Advertisement
Screener

Geller Advisors LLC Historic Quarter Change: USA Stocks, Added

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024GOOG
ALPHABET INC
United StatesCAP STK CL C26,96027,549+589$4,507,442$5,246,432+$738,9902025-02-14
Q4 2024ASML
ASML HOLDING N V
N Y REGISTRY SHS2,5732,682+109$2,143,952$1,858,841-$285,1112025-02-14
Q4 2024TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM2,5622,576+14$1,585,776$1,341,119-$244,6572025-02-14
Q4 2024MRK
MERCK & CO INC
United StatesCOM13,82513,851+26$1,580,612$1,389,082-$191,5302025-02-14
Q4 2024BX
BLACKSTONE INC
United StatesCOM1,3832,161+778$211,779$372,600+$160,8212025-02-14
Q4 2024WMT
WALMART INC
United StatesCOM11,68112,170+489$943,317$1,102,152+$158,8352025-02-14
Q4 2024HD
HOME DEPOT INC
United StatesCOM9,7229,742+20$3,939,354$3,789,541-$149,8132025-02-14
Q4 2024HAL
HALLIBURTON CO
United StatesCOM21,52628,344+6,818$625,330$770,673+$145,3432025-02-14
Q4 2024CRM
SALESFORCE INC
United StatesCOM1,8541,947+93$508,200$651,719+$143,5192025-02-14
Q4 2024CARR
CARRIER GLOBAL CORPORATION
United StatesCOM11,90112,017+116$957,911$822,982-$134,9292025-02-14
Q4 2024BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW4,3834,719+336$2,017,320$2,139,028+$121,7082025-02-14
Q4 2024NOW
SERVICENOW INC
United StatesCOM706710+4$631,439$752,685+$121,2462025-02-14
Q4 2024ITW
ILLINOIS TOOL WKS INC
United StatesCOM16,42916,504+75$4,330,192$4,209,510-$120,6822025-02-14
Q4 2024DIS
DISNEY WALT CO
United StatesCOM6,0576,257+200$582,623$699,845+$117,2222025-02-14
Q4 2024AMAT
APPLIED MATLS INC
United StatesCOM3,1223,212+90$630,800$522,368-$108,4322025-02-14
Q4 2024BKNG
BOOKING HOLDINGS INC
United StatesCOM134135+1$564,424$670,737+$106,3132025-02-14
Q4 2024MDLZ
MONDELEZ INTL INC
United StatesCL A7,4457,446+1$551,972$448,249-$103,7232025-02-14
Q4 2024ZTS
ZOETIS INC
United StatesCL A2,6552,658+3$518,734$433,068-$85,6662025-02-14
Q4 2024NKE
NIKE INC
United StatesCL B2,7914,360+1,569$247,764$331,661+$83,8972025-02-14
Q4 2024EXPE
EXPEDIA GROUP INC
United StatesCOM NEW1,8371,857+20$271,913$346,015+$74,1022025-02-14
Q4 2024PYPL
PAYPAL HLDGS INC
United StatesCOM8,2848,375+91$646,401$714,806+$68,4052025-02-14
Q4 2024PLD
PROLOGIS INC.
