Geller Advisors LLC Top Holdings and 13F Report (2025) About Geller Advisors LLCInvestment ActivityGeller Advisors LLC has $1.52 billion in total holdings as of December 31, 2024.Geller Advisors LLC owns shares of 253 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Geller Advisors LLC has purchased 260 new stocks and bought additional shares in 88 stocks.Geller Advisors LLC sold shares of 109 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $621,627,580Xtrackers MSCI EAFE Hedged Equity ETF $244,386,708SPDR S&P 500 ETF Trust $142,105,521iShares Russell 1000 Value ETF $67,949,694iShares Russell 2000 ETF $47,904,292 Largest New Holdings this Quarter Brown & Brown $766,476 HoldingCanadian Pacific Kansas City $601,694 HoldingEnergy Select Sector SPDR Fund $577,434 HoldingW. R. Berkley $551,844 HoldingPALANTIR TECHNOLOGIES INC $471,326 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 86,013 shares (about $46.34M)Xtrackers MSCI EAFE Hedged Equity ETF 878,200 shares (about $36.36M)iShares Core S&P Small-Cap ETF 97,015 shares (about $11.18M)Schwab US Large-Cap ETF 42,592 shares (about $987.29K)Invesco QQQ 1,920 shares (about $981.57K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 25,750 shares (about $15.14M)iShares Russell 1000 Value ETF 21,461 shares (about $3.97M)iShares Russell 3000 ETF 8,805 shares (about $2.94M)NVIDIA 10,589 shares (about $1.42M)Broadcom 5,724 shares (about $1.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeller Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$621,627,580$46,344,689 ▲8.1%1,153,70440.8%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$244,386,708$36,357,484 ▲17.5%5,903,06016.1%ETFSPYSPDR S&P 500 ETF Trust$142,105,521$15,142,131 ▼-9.6%241,6589.3%FinanceIWDiShares Russell 1000 Value ETF$67,949,694$3,973,083 ▼-5.5%367,0374.5%ETFIWMiShares Russell 2000 ETF$47,904,292$231,125 ▲0.5%216,8003.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$31,145,310$299,712 ▲1.0%321,4172.0%FinancePRFInvesco FTSE RAFI US 1000 ETF$20,649,373$96,977 ▲0.5%511,8831.4%ETFRSPInvesco S&P 500 Equal Weight ETF$19,716,145$166,645 ▲0.9%112,5151.3%ETFMSFTMicrosoft$19,513,858$67,019 ▼-0.3%46,2961.3%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$17,077,778$61,594 ▲0.4%59,3341.1%ETFAAPLApple$16,452,596$80,635 ▼-0.5%65,7001.1%Computer and TechnologyQQQInvesco QQQ$14,682,718$981,574 ▲7.2%28,7201.0%FinanceVOVanguard Mid-Cap ETF$13,757,4750.0%52,0860.9%ETFOEFiShares S&P 100 ETF$11,666,897$555,759 ▲5.0%40,3900.8%ETFIJRiShares Core S&P Small-Cap ETF$11,472,544$11,178,155 ▲3,797.1%99,5700.8%ETFNVDANVIDIA$9,426,664$1,422,003 ▼-13.1%70,1960.6%Computer and TechnologyMSMorgan Stanley$6,963,379$12,572 ▼-0.2%55,3880.5%FinanceGOOGLAlphabet$6,064,415$441,826 ▼-6.8%32,0360.4%Computer and TechnologyAMZNAmazon.com$6,059,771$224,436 ▼-3.6%27,6210.4%Retail/WholesaleGOOGAlphabet$5,246,432$112,169 ▲2.2%27,5490.3%Computer and TechnologyMETAMeta Platforms$4,524,236$2,928 ▼-0.1%7,7270.3%Computer and TechnologyIVViShares Core S&P 500 ETF$4,319,9820.0%7,3380.3%ETFITWIllinois Tool Works$4,209,510$19,129 ▲0.5%16,5040.3%Industrial ProductsMAMastercard$4,170,961$18,957 ▼-0.5%7,9210.3%Business ServicesCOSTCostco Wholesale$3,977,163$186,945 ▼-4.5%4,3400.3%Retail/WholesaleSPLVInvesco S&P 500 Low Volatility ETF$3,867,9900.0%55,2570.3%ETFHDHome Depot$3,789,541$7,780 ▲0.2%9,7420.2%Retail/WholesaleVVisa$3,490,346$13,590 ▼-0.4%11,0440.2%Business ServicesHARBOR ETF TRUST$3,436,957$3,592 ▲0.1%126,3120.2%LONG TERM GROWERTSLATesla$3,435,467$609,395 ▼-15.1%8,5070.2%Auto/Tires/TrucksVTWOVanguard Russell 2000 ETF$3,336,833$14,650 ▼-0.4%37,3540.2%ETFLLYEli Lilly and Company$3,007,392$101,147 ▼-3.3%3,8950.2%MedicalAVGOBroadcom$2,888,263$1,327,052 ▼-31.5%12,4580.2%Computer and TechnologySHWSherwin-Williams$2,842,8350.0%8,3630.2%Basic MaterialsRSGRepublic Services$2,597,837$5,432 ▼-0.2%12,9130.2%Business ServicesPEPPepsiCo$2,365,541$3,989 ▼-0.2%15,4190.2%Consumer StaplesIWViShares Russell 3000 ETF$2,199,365$2,943,071 ▼-57.2%6,5800.