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CIK: 0001354739
Total reported value
$1.5B
$1.5B
264 檔
63.3%
As reported in its official Q2 2024 Form 13F filing, Geller Advisors LLC's tracked investment portfolio stood at $1.5B with 264 total positions.
During Q2 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 63.3% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 37.71% | — | +9.84% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 14.62% | — | +17.71% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.02% | — | -1.74% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.92% | — | +9.83% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.24% | — | -0.78% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | — | +15.49% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | — | +0.51% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.43% | — | +0.44% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | — | +0.40% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.15% | — | +0.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.99% | — | -6.60% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | — | +0.06% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | — | +12.36% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | — | +744.78% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.75% | — | -4.92% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | — | +0.31% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 0.41% | — | -0.17% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | -6.61% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | — | -0.72% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | -36.15% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | — | +103.99% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 0.30% | — | +0.11% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +0.07% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | — | +4.67% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | +3.07% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | — | +3.82% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.27% | — | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | -0.17% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.24% | — | +14.82% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.23% | — | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | — | -0.09% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | — | +10.29% | |
| 33 | WINN | Harbor Long-term Growers ETF | ETF-Other | 0.19% | — | +152.71% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.19% | — | -19.22% | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.19% | — | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | — | -5.84% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.18% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | -1.41% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | — | -0.03% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | — | +0.18% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | — | +0.82% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.14% | — | -0.42% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | +30.31% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | +6.30% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.13% | — | -0.01% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +9.01% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | +28.05% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.12% | — | +0.79% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | — | -1.79% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.11% | — | +11.15% |
According to official SEC Form 13F filings, Geller Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 264 disclosed positions in Q2 2024.
During Q2 2024, Geller Advisors LLC's top holdings by market value included VOO (37.7%)、DBEF (14.6%)、SPY (11.0%). The largest single position, VOO, represented 37.7% 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 Q2 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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