Geller Advisors LLC Incresed Positions 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
GOOG
Alphabet Inc.

Communication Services
589
+ 2.18%
$163.08 - $198.16 $96.1K - $117K
27.5K $5.25M
OEF
Ishares S&P 100 ETF

ETFs
1.92K
+ 5.0%
N/A
40.4K $10.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
214
+ 0.36%
$278.19 - $315.36 $59.5K - $67.5K
59.3K $17.1M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
+ 0.48%
$216.13 - $242.4 $226K - $254K
217K $47.9M
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
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
ADP
Automatic Data Processing Inc

Industrials
29
+ 1.6%
$280.08 - $307.97 $8.12K - $8.93K
1.84K $537K
BMY
Bristol Myers Squibb CO

Healthcare
156
+ 2.61%
$51.92 - $59.94 $8.1K - $9.35K
6.13K $346K
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
FDS
Factset Research Systems Inc

Financial Services
25
+ 5.64%
$449.69 - $495.72 $11.2K - $12.4K
468 $224K
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.6K
+ 196.93%
$22.4 - $68.28 $954K - $2.91M
64.2K $1.49M
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
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
JCI
Johnson Controls International PLC

Industrials
78
+ 2.79%
$74.23 - $86.6 $5.79K - $6.75K
2.87K $226K
INTU
Intuit Inc

Technology
9
+ 1.36%
$602.01 - $706.25 $5.42K - $6.36K
673 $422K
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
MET
Metlife Inc

Financial Services
40
+ 1.19%
$78.15 - $88.25 $3.13K - $3.53K
3.4K $278K
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
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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