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,157,063$1,029 ▲0.0%16,7700.1%ETFNFLXNetflix$2,151,646$593,619 ▼-21.6%2,4140.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,139,028$152,302 ▲7.7%4,7190.1%FinanceJNJJohnson & Johnson$2,090,482$369,649 ▼-15.0%14,4550.1%MedicalAJGArthur J. Gallagher & Co.$2,034,069$5,961 ▼-0.3%7,1660.1%FinanceJPMJPMorgan Chase & Co.$1,933,2610.0%8,0650.1%FinanceUNHUnitedHealth Group$1,885,846$71,326 ▼-3.6%3,7280.1%MedicalASMLASML$1,858,841$75,546 ▲4.2%2,6820.1%Computer and TechnologyABBVAbbVie$1,729,554$61,840 ▼-3.5%9,7330.1%MedicalPGRProgressive$1,708,180$11,022 ▼-0.6%7,1290.1%FinanceBKBank of New York Mellon$1,685,266$5,071 ▼-0.3%21,9350.1%FinanceVOOVVanguard S&P 500 Value ETF$1,558,204$17,344 ▲1.1%8,4450.1%ETFTSMTaiwan Semiconductor Manufacturing$1,525,7520.0%7,7020.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,488,633$987,291 ▲196.9%64,2200.1%ETFCHYCalamos Convertible and High Income Fund$1,463,8430.0%119,5950.1%Financial ServicesMRKMerck & Co., Inc.$1,389,082$2,607 ▲0.2%13,8510.1%MedicalTMOThermo Fisher Scientific$1,341,119$7,289 ▲0.5%2,5760.1%MedicalISRGIntuitive Surgical$1,318,993$522 ▼0.0%2,5270.1%MedicalPGProcter & Gamble$1,304,1490.0%7,7790.1%Consumer StaplesNVONovo Nordisk A/S$1,262,602$202,405 ▲19.1%14,6780.1%MedicalORCLOracle$1,217,139$9,498 ▼-0.8%7,3040.1%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$1,206,099$52,914 ▼-4.2%11,3740.1%ETFSBUXStarbucks$1,192,090$1,734 ▼-0.1%13,0640.1%Retail/WholesaleVONEVanguard Russell 1000$1,127,959$50,143 ▼-4.3%4,2290.1%ETFWMTWalmart$1,102,152$44,285 ▲4.2%12,1700.1%Retail/WholesaleACNAccenture$1,100,047$3,518 ▼-0.3%3,1270.1%Computer and TechnologyABTAbbott Laboratories$1,061,424$19,002 ▼-1.8%9,3840.1%MedicalIWNiShares Russell 2000 Value ETF$1,023,436$71,578 ▲7.5%6,2340.1%ETFTJXTJX Companies$999,703$7,853 ▼-0.8%8,2750.1%Retail/WholesaleAXPAmerican Express$982,672$5,342 ▼-0.5%3,3110.1%FinanceAZNAstraZeneca$970,286$120,557 ▼-11.1%14,8090.1%MedicalCSCOCisco Systems$950,456$7,518 ▼-0.8%16,0550.1%Computer and TechnologyIBMInternational Business Machines$934,025$28,804 ▲3.2%4,2480.1%Computer and TechnologyADBEAdobe$927,158$33,796 ▼-3.5%2,0850.1%Computer and TechnologyCRH PLC$926,9580.0%10,0190.1%ORDTMUST-Mobile US$926,404$144,137 ▼-13.5%4,1970.1%Computer and TechnologyLMTLockheed Martin$898,5030.0%1,8490.1%AerospaceMELIMercadoLibre$897,832$396,202 ▼-30.6%5280.1%Retail/WholesaleTXNTexas Instruments$858,421$23,064 ▲2.8%4,5780.1%Computer and TechnologyCMCSAComcast$845,513$40,195 ▼-4.5%22,5290.1%Consumer DiscretionarySPGIS&P Global$842,169$20,917 ▲2.5%1,6910.1%Business ServicesMCOMoody's$836,445$8,047 ▲1.0%1,7670.1%FinanceCARRCarrier Global$822,982$7,944 ▲1.0%12,0170.1%Computer and TechnologyLDURPIMCO Low Duration Exchange-Traded Fund$801,310$66,275 ▲9.0%8,4030.1%ETFHDBHDFC Bank$791,8640.0%12,4000.1%FinanceMCDMcDonald's$791,400$580 ▼-0.1%2,7300.1%Retail/WholesalePFEPfizer$791,390$2,202 ▼-0.3%29,8300.1%MedicalEWTiShares MSCI Taiwan ETF$790,450$25,363 ▲3.3%15,2710.1%ETFPAAPlains All American Pipeline$773,2970.0%45,2750.1%Oils/EnergyHALHalliburton$770,673$185,381 ▲31.7%28,3440.1%Oils/EnergyBROBrown & Brown$766,476$766,476 ▲New Holding7,5130.1%FinanceNOWServiceNow$752,685$4,240 ▲0.6%7100.0%Computer and TechnologyXOMExxon Mobil$728,034$141,455 ▼-16.3%6,7680.0%Oils/EnergyAZOAutoZone$720,450$627,592 ▼-46.6%2250.0%Retail/WholesalePNCThe PNC Financial Services Group$715,474$386 ▲0.1%3,7100.0%FinancePYPLPayPal$714,806$7,767 ▲1.1%8,3750.0%Computer and TechnologyDISWalt Disney$699,845$22,370 ▲3.3%6,2570.0%Consumer DiscretionaryIBNICICI Bank$697,798$179 ▼0.0%23,3690.0%FinanceSYYSysco$697,392$13,381 ▲2.0%9,1210.0%Consumer StaplesBSXBoston Scientific$695,267$27,868 ▼-3.9%7,7840.0%MedicalADIAnalog Devices$682,422$8,498 ▼-1.2%3,2120.0%Computer and TechnologyCATCaterpillar$671,106$433,135 ▼-39.2%1,8500.0%Industrial ProductsBKNGBooking$670,737$4,968 ▲0.7%1350.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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