Geller Advisors LLC 13F Holdings · last filed Q4 2024
Geller Advisors LLC reported 253 securities worth $1.52B in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: VOO (40.84%), DBEF (16.06%), SPY (9.34%). Among its top 25 positions this quarter: 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $621.6M | 40.84% | 1.2M | Added |
| 2 | DBEF | DBX ETF TR | $244.4M | 16.06% | 5.9M | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $142.1M | 9.34% | 241,658 | Trimmed |
| 4 | IWD | ISHARES TR | $67.9M | 4.46% | 367,037 | Trimmed |
| 5 | IWM | ISHARES TR | $47.9M | 3.15% | 216,800 | Added |
| 6 | AGG | ISHARES TR | $31.1M | 2.05% | 321,417 | Added |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $20.6M | 1.36% | 511,883 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $19.7M | 1.30% | 112,515 | Added |
| 9 | MSFT | MICROSOFT CORP | $19.5M | 1.28% | 46,296 | Trimmed |
| 10 | IWO | ISHARES TR | $17.1M | 1.12% | 59,334 | Added |
| 11 | AAPL | APPLE INC | $16.5M | 1.08% | 65,700 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $14.7M | 0.96% | 28,720 | Added |
| 13 | VO | VANGUARD INDEX FDS | $13.8M | 0.90% | 52,086 | Hold |
| 14 | OEF | ISHARES TR | $11.7M | 0.77% | 40,390 | Added |
| 15 | IJR | ISHARES TR | $11.5M | 0.75% | 99,570 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $9.4M | 0.62% | 70,196 | Trimmed |
| 17 | MS | MORGAN STANLEY | $7.0M | 0.46% | 55,388 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $6.1M | 0.40% | 27,621 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $6.1M | 0.40% | 32,036 | Trimmed |
| 20 | GOOG | ALPHABET INC | $5.2M | 0.34% | 27,549 | Added |
| 21 | META | META PLATFORMS INC | $4.5M | 0.30% | 7,727 | Trimmed |
| 22 | ITW | ILLINOIS TOOL WKS INC | $4.2M | 0.28% | 16,504 | Added |
| 23 | IVV | ISHARES TR | $4.3M | 0.28% | 7,338 | Hold |
| 24 | MA | MASTERCARD INCORPORATED | $4.2M | 0.27% | 7,921 | Trimmed |
| 25 | COST | COSTCO WHSL CORP NEW | $4.0M | 0.26% | 4,340 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR