$149 Million is the total value of Geller Advisors LLC's 24 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 55.1% |
| ISHARES TR | 45 | Q2 2024 | 6.8% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 2.1% |
| ISHARES TR | 45 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 45 | Q2 2024 | 1.6% |
| MASTERCARD INCORPORATED | 45 | Q2 2024 | 0.6% |
| LOCKHEED MARTIN CORP | 44 | Q2 2024 | 0.4% |
| EXXON MOBIL CORP | 40 | Q2 2024 | 0.3% |
| CONSOLIDATED EDISON INC | 32 | Q2 2024 | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | 30 | Q2 2024 | 0.4% |
View Geller Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
View Geller Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.