$247 Million is the total value of Geller Advisors LLC's 25 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYR | ISHARES TRu.s. real es etf | $11,202,000 | +16.1% | 128,700 | 0.0% | 4.54% | +1.0% | |
| JUST | GOLDMAN SACHS ETF TRjust us lrg cp | $1,015,000 | +12.5% | 25,100 | 0.0% | 0.41% | -2.1% | |
| XLRN | ACCELERON PHARMA INC | $873,000 | +6.9% | 18,750 | 0.0% | 0.35% | -7.1% | |
| CMD | CANTEL MEDICAL CORP | $364,000 | -10.3% | 5,449 | 0.0% | 0.15% | -21.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $303,000 | +15.6% | 2,000 | 0.0% | 0.12% | +0.8% | |
| BDJ | BLACKROCK ENHANCED EQT DIV T | $200,000 | +10.5% | 23,334 | 0.0% | 0.08% | -3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
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.