StockDriftsStockDriftsTop 50 Geller Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 40.84% | 1.15M | $621.6M | +8.06%(+86.01K) | — | 2024-12-31 | |
| DBEF | DBX ETF TR | 16.06% | 5.90M | $244.4M | +17.48%(+878.20K) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 9.34% | 241.7K | $142.1M | -9.63%(-25.75K) | — | 2024-12-31 | |
| IWD | ISHARES TR | 4.46% | 367.0K | $67.9M | -5.52%(-21.46K) | — | 2024-12-31 | |
| IWM | ISHARES TR | 3.15% | 216.8K | $47.9M | +0.48%(+1.05K) | — | 2024-12-31 | |
| AGG | ISHARES TR | 2.05% | 321.4K | $31.1M | +0.97%(+3.09K) | — | 2024-12-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.36% | 511.9K | $20.6M | +0.47%(+2.40K) | — | 2024-12-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.3% | 112.5K | $19.7M | +0.85%(+951) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 1.28% | 46.3K | $19.5M | -0.34%(-159) | — | 2024-12-31 | |
| IWO | ISHARES TR | 1.12% | 59.3K | $17.1M | +0.36%(+214) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Geller Advisors Llc reports $1.52B in US-listed equity holdings across 253 positions in its most recent 13F filing. Its largest disclosed positions are VOO (40.8%), DBEF (16.1%) and SPY (9.3%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Geller Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1354739). View Geller Advisors Llc’s 13F filings on SEC