GA

Geller Advisors LLC

13F
Geller Advisors LLC
Last update 2024-08-13 264 Stocks (7 new)
Value $1.35 Bil Turnover 7 %
Countries:
Top Holdings: VOO(37.71%)DBEF(14.62%)SPY(11.02%)IWD(4.92%)IWM(3.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Geller Advisors LLC Top Holdings of 2024-06-30 View Full List
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
1,012,577
508226.030
+9.84%
37.710
+3.38%
-
0%
0%
496071.971
 
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF
4,754,786
197038.330
+17.71%
14.620
+2.20%
-
-0.53%
+11.84%
5393.370
 
SPY 		S&P 500 ETF TRUST ETF
271,974
148492.670
-1.74%
11.020
-0.21%
-
+3.84%
+19.50%
562273.214
 
IWD 		iShares Russell 1000 Value ETF
380,182
66330.510
+9.83%
4.920
+0.44%
-
+7.87%
+14.15%
59836.440
 
IWM 		iShares Russell 2000 ETF
215,307
43683.790
-0.78%
3.240
-0.03%
-
+10.87%
+10.42%
70427.231
 
AGG 		iShares Core U.S. Aggregate Bond ETF
297,481
28876.490
+15.49%
2.140
+0.29%
-
+3.82%
+2.25%
120527.952
 
MSFT 		Microsoft Corp
44,993
20109.780
+0.51%
1.490
+0.01%
0.000
-2.16%
+16.38%
3235378.615
Software
PRF 		Invesco FTSE RAFI US 1000 ETF
507,208
19248.570
+0.44%
1.430
+0.01%
-
+6.17%
+14.91%
7356.636
 
RSP 		Invesco S&P 500 Equal Weight ETF
111,134
18257.150
+0.40%
1.350
+0.01%
-
+7.29%
+12.45%
63038.893
 
IWO 		iShares Russell 2000 Growth ETF
59,008
15491.570
+0.14%
1.150
0%
-
+9.50%
+12.60%
11843.283
 

Geller Advisors LLC's Historical Top Holdings Breakdowns

Geller Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+3.38%
●
455.1 ($481.2) 504.28
$523.88
8.87%
Add 9.84%
1,012,577
90,711
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2024-06-30Add
+2.20%
●
39.68 ($41.14) 42.17
$41.36
0.53%
Add 17.71%
4,754,786
715,257
IWD 		iShares Russell 1000 Value ETF2024-06-30Add
+0.44%
●
169.4 ($174.85) 179.05
$188.64
7.89%
Add 9.83%
380,182
34,019
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+0.29%
●
95.11 ($96.53) 97.92
$101.48
5.13%
Add 15.49%
297,481
39,906
IWV 		iShares Russell 3000 ETF2024-06-30Reduce
-0.21%
●
283.16 ($298.42) 309.9
$324.76
8.83%
Reduce -36.15%
15,385
-8,710
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-0.21%
●
495.16 ($523.39) 548.49
$568.25
8.57%
Reduce -1.74%
271,974
-4,818
MA 		Mastercard Inc2024-06-30Add
+0.17%
●
441.1 ($455.54) 479.43
$492.74
8.17%
Add 103.99%
10,183
5,191
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.13%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Reduce -15.52%
96,094
-17,656
WINN 		Harbor Long-Term Growers ETF2024-06-30Add
+0.11%
●
21.75 ($23.69) 25.5
$25.54
7.79%
Add 152.71%
101,288
61,208
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.10%
●
414.65 ($449.75) 485.21
$482.42
7.26%
Add 12.36%
25,500
2,805

Geller Advisors LLC Total Holding History ($B)

To

Geller Advisors LLC's Asset Allocation

To

Geller Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Geller Advisors LLC's Hypothetical Growth since 2024-06-30

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

  • 1

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