Geller Advisors LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$1.35B
Signature - Title
Angela J. DeRose - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Geller Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Geller Advisors LLC reported 264 stock holdings with total value $1.35B as of Q2 2024. Top holdings included VOO, DBEF, SPY, IWD, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 264 $1.35B +$110M -$16M +$94.5M VOO, DBEF, SPY, IWD, IWM 13F-HR 8/13/2024, 03:23 PM
Q1 2024 273 $1.23B +$135M -$24.4M +$110M VOO, DBEF, SPY, IWD, IWM 13F-HR 5/14/2024, 02:43 PM
Q4 2023 262 $1.03B +$96.7M -$18.4M +$78.3M VOO, SPY, DBEF, IWD, IWM 13F-HR 2/14/2024, 02:30 PM
Q3 2023 246 $860M +$110M -$24.2M +$86.1M VOO, SPY, DBEF, IWD, IWM 13F-HR 11/13/2023, 03:53 PM
Q2 2023 247 $802M +$94.9M -$20.1M +$74.8M VOO, SPY, IWD, DBEF, IWM 13F-HR 8/9/2023, 12:42 PM
Q1 2023 177 $678M +$61.9M -$9.71M +$52.2M VOO, SPY, IWD, DBEF, IWM 13F-HR 5/12/2023, 04:51 PM
Q4 2022 148 $591M +$119M -$21.9M +$96.9M VOO, SPY, IWD, DBEF, IWM 13F-HR 2/14/2023, 09:07 AM
Q3 2022 130 $460M +$40.6M -$30.9M +$9.72M VOO, SPY, IWD, IWM, OEF 13F-HR 11/10/2022, 03:18 PM
Q2 2022 135 $479M +$71.2M -$42.2M +$29M VOO, SPY, IWD, IWM, IWV 13F-HR 8/10/2022, 01:49 PM
Q1 2022 170 $537M +$75.9M -$26M +$49.8M VOO, SPY, IWM, IWV, OEF 13F-HR 5/13/2022, 01:44 PM
Q4 2021 177 $513M +$22.1M -$9.37M +$12.7M VOO, SPY, IWV, OEF, VO 13F-HR 2/11/2022, 10:41 AM
Q3 2021 157 $458M +$32.8M -$36.5M -$3.75M VOO, SPY, IWV, OEF, ZD 13F-HR 11/15/2021, 01:48 PM
Q2 2021 140 $462M +$16.8M -$13.3M +$3.53M VOO, SPY, IWV, OEF, VO 13F-HR 8/9/2021, 11:00 AM
Q1 2021 121 $424M +$22.2M -$25.2M -$3.07M VOO, SPY, IWV, OEF, NVCR 13F-HR 5/10/2021, 11:08 AM
Q4 2020 119 $358M $0 $0 VOO, SPY, IWV, OEF, IWM 13F-HR 2/16/2021, 02:06 PM
Q3 2020 82 $351M +$27.3M -$31.7M -$4.35M VOO, SPY, IWV, OEF, DSI 13F-HR 11/13/2020, 04:46 PM
Q2 2020 83 $330M +$21.8M -$99.5M -$77.7M SPY, VOO, IWV, PRF, OEF 13F-HR 8/14/2020, 10:10 AM
Q1 2020 68 $348M +$110M -$21M +$88.8M VOO, SPY, IWV, VEA, SPLV 13F-HR 5/12/2020, 04:35 PM
Q4 2019 58 $325M +$39.2M -$10.6M +$28.7M VOO, SPY, SPLV, PRF, IYR 13F-HR 2/12/2020, 11:11 AM
