k | 37.70 |
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| Kla Corp Com New (KLAC) | 0.0 | $484k | 833.00 | 581.30 |
|
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| Freeport-mcmoran CL B (FCX) | 0.0 | $478k | 11k | 42.57 |
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| Valero Energy Corporation (VLO) | 0.0 | $477k | 3.7k | 130.00 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $474k | +29% | 6.9k | 68.80 |
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| CVS Caremark Corporation (CVS) | 0.0 | $473k | -2% | 6.0k | 78.96 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $471k | 11k | 41.10 |
|
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| TransDigm Group Incorporated (TDG) | 0.0 | $466k | 461.00 | 1011.60 |
|
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| Coca-Cola Company (KO) | 0.0 | $463k | 7.9k | 58.93 |
|
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| Honeywell International (HON) | 0.0 | $460k | 2.2k | 209.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $455k | 1.5k | 303.17 |
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| Chevron Corporation (CVX) | 0.0 | $454k | +40% | 3.0k | 149.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $453k | 3.1k | 147.24 |
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| Prologis (PLD) | 0.0 | $451k | -29% | 3.4k | 133.30 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $451k | 26k | 17.11 |
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| Bristol Myers Squibb (BMY) | 0.0 | $450k | -9% | 8.8k | 51.31 |
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| Msci (MSCI) | 0.0 | $448k | 792.00 | 565.65 |
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| Fiserv (FI) | 0.0 | $447k | 3.4k | 132.84 |
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| salesforce (CRM) | 0.0 | $444k | +4% | 1.7k | 263.14 |
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| BlackRock (BLK) | 0.0 | $442k | -13% | 545.00 | 811.80 |
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| Arista Networks (ANET) | 0.0 | $439k | 1.9k | 235.51 |
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| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $436k | 49k | 8.87 |
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| Walt Disney Company (DIS) | 0.0 | $432k | -6% | 4.8k | 90.59 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $432k | NEW | 4.2k | 103.45 |
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| Loews Corporation (L) | 0.0 | $426k | -34% | 6.1k | 69.59 |
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| Becton, Dickinson and (BDX) | 0.0 | $426k | 1.7k | 243.83 |
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| American Tower Reit (AMT) | 0.0 | $422k | +11% | 1.9k | 217.58 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $422k | -3% | 2.2k | 189.47 |
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| Boston Scientific Corporation (BSX) | 0.0 | $419k | +37% | 7.2k | 57.81 |
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| FedEx Corporation (FDX) | 0.0 | $414k | 1.6k | 254.24 |
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| Danaher Corporation (DHR) | 0.0 | $405k | -21% | 1.7k | 231.58 |
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| Paccar (PCAR) | 0.0 | $404k | -4% | 4.0k | 100.85 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $402k | 2.7k | 148.36 |
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| Micron Technology (MU) | 0.0 | $401k | 4.7k | 85.45 |
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| Cintas Corporation (CTAS) | 0.0 | $399k | -4% | 662.00 | 602.66 |
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| Chubb (CB) | 0.0 | $397k | 1.8k | 226.86 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $394k | -5% | 4.4k | 89.47 |
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| Phillips 66 (PSX) | 0.0 | $386k | 2.9k | 133.14 |
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| Fortinet (FTNT) | 0.0 | $384k | -3% | 6.6k | 58.53 |
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| AmerisourceBergen (COR) | 0.0 | $378k | 1.8k | 205.38 |
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| Aon Shs Cl A (AON) | 0.0 | $375k | -2% | 1.3k | 291.02 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $372k | 4.8k | 77.39 |
