Geller Family Office Services
Latest statistics and disclosures from Geller Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, DBEF, SPY, IWD, IWM, and represent 72.70% of Geller Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$29M), DBEF (+$11M), AVGO, AGG, IWD, CRH, PYPL, WINN, QQQ, AAPL.
- Started 27 new stock positions in TT, OXY, FTV, GLD, SJM, KEY, FDS, BABA, IJR, BWA.
- Reduced shares in these 10 stocks: SPY, NVDA, CP, MA, SPGI, UNH, TDG, , MRK, GS.
- Sold out of its positions in APA, BKR, CDNS, CP, CNP, CPRT, DXCM, DEO, DOV, EQIX.
- Geller Advisors was a net buyer of stock by $33M.
- Geller Advisors has $1.4B in assets under management (AUM), dropping by 7.32%.
- Central Index Key (CIK): 0001354739
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Portfolio Holdings for Geller Advisors
Geller Advisors holds 260 positions in its portfolio as reported in the September 2024 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) | 39.1 | $565M | +5% | 1.1M | 529.31 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 14.6 | $211M | +5% | 5.0M | 42.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.6 | $154M | 267k | 575.51 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 5.1 | $74M | +2% | 389k | 189.80 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.3 | $48M | 216k | 220.89 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $32M | +7% | 318k | 101.27 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.4 | $21M | 510k | 40.63 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $20M | +3% | 47k | 430.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $20M | 112k | 179.16 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.2 | $17M | 59k | 284.00 |
|
|
| Apple (AAPL) | 1.1 | $15M | +4% | 66k | 233.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $14M | 52k | 263.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $13M | +5% | 27k | 488.75 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $11M | 39k | 276.76 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $9.8M | -15% | 81k | 121.45 |
|
| Morgan Stanley Com New (MS) | 0.4 | $5.8M | 56k | 104.24 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.7M | 34k | 165.85 |
|
|
| Amazon (AMZN) | 0.4 | $5.3M | +3% | 29k | 186.33 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $5.0M | 15k | 326.73 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.5M | +3% | 27k | 167.19 |
|
| Meta Platforms Cl A (META) | 0.3 | $4.4M | 7.7k | 572.44 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $4.3M | -2% | 16k | 263.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.2M | 7.3k | 576.85 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.0M | 4.5k | 886.64 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $4.0M | 55k | 71.73 |
|
|
| Home Depot (HD) | 0.3 | $3.9M | 9.7k | 405.20 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.9M | -21% | 8.0k | 493.80 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.6M | -8% | 4.0k | 886.07 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.4M | -5% | 38k | 89.36 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $3.2M | +24% | 126k | 25.61 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.2M | 8.4k | 381.67 |
|
|
| Broadcom (AVGO) | 0.2 | $3.1M | +928% | 18k | 172.50 |
|
| Visa Com Cl A (V) | 0.2 | $3.0M | 11k | 274.95 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.8M | +4% | 17k | 162.06 |
|
| Pepsi (PEP) | 0.2 | $2.6M | 15k | 170.05 |
|
|
| Tesla Motors (TSLA) | 0.2 | $2.6M | +12% | 10k | 261.63 |
|
| Republic Services (RSG) | 0.2 | $2.6M | 13k | 200.84 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.3M | -21% | 3.9k | 584.68 |
|
| Netflix (NFLX) | 0.2 | $2.2M | -7% | 3.1k | 709.27 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.1M | -13% | 2.6k | 833.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.1M | 17k | 125.62 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.0M | 7.2k | 281.37 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.0M | +2% | 4.4k | 460.26 |
|
| Abbvie (ABBV) | 0.1 | $2.0M | +8% | 10k | 197.48 |
|
