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 73.84% of Geller Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$46M), DBEF (+$36M), IJR (+$11M), SCHX, QQQ, BRO, CP, XLE, OEF, WRB.
- Started 19 new stock positions in CDNS, WRB, DOV, CP, CPRT, YANG, DJT, PLTR, WMB, SNA. LRCX, WFC, XLE, BLK, HLT, FTNT, ANET, BRO, DLTR.
- Reduced shares in these 10 stocks: SPY (-$15M), IWD, IWV, NVDA, AVGO, LGF.A, , AZO, TSLA, NFLX.
- Sold out of its positions in A, APH, Arista Networks, BlackRock, BWA, CDW, CVS, CL, GLW, DHI.
- Geller Advisors was a net buyer of stock by $65M.
- Geller Advisors has $1.5B in assets under management (AUM), dropping by 5.23%.
- Central Index Key (CIK): 0001354739
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Portfolio Holdings for Geller Advisors
Geller Advisors holds 253 positions in its portfolio as reported in the December 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) | 40.8 | $622M | +8% | 1.2M | 538.81 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 16.1 | $244M | +17% | 5.9M | 41.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.3 | $142M | -9% | 242k | 588.04 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.5 | $68M | -5% | 367k | 185.13 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.1 | $48M | 217k | 220.96 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $31M | 321k | 96.90 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.4 | $21M | 512k | 40.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $20M | 113k | 175.23 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $20M | 46k | 421.50 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.1 | $17M | 59k | 287.82 |
|
|
| Apple (AAPL) | 1.1 | $17M | 66k | 250.42 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $15M | +7% | 29k | 511.24 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $14M | 52k | 264.13 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $12M | +5% | 40k | 288.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $12M | +3797% | 100k | 115.22 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $9.4M | -13% | 70k | 134.29 |
|
| Morgan Stanley Com New (MS) | 0.5 | $7.0M | 55k | 125.72 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.1M | -6% | 32k | 189.30 |
|
| Amazon (AMZN) | 0.4 | $6.1M | -3% | 28k | 219.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.2M | +2% | 28k | 190.44 |
|
| Meta Platforms Cl A (META) | 0.3 | $4.5M | 7.7k | 585.51 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.3M | 7.3k | 588.71 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $4.2M | 17k | 255.06 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.2M | 7.9k | 526.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.0M | -4% | 4.3k | 916.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $3.9M | 55k | 70.00 |
|
|
| Home Depot (HD) | 0.2 | $3.8M | 9.7k | 388.99 |
|
|
| Visa Com Cl A (V) | 0.2 | $3.5M | 11k | 316.04 |
|
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $3.4M | 126k | 27.21 |
|
|
| Tesla Motors (TSLA) | 0.2 | $3.4M | -15% | 8.5k | 403.84 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.3M | 37k | 89.33 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.0M | -3% | 3.9k | 772.12 |
|
| Broadcom (AVGO) | 0.2 | $2.9M | -31% | 13k | 231.84 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $2.8M | 8.4k | 339.93 |
|
|
| Republic Services (RSG) | 0.2 | $2.6M | 13k | 201.18 |
|
|
| Pepsi (PEP) | 0.2 | $2.4M | 15k | 153.42 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.2M | -57% | 6.6k | 334.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | 17k | 128.63 |
|
|
| Netflix (NFLX) | 0.1 | $2.2M | -21% | 2.4k | 891.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.1M | +7% | 4.7k | 453.28 |
|
| Johnson & Johnson (JNJ) | 0.1 | $2.1M | -15% | 15k | 144.62 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.0M | 7.2k | 283.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.9M | 8.1k | 239.71 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.9M | -3% | 3.7k | 505.86 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.9M | +4% | 2.7k | 693.08 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | -3% | 9.7k | 177.70 |
|
| Progressive Corporation (PGR) | 0.1 | $1.7M | 7.1k | 239.61 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.7M | 22k | 76.83 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.6M | 8.4k | 184.51 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.5M | 7.7k | 198.10 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | +196% | 64k | 23.18 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $1.5M | 120k | 12.24 |
|
|
