$176 Million is the total value of Geller Advisors LLC's 27 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WR | Exit | WESTAR ENERGY INC | $0 | – | -4,500 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 55.1% |
ISHARES TR | 42 | Q3 2023 | 6.8% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 2.1% |
ISHARES TR | 42 | Q3 2023 | 2.1% |
MICROSOFT CORP | 42 | Q3 2023 | 1.6% |
MASTERCARD INCORPORATED | 42 | Q3 2023 | 0.6% |
LOCKHEED MARTIN CORP | 41 | Q3 2023 | 0.4% |
EXXON MOBIL CORP | 37 | Q3 2023 | 0.3% |
CANTEL MEDICAL CORP | 29 | Q2 2020 | 1.2% |
CONSOLIDATED EDISON INC | 29 | Q3 2023 | 0.3% |
View Geller Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
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.