United StatesCOM3,4973,542+45$441,601$374,389-$67,2122025-02-14
Q4 2024MTD
METTLER TOLEDO INTERNATIONAL
COM269275+6$403,419$336,512-$66,9072025-02-14
Q4 2024TXN
TEXAS INSTRS INC
United StatesCOM4,4554,578+123$920,269$858,421-$61,8482025-02-14
Q4 2024NEE
NEXTERA ENERGY INC
United StatesCOM4,4234,433+10$373,876$317,802-$56,0742025-02-14
Q4 2024BAC
BANK AMERICA CORP
United StatesCOM11,25011,422+172$446,400$501,997+$55,5972025-02-14
Q4 2024PANW
PALO ALTO NETWORKS INC
United StatesCOM6971,582+885$238,235$287,861+$49,6262025-02-14
Q4 2024QCOM
QUALCOMM INC
United StatesCOM3,1773,205+28$540,249$492,352-$47,8972025-02-14
Q4 2024KLAC
KLA CORP
United StatesCOM NEW341344+3$264,074$216,761-$47,3132025-02-14
Q4 2024UNP
UNION PAC CORP
United StatesCOM2,1892,192+3$539,545$499,864-$39,6812025-02-14
Q4 2024ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM1,8071,836+29$502,581$540,289+$37,7082025-02-14
Q4 2024BMY
BRISTOL-MYERS SQUIBB CO
United StatesCOM5,9766,132+156$309,198$346,826+$37,6282025-02-14
Q4 2024AFL
AFLAC INC
United StatesCOM4,6714,701+30$522,218$486,271-$35,9472025-02-14
Q4 2024ED
CONSOLIDATED EDISON INC
United StatesCOM2,3532,364+11$245,018$210,940-$34,0782025-02-14
Q4 2024EXPD
EXPEDITORS INTL WASH INC
United StatesCOM1,9291,986+57$253,471$219,989-$33,4822025-02-14
Q4 2024PNC
PNC FINL SVCS GROUP INC
United StatesCOM3,7083,710+2$685,424$715,474+$30,0502025-02-14
Q4 2024PAYX
PAYCHEX INC
United StatesCOM2,7552,809+54$369,693$393,878+$24,1852025-02-14
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM4,1174,248+131$910,186$934,025+$23,8392025-02-14
Q4 2024FDS
FACTSET RESH SYS INC
United StatesCOM443468+25$203,714$224,771+$21,0572025-02-14
Q4 2024AWK
AMERICAN WTR WKS CO INC NEW
United StatesCOM2,1762,387+211$318,218$297,197-$21,0212025-02-14
Q4 2024CMI
CUMMINS INC
United StatesCOM726727+1$235,072$253,432+$18,3602025-02-14
Q4 2024HPE
HEWLETT PACKARD ENTERPRISE C
United StatesCOM17,43417,550+116$358,966$376,974+$18,0082025-02-14
Q4 2024OXY
OCCIDENTAL PETE CORP
United StatesCOM8,9729,006+34$464,401$446,971-$17,4302025-02-14
Q4 2024WAB
WABTEC
United StatesCOM1,6311,652+21$296,467$313,203+$16,7362025-02-14
Q4 2024ATO
ATMOS ENERGY CORP
United StatesCOM4,4944,585+91$623,363$638,553+$15,1902025-02-14
Q4 2024IR
INGERSOLL RAND INC
United StatesCOM3,8924,090+198$382,039$369,981-$12,0582025-02-14
Q4 2024EBAY
EBAY INC.
United StatesCOM3,4413,442+1$224,044$213,232-$10,8122025-02-14
Q4 2024TFC
TRUIST FINL CORP
United StatesCOM6,3976,553+156$273,600$284,269+$10,6692025-02-14
Q4 2024INTU
INTUIT
United StatesCOM664673+9$412,344$422,981+$10,6372025-02-14
Q4 2024JCI
JOHNSON CTLS INTL PLC
SHS2,7922,870+78$217,720$227,591+$9,8712025-02-14
Q4 2024SPGI
S&P GLOBAL INC
United StatesCOM1,6491,691+42$851,906$842,169-$9,7372025-02-14
Q4 2024TEL
TE CONNECTIVITY PLC
ORD SHS2,0042,057+53$302,584$294,089-$8,4952025-02-14
Q4 2024APD
AIR PRODS & CHEMS INC
United StatesCOM1,1331,134+1$337,339$328,905-$8,4342025-02-14
Q4 2024GGG
GRACO INC
United StatesCOM2,5842,585+1$226,126$217,890-$8,2362025-02-14
Q4 2024KEY
KEYCORP
United StatesCOM16,84316,862+19$282,120$289,015+$6,8952025-02-14
Q4 2024MCO
MOODYS CORP
United StatesCOM1,7501,767+17$830,533$836,445+$5,9122025-02-14
Q4 2024WELL
WELLTOWER INC
United StatesCOM1,8421,911+69$235,831$240,843+$5,0122025-02-14
Q4 2024SNPS
SYNOPSYS INC
United StatesCOM420429+9$212,684$208,219-$4,4652025-02-14
Q4 2024PM
PHILIP MORRIS INTL INC
United StatesCOM2,8862,899+13$354,257$352,791-$1,4662025-02-14
Q4 2024MET
METLIFE INC
United StatesCOM3,3633,403+40$277,380$278,638+$1,2582025-02-14
Q4 2024SYY
SYSCO CORP
United StatesCOM8,9469,121+175$698,325$697,392-$9332025-02-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet