Geller Advisors LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 17 quarters from 2013-06-30 to 2024-12-31, Geller Advisors LLC opened 92 positions, added to 402, reduced 377 and sold out of 93.
- Q4 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 26,960.
- Q4 2024: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 2,573.
- Q4 2024: Stock TMO; Country of operation United States; Class COM; Shares before 2,562.
- Q4 2024: Stock MRK; Country of operation United States; Class COM; Shares before 13,825.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1354739), 17 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-05); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2005-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 26,960 | 27,549 | +589 | $4,507,442 | $5,246,432 | +$738,990 | 2025-02-14 |
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| Q4 2024 | ASML ASML HOLDING N V | | N Y REGISTRY SHS | 2,573 | 2,682 | +109 | $2,143,952 | $1,858,841 | -$285,111 | 2025-02-14 |
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| Q4 2024 | TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 2,562 | 2,576 | +14 | $1,585,776 | $1,341,119 | -$244,657 | 2025-02-14 |
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| Q4 2024 | MRK MERCK & CO INC | United States | COM | 13,825 | 13,851 | +26 | $1,580,612 | $1,389,082 | -$191,530 | 2025-02-14 |
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| Q4 2024 | BX BLACKSTONE INC | United States | COM | 1,383 | 2,161 | +778 | $211,779 | $372,600 | +$160,821 | 2025-02-14 |
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| Q4 2024 | WMT WALMART INC | United States | COM | 11,681 | 12,170 | +489 | $943,317 | $1,102,152 | +$158,835 | 2025-02-14 |
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| Q4 2024 | HD HOME DEPOT INC | United States | COM | 9,722 | 9,742 | +20 | $3,939,354 | $3,789,541 | -$149,813 | 2025-02-14 |
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| Q4 2024 | HAL HALLIBURTON CO | United States | COM | 21,526 | 28,344 | +6,818 | $625,330 | $770,673 | +$145,343 | 2025-02-14 |
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| Q4 2024 | CRM SALESFORCE INC | United States | COM | 1,854 | 1,947 | +93 | $508,200 | $651,719 | +$143,519 | 2025-02-14 |
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| Q4 2024 | CARR CARRIER GLOBAL CORPORATION | United States | COM | 11,901 | 12,017 | +116 | $957,911 | $822,982 | -$134,929 | 2025-02-14 |
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| Q4 2024 | BRKB BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,383 | 4,719 | +336 | $2,017,320 | $2,139,028 | +$121,708 | 2025-02-14 |
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| Q4 2024 | NOW SERVICENOW INC | United States | COM | 706 | 710 | +4 | $631,439 | $752,685 | +$121,246 | 2025-02-14 |
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| Q4 2024 | ITW ILLINOIS TOOL WKS INC | United States | COM | 16,429 | 16,504 | +75 | $4,330,192 | $4,209,510 | -$120,682 | 2025-02-14 |
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| Q4 2024 | DIS DISNEY WALT CO | United States | COM | 6,057 | 6,257 | +200 | $582,623 | $699,845 | +$117,222 | 2025-02-14 |
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| Q4 2024 | AMAT APPLIED MATLS INC | United States | COM | 3,122 | 3,212 | +90 | $630,800 | $522,368 | -$108,432 | 2025-02-14 |
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| Q4 2024 | BKNG BOOKING HOLDINGS INC | United States | COM | 134 | 135 | +1 | $564,424 | $670,737 | +$106,313 | 2025-02-14 |
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| Q4 2024 | MDLZ MONDELEZ INTL INC | United States | CL A | 7,445 | 7,446 | +1 | $551,972 | $448,249 | -$103,723 | 2025-02-14 |
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| Q4 2024 | ZTS ZOETIS INC | United States | CL A | 2,655 | 2,658 | +3 | $518,734 | $433,068 | -$85,666 | 2025-02-14 |
