Geller Advisors LLC Reduced Holdings in Q3 2024

Geller Advisors LLC

  • $1.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
-143
- 24.61%
$782.27 - $949.51 $112K - $136K
438 $415K
YUM
Yum Brands Inc

Consumer Cyclical
-345
- 17.1%
$125.95 - $139.96 $43.5K - $48.3K
1.67K $233K
COP
Conocophillips

Energy
-77
- 3.17%
$102.3 - $116.61 $7.88K - $8.98K
2.35K $247K
EXPD
Expeditors International Of Washington Inc

Industrials
-326
- 14.46%
$116.1 - $131.42 $37.8K - $42.8K
1.93K $253K
UPS
United Parcel Service Inc

Industrials
-148
- 3.4%
$123.32 - $147.38 $18.3K - $21.8K
4.21K $573K
HDB
Hdfc Bank LTD

Financial Services
-5
- 0.04%
$58.04 - $66.97 $290 - $335
12.4K $775K
MET
Metlife Inc

Financial Services
-850
- 20.18%
$67.96 - $82.48 $57.8K - $70.1K
3.36K $277K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.34K
- 5.85%
$61.11 - $67.85 $82.1K - $91.2K
21.6K $1.47M
STZ
Constellation Brands, Inc.

Consumer Defensive
-24
- 2.27%
$236.42 - $259.82 $5.67K - $6.24K
1.03K $265K
FIS
Fidelity National Information Services, Inc.

Technology
-438
- 11.23%
$72.8 - $85.04 $31.9K - $37.2K
3.46K $289K
Linde PLC
-2
- 0.12%
N/A
1.6K $0
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-63
- 0.81%
$94.39 - $96.15 $5.95K - $6.06K
7.71K $739K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-659
- 15.09%
$156.14 - $187.2 $103K - $123K
3.71K $685K
JBL
Jabil Inc

Technology
-112
- 5.89%
$97.55 - $126.65 $10.9K - $14.2K
1.79K $214K
TFC
Truist Financial Corp

Financial Services
-424
- 6.22%
$38.22 - $44.94 $16.2K - $19.1K
6.4K $273K
FCX
Freeport Mcmoran Inc

Basic Materials
-85
- 0.74%
$39.52 - $51.92 $3.36K - $4.41K
11.3K $565K
HYG
Ishares Tr

ETFs
-46
- 0.84%
$76.72 - $80.36 $3.53K - $3.7K
5.4K $433K
CL
Colgate Palmolive CO

Consumer Defensive
-15
- 0.71%
$95.54 - $108.77 $1.43K - $1.63K
2.09K $217K
NKE
Nike, Inc.

Consumer Cyclical
-272
- 8.88%
$71.09 - $89.44 $19.3K - $24.3K
2.79K $246K
PFF
Ishares Trust Ishares Pfd And

ETFs
-106
- 0.87%
$31.18 - $33.5 $3.31K - $3.55K
12.1K $401K
L
Loews Corp

Financial Services
-102
- 1.76%
$73.76 - $81.96 $7.52K - $8.36K
5.7K $450K
IQV
Iqvia Holdings Inc.

Healthcare
-79
- 5.35%
$206.81 - $251.55 $16.3K - $19.9K
1.4K $330K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-43
- 0.82%
$71.19 - $76.59 $3.06K - $3.29K
5.2K $398K
PAYX
Paychex Inc

Industrials
-168
- 5.75%
$116.17 - $135.19 $19.5K - $22.7K
2.76K $369K
MTD
Mettler Toledo International Inc

Healthcare
-3
- 1.1%
$1308.0 - $1521.03 $3.92K - $4.56K
269 $403K
IBN
Icici Bank LTD

Financial Services
-15
- 0.06%
$27.58 - $31.38 $414 - $471
23.4K $697K
USB
Us Bancorp \De\

Financial Services
-159
- 2.94%
$39.04 - $47.23 $6.21K - $7.51K
5.25K $240K
ADP
Automatic Data Processing Inc

Industrials
-177
- 8.92%
$233.44 - $279.45 $41.3K - $49.5K
1.81K $500K
IT
Gartner Inc

Technology
-16
- 2.52%
$441.32 - $516.47 $7.06K - $8.26K
619 $313K
OTIS
Otis Worldwide Corp

Industrials
-48
- 1.02%
$91.43 - $104.43 $4.39K - $5.01K
4.64K $482K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-20
- 1.08%
$112.12 - $149.09 $2.24K - $2.98K
1.84K $271K
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 1.31%
$247.34 - $300.11 $3.71K - $4.5K
1.13K $337K
IWN
Ishares Russell2000 Val ETF

ETFs
-278
- 4.58%
$150.05 - $171.34 $41.7K - $47.6K
5.8K $967K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-247
- 3.21%
$64.35 - $75.71 $15.9K - $18.7K
7.45K $548K
GE
General Electric CO

Industrials
-4
- 0.23%
$156.66 - $189.66 $627 - $759
1.72K $323K
ZTS
Zoetis Inc.

Healthcare
-5
- 0.19%
$172.58 - $196.48 $863 - $982
2.66K $518K
DHI
Horton D R Inc

Consumer Cyclical
-79
- 5.21%
$135.21 - $197.06 $10.7K - $15.6K
1.44K $274K
AMT
American Tower Corp

Real Estate
-60
- 3.04%
$192.27 - $242.73 $11.5K - $14.6K
1.92K $445K
MSCI
Msci Inc.

Financial Services
-26
- 3.19%
$479.31 - $584.91 $12.5K - $15.2K
790 $460K
CBRE
Cbre Group, Inc.

Real Estate
-211
- 7.86%
$85.97 - $124.48 $18.1K - $26.3K
2.47K $307K
MCO
Moodys Corp

Financial Services
-28
- 1.57%
$421.49 - $494.67 $11.8K - $13.9K
1.75K $830K
CSCO
Cisco Systems, Inc.

Technology
-23
- 0.14%
$44.74 - $53.22 $1.03K - $1.22K
16.2K $861K
ATO
Atmos Energy Corp

Utilities
-47
- 1.04%
$114.08 - $138.75 $5.36K - $6.52K
4.49K $623K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.04K
- 5.16%
$81.17 - $90.77 $166K - $185K
37.5K $3.35M
ACN
Accenture PLC

Technology
-90
- 2.79%
$295.44 - $355.81 $26.6K - $32K
3.14K $1.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 0.62%
$531.86 - $624.21 $8.51K - $9.99K
2.56K $1.58M
CAT
Caterpillar Inc

Industrials
-3
- 0.1%
$316.8 - $391.12 $950 - $1.17K
3.04K $1.19M
CARR
Carrier Global Corp

Industrials
-162
- 1.34%
$61.9 - $80.88 $10K - $13.1K
11.9K $957K
BK
Bank Of New York Mellon Corp

Financial Services
-994
- 4.32%
$59.54 - $72.17 $59.2K - $71.7K
22K $1.58M
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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