| Merck & Co (MRK) | 0.1 | $1.4M | 14k | 100.29 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | 2.6k | 520.62 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | 2.5k | 521.96 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | 7.8k | 167.65 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.3M | +19% | 15k | 86.02 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 7.3k | 166.64 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.2M | -4% | 11k | 106.04 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | 13k | 91.25 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.1M | -4% | 4.2k | 266.72 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +4% | 12k | 90.56 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 3.1k | 351.79 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.4k | 113.11 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.0M | +7% | 6.2k | 164.17 |
|
| TJX Companies (TJX) | 0.1 | $1000k | 8.3k | 120.81 |
|
|
| American Express Company (AXP) | 0.1 | $983k | 3.3k | 296.79 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $970k | -11% | 15k | 65.52 |
|
| Cisco Systems (CSCO) | 0.1 | $951k | 16k | 59.20 |
|
|
| International Business Machines (IBM) | 0.1 | $934k | +3% | 4.2k | 219.87 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $927k | -3% | 2.1k | 444.68 |
|
| CRH Ord (CRH) | 0.1 | $927k | 10k | 92.52 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $926k | -13% | 4.2k | 220.73 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $899k | 1.8k | 485.94 |
|
|
| MercadoLibre (MELI) | 0.1 | $898k | -30% | 528.00 | 1700.44 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $858k | +2% | 4.6k | 187.51 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $846k | -4% | 23k | 37.53 |
|
| S&p Global (SPGI) | 0.1 | $842k | +2% | 1.7k | 498.03 |
|
| Moody's Corporation (MCO) | 0.1 | $836k | 1.8k | 473.37 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $823k | 12k | 68.48 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $801k | +9% | 8.4k | 95.36 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $792k | 12k | 63.86 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $791k | 2.7k | 289.89 |
|
|
| Pfizer (PFE) | 0.1 | $791k | 30k | 26.53 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $790k | +3% | 15k | 51.76 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $773k | 45k | 17.08 |
|
|
| Halliburton Company (HAL) | 0.1 | $771k | +31% | 28k | 27.19 |
|
| Brown & Brown (BRO) | 0.1 | $767k | NEW | 7.5k | 102.02 |
|
| Servicenow (NOW) | 0.0 | $753k | 710.00 | 1060.12 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $728k | -16% | 6.8k | 107.57 |
|
| AutoZone (AZO) | 0.0 | $721k | -46% | 225.00 | 3202.00 |
|
| PNC Financial Services (PNC) | 0.0 | $716k | 3.7k | 192.85 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $715k | 8.4k | 85.35 |
|
|
| Walt Disney Company (DIS) | 0.0 | $700k | +3% | 6.3k | 111.85 |
|
| Icici Bank Adr (IBN) | 0.0 | $698k | 23k | 29.86 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $697k | 9.1k | 76.46 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $695k | -3% | 7.8k | 89.32 |
|
| Analog Devices (ADI) | 0.0 | $682k | 3.2k | 212.46 |
|
|
| Caterpillar (CAT) | 0.0 | $671k | -39% | 1.9k | 362.76 |
|
| Booking Holdings (BKNG) | 0.0 | $671k | 135.00 | 4968.42 |
|
|
| Linde SHS (LIN) | 0.0 | $671k | 1.6k | 418.67 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $662k | 13k | 51.14 |
|
|
| salesforce (CRM) | 0.0 | $652k | +5% | 1.9k | 334.73 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $639k | +2% | 4.6k | 139.27 |
|
| Goldman Sachs (GS) | 0.0 | $635k | 1.1k | 572.62 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $634k | 14k | 44.04 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $632k | 18k | 34.75 |
|
|
| Honeywell International (HON) | 0.0 | $624k | 2.8k | 225.89 |
|
|
| Technipfmc (FTI) | 0.0 | $610k | -48% | 21k | 28.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $606k | +8% | 9.7k | 62.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $603k | 1.5k | 401.58 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $602k | NEW | 8.3k | 72.50 |
|
| Cme (CME) | 0.0 | $597k | 2.5k | 238.03 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $595k | 4.9k | 120.79 |
|
|
| Lowe's Companies (LOW) | 0.0 | $592k | 2.4k | 246.80 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $577k | NEW | 6.7k | 85.66 |
|
| At&t (T) | 0.0 | $571k | -2% | 25k | 22.77 |
|
| Eaton Corp SHS (ETN) | 0.0 | $571k | -36% | 1.7k | 331.87 |
|
| Coca-Cola Company (KO) | 0.0 | $566k | 9.1k | 62.26 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $552k | NEW | 9.4k | 58.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $549k | 3.1k | 178.11 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $540k | 1.8k | 294.28 |