| Progressive Corporation (PGR) | 0.1 | $1.8M | 7.2k | 253.76 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.7M | 8.1k | 210.86 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.6M | +6% | 8.4k | 191.80 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | 2.6k | 618.96 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.6M | -4% | 22k | 71.86 |
|
| Merck & Co (MRK) | 0.1 | $1.6M | -25% | 14k | 114.33 |
|
| MercadoLibre (MELI) | 0.1 | $1.6M | 761.00 | 2051.96 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.5M | +3% | 12k | 119.07 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | -5% | 22k | 67.85 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $1.4M | 120k | 11.93 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | 7.8k | 173.20 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | -7% | 7.7k | 174.29 |
|
| AutoZone (AZO) | 0.1 | $1.3M | 421.00 | 3150.04 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.3M | 17k | 77.91 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.3M | +25% | 12k | 108.18 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.3M | 13k | 97.49 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -28% | 7.4k | 170.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | -29% | 2.5k | 491.27 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | 3.0k | 391.12 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.1M | +16% | 4.4k | 260.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 2.2k | 517.78 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -2% | 3.1k | 353.48 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | +6% | 9.6k | 114.01 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 1.8k | 584.56 |
|
|
| Technipfmc (FTI) | 0.1 | $1.1M | -10% | 41k | 26.23 |
|
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.1 | $1.0M | 131k | 7.83 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $1.0M | 4.9k | 206.36 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $986k | +7% | 24k | 41.77 |
|
| TJX Companies (TJX) | 0.1 | $980k | -22% | 8.3k | 117.54 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $967k | -4% | 5.8k | 166.84 |
|
| Carrier Global Corporation (CARR) | 0.1 | $958k | 12k | 80.49 |
|
|
| Prairie Oper (PROP) | 0.1 | $950k | 108k | 8.76 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $948k | +10% | 8.1k | 117.22 |
|
| Wal-Mart Stores (WMT) | 0.1 | $943k | +7% | 12k | 80.76 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $940k | -27% | 2.0k | 465.08 |
|
| CRH Ord (CRH) | 0.1 | $929k | NEW | 10k | 92.74 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $920k | 4.5k | 206.57 |
|
|
| International Business Machines (IBM) | 0.1 | $910k | 4.1k | 221.08 |
|
|
| American Express Company (AXP) | 0.1 | $903k | 3.3k | 271.20 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $896k | +66% | 2.7k | 331.44 |
|
| Pfizer (PFE) | 0.1 | $866k | 30k | 28.94 |
|
|
| Cisco Systems (CSCO) | 0.1 | $861k | 16k | 53.22 |
|
|
| S&p Global (SPGI) | 0.1 | $852k | -43% | 1.6k | 516.62 |
|
| McDonald's Corporation (MCD) | 0.1 | $832k | +3% | 2.7k | 304.51 |
|
| Moody's Corporation (MCO) | 0.1 | $831k | 1.8k | 474.59 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $815k | -13% | 5.0k | 164.08 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $796k | 15k | 53.87 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $786k | 45k | 17.37 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $782k | -23% | 679.00 | 1151.60 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $776k | 12k | 62.56 |
|
|
| Linde SHS (LIN) | 0.1 | $764k | 1.6k | 476.86 |
|
|
| Analog Devices (ADI) | 0.1 | $749k | 3.3k | 230.17 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $740k | 7.7k | 95.96 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $698k | +14% | 8.9k | 78.06 |
|
| Icici Bank Adr (IBN) | 0.0 | $698k | 23k | 29.85 |
|
|
| Cigna Corp (CI) | 0.0 | $689k | +3% | 2.0k | 346.44 |
|
| PNC Financial Services (PNC) | 0.0 | $685k | -15% | 3.7k | 184.85 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $684k | 13k | 52.86 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $682k | +2% | 14k | 47.85 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $678k | +6% | 8.1k | 83.80 |
|
| Coca-Cola Company (KO) | 0.0 | $658k | +6% | 9.1k | 72.34 |