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| Q4 2024 | NKE NIKE INC | United States | CL B | 2,791 | 4,360 | +1,569 | $247,764 | $331,661 | +$83,897 | 2025-02-14 |
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| Q4 2024 | EXPE EXPEDIA GROUP INC | United States | COM NEW | 1,837 | 1,857 | +20 | $271,913 | $346,015 | +$74,102 | 2025-02-14 |
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| Q4 2024 | PYPL PAYPAL HLDGS INC | United States | COM | 8,284 | 8,375 | +91 | $646,401 | $714,806 | +$68,405 | 2025-02-14 |
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| Q4 2024 | PLD PROLOGIS INC. | United States | COM | 3,497 | 3,542 | +45 | $441,601 | $374,389 | -$67,212 | 2025-02-14 |
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| Q4 2024 | MTD METTLER TOLEDO INTERNATIONAL | | COM | 269 | 275 | +6 | $403,419 | $336,512 | -$66,907 | 2025-02-14 |
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| Q4 2024 | TXN TEXAS INSTRS INC | United States | COM | 4,455 | 4,578 | +123 | $920,269 | $858,421 | -$61,848 | 2025-02-14 |
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| Q4 2024 | NEE NEXTERA ENERGY INC | United States | COM | 4,423 | 4,433 | +10 | $373,876 | $317,802 | -$56,074 | 2025-02-14 |
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| Q4 2024 | BAC BANK AMERICA CORP | United States | COM | 11,250 | 11,422 | +172 | $446,400 | $501,997 | +$55,597 | 2025-02-14 |
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| Q4 2024 | PANW PALO ALTO NETWORKS INC | United States | COM | 697 | 1,582 | +885 | $238,235 | $287,861 | +$49,626 | 2025-02-14 |
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| Q4 2024 | QCOM QUALCOMM INC | United States | COM | 3,177 | 3,205 | +28 | $540,249 | $492,352 | -$47,897 | 2025-02-14 |
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| Q4 2024 | KLAC KLA CORP | United States | COM NEW | 341 | 344 | +3 | $264,074 | $216,761 | -$47,313 | 2025-02-14 |
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| Q4 2024 | UNP UNION PAC CORP | United States | COM | 2,189 | 2,192 | +3 | $539,545 | $499,864 | -$39,681 | 2025-02-14 |
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| Q4 2024 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 1,807 | 1,836 | +29 | $502,581 | $540,289 | +$37,708 | 2025-02-14 |
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| Q4 2024 | BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 5,976 | 6,132 | +156 | $309,198 | $346,826 | +$37,628 | 2025-02-14 |
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| Q4 2024 | AFL AFLAC INC | United States | COM | 4,671 | 4,701 | +30 | $522,218 | $486,271 | -$35,947 | 2025-02-14 |
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| Q4 2024 | ED CONSOLIDATED EDISON INC | United States | COM | 2,353 | 2,364 | +11 | $245,018 | $210,940 | -$34,078 | 2025-02-14 |
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| Q4 2024 | EXPD EXPEDITORS INTL WASH INC | United States | COM | 1,929 | 1,986 | +57 | $253,471 | $219,989 | -$33,482 | 2025-02-14 |
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| Q4 2024 | PNC PNC FINL SVCS GROUP INC | United States | COM | 3,708 | 3,710 | +2 | $685,424 | $715,474 | +$30,050 | 2025-02-14 |
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| Q4 2024 | PAYX PAYCHEX INC | United States | COM | 2,755 | 2,809 | +54 | $369,693 | $393,878 | +$24,185 | 2025-02-14 |
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| Q4 2024 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 4,117 | 4,248 | +131 | $910,186 | $934,025 | +$23,839 | 2025-02-14 |
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| Q4 2024 | FDS FACTSET RESH SYS INC | United States | COM | 443 | 468 | +25 | $203,714 | $224,771 | +$21,057 | 2025-02-14 |
