Geller Advisors LLC Purchases in Q4 2024

Geller Advisors LLC

  • $1.51 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
310
+ 5.74%
$78.09 - $80.04 $24.2K - $24.8K
5.71K $449K
ATO
Atmos Energy Corp

Utilities
91
+ 2.02%
$136.41 - $151.43 $12.4K - $13.8K
4.59K $638K
TFC
Truist Financial Corp

Financial Services
156
+ 2.44%
$41.51 - $48.1 $6.48K - $7.5K
6.55K $284K
INTU
Intuit Inc

Technology
9
+ 1.36%
$602.01 - $706.25 $5.42K - $6.36K
673 $422K
JCI
Johnson Controls International PLC

Industrials
78
+ 2.79%
$74.23 - $86.6 $5.79K - $6.75K
2.87K $226K
CWB
Spdr Bloomberg Convertible Sec

ETFs
26
+ 0.5%
$76.21 - $82.24 $1.98K - $2.14K
5.23K $407K
KEY
Keycorp

Financial Services
19
+ 0.11%
$16.21 - $19.97 $308 - $379
16.9K $289K
MCO
Moodys Corp

Financial Services
17
+ 0.97%
$454.04 - $500.88 $7.72K - $8.51K
1.77K $836K
WELL
Welltower Inc.

Real Estate
69
+ 3.75%
$123.11 - $139.3 $8.49K - $9.61K
1.91K $240K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
132
+ 0.1%
N/A
126K $3.22M
PFF
Ishares Trust Ishares Pfd And

ETFs
730
+ 6.04%
$31.23 - $33.51 $22.8K - $24.5K
12.8K $402K
PPA
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.25%
$113.79 - $124.5 $1.02K - $1.12K
3.56K $408K
Lam Research Corp
5.46K
New
N/A
5.46K $0
Arista Networks Inc
3.4K
New
N/A
3.4K $0
DWAC
Digital World Acquisition Corp.

Financial Services
10.9K
New
N/A
10.9K $0
Blackrock Inc
351
New
N/A
351 $0
Te Connectivity PLC
53
+ 2.64%
N/A
2.06K $0
Canadian Pacific Kansas City
8.3K
New
N/A
8.3K $0
Direxion Shs ETF Tr
6.35K
New
N/A
6.35K $0
SYY
Sysco Corp

Consumer Defensive
175
+ 1.96%
$73.63 - $81.77 $12.9K - $14.3K
9.12K $697K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.45%
$118.38 - $133.06 $1.54K - $1.73K
2.9K $348K
SNPS
Synopsys Inc

Technology
9
+ 2.14%
$485.36 - $588.0 $4.37K - $5.29K
429 $208K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
490
+ 3.32%
$51.76 - $56.72 $25.4K - $27.8K
15.3K $790K
GGG
Graco Inc

Industrials
1
+ 0.04%
$81.45 - $92.29 $81.5 - $92.3
2.59K $217K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.09%
$285.5 - $335.62 $286 - $336
1.13K $328K
SPGI
S&P Global Inc.

Financial Services
42
+ 2.55%
$480.36 - $529.17 $20.2K - $22.2K
1.69K $842K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.03%
$57.51 - $67.17 $57.5 - $67.2
3.44K $213K
IR
Ingersoll Rand Inc.

Industrials
198
+ 5.09%
$90.46 - $105.35 $17.9K - $20.9K
4.09K $369K
EWJ
Ishares Msci Japan ETF

ETFs
68
+ 1.6%
$66.18 - $71.84 $4.5K - $4.89K
4.31K $288K
OXY
Occidental Petroleum Corp

Energy
34
+ 0.38%
$45.36 - $55.91 $1.54K - $1.9K
9.01K $444K
AWK
American Water Works Company, Inc.

Utilities
211
+ 9.7%
$123.83 - $146.07 $26.1K - $30.8K
2.39K $297K
INDA
Ishares Msci India Index Fund

ETFs
38
+ 0.74%
$52.64 - $58.16 $2K - $2.21K
5.19K $273K
EXPD
Expeditors International Of Washington Inc

Industrials
57
+ 2.95%
$110.5 - $128.26 $6.3K - $7.31K
1.99K $219K
VOOV
Vanguard S&P 500 Value ETF

ETFs
94
+ 1.13%
$184.21 - $199.29 $17.3K - $18.7K
8.45K $1.56M
ED
Consolidated Edison Inc

Utilities
11
+ 0.47%
$88.87 - $107.38 $978 - $1.18K
2.36K $210K
AFL
Aflac Inc

Financial Services
30
+ 0.64%
$100.37 - $115.27 $3.01K - $3.46K
4.7K $486K
UNP
Union Pacific Corp

Industrials
3
+ 0.14%
$223.15 - $249.32 $669 - $748
2.19K $499K
KLAC
Kla Corp

Technology
3
+ 0.88%
$614.46 - $829.55 $1.84K - $2.49K
344 $216K
QCOM
Qualcomm Inc

Technology
28
+ 0.88%
$150.4 - $178.04 $4.21K - $4.99K
3.21K $492K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
131
+ 0.92%
$44.04 - $49.49 $5.77K - $6.48K
14.4K $633K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.4K
+ 0.47%
$40.15 - $42.9 $96.5K - $103K
512K $20.6M
NEE
Nextera Energy Inc

Utilities
10
+ 0.23%
$69.77 - $85.43 $698 - $854
4.43K $317K
PLD
Prologis, Inc.

Real Estate
45
+ 1.29%
$101.4 - $126.96 $4.56K - $5.71K
3.54K $374K
MTD
Mettler Toledo International Inc

Healthcare
6
+ 2.23%
$1160.67 - $1498.12 $6.96K - $8.99K
275 $336K
ZTS
Zoetis Inc.

Healthcare
3
+ 0.11%
$162.24 - $194.42 $487 - $583
2.66K $433K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$59.25 - $72.99 $59.3 - $73
7.45K $444K
AMAT
Applied Materials Inc

Technology
90
+ 2.88%
$161.44 - $213.89 $14.5K - $19.3K
3.21K $522K
ITW
Illinois Tool Works Inc

Industrials
75
+ 0.46%
$253.56 - $278.5 $19K - $20.9K
16.5K $4.18M
CARR
Carrier Global Corp

Industrials
116
+ 0.97%
$66.69 - $82.65 $7.74K - $9.59K
12K $820K
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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