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| Cummins (CMI) | 0.0 | $372k | 1.6k | 239.57 |
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| Copart (CPRT) | 0.0 | $366k | -5% | 7.5k | 49.00 |
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| Anthem (ELV) | 0.0 | $357k | +3% | 756.00 | 471.56 |
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| Progressive Corporation (PGR) | 0.0 | $355k | -2% | 2.2k | 159.28 |
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| Starbucks Corporation (SBUX) | 0.0 | $355k | 3.7k | 96.01 |
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| Paychex (PAYX) | 0.0 | $347k | -2% | 2.9k | 119.11 |
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| Iqvia Holdings (IQV) | 0.0 | $344k | 1.5k | 231.38 |
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| Dex (DXCM) | 0.0 | $343k | +10% | 2.8k | 124.09 |
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| Quanta Services (PWR) | 0.0 | $341k | -2% | 1.6k | 215.89 |
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| ConocoPhillips (COP) | 0.0 | $340k | 2.9k | 116.07 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.0 | $339k | NEW | 16k | 20.67 |
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| Stryker Corporation (SYK) | 0.0 | $338k | -23% | 1.1k | 300.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $338k | 11k | 31.19 |
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| Tractor Supply Company (TSCO) | 0.0 | $337k | +11% | 1.6k | 215.03 |
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| Travelers Companies (TRV) | 0.0 | $336k | -34% | 1.8k | 190.49 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $331k | 4.6k | 72.15 |
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| Te Connectivity SHS (TEL) | 0.0 | $327k | -13% | 2.3k | 140.50 |
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| Ingersoll Rand (IR) | 0.0 | $326k | -3% | 4.2k | 77.34 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $326k | NEW | 3.5k | 92.17 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $323k | -4% | 721.00 | 448.39 |
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| Motorola Solutions Com New (MSI) | 0.0 | $318k | 1.0k | 314.07 |
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| Intercontinental Exchange (ICE) | 0.0 | $314k | -4% | 2.4k | 128.43 |
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| Zoetis Cl A (ZTS) | 0.0 | $313k | 1.6k | 197.37 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $311k | 13k | 23.38 |
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| At&t (T) | 0.0 | $311k | -32% | 19k | 16.78 |
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| Air Products & Chemicals (APD) | 0.0 | $311k | 1.1k | 275.55 |
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| Deere & Company (DE) | 0.0 | $307k | -11% | 766.00 | 401.34 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $306k | 3.6k | 84.14 |
|
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| Expeditors International of Washington (EXPD) | 0.0 | $306k | -5% | 2.4k | 127.20 |
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| Corning Incorporated (GLW) | 0.0 | $298k | 9.8k | 30.45 |
|
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| W.W. Grainger (GWW) | 0.0 | $294k | -26% | 355.00 | 828.69 |
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| Oneok (OKE) | 0.0 | $293k | 4.2k | 70.22 |
|
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| eBay (EBAY) | 0.0 | $289k | -6% | 6.6k | 43.62 |
|
| American Water Works (AWK) | 0.0 | $288k | -5% | 2.2k | 131.99 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $286k | 125.00 | 2286.96 |
|
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| Apa Corporation (APA) | 0.0 | $284k | 7.9k | 35.88 |
|
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| Gartner (IT) | 0.0 | $282k | -6% | 625.00 | 451.11 |
|
| Prudential Financial (PRU) | 0.0 | $282k | -3% | 2.7k | 103.71 |
|
| MetLife (MET) | 0.0 | $279k | 4.2k | 66.13 |
|
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| Consolidated Edison (ED) | 0.0 | $279k | 3.1k | 90.97 |
|
|
| CSX Corporation (CSX) | 0.0 | $278k | 8.0k | 34.67 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $278k | NEW | 1.8k | 151.79 |