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| Q4 2024 | AWK AMERICAN WTR WKS CO INC NEW | United States | COM | 2,176 | 2,387 | +211 | $318,218 | $297,197 | -$21,021 | 2025-02-14 |
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| Q4 2024 | CMI CUMMINS INC | United States | COM | 726 | 727 | +1 | $235,072 | $253,432 | +$18,360 | 2025-02-14 |
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| Q4 2024 | HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 17,434 | 17,550 | +116 | $358,966 | $376,974 | +$18,008 | 2025-02-14 |
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| Q4 2024 | OXY OCCIDENTAL PETE CORP | United States | COM | 8,972 | 9,006 | +34 | $464,401 | $446,971 | -$17,430 | 2025-02-14 |
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| Q4 2024 | WAB WABTEC | United States | COM | 1,631 | 1,652 | +21 | $296,467 | $313,203 | +$16,736 | 2025-02-14 |
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| Q4 2024 | ATO ATMOS ENERGY CORP | United States | COM | 4,494 | 4,585 | +91 | $623,363 | $638,553 | +$15,190 | 2025-02-14 |
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| Q4 2024 | IR INGERSOLL RAND INC | United States | COM | 3,892 | 4,090 | +198 | $382,039 | $369,981 | -$12,058 | 2025-02-14 |
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| Q4 2024 | EBAY EBAY INC. | United States | COM | 3,441 | 3,442 | +1 | $224,044 | $213,232 | -$10,812 | 2025-02-14 |
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| Q4 2024 | TFC TRUIST FINL CORP | United States | COM | 6,397 | 6,553 | +156 | $273,600 | $284,269 | +$10,669 | 2025-02-14 |
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| Q4 2024 | INTU INTUIT | United States | COM | 664 | 673 | +9 | $412,344 | $422,981 | +$10,637 | 2025-02-14 |
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| Q4 2024 | JCI JOHNSON CTLS INTL PLC | | SHS | 2,792 | 2,870 | +78 | $217,720 | $227,591 | +$9,871 | 2025-02-14 |
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| Q4 2024 | SPGI S&P GLOBAL INC | United States | COM | 1,649 | 1,691 | +42 | $851,906 | $842,169 | -$9,737 | 2025-02-14 |
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| Q4 2024 | TEL TE CONNECTIVITY PLC | | ORD SHS | 2,004 | 2,057 | +53 | $302,584 | $294,089 | -$8,495 | 2025-02-14 |
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| Q4 2024 | APD AIR PRODS & CHEMS INC | United States | COM | 1,133 | 1,134 | +1 | $337,339 | $328,905 | -$8,434 | 2025-02-14 |
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| Q4 2024 | GGG GRACO INC | United States | COM | 2,584 | 2,585 | +1 | $226,126 | $217,890 | -$8,236 | 2025-02-14 |
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| Q4 2024 | KEY KEYCORP | United States | COM | 16,843 | 16,862 | +19 | $282,120 | $289,015 | +$6,895 | 2025-02-14 |
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| Q4 2024 | MCO MOODYS CORP | United States | COM | 1,750 | 1,767 | +17 | $830,533 | $836,445 | +$5,912 | 2025-02-14 |
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| Q4 2024 | WELL WELLTOWER INC | United States | COM | 1,842 | 1,911 | +69 | $235,831 | $240,843 | +$5,012 | 2025-02-14 |
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| Q4 2024 | SNPS SYNOPSYS INC | United States | COM | 420 | 429 | +9 | $212,684 | $208,219 | -$4,465 | 2025-02-14 |
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| Q4 2024 | PM PHILIP MORRIS INTL INC | United States | COM | 2,886 | 2,899 | +13 | $354,257 | $352,791 | -$1,466 | 2025-02-14 |
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| Q4 2024 | MET METLIFE INC | United States | COM | 3,363 | 3,403 | +40 | $277,380 | $278,638 | +$1,258 | 2025-02-14 |
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| Q4 2024 | SYY SYSCO CORP | United States | COM | 8,946 | 9,121 | +175 | $698,325 | $697,392 | -$933 | 2025-02-14 |
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