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CIK: 0001354739
Total reported value
$1.5B
$1.5B
260 檔
69.1%
At the close of Q3 2024, Geller Advisors LLC disclosed equity holdings valued at approximately $1.5B, spread across 260 reported holdings.
During Q3 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 69.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.07% | — | +5.44% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 14.60% | — | +5.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.64% | — | -1.68% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.10% | — | +2.19% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.29% | — | +0.21% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.23% | — | +7.01% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.43% | — | +0.45% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | — | +3.25% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | — | +0.39% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.16% | — | +0.19% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.06% | — | +4.30% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | — | +1.80% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | — | +5.10% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.74% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | -15.93% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 0.40% | — | -1.53% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | +1.50% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | +3.17% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | — | +3.34% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | — | +1.32% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 0.30% | — | -2.98% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +0.03% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | — | +0.60% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.27% | — | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | — | -0.39% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | -21.86% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | — | -8.27% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.23% | — | -5.16% | |
| 30 | WINN | Harbor Long-term Growers ETF | ETF-Other | 0.22% | — | +24.58% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.22% | — | +0.17% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | — | +928.39% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | — | +0.75% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | +4.54% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | — | +0.01% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | — | +12.45% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.18% | — | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | — | -21.52% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | — | -7.59% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.15% | — | -13.86% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | — | +0.05% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.14% | — | +0.62% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | +2.67% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | — | +8.29% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.13% | — | +0.74% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +1.26% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | — | +6.54% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | — | -0.62% | |
| 49 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.11% | — | -4.32% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | — | -25.96% |
According to official SEC Form 13F filings, Geller Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 260 disclosed positions in Q3 2024.
During Q3 2024, Geller Advisors LLC's top holdings by market value included VOO (39.1%)、DBEF (14.6%)、SPY (10.6%). The largest single position, VOO, represented 39.1% 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 Q3 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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