|
| Microchip Technology (MCHP) | 0.0 | $276k | +5% | 3.1k | 90.18 |
|
| Kroger (KR) | 0.0 | $270k | 5.9k | 45.71 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $270k | NEW | 4.2k | 64.13 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $269k | 584.00 | 460.70 |
|
|
| Equinix (EQIX) | 0.0 | $264k | 328.00 | 805.39 |
|
|
| Yum! Brands (YUM) | 0.0 | $262k | 2.0k | 130.66 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $260k | 7.6k | 34.18 |
|
|
| Hca Holdings (HCA) | 0.0 | $258k | -4% | 953.00 | 270.68 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $258k | NEW | 5.6k | 46.03 |
|
| ConAgra Foods (CAG) | 0.0 | $257k | 9.0k | 28.66 |
|
|
| Manchester Utd Ord Cl A (MANU) | 0.0 | $256k | 13k | 20.38 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $253k | NEW | 1.8k | 139.27 |
|
| Fidelity National Information Services (FIS) | 0.0 | $252k | NEW | 4.2k | 60.07 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $252k | NEW | 3.6k | 69.78 |
|
| Masco Corporation (MAS) | 0.0 | $251k | -7% | 3.8k | 66.98 |
|
| Wal-Mart Stores (WMT) | 0.0 | $251k | -2% | 1.6k | 158.25 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $251k | -5% | 2.7k | 93.09 |
|
| Southern Company (SO) | 0.0 | $249k | 3.6k | 70.12 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $249k | 2.5k | 99.35 |
|
|
| Dollar Tree (DLTR) | 0.0 | $247k | NEW | 1.7k | 142.05 |
|
| Edwards Lifesciences (EW) | 0.0 | $247k | +11% | 3.2k | 76.25 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $246k | NEW | 17k | 14.79 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $244k | -9% | 6.6k | 36.92 |
|
| Xylem (XYL) | 0.0 | $239k | -6% | 2.1k | 114.36 |
|
| Rockwell Automation (ROK) | 0.0 | $236k | 760.00 | 310.48 |
|
|
| Philip Morris International (PM) | 0.0 | $235k | 2.5k | 95.38 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $231k | NEW | 1.8k | 126.38 |
|
| Jabil Circuit (JBL) | 0.0 | $229k | 1.8k | 127.40 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $229k | NEW | 479.00 | 477.05 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $227k | -5% | 938.00 | 241.75 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $227k | NEW | 2.6k | 86.07 |
|
| Steel Dynamics (STLD) | 0.0 | $226k | 1.9k | 118.52 |
|
|
| Gra (GGG) | 0.0 | $225k | NEW | 2.6k | 86.76 |
|
| Iron Mountain (IRM) | 0.0 | $225k | -9% | 3.2k | 70.63 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $225k | -48% | 5.1k | 43.77 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $222k | NEW | 982.00 | 225.51 |
|
| Gilead Sciences (GILD) | 0.0 | $215k | -34% | 2.7k | 81.01 |
|
| General Electric Com New (GE) | 0.0 | $212k | NEW | 1.7k | 127.74 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $212k | +2% | 5.1k | 41.93 |
|
| CenterPoint Energy (CNP) | 0.0 | $211k | NEW | 7.4k | 28.57 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $210k | NEW | 2.2k | 97.04 |
|
| Roper Industries (ROP) | 0.0 | $209k | NEW | 384.00 | 545.17 |
|
| Hartford Financial Services (HIG) | 0.0 | $208k | NEW | 2.6k | 80.85 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $207k | NEW | 236.00 | 878.29 |
|
| PPG Industries (PPG) | 0.0 | $207k | NEW | 1.4k | 149.55 |
|
| Regions Financial Corporation (RF) | 0.0 | $207k | -10% | 11k | 19.62 |
|
| Nextera Energy (NEE) | 0.0 | $206k | -9% | 3.4k | 60.74 |
|
| Cdw (CDW) | 0.0 | $205k | NEW | 902.00 | 227.32 |
|
| Monster Beverage Corp (MNST) | 0.0 | $201k | -19% | 3.5k | 57.61 |
|
Past Filings by Geller Advisors
SEC 13F filings are viewable for Geller Advisors going back to 2010
- Geller Advisors 2023 Q4 filed Feb. 14, 2024
- Geller Advisors 2023 Q3 filed Nov. 13, 2023
- Geller Advisors 2023 Q2 filed Aug. 9, 2023
- Geller Advisors 2023 Q1 filed May 12, 2023
- Geller Advisors 2022 Q4 filed Feb. 14, 2023
- Geller Advisors 2022 Q3 filed Nov. 10, 2022
- Geller Advisors 2022 Q2 filed Aug. 10, 2022
- Geller Advisors 2022 Q1 filed May 13, 2022
- Geller Advisors 2021 Q4 filed Feb. 11, 2022
- Geller Advisors 2021 Q3 filed Nov. 15, 2021
- Geller Advisors 2021 Q2 filed Aug. 9, 2021
- Geller Advisors 2021 Q1 filed May 10, 2021
- Geller Advisors 2020 Q4 filed Feb. 16, 2021
- Geller Advisors 2020 Q3 filed Nov. 13, 2020
- Geller Advisors 2020 Q2 filed Aug. 14, 2020
- Geller Advisors 2020 Q1 filed May 12, 2020