|
| Lowe's Companies (LOW) | 0.0 | $654k | +3% | 2.4k | 270.85 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $650k | -14% | 18k | 35.42 |
|
| Paypal Holdings (PYPL) | 0.0 | $646k | NEW | 8.3k | 78.03 |
|
| Servicenow (NOW) | 0.0 | $631k | -39% | 706.00 | 894.39 |
|
| Applied Materials (AMAT) | 0.0 | $631k | -28% | 3.1k | 202.05 |
|
| Halliburton Company (HAL) | 0.0 | $625k | -30% | 22k | 29.05 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $623k | 4.5k | 138.71 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $620k | NEW | 5.8k | 106.12 |
|
| Verizon Communications (VZ) | 0.0 | $607k | +6% | 14k | 44.91 |
|
| Amgen (AMGN) | 0.0 | $596k | 1.9k | 322.21 |
|
|
| Walt Disney Company (DIS) | 0.0 | $583k | +20% | 6.1k | 96.19 |
|
| United Parcel Service CL B (UPS) | 0.0 | $574k | -3% | 4.2k | 136.34 |
|
| Honeywell International (HON) | 0.0 | $571k | +16% | 2.8k | 206.71 |
|
| At&t (T) | 0.0 | $567k | +12% | 26k | 22.00 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $566k | 11k | 49.92 |
|
|
| Booking Holdings (BKNG) | 0.0 | $564k | -48% | 134.00 | 4212.12 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $563k | 1.5k | 375.38 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $560k | NEW | 14k | 40.00 |
|
| Cme (CME) | 0.0 | $558k | 2.5k | 220.65 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $557k | 8.9k | 62.32 |
|
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| Chubb (CB) | 0.0 | $556k | +2% | 1.9k | 289.30 |
|
| Cintas Corporation (CTAS) | 0.0 | $553k | +309% | 2.7k | 205.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $553k | 3.1k | 179.33 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $552k | -3% | 7.4k | 74.14 |
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| Goldman Sachs (GS) | 0.0 | $550k | -49% | 1.1k | 495.11 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $546k | 2.4k | 223.09 |
|
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| Aon Shs Cl A (AON) | 0.0 | $540k | +19% | 1.6k | 345.99 |
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| Qualcomm (QCOM) | 0.0 | $540k | -29% | 3.2k | 170.05 |
|
| Union Pacific Corporation (UNP) | 0.0 | $540k | -33% | 2.2k | 246.48 |
|
| AFLAC Incorporated (AFL) | 0.0 | $522k | -28% | 4.7k | 111.80 |
|
| Zoetis Cl A (ZTS) | 0.0 | $519k | 2.7k | 195.38 |
|
|
| Danaher Corporation (DHR) | 0.0 | $517k | +3% | 1.9k | 278.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $509k | NEW | 2.1k | 243.06 |
|
| salesforce (CRM) | 0.0 | $508k | +4% | 1.9k | 274.11 |
|
| Automatic Data Processing (ADP) | 0.0 | $503k | -8% | 1.8k | 278.13 |
|
| Target Corporation (TGT) | 0.0 | $484k | -32% | 3.1k | 155.86 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $482k | 4.6k | 103.94 |
|
|
| Fiserv (FI) | 0.0 | $482k | -21% | 2.7k | 179.65 |
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| ConAgra Foods (CAG) | 0.0 | $468k | +19% | 14k | 32.52 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $464k | NEW | 9.0k | 51.76 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $461k | -3% | 7.1k | 64.81 |
|
| Msci (MSCI) | 0.0 | $461k | -3% | 790.00 | 582.93 |
|
| Loews Corporation (L) | 0.0 | $450k | 5.7k | 79.05 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $447k | 3.7k | 121.19 |
|
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| Bank of America Corporation (BAC) | 0.0 | $446k | -32% | 11k | 39.68 |
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| American Tower Reit (AMT) | 0.0 | $445k | -3% | 1.9k | 232.56 |
|
| Quanta Services (PWR) | 0.0 | $445k | 1.5k | 298.15 |
|
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| Prologis (PLD) | 0.0 | $442k | +14% | 3.5k | 126.28 |
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| Hp (HPQ) | 0.0 | $438k | -35% | 12k | 36.15 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $434k | 5.4k | 80.30 |
|
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| Intercontinental Exchange (ICE) | 0.0 | $429k | 2.7k | 160.64 |
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| Stryker Corporation (SYK) | 0.0 | $428k | 1.2k | 362.06 |
|
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| Anthem (ELV) | 0.0 | $426k | 819.00 | 520.00 |
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| Micron Technology (MU) | 0.0 | $418k | -10% | 4.0k | 103.71 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $418k | 17k | 24.38 |
|
|
| BlackRock (BLK) | 0.0 | $416k | -24% | 438.00 | 949.51 |
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| Ameriprise Financial (AMP) | 0.0 | $413k | +2% | 878.00 | 469.81 |
|
| Intuit (INTU) | 0.0 | $412k | -47% | 664.00 | 621.00 |
|
| Lam Research Corporation (LRCX) | 0.0 | $409k | -43% | 500.00 | 818.38 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $408k | 3.6k | 114.98 |
|
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| Kinsale Cap Group (KNSL) | 0.0 | $405k | NEW | 870.00 | 465.57 |
|
| Mettler-Toledo International (MTD) | 0.0 | $403k | 269.00 | 1499.70 |
|
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| Iron Mountain (IRM) | 0.0 | $403k | +2% | 3.4k | 119.54 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $402k | 12k | 33.23 |
|
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $398k | 5.2k | 76.59 |
|
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| Emerson Electric (EMR) | 0.0 | $391k | -31% | 3.6k | 109.37 |
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| Ingersoll Rand (IR) | 0.0 | $382k | 3.9k | 98.16 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $382k | 2.3k | 162.91 |
|
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| Nextera Energy (NEE) | 0.0 | $374k | +7% | 4.4k | 84.53 |
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| Simon Property (SPG) | 0.0 | $373k | -44% | 2.2k | 169.02 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $372k | 3.9k | 95.94 |
|
|
| Paychex (PAYX) | 0.0 | $370k | -5% | 2.8k | 134.19 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $359k | -23% | 17k | 20.59 |
|
| Philip Morris International (PM) | 0.0 | $354k | +10% | 2.9k | 122.75 |
|
| Targa Res Corp (TRGP) | 0.0 | $351k | +20% | 2.4k | 148.01 |
|
| Paccar (PCAR) | 0.0 | $348k | -10% | 3.5k | 98.68 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $344k | 3.5k | 99.69 |
|
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| Southern Company (SO) | 0.0 | $342k | +4% | 3.8k | 90.18 |
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| United Ins Hldgs (ACIC) | 0.0 | $338k | NEW | 30k | 11.27 |
|
| Air Products & Chemicals (APD) | 0.0 | $337k | 1.1k | 297.74 |
|
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| Hartford Financial Services (HIG) | 0.0 | $336k | +10% | 2.8k | 118.08 |
|
| Iqvia Holdings (IQV) | 0.0 | $331k | -5% | 1.4k | 236.97 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $330k | 2.1k | 158.81 |
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| Chevron Corporation (CVX) | 0.0 | $330k | -15% | 2.2k | 147.27 |
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| Prudential Financial (PRU) | 0.0 | $326k | -22% | 2.7k | 121.10 |
|
| Uber Technologies (UBER) | 0.0 | $326k | +6% | 4.3k | 75.16 |
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| Ge Aerospace Com New (GE) | 0.0 | $324k | 1.7k | 188.93 |
|
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| Deere & Company (DE) | 0.0 | $323k | +6% | 770.00 | 418.80 |
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| Becton, Dickinson and (BDX) | 0.0 | $322k | -17% | 1.3k | 241.10 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $320k | 13k | 24.05 |
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| American Water Works (AWK) | 0.0 | $318k | 2.2k | 146.24 |
|
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| Arista Networks (ANET) | 0.0 | $316k | -55% | 823.00 | 383.82 |
|
| Gartner (IT) | 0.0 | $314k | -2% | 619.00 | 506.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $309k | +19% | 6.0k | 51.74 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $308k | -7% | 2.5k | 124.48 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $303k | 4.2k | 71.55 |
|
|
| Te Connectivity Ord Shs | 0.0 | $303k | NEW | 2.0k | 150.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $303k | NEW | 1.3k | 225.76 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $301k | 5.2k | 58.53 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $299k | NEW | 2.6k | 117.00 |
