Geller Advisors LLC Portfolio Holdings

Geller Advisors LLC

  • $1.51 Billion
  • Q4 2024

Geller Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 253 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $622M, Xtrackers Msci Eafe Hedged Equ with a value of $244M, Spdr S&P 500 ETF Trust with a value of $142M, Ishares Russell 1000 Val ETF with a value of $67.9M, and Ishares Russell 2000 ETF with a value of $47.9M.

Examining the 13F form we can see an increase of $74.4M in the current position value, from $1.44B to 1.51B.

Geller Advisors LLC is based out at New York, NY

Below you can find more details about Geller Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.51 Billion
ETFs: $1.3 Billion
Technology: $65.8 Million
Financial Services: $41.7 Million
Healthcare: $22.4 Million
Consumer Cyclical: $22 Million
Communication Services: $21.6 Million
Industrials: $17.6 Million
Consumer Defensive: $12.5 Million
Other: $12.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$622 Million 41.05% of portfolio
1,153,704
Q4 2024 Added 8.06%
$0
$244 Million 16.14% of portfolio
5,903,060
Q4 2024 Added 17.48%
$0
$142 Million 9.35% of portfolio
241,658
Q4 2024 Reduced 9.63%
$0
$67.9 Million 4.49% of portfolio
367,037
Q4 2024 Reduced 5.52%
$0
$47.9 Million 3.16% of portfolio
216,800
Q4 2024 Added 0.48%
$0
$31.1 Million 2.06% of portfolio
321,417
Q4 2024 Added 0.97%
$0
$20.6 Million 1.36% of portfolio
511,883
Q4 2024 Added 0.47%
$0
$19.7 Million 1.3% of portfolio
112,515
Q4 2024 Added 0.85%
$2.8T
$19.5 Million 1.29% of portfolio
46,296
Q4 2024 Reduced 0.34%
$0
$17.1 Million 1.13% of portfolio
59,334
Q4 2024 Added 0.36%
$3.57T
$16.5 Million 1.09% of portfolio
65,700
Q4 2024 Reduced 0.49%
$0
$14.7 Million 0.97% of portfolio
28,720
Q4 2024 Added 7.16%
$0
$13.8 Million 0.91% of portfolio
52,086
Q3 2024 Added 1.8%
$0
$11.5 Million 0.76% of portfolio
99,570
Q4 2024 Added 3,797.06%
$0
$10.7 Million 0.71% of portfolio
40,390
Q4 2024 Added 5.0%
$270B
$9.43 Million 0.62% of portfolio
70,196
Q4 2024 Reduced 13.11%
$1.94T
$6.06 Million 0.4% of portfolio
27,621
Q4 2024 Reduced 3.57%
$922B
$6.06 Million 0.4% of portfolio
32,036
Q4 2024 Reduced 6.79%
$951B
$5.25 Million 0.35% of portfolio
27,549
Q4 2024 Added 2.18%
$1.3T
$4.56 Million 0.3% of portfolio
7,727
Q4 2024 Reduced 0.06%
$0
$4.32 Million 0.29% of portfolio
7,338
Q3 2024 Added 0.03%
$523B
$4.17 Million 0.28% of portfolio
7,921
Q4 2024 Reduced 0.45%
$76.2B
$4.18 Million 0.28% of portfolio
16,504
Q4 2024 Added 0.46%
$419B
$3.98 Million 0.26% of portfolio
4,340
Q4 2024 Reduced 4.49%
$0
$3.87 Million 0.26% of portfolio
55,257
Q3 2023 Reduced 1.78%
$375B
$3.79 Million 0.25% of portfolio
9,742
Q4 2024 Added 0.21%
$818B
$3.44 Million 0.23% of portfolio
8,507
Q4 2024 Reduced 15.07%
$573B
$3.49 Million 0.23% of portfolio
11,044
Q4 2024 Reduced 0.39%
$0
$3.34 Million 0.22% of portfolio
37,354
Q4 2024 Reduced 0.44%
$0
$3.22 Million 0.21% of portfolio
126,312
Q4 2024 Added 0.1%
$785B
$3.01 Million 0.2% of portfolio
3,895
Q4 2024 Reduced 3.25%
$90.5B
$2.84 Million 0.19% of portfolio
8,363
Q3 2024 Added 0.17%
$67.8B
$2.89 Million 0.19% of portfolio
12,458
Q4 2024 Reduced 31.48%
$76.5B
$2.6 Million 0.17% of portfolio
12,913
Q4 2024 Reduced 0.21%
$0
$2.2 Million 0.15% of portfolio
6,580
Q4 2024 Reduced 57.23%
$207B
$2.34 Million 0.15% of portfolio
15,419
Q4 2024 Reduced 0.17%
$415B
$2.15 Million 0.14% of portfolio
2,414
Q4 2024 Reduced 21.62%
$434B
$2.09 Million 0.14% of portfolio
14,455
Q4 2024 Reduced 15.03%
$0
$2.16 Million 0.14% of portfolio
16,770
Q4 2024 Added 0.05%
$683B
$2.14 Million 0.14% of portfolio
4,719
Q4 2024 Added 7.67%
$720B
$1.93 Million 0.13% of portfolio
8,065
Q3 2024 Added 1.26%
$72.6B
$2.03 Million 0.13% of portfolio
7,166
Q4 2024 Reduced 0.29%
$490B
$1.89 Million 0.12% of portfolio
3,728
Q4 2024 Reduced 3.64%
$263B
$1.86 Million 0.12% of portfolio
2,682
Q4 2024 Added 4.24%
$67.8B
$1.69 Million 0.11% of portfolio
21,935
Q4 2024 Reduced 0.3%
$166B
$1.71 Million 0.11% of portfolio
7,129
Q4 2024 Reduced 0.64%
$370B
$1.73 Million 0.11% of portfolio
9,733
Q4 2024 Reduced 3.45%
$0
$1.56 Million 0.1% of portfolio
8,445
Q4 2024 Added 1.13%
$0
$1.45 Million 0.1% of portfolio
119,595
Q3 2022 Reduced 11.32%

Summary

  • Portfolio
  • No. of Stocks 253
  • Current Value $1.51 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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