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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001354739
Total reported value
$1.5B
$1.5B
273 檔
56.6%
In Q1 2024, Geller Advisors LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 273 disclosed stock positions.
During Q1 2024, Geller Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DBEF, SPY) accounted for 56.6% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.94% | — | +10.54% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 13.41% | — | +20.16% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.78% | — | -0.97% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.03% | — | -12.39% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.70% | — | -4.27% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.05% | — | +7.00% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.58% | — | +3534.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | — | +8.52% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.52% | — | — | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.29% | — | +0.13% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.04% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.94% | — | +39.17% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | — | +1.57% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | — | +9.61% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.81% | — | +0.16% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.59% | — | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +18.94% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 0.43% | — | +0.29% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | +44.81% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 0.37% | — | -2.16% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | — | +5.65% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +0.07% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | — | +3.67% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.30% | — | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | -0.52% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | — | -15.25% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | — | +7.73% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | — | +58.05% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | +2.69% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.24% | — | +2.28% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.24% | — | +0.71% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.24% | — | +5.92% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | +51.02% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | — | +3.29% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | — | -0.37% | |
| 36 | RSG | Republic Services Inc | Stock-Industrials | 0.20% | — | -5.89% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | +8.78% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | — | +2.43% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | — | +0.51% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | — | +15.40% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.15% | — | -0.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | +28.84% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.12% | — | +184.88% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.12% | — | +0.16% | |
| 45 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.12% | — | -7.45% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +8.04% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | +0.24% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.11% | — | +1.87% | |
| 49 | XCHYX | Calamos Convert & High Inc | Stock-Other | 0.11% | — | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | +11.48% |
According to official SEC Form 13F filings, Geller Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 273 disclosed positions in Q1 2024.
During Q1 2024, Geller Advisors LLC's top holdings by market value included VOO (35.9%)、DBEF (13.4%)、SPY (11.8%). The largest single position, VOO, represented 35.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Geller Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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