Q3 2019 67 $275M +$19.6M -$4.29M +$15.4M VOO, SPY, PRF, IYR, IWM 13F-HR 11/13/2019, 05:05 PM
Q2 2019 24 $255M +$8.4M -$7.36M +$1.04M SPY, VOO, PRF, IYR, IWM 13F-HR 8/14/2019, 09:22 AM
Q1 2019 25 $247M +$31M -$23.6M +$7.43M SPY, VOO, PRF, IYR, IWM 13F-HR 5/13/2019, 03:50 PM
Q4 2018 28 $214M +$70.3M -$1.75M +$68.5M SPY, VOO, PRF, VTWO, IYR 13F-HR 2/12/2019, 02:03 PM
Q3 2018 30 $169M +$27.5M -$98.4M -$71M SPY, PRF, VOO, IYR, IVV 13F-HR 11/13/2018, 12:53 PM
Q2 2018 33 $230M +$35.1M -$27.1M +$8.06M BSX, SPY, VOO, IYR, JNJ 13F-HR 8/14/2018, 02:33 PM
Q1 2018 32 $205M +$7.17M -$5.64M +$1.53M SPY, BSX, PRF, JNJ, CMD 13F-HR 5/15/2018, 11:56 AM
Q4 2017 32 $198M +$983K -$2.01M -$1.02M SPY, BSX, PRF, JNJ, CMD 13F-HR 2/9/2018, 02:31 PM
Q3 2017 32 $204M +$3.61M -$4.04M -$436K SPY, BSX, PRF, JNJ, CMD 13F-HR 11/13/2017, 04:39 PM
Q2 2017 28 $196M +$2.97M -$2.39M +$575K SPY, BSX, PRF, JNJ, CMD 13F-HR 8/10/2017, 08:13 PM
Q1 2017 22 $185M +$2.66M -$315K +$2.35M SPY, BSX, PRF, IVV, JNJ 13F-HR 5/12/2017, 05:51 PM
Q4 2016 21 $168M +$805K -$5.94M -$5.14M SPY, BSX, PRF, IVV, JNJ 13F-HR 2/10/2017, 01:59 PM
Q3 2016 27 $176M +$2.33M -$4.85M -$2.52M SPY, BSX, PRF, JNJ, IVV 13F-HR 11/14/2016, 07:53 AM
Q2 2016 23 $174M +$302K -$9.02M -$8.71M SPY, BSX, PRF, JNJ, IVV 13F-HR 8/10/2016, 03:06 PM
Q1 2016 26 $167M +$1.81M -$5.31M -$3.51M SPY, BSX, PRF, IVV, JNJ 13F-HR 5/13/2016, 11:31 AM
Q4 2015 29 $168M +$24.3M -$24.9M -$525K SPY, BSX, PRF, JNJ, SPLV 13F-HR 2/8/2016, 03:48 PM
Q3 2015 29 $157M +$773K -$3M -$2.23M SPY, BSX, PRF, JNJ, SPLV 13F-HR 11/12/2015, 12:46 PM
Q2 2015 33 $172M +$2.02M -$2.22M -$208K SPY, BSX, PRF, JNJ, SPLV 13F-HR 8/6/2015, 01:29 PM
Q1 2015 39 $173M +$5.74M -$18.1M -$12.4M SPY, BSX, PRF, JNJ, SPLV 13F-HR 5/12/2015, 07:36 AM
Q4 2014 38 $173M +$11.4M -$24.4M -$13M SPY, PRF, BSX, VWO, VNQ 13F-HR 2/9/2015, 03:54 PM
Q3 2014 41 $177M +$37M -$7.01M +$30M SPY, PRF, BSX, DBEF, VWO 13F-HR 11/3/2014, 02:28 PM
Q2 2014 24 $150M +$8.03M -$9.36M -$1.33M SPY, BSX, PRF, SPLV, AAPL 13F-HR 8/12/2014, 09:56 AM
Q1 2014 22 $150M +$6.16M -$8.99M -$2.83M SPY, BSX, PRF, SPLV, AAPL 13F-HR 5/7/2014, 12:39 PM
Q4 2013 23 $148M $0 $0 SPY, BSX, PRF, SPLV, IWM 13F-HR 2/5/2014, 11:20 AM