Geller Advisors LLC Purchases in Q4 2024

Geller Advisors LLC

  • $1.51 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
86K
+ 8.06%
$521.84 - $558.82 $44.9M - $48.1M
1.15M $622M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
878K
+ 17.48%
$40.97 - $42.66 $36M - $37.5M
5.9M $244M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
97K
+ 3797.06%
$113.92 - $127.38 $11.1M - $12.4M
99.6K $11.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.92K
+ 7.16%
$481.22 - $538.17 $924K - $1.03M
28.7K $14.7M
BRO
Brown & Brown, Inc.

Financial Services
7.51K
New
$100.93 - $113.42 $758K - $852K
7.51K $766K
GOOG
Alphabet Inc.

Communication Services
589
+ 2.18%
$163.08 - $198.16 $96.1K - $117K
27.5K $5.25M
XLE
Energy Sector Spdr

ETFs
6.74K
New
$83.32 - $97.27 $562K - $656K
6.74K $577K
WRB
Berkley W R Corp

Financial Services
9.43K
New
$56.48 - $64.94 $533K - $612K
9.43K $551K
OEF
Ishares S&P 100 ETF

ETFs
1.92K
+ 5.0%
N/A
40.4K $10.7M
PLTR
Palantir Technologies Inc.

Technology
6.23K
New
$36.46 - $82.38 $227K - $513K
6.23K $471K
CPRT
Copart Inc

Consumer Cyclical
5.02K
New
$51.36 - $63.8 $258K - $320K
5.02K $287K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.03K
New
$229.83 - $258.46 $237K - $267K
1.03K $255K
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
+ 0.48%
$216.13 - $242.4 $226K - $254K
217K $47.9M
WFC
Wells Fargo & Company

Financial Services
3.34K
New
$54.98 - $77.35 $184K - $259K
3.34K $234K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.1K
New
$61.21 - $76.19 $190K - $236K
3.1K $232K
CDNS
Cadence Design Systems Inc

Technology
763
New
$249.1 - $324.54 $190K - $248K
763 $229K
FTNT
Fortinet, Inc.

Technology
2.39K
New
$76.49 - $99.21 $182K - $237K
2.39K $225K
SNA
Snap On Inc

Industrials
648
New
$285.44 - $371.35 $185K - $241K
648 $219K
DOV
Dover Corp

Industrials
1.14K
New
$184.72 - $206.51 $210K - $235K
1.14K $213K
WMB
Williams Companies, Inc.

Energy
3.73K
New
$46.37 - $59.74 $173K - $223K
3.73K $201K
BX
Blackstone Inc.

Financial Services
778
+ 56.25%
$148.45 - $199.05 $115K - $155K
2.16K $372K
WMT
Walmart Inc.

Consumer Defensive
489
+ 4.19%
$79.1 - $95.7 $38.7K - $46.8K
12.2K $1.1M
HAL
Halliburton CO

Energy
6.82K
+ 31.67%
$25.77 - $31.99 $176K - $218K
28.3K $770K
CRM
Salesforce, Inc.

Technology
93
+ 5.02%
$270.87 - $367.87 $25.2K - $34.2K
1.95K $650K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
336
+ 7.67%
$442.29 - $483.08 $149K - $162K
4.72K $2.14M
NOW
Service Now, Inc.

Technology
4
+ 0.57%
$867.18 - $1148.42 $3.47K - $4.59K
710 $752K
DIS
Walt Disney CO

Communication Services
200
+ 3.3%
$92.39 - $117.6 $18.5K - $23.5K
6.26K $696K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.75%
$4100.99 - $5300.34 $4.1K - $5.3K
135 $670K
NKE
Nike, Inc.

Consumer Cyclical
1.57K
+ 56.22%
$73.36 - $89.13 $115K - $140K
4.36K $329K
EXPE
Expedia Group, Inc.

Consumer Cyclical
20
+ 1.09%
$146.47 - $191.01 $2.93K - $3.82K
1.86K $346K
PYPL
Pay Pal Holdings, Inc.

Financial Services
91
+ 1.1%
$77.25 - $91.3 $7.03K - $8.31K
8.38K $714K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
695
+ 9.02%
$94.79 - $95.69 $65.9K - $66.5K
8.4K $798K
IWN
Ishares Russell2000 Val ETF

ETFs
436
+ 7.52%
$162.69 - $181.35 $70.9K - $79.1K
6.23K $1.02M
BAC
Bank Of America Corp

Financial Services
172
+ 1.53%
$39.22 - $47.77 $6.75K - $8.22K
11.4K $501K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.05%
$124.26 - $134.12 $994 - $1.07K
16.8K $2.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
800
+ 8.96%
$61.68 - $67.87 $49.3K - $54.3K
9.73K $606K
PANW
Palo Alto Networks Inc

Technology
885
+ 126.97%
$181.96 - $405.9 $161K - $359K
1.58K $287K
BMY
Bristol Myers Squibb CO

Healthcare
156
+ 2.61%
$51.92 - $59.94 $8.1K - $9.35K
6.13K $346K
ADP
Automatic Data Processing Inc

Industrials
29
+ 1.6%
$280.08 - $307.97 $8.12K - $8.93K
1.84K $537K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.05%
$178.39 - $215.0 $357 - $430
3.71K $715K
PAYX
Paychex Inc

Industrials
54
+ 1.96%
$135.86 - $148.73 $7.34K - $8.03K
2.81K $393K
TXN
Texas Instruments Inc

Technology
123
+ 2.76%
N/A
4.58K $890K
IBM
International Business Machines Corp

Technology
131
+ 3.18%
$204.9 - $238.04 $26.8K - $31.2K
4.25K $933K
SRLN
Ssga Active Trust

ETFs
511
+ 9.2%
$41.48 - $42.08 $21.2K - $21.5K
6.06K $253K
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.6K
+ 196.93%
$22.4 - $68.28 $954K - $2.91M
64.2K $1.49M
FDS
Factset Research Systems Inc

Financial Services
25
+ 5.64%
$449.69 - $495.72 $11.2K - $12.4K
468 $224K
CMI
Cummins Inc

Industrials
1
+ 0.14%
$324.93 - $383.42 $325 - $383
727 $253K
HPE
Hewlett Packard Enterprise CO

Technology
116
+ 0.67%
$19.31 - $23.95 $2.24K - $2.78K
17.6K $374K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
21
+ 1.29%
$180.39 - $205.43 $3.79K - $4.31K
1.65K $313K
Activity Summary
Buys All Purchases 107 New Holdings 19 Increased Positions 88 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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