|
| FedEx Corporation (FDX) | 0.0 | $298k | -34% | 1.1k | 275.06 |
|
| American Intl Group Com New (AIG) | 0.0 | $297k | -45% | 4.1k | 73.23 |
|
| Wabtec Corporation (WAB) | 0.0 | $297k | +4% | 1.6k | 181.77 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $296k | 656.00 | 450.61 |
|
|
| Corning Incorporated (GLW) | 0.0 | $292k | -37% | 6.5k | 45.15 |
|
| Fidelity National Information Services (FIS) | 0.0 | $290k | -11% | 3.5k | 83.75 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $283k | 7.6k | 37.23 |
|
|
| Key (KEY) | 0.0 | $282k | NEW | 17k | 16.75 |
|
| Trane Technologies SHS (TT) | 0.0 | $280k | NEW | 719.00 | 388.73 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $279k | +7% | 3.4k | 82.30 |
|
| MetLife (MET) | 0.0 | $277k | -20% | 3.4k | 82.48 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $276k | -26% | 4.4k | 62.88 |
|
| D.R. Horton (DHI) | 0.0 | $274k | -5% | 1.4k | 190.77 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $274k | -6% | 6.4k | 42.77 |
|
| Expedia Group Com New (EXPE) | 0.0 | $272k | 1.8k | 148.02 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $271k | +2% | 258.00 | 1051.24 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $266k | -2% | 1.0k | 257.69 |
|
| Kla Corp Com New (KLAC) | 0.0 | $264k | -46% | 341.00 | 774.41 |
|
| Intel Corporation (INTC) | 0.0 | $264k | -23% | 11k | 23.46 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $263k | +3% | 2.3k | 115.30 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $256k | +10% | 4.4k | 57.62 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $254k | -14% | 1.9k | 131.40 |
|
| Nike CL B (NKE) | 0.0 | $248k | -8% | 2.8k | 88.77 |
|
| ConocoPhillips (COP) | 0.0 | $248k | -3% | 2.4k | 105.28 |
|
| Consolidated Edison (ED) | 0.0 | $245k | 2.4k | 104.13 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $245k | NEW | 2.0k | 121.10 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $243k | -2% | 5.2k | 46.23 |
|
| Palo Alto Networks (PANW) | 0.0 | $238k | NEW | 697.00 | 341.80 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $236k | NEW | 1.8k | 128.03 |
|
| Cummins (CMI) | 0.0 | $235k | -53% | 726.00 | 323.79 |
|
| Edwards Lifesciences (EW) | 0.0 | $234k | +7% | 3.5k | 65.99 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $234k | -29% | 3.6k | 65.33 |
|
| Yum! Brands (YUM) | 0.0 | $234k | -17% | 1.7k | 139.71 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $232k | 5.6k | 41.76 |
|
|
| Gra (GGG) | 0.0 | $226k | 2.6k | 87.51 |
|
|
| eBay (EBAY) | 0.0 | $224k | -44% | 3.4k | 65.11 |
|
| Microchip Technology (MCHP) | 0.0 | $223k | 2.8k | 80.29 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $222k | NEW | 421.00 | 528.07 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $222k | NEW | 351.00 | 631.82 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $220k | 701.00 | 314.39 |
|
|
| Xylem (XYL) | 0.0 | $219k | 1.6k | 135.03 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $218k | NEW | 2.8k | 77.98 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $217k | 2.1k | 103.81 |
|
|
| Gilead Sciences (GILD) | 0.0 | $217k | NEW | 2.6k | 83.84 |
|
| Public Storage (PSA) | 0.0 | $216k | NEW | 594.00 | 363.87 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $215k | NEW | 1.5k | 148.48 |
|
| Jabil Circuit (JBL) | 0.0 | $214k | -5% | 1.8k | 119.83 |
|
| Synopsys (SNPS) | 0.0 | $213k | +12% | 420.00 | 506.39 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $212k | NEW | 1.4k | 153.13 |
|
| BorgWarner (BWA) | 0.0 | $212k | NEW | 5.8k | 36.29 |
|
| General Dynamics Corporation (GD) | 0.0 | $210k | 695.00 | 302.20 |
|
|
| Cdw (CDW) | 0.0 | $206k | 912.00 | 226.30 |
|
|
| Fortive (FTV) | 0.0 | $206k | NEW | 2.6k | 78.93 |
|
| FactSet Research Systems (FDS) | 0.0 | $204k | NEW | 443.00 | 459.85 |
|
| Masco Corporation (MAS) | 0.0 | $203k | NEW | 2.4k | 83.94 |
|
Past Filings by Geller Advisors
SEC 13F filings are viewable for Geller Advisors going back to 2010
- Geller Advisors 2024 Q3 filed Nov. 15, 2024
- Geller Advisors 2024 Q2 filed Aug. 13, 2024
- Geller Advisors 2024 Q1 filed May 14, 2024
- 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