|
|
| Cigna Corp (CI) | 0.0 | $540k | 2.0k | 276.14 |
|
|
| Fiserv (FI) | 0.0 | $536k | -2% | 2.6k | 205.42 |
|
| United Parcel Service CL B (UPS) | 0.0 | $531k | 4.2k | 126.10 |
|
|
| Applied Materials (AMAT) | 0.0 | $522k | +2% | 3.2k | 162.63 |
|
| Verizon Communications (VZ) | 0.0 | $521k | -3% | 13k | 39.99 |
|
| Chubb (CB) | 0.0 | $513k | -3% | 1.9k | 277.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $507k | 2.1k | 242.13 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $506k | -3% | 6.8k | 74.01 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $506k | 2.1k | 243.38 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $502k | 11k | 43.95 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $502k | -3% | 2.4k | 212.41 |
|
| Union Pacific Corporation (UNP) | 0.0 | $500k | 2.2k | 228.04 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $495k | 5.8k | 84.79 |
|
|
| Qualcomm (QCOM) | 0.0 | $492k | 3.2k | 153.62 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $487k | 2.7k | 182.70 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $486k | 4.7k | 103.44 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $485k | 14k | 34.67 |
|
|
| Amgen (AMGN) | 0.0 | $482k | 1.9k | 260.64 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $471k | NEW | 6.2k | 75.63 |
|
| Msci (MSCI) | 0.0 | $468k | 780.00 | 600.01 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $466k | 876.00 | 532.43 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $449k | +5% | 5.7k | 78.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $448k | 7.4k | 60.20 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $447k | 9.0k | 49.63 |
|
|
| Direxion Shs Etf Tr Daily Ftse China (YANG) | 0.0 | $444k | NEW | 6.3k | 70.01 |
|
| Emerson Electric (EMR) | 0.0 | $435k | 3.5k | 123.93 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $433k | 2.7k | 162.93 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $431k | 11k | 38.08 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $424k | 2.4k | 178.50 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $424k | 3.7k | 115.75 |
|
|
| Intuit (INTU) | 0.0 | $423k | 673.00 | 628.50 |
|
|
| Loews Corporation (L) | 0.0 | $419k | -13% | 4.9k | 84.69 |
|
| Target Corporation (TGT) | 0.0 | $417k | 3.1k | 135.18 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $417k | -3% | 4.5k | 92.61 |
|
| Prairie Oper (PROP) | 0.0 | $415k | -44% | 60k | 6.92 |
|
| Stryker Corporation (SYK) | 0.0 | $413k | -3% | 1.1k | 360.89 |
|
| Danaher Corporation (DHR) | 0.0 | $411k | -3% | 1.8k | 229.82 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $408k | 3.6k | 114.75 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $407k | 5.2k | 77.89 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $406k | -27% | 1.1k | 359.16 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $405k | 870.00 | 465.13 |
|
|
| United Ins Hldgs (ACIC) | 0.0 | $404k | 30k | 13.46 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $403k | +6% | 13k | 31.44 |
|
| Hp (HPQ) | 0.0 | $399k | 12k | 32.92 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $396k | 3.9k | 102.10 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $396k | NEW | 5.5k | 72.45 |
|
| Paychex (PAYX) | 0.0 | $394k | 2.8k | 140.22 |
|
|
| ConAgra Foods (CAG) | 0.0 | $383k | -4% | 14k | 27.75 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $377k | 18k | 21.48 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $376k | NEW | 3.4k | 110.53 |
|
| Simon Property (SPG) | 0.0 | $376k | 2.2k | 172.21 |
|
|
| Prologis (PLD) | 0.0 | $374k | 3.5k | 105.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $373k | +56% | 2.2k | 172.42 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $370k | NEW | 11k | 34.10 |
|
| Ingersoll Rand (IR) | 0.0 | $370k | +5% | 4.1k | 90.46 |
|
| Blackrock (BLK) | 0.0 | $360k | NEW | 351.00 | 1025.11 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $358k | 17k | 20.87 |
|
|
| Philip Morris International (PM) | 0.0 | $353k | 2.9k | 121.69 |
|
|
| Iron Mountain (IRM) | 0.0 | $348k | -2% | 3.3k | 105.82 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $347k | +2% | 6.1k | 56.56 |
|
| American Tower Reit (AMT) | 0.0 | $347k | -2% | 1.9k | 185.04 |
|
| Expedia Group Com New (EXPE) | 0.0 | $346k | 1.9k | 186.33 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $337k | +2% | 275.00 | 1223.68 |
|
| Nike CL B (NKE) | 0.0 | $332k | +56% | 4.4k | 76.07 |
|
| Air Products & Chemicals (APD) | 0.0 | $329k | 1.1k | 290.04 |
|
|
| Chevron Corporation (CVX) | 0.0 | $324k | 2.2k | 144.84 |
|
|
| Paccar (PCAR) | 0.0 | $322k | -14% | 3.0k | 107.02 |
