Geller Advisors LLC Purchases and Sells in Q4 2024

Geller Advisors LLC

$1.51 Billion
Q4 2024

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	86K + 8.06%	$521.84 - $558.82 $44.9M - $48.1M	1.15M $622M
DBEF	878K + 17.48%	$40.97 - $42.66 $36M - $37.5M	5.9M $244M
IJR	97K + 3797.06%	$113.92 - $127.38 $11.1M - $12.4M	99.6K $11.5M
QQQ	1.92K + 7.16%	$481.22 - $538.17 $924K - $1.03M	28.7K $14.7M
GOOG	589 + 2.18%	$163.08 - $198.16 $96.1K - $117K	27.5K $5.25M
OEF	1.92K + 5.0%	N/A	40.4K $10.7M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRO	7.51K New	$100.93 - $113.42 $758K - $852K	7.51K $766K
XLE	6.74K New	$83.32 - $97.27 $562K - $656K	6.74K $577K
WRB	9.43K New	$56.48 - $64.94 $533K - $612K	9.43K $551K
PLTR	6.23K New	$36.46 - $82.38 $227K - $513K	6.23K $471K
CPRT	5.02K New	$51.36 - $63.8 $258K - $320K	5.02K $287K
HLT	1.03K New	$229.83 - $258.46 $237K - $267K	1.03K $255K

Top Sells

Reduced Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-25.8K - 9.63%	$567.81 - $607.81 $14.6M - $15.7M	242K $142M
IWD	-21.5K - 5.52%	$183.23 - $199.79 $3.93M - $4.29M	367K $67.9M
IWV	-8.81K - 57.23%	$323.08 - $349.08 $2.84M - $3.07M	6.58K $2.2M
VRTX	-1.43K - 70.99%	$396.64 - $516.74 $569K - $741K	586 $235K
JNJ	-2.56K - 15.03%	$143.34 - $165.86 $366K - $424K	14.5K $2.09M
MELI	-233 - 30.62%	$1666.0 - $2117.3 $388K - $493K	528 $897K

Activity Summary All Purchases 107 New Holdings 19 Increased Positions 88 All Sells 109 Reductions 109 Sold out 0 Calls 0 Puts 0

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