• 13F History

Geller Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.52B
Signature - Title
Beverly Duke - 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 253 stock holdings with total value $1.52B as of Q4 2024. Top holdings included VOO, DBEF, SPY, IWD, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 253 $1.52B +$106M -$40.8M +$65.4M VOO, DBEF, SPY, IWD, IWM 13F-HR 2/14/2025, 02:46 PM
Q3 2024 260 $1.45B +$63.3M -$29.9M +$33.3M VOO, DBEF, SPY, IWD, IWM 13F-HR 11/15/2024, 10:41 AM
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 270 $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 -$17.2M +$77.6M VOO, SPY, IWD, DBEF, IWM 13F-HR 8/9/2023, 12:42 PM
Q1 2023 177 $678M +$61.9M -$7.41M +$54.5M VOO, SPY, IWD, DBEF, IWM 13F-HR 5/12/2023, 04:51 PM
Q4 2022 148 $591M +$119M -$18.2M +$101M VOO, SPY, IWD, DBEF, IWM 13F-HR 2/14/2023, 08:07 AM
Q3 2022 130 $460M +$40.6M -$22.2M +$18.5M VOO, SPY, IWD, IWM, OEF 13F-HR 11/10/2022, 02:18 PM
Q2 2022 135 $479M +$71.2M -$18.7M +$52.5M VOO, SPY, IWD, IWM, IWV 13F-HR 8/10/2022, 01:49 PM
Q1 2022 170 $537M +$75.9M -$13.2M +$62.7M VOO, SPY, IWM, IWV, OEF 13F-HR 5/13/2022, 01:44 PM
Q4 2021 177 $513M +$22.1M -$9.17M +$12.9M VOO, SPY, IWV, OEF, VO 13F-HR 2/11/2022, 09:41 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 58 $358M VOO, SPY, IWV, OEF, IWM 13F-HR 2/16/2021, 01:06 PM
Q3 2020 82 $351M +$27.3M -$25.9M +$1.48M VOO, SPY, IWV, OEF, DSI 13F-HR 11/13/2020, 03:46 PM
Q2 2020 83 $330M +$21.8M -$56.1M -$34.2M SPY, VOO, IWV, PRF, OEF 13F-HR 8/14/2020, 10:10 AM
Q1 2020 68 $348M +$110M -$16.4M +$93.4M VOO, SPY, IWV, VEA, SPLV 13F-HR 5/12/2020, 04:35 PM
Q4 2019 58 $325M +$39.2M -$5.67M +$33.6M VOO, SPY, SPLV, PRF, IYR 13F-HR 2/12/2020, 10:11 AM
Q3 2019 69 $276M +$20.5M -$3.76M +$16.8M VOO, SPY, PRF, IYR, IWM 13F-HR 11/13/2019, 04:05 PM
Q2 2019 24 $255M +$8.4M -$4.77M +$3.62M SPY, VOO, PRF, IYR, IWM 13F-HR 8/14/2019, 09:22 AM
Q1 2019 25 $247M +$31M -$267K +$30.8M SPY, VOO, PRF, IYR, IWM 13F-HR 5/13/2019, 03:50 PM
Q4 2018 28 $214M +$70.3M -$871K +$69.4M SPY, VOO, PRF, VTWO, IYR 13F-HR 2/12/2019, 01:03 PM
Q3 2018 30 $169M +$27.5M -$6.5M +$21M SPY, PRF, VOO, IYR, IVV 13F-HR 11/13/2018, 11:53 AM
Q2 2018 33 $230M +$35.1M -$2.34M +$32.8M BSX, SPY, VOO, IYR, JNJ 13F-HR 8/14/2018, 02:33 PM
Q1 2018 32 $205M +$7.17M -$1.2M +$5.97M SPY, BSX, PRFXXXX, JNJ, CMD 13F-HR 5/15/2018, 11:56 AM
Q4 2017 32 $198M +$983K -$1.98M -$995K SPY, BSX, PRFXXXX, JNJ, CMD 13F-HR 2/9/2018, 01:31 PM
Q3 2017 32 $204M +$3.61M -$2.06M +$1.55M SPY, BSX, PRFXXXX, JNJ, CMD 13F-HR 11/13/2017, 03:39 PM
Q2 2017 28 $196M +$2.97M -$2.39M +$575K SPY, BSX, PRFXXXX, JNJ, CMD 13F-HR 8/10/2017, 08:13 PM
Q1 2017 22 $185M +$2.66M -$315K +$2.35M SPY, BSX, PRFXXXX, IVV, JNJ 13F-HR 5/12/2017, 05:51 PM
Q4 2016 21 $168M +$805K -$3.43M -$2.63M SPY, BSX, PRFXXXX, IVV, JNJ 13F-HR 2/10/2017, 12:59 PM
Q3 2016 27 $176M +$2.33M -$4.6M -$2.27M SPY, BSX, PRFXXXX, JNJ, IVV 13F-HR 11/14/2016, 06:53 AM
Q2 2016 23 $174M +$302K -$7.82M -$7.52M SPY, BSX, PRFXXXX, JNJ, IVV 13F-HR 8/10/2016, 03:06 PM
Q1 2016 26 $167M +$1.81M -$3.49M -$1.69M SPY, BSX, PRFXXXX, IVV, JNJ 13F-HR 5/13/2016, 11:31 AM
Q4 2015 29 $168M +$24.3M -$24M +$371K SPY, BSX, PRFXXXX, JNJ, SPLVXXXX 13F-HR 2/8/2016, 02:48 PM
Q3 2015 29 $157M +$773K -$837K -$63.8K SPY, BSX, PRFXXXX, JNJ, SPLVXXXX 13F-HR 11/12/2015, 11:46 AM
Q2 2015 33 $172M +$2.02M -$131K +$1.89M SPY, BSX, PRFXXXX, JNJ, SPLVXXXX 13F-HR 8/6/2015, 01:29 PM
Q1 2015 39 $173M +$5.74M -$237K +$5.5M SPY, BSX, PRFXXXX, JNJ, SPLVXXXX 13F-HR 5/12/2015, 07:36 AM
Q4 2014 38 $173M +$11.4M -$20.9M -$9.49M SPY, PRFXXXX, BSX, VWO, VNQ 13F-HR 2/9/2015, 02:54 PM
Q3 2014 41 $177M +$37M -$5.78M +$31.3M SPY, PRFXXXX, BSX, DBEF, VWO 13F-HR 11/3/2014, 01:28 PM
Q2 2014 24 $150M +$8.03M -$9.36M -$1.33M SPY, BSX, PRFXXXX, SPLVXXXX, AAPL 13F-HR 8/12/2014, 09:56 AM
Q1 2014 22 $150M +$6.16M -$8.7M -$2.54M SPY, BSX, PRFXXXX, SPLVXXXX, AAPL 13F-HR 5/7/2014, 12:39 PM
Q4 2013 23 $148M SPY, BSX, PRFXXXX, SPLVXXXX, IWM 13F-HR 2/5/2014, 10:20 AM