GA
| |
Geller Advisors LLC13F | |
| Geller Advisors LLC | |
| Last update 2025-02-16 | 253 Stocks (16 new) |
| Value $1.52 Bil | Turnover 7 % |
Geller Advisors LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 1,153,704 | 621,627.6 | +8.06% | 40.840 | +3.04% | 0.110 | +19.71% | +7.97% | 658,032.1 | ||
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 5,903,060 | 244,386.7 | +17.48% | 16.060 | +2.39% | 3.460 | +9.87% | +9.93% | 7,863.2 | ||
SPY | SPDR S&P 500 ETF Trust | 241,658 | 142,105.5 | -9.63% | 9.340 | -1.02% | 0.020 | +19.62% | +7.94% | 648,846.5 | ||
IWD | iShares Russell 1000 Value ETF | 367,037 | 67,949.7 | -5.52% | 4.460 | -0.28% | 0.110 | +12.06% | +7.61% | 62,518.2 | ||
IWM | iShares Russell 2000 ETF | 216,800 | 47,904.3 | +0.48% | 3.150 | +0.02% | 0.070 | +19.43% | +1.55% | 64,702.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 321,417 | 31,145.3 | +0.97% | 2.050 | +0.02% | 0.030 | +2.13% | +3.72% | 128,438.9 | ||
PRF | Invesco FTSE RAFI US 1000 ETF | 511,883 | 20,649.4 | +0.47% | 1.360 | +0.01% | 0.280 | +13.97% | +7.58% | 7,917.3 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 112,515 | 19,716.2 | +0.85% | 1.300 | +0.01% | 0.030 | +14.28% | +7.03% | 74,612.5 | ||
MSFT | Microsoft Corp | 46,296 | 19,513.9 | -0.34% | 1.280 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
IWO | iShares Russell 2000 Growth ETF | 59,334 | 17,077.8 | +0.36% | 1.120 | 0% | 0.140 | +20.87% | +1.38% | 11,815.4 |
Geller Advisors LLC's Historical Top Holdings Breakdowns
Geller Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add Add | +3.04% | 521.84 ($541.94) 558.82 | $577.95 | 6.64% | Add 8.06% | 1,153,704 | 86,013 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2024-12-31 | Add Add | +2.39% | 40.98 ($41.85) 42.66 | $44.07 | 5.30% | Add 17.48% | 5,903,060 | 878,200 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce Reduce | -1.02% | 567.8 ($589.49) 607.81 | $628.86 | 6.68% | Reduce -9.63% | 241,658 | -25,750 | |
IJR | iShares Core S&P Small-Cap ETF | 2024-12-31 | Add Add | +0.73% | 113.92 ($119.54) 127.38 | $112.83 | -5.61% | Add 3797.06% | 99,570 | 97,015 | |
IWD | iShares Russell 1000 Value ETF | 2024-12-31 | Reduce Reduce | -0.28% | 183.23 ($191.86) 199.79 | $197.50 | 2.94% | Reduce -5.52% | 367,037 | -21,461 | |
IWV | iShares Russell 3000 ETF | 2024-12-31 | Reduce Reduce | -0.20% | 323.08 ($336.84) 349.08 | $357.61 | 6.17% | Reduce -57.23% | 6,580 | -8,805 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -0.09% | 118.85 ($138.16) 148.88 | $167.03 | 20.90% | Reduce -13.11% | 70,196 | -10,589 | |
AVGO | Broadcom Inc | 2024-12-31 | Reduce Reduce | -0.07% | 159.67 ($185.23) 250 | $278.59 | 50.40% | Reduce -31.48% | 12,458 | -5,724 | |
LGF.A | Lions Gate Entertainment Corp | 2024-12-31 | Sold Out Sold Out | -0.07% | 7.44 ($7.89) 8.54 | $8.59 | 8.87% | Sold Out | 0 | -131,050 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +0.06% | 481.59 ($506.19) 538.17 | $561.25 | 10.88% | Add 7.16% | 28,720 | 1,920 |
Geller Advisors LLC Total Holding History ($B)
Geller Advisors LLC's Asset Allocation
Geller Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Geller Advisors LLC's Hypothetical Growth since 2024-12-31
Geller Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Geller Advisors LLC's Holdings Heat Map
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Geller Advisors LLC's Holdings Bubble Chart
Geller Advisors LLC News
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