|
| Nextera Energy (NEE) | 0.0 | $318k | 4.4k | 71.69 |
|
|
| Prudential Financial (PRU) | 0.0 | $316k | 2.7k | 118.53 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $313k | 1.7k | 189.59 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $313k | 13k | 23.47 |
|
|
| Southern Company (SO) | 0.0 | $312k | 3.8k | 82.32 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $312k | 1.3k | 232.52 |
|
|
| Deere & Company (DE) | 0.0 | $307k | -6% | 721.00 | 425.32 |
|
| FedEx Corporation (FDX) | 0.0 | $306k | 1.1k | 282.71 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $305k | -23% | 2.0k | 149.01 |
|
| Hartford Financial Services (HIG) | 0.0 | $304k | -2% | 2.8k | 109.92 |
|
| American Water Works (AWK) | 0.0 | $297k | +9% | 2.4k | 124.51 |
|
| Anthem (ELV) | 0.0 | $295k | -2% | 800.00 | 368.90 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $294k | +2% | 2.1k | 142.97 |
|
| Gartner (IT) | 0.0 | $291k | -2% | 601.00 | 484.47 |
|
| Key (KEY) | 0.0 | $289k | 17k | 17.14 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $289k | 4.3k | 67.11 |
|
|
| Copart (CPRT) | 0.0 | $288k | NEW | 5.0k | 57.39 |
|
| Palo Alto Networks (PANW) | 0.0 | $288k | +126% | 1.6k | 181.96 |
|
| American Intl Group Com New (AIG) | 0.0 | $287k | -2% | 3.9k | 72.80 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $285k | 7.6k | 37.55 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $284k | +2% | 6.6k | 43.38 |
|
| Ge Aerospace Com New (GE) | 0.0 | $283k | 1.7k | 167.14 |
|
|
| MetLife (MET) | 0.0 | $279k | 3.4k | 81.88 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $274k | -9% | 1.2k | 226.87 |
|
| Fidelity National Information Services (FIS) | 0.0 | $273k | -2% | 3.4k | 80.77 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $273k | 5.2k | 52.65 |
|
|
| Micron Technology (MU) | 0.0 | $273k | -19% | 3.2k | 84.28 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $272k | -16% | 1.9k | 139.50 |
|
| Iqvia Holdings (IQV) | 0.0 | $270k | 1.4k | 196.51 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $264k | 714.00 | 369.35 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $255k | NEW | 1.0k | 247.16 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $255k | 3.3k | 76.69 |
|
|
| Cummins (CMI) | 0.0 | $253k | 727.00 | 348.60 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $253k | +9% | 6.1k | 41.74 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $253k | -5% | 4.2k | 60.30 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $251k | -22% | 1.9k | 131.29 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $246k | -2% | 5.1k | 48.33 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $246k | 2.3k | 107.74 |
|
|
| Uber Technologies (UBER) | 0.0 | $244k | -6% | 4.0k | 60.32 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $241k | +3% | 1.9k | 126.03 |
|
| Gilead Sciences (GILD) | 0.0 | $238k | 2.6k | 92.37 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $238k | -7% | 3.2k | 74.98 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $236k | -70% | 586.00 | 402.70 |
|
| Wells Fargo & Company (WFC) | 0.0 | $235k | NEW | 3.3k | 70.24 |
|
| Dollar Tree (DLTR) | 0.0 | $233k | NEW | 3.1k | 74.94 |
|
| Cadence Design Systems (CDNS) | 0.0 | $229k | NEW | 763.00 | 300.46 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $228k | +2% | 2.9k | 79.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $226k | 701.00 | 322.16 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $226k | -14% | 3.0k | 74.03 |
|
| Fortinet (FTNT) | 0.0 | $225k | NEW | 2.4k | 94.48 |
|
| FactSet Research Systems (FDS) | 0.0 | $225k | +5% | 468.00 | 480.28 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $224k | 1.0k | 221.00 |
|
|
| Yum! Brands (YUM) | 0.0 | $224k | 1.7k | 134.16 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $220k | +2% | 2.0k | 110.77 |
|
| Snap-on Incorporated (SNA) | 0.0 | $220k | NEW | 648.00 | 339.48 |
|
| ConocoPhillips (COP) | 0.0 | $219k | -5% | 2.2k | 99.17 |
|
| Gra (GGG) | 0.0 | $218k | 2.6k | 84.29 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $217k | 344.00 | 630.12 |
|
|
| eBay (EBAY) | 0.0 | $213k | 3.4k | 61.95 |
|
|
| Dover Corporation (DOV) | 0.0 | $213k | NEW | 1.1k | 187.60 |
|
| Consolidated Edison (ED) | 0.0 | $211k | 2.4k | 89.23 |
|
|
| Intel Corporation (INTC) | 0.0 | $211k | -6% | 11k | 20.05 |
|
| Synopsys (SNPS) | 0.0 | $208k | +2% | 429.00 | 485.36 |
|
| Williams Companies (WMB) | 0.0 | $202k | NEW | 3.7k | 54.12 |
|
Past Filings by Geller Advisors
SEC 13F filings are viewable for Geller Advisors going back to 2010
- Geller Advisors 2024 Q4 filed Feb. 14, 2025
- 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