Geller Advisors LLC Incresed Positions in Q3 2024

Geller Advisors LLC

  • $1.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
55.1K
+ 5.44%
$475.2 - $527.7 $26.2M - $29.1M
1.07M $563M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
270K
+ 5.68%
$38.33 - $42.48 $10.4M - $11.5M
5.02M $211M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.32K
+ 2.19%
$173.36 - $189.8 $1.44M - $1.58M
388K $73.7M
IWM
Ishares Russell 2000 ETF

ETFs
447
+ 0.21%
$200.87 - $224.6 $89.8K - $100K
216K $47.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.8K
+ 7.01%
$96.25 - $101.98 $2.01M - $2.13M
318K $32.2M
AAPL
Apple Inc.

Technology
2.72K
+ 4.3%
$207.23 - $234.82 $564K - $639K
66K $15.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
430
+ 0.39%
$162.83 - $179.16 $70K - $77K
112K $20M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 0.45%
$37.33 - $40.63 $84.8K - $92.3K
509K $20.7M
VO
Vanguard Mid Cap ETF

ETFs
921
+ 1.8%
$237.84 - $263.83 $219K - $243K
52.1K $13.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
112
+ 0.19%
$256.4 - $289.78 $28.7K - $32.5K
59.1K $16.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 12.45%
$191.76 - $263.26 $213K - $292K
10K $2.62M
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.17%
$294.65 - $384.0 $4.13K - $5.38K
8.36K $3.19M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
24.9K
+ 24.58%
$25.49 - $25.49 $634K - $634K
126K $3.22M
META
Meta Platforms, Inc.

Communication Services
101
+ 1.32%
$453.41 - $572.44 $45.8K - $57.8K
7.73K $4.43M
ABBV
Abb Vie Inc.

Healthcare
772
+ 8.29%
$163.84 - $199.33 $126K - $154K
10.1K $1.99M
ETN
Eaton Corp PLC

Industrials
1.08K
+ 66.91%
$272.52 - $333.02 $295K - $361K
2.7K $895K
JNJ
Johnson & Johnson

Healthcare
739
+ 4.54%
$145.48 - $167.38 $108K - $124K
17K $2.76M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.39K
+ 25.2%
$97.19 - $109.09 $232K - $261K
11.9K $1.28M
PGR
Progressive Corp

Financial Services
53
+ 0.74%
$209.46 - $259.24 $11.1K - $13.7K
7.18K $1.82M
AVGO
Broadcom Inc.

Technology
16.4K
+ 928.39%
$136.27 - $1745.86 $2.24M - $28.7M
18.2K $3.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
114
+ 2.67%
$405.19 - $478.57 $46.2K - $54.6K
4.38K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.03%
$520.18 - $576.82 $1.04K - $1.15K
7.34K $4.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
513
+ 6.55%
$175.0 - $190.72 $89.8K - $97.8K
8.35K $1.59M
VONE
Vanguard Russell 1000 ETF

ETFs
613
+ 16.11%
$234.0 - $260.07 $143K - $159K
4.42K $1.15M
WMT
Walmart Inc.

Consumer Defensive
793
+ 7.28%
$66.91 - $81.4 $53.1K - $64.6K
11.7K $943K
IBM
International Business Machines Corp

Technology
20
+ 0.49%
$175.1 - $223.38 $3.5K - $4.47K
4.12K $910K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 0.6%
$801.83 - $917.05 $21.6K - $24.8K
4.54K $4.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
44
+ 0.62%
$259.22 - $299.75 $11.4K - $13.2K
7.19K $2.02M
MCD
Mcdonalds Corp

Consumer Cyclical
99
+ 3.76%
$245.82 - $304.51 $24.3K - $30.1K
2.73K $831K
ABT
Abbott Laboratories

Healthcare
619
+ 6.93%
$100.07 - $118.13 $61.9K - $73.1K
9.55K $1.09M
V
Visa Inc.

Financial Services
82
+ 0.75%
$253.74 - $291.56 $20.8K - $23.9K
11.1K $3.05M
AON
Aon PLC

Financial Services
260
+ 19.97%
$293.16 - $351.06 $76.2K - $91.3K
1.56K $540K
TMUS
T Mobile Us, Inc.

Communication Services
34
+ 0.71%
$175.14 - $206.36 $5.95K - $7.02K
4.85K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
86
+ 3.69%
$213.3 - $270.78 $18.3K - $23.3K
2.42K $654K
SYY
Sysco Corp

Consumer Defensive
1.11K
+ 14.18%
$69.16 - $78.98 $76.8K - $87.7K
8.95K $698K
AXP
American Express CO

Financial Services
21
+ 0.63%
$225.92 - $271.17 $4.74K - $5.69K
3.33K $902K
T
At&T Inc.

Communication Services
2.8K
+ 12.18%
$18.21 - $22.28 $50.9K - $62.3K
25.8K $566K
CAG
Conagra Brands Inc.

Consumer Defensive
2.33K
+ 19.31%
$28.13 - $32.83 $65.5K - $76.5K
14.4K $468K
CMCSA
Comcast Corp

Communication Services
1.58K
+ 7.16%
$37.33 - $41.78 $58.8K - $65.8K
23.6K $986K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.05%
$113.41 - $125.62 $1.02K - $1.13K
16.8K $2.11M
KO
Coca Cola CO

Consumer Defensive
521
+ 6.08%
$62.69 - $73.01 $32.7K - $38K
9.1K $653K
IRM
Iron Mountain Inc

Real Estate
96
+ 2.93%
$89.69 - $119.32 $8.61K - $11.5K
3.37K $400K
XOM
Exxon Mobil Corp

Energy
751
+ 10.24%
$109.72 - $119.0 $82.4K - $89.4K
8.08K $947K
BMY
Bristol Myers Squibb CO

Healthcare
958
+ 19.09%
$39.66 - $51.75 $38K - $49.6K
5.98K $309K
TRGP
Targa Resources Corp.

Energy
412
+ 21.0%
$127.86 - $156.46 $52.7K - $64.5K
2.37K $351K
PLD
Prologis, Inc.

Real Estate
448
+ 14.69%
$111.95 - $132.43 $50.2K - $59.3K
3.5K $441K
BSX
Boston Scientific Corp

Healthcare
510
+ 6.72%
$72.96 - $84.0 $37.2K - $42.8K
8.1K $678K
CTAS
Cintas Corp

Industrials
2.03K
+ 309.13%
$201.38 - $819.83 $409K - $1.67M
2.69K $553K
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 1.26%
$194.9 - $224.8 $19.5K - $22.5K
8.07K $1.7M
Activity Summary
Buys All Purchases 128 New Holdings 27 Increased Positions 101 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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