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.
Stock Holdings Table Market Cap. of Under $50 Millions
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