Geller Family Office Services

Latest statistics and disclosures from Geller Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Geller Advisors

Companies in the Geller Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard S&p 500 Etf idx fd 23.83 350032 -7% 236.82
SPDR S&P; 500 ETF (SPY) 23.21 311519 -2% 259.19
iShares Russell 3000 Index (IWV) 15.51 363782 NEW 148.33
Vanguard Europe Pacific ETF (VEA) 8.31 867341 NEW 33.34
Invesco S&p 500 Low Volatility Etf 6.50 481826 46.92
Invesco Exchange Traded Fd T ftse rafi 1000 5.83 219307 92.44
iShares S&P; 100 Index (OEF) 2.78 81417 NEW 118.62
iShares Dow Jones US Real Estate (IYR) 2.60 129939 69.57
Vanguard Emerging Markets ETF (VWO) 1.75 181261 NEW 33.55
Ishares Tr usa min vo 1.69 109052 +76% 54.01
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.84 30165 +20% 97.40
iShares Russell 2000 Index (IWM) 0.47 14308 -76% 114.48
iShares S&P; 500 Index (IVV) 0.44 5876 +4% 258.34
Apple (AAPL) 0.34 4685 -5% 254.22
Microsoft Corporation (MSFT) 0.33 7197 -13% 157.70
MasterCard Incorporated (MA) 0.33 4685 241.62
Amazon (AMZN) 0.28 504 -26% 1950.40
Goldman Sachs Just Us Lg Cap just us lrg cp 0.27 25205 37.14
iShares S&P; MidCap 400 Index (IJH) 0.20 4870 +105% 143.94
Lockheed Martin Corporation (LMT) 0.18 1825 +2% 339.18
Invesco Etf s&p500 eql stp 0.16 4619 +10% 123.62
Accenture 0.14 3061 +217% 163.35
Citrix Systems (CTXS) 0.14 3466 -31% 141.66
Facebook Inc cl a 0.13 2777 166.73
Cantel Medical (CMN) 0.13 12500 35.92
Chubb 0.13 3971 +202% 112.57
ResMed (RMD) 0.13 2978 NEW 147.41
Alphabet Inc Class C cs 0.12 359 -52% 1161.56
Visa (V) 0.12 2563 +25% 161.14
Taiwan Semiconductor Mfg (TSM) 0.11 7929 NEW 48.18
JPMorgan Chase & Co. (JPM) 0.11 4200 +43% 90.00
Canadian Pacific Railway Ltd 0.11 1713 NEW 220.08
Merck & Co (MRK) 0.11 4799 +60% 77.52
Berkshire Hathaway (BRK.B) 0.11 2021 +25% 182.58
Mettler-Toledo International (MTD) 0.11 532 NEW 689.85
Alphabet Inc Class A cs 0.11 315 +42% 1161.90
Vanguard Scottsdale Fds cmn 0.10 3096 NEW 117.25
Danaher Corporation (DHR) 0.10 2594 +27% 138.78
Asml Holding N.v. 0.10 1360 NEW 261.76
Shopify Inc cl a 0.09 752 NEW 417.55
UnitedHealth (UNH) 0.09 1193 -14% 249.79
Lululemon Athletica Inc 0.08 1528 NEW 189.79
Vanguard Admiral Fds Inc cmn 0.08 2748 NEW 102.62
Intel Corporation (INTC) 0.08 5188 +4% 54.16
Abbvie 0.08 3600 76.11
Smith & Nephew (SNN) 0.08 7620 NEW 35.83
Invesco Qqq Trust Series 1 0.08 1430 -56% 190.91
Peak 0.08 11462 NEW 23.82
Oracle Corporation (ORCL) 0.08 5613 48.28
Ishares Core Msci Eafe Etf core msci eafe 0.08 5435 NEW 49.86
Eversource Energy 0.07 3287 -16% 78.19
MercadoLibre (MELI) 0.07 510 NEW 488.24
Alcon Inc 0.07 4895 NEW 50.87
Johnson & Johnson (JNJ) 0.07 1873 +35% 131.34
Cigna Corp New 0.07 1343 -4% 177.22
Sherwin-Williams Company (SHW) 0.07 519 +15% 458.57
Vanguard Small-Cap ETF (VB) 0.07 2040 115.20
Pepsi (PEP) 0.07 1892 NEW 119.98
NVIDIA Corporation (NVDA) 0.06 838 NEW 263.72
HDFC Bank (HDB) 0.06 5661 NEW 38.51
Steris Plc Ord equities 0.06 1556 NEW 140.10
Walt Disney Company (DIS) 0.06 2249 NEW 96.49
Ferrari Nv Ord 0.06 1380 NEW 152.90
Cisco Systems (CSCO) 0.06 5263 +15% 39.33
Xylem 0.06 3162 -36% 65.15
TJX Companies (TJX) 0.06 4287 NEW 47.82
Optimizerx Ord 0.05 20000 9.05
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.04 23334 6.51

Past Filings by Geller Advisors

View past SEC 13F filings by Geller Advisors

View all filings