Geller Advisors LLC historic quarter change: USA Stocks, New
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 BRO; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock CP; Country of operation —; Class COM; Shares before 0.
- Q4 2024: Stock WRB; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock PLTR; Country of operation United States; Class CL A; Shares before 0.
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 | BRO BROWN & BROWN INC | United States | COM | 0 | 7,513 | +7,513 | $0 | $766,476 | +$766,476 | 2025-02-14 |
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| Q4 2024 | CP CANADIAN PACIFIC KANSAS CITY | | COM | 0 | 8,299 | +8,299 | $0 | $601,694 | +$601,694 | 2025-02-14 |
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| Q4 2024 | WRB BERKLEY W R CORP | United States | COM | 0 | 9,430 | +9,430 | $0 | $551,844 | +$551,844 | 2025-02-14 |
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| Q4 2024 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 0 | 6,232 | +6,232 | $0 | $471,326 | +$471,326 | 2025-02-14 |
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| Q4 2024 | LRCX LAM RESEARCH CORP | United States | COM NEW | 0 | 5,459 | +5,459 | $0 | $395,497 | +$395,497 | 2025-02-14 |
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| Q4 2024 | ANET ARISTA NETWORKS INC | United States | COM SHS | 0 | 3,400 | +3,400 | $0 | $375,802 | +$375,802 | 2025-02-14 |
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| Q4 2024 | DJT TRUMP MEDIA & TECHNOLOGY GRO | United States | COM | 0 | 10,860 | +10,860 | $0 | $370,326 | +$370,326 | 2025-02-14 |
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| Q4 2024 | BLK BLACKROCK INC | United States | COM | 0 | 351 | +351 | $0 | $359,814 | +$359,814 | 2025-02-14 |
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| Q4 2024 | CPRT COPART INC | United States | COM | 0 | 5,016 | +5,016 | $0 | $287,868 | +$287,868 | 2025-02-14 |
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| Q4 2024 | HLT HILTON WORLDWIDE HLDGS INC | United States | COM | 0 | 1,033 | +1,033 | $0 | $255,316 | +$255,316 | 2025-02-14 |
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| Q4 2024 | WFC WELLS FARGO CO NEW | United States | COM | 0 | 3,342 | +3,342 | $0 | $234,742 | +$234,742 | 2025-02-14 |
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| Q4 2024 | DLTR DOLLAR TREE INC | United States | COM | 0 | 3,104 | +3,104 | $0 | $232,614 | +$232,614 | 2025-02-14 |
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| Q4 2024 | CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 0 | 763 | +763 | $0 | $229,251 | +$229,251 | 2025-02-14 |
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| Q4 2024 | FTNT FORTINET INC | United States | COM | 0 | 2,385 | +2,385 | $0 | $225,335 | +$225,335 | 2025-02-14 |
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| Q4 2024 | SNA SNAP ON INC | United States | COM | 0 | 648 | +648 | $0 | $219,983 | +$219,983 | 2025-02-14 |
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| Q4 2024 | DOV DOVER CORP | United States | COM | 0 | 1,136 | +1,136 | $0 | $213,114 | +$213,114 | 2025-02-14 |
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| Q4 2024 | WMB WILLIAMS COS INC | United States | COM | 0 | 3,729 | +3,729 | $0 | $201,813 | +$201,813 | 2025-02-14 |
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| Q3 2024 | CRH CRH PLC | | ORD | 0 | 10,019 | +10,019 | $0 | $929,162 | +$929,162 | 2024-11-15 |
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| Q3 2024 | PYPL PAYPAL HLDGS INC | United States | COM | 0 | 8,284 | +8,284 | $0 | $646,401 | +$646,401 | 2024-11-15 |
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| Q3 2024 | GLD SPDR GOLD TR | United States | GOLD SHS | 0 | 2,092 | +2,092 | $0 | $508,482 | +$508,482 | 2024-11-15 |
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| Q3 2024 | OXY OCCIDENTAL PETE CORP | United States | COM | 0 | 8,972 | +8,972 | $0 | $464,401 | +$464,401 | 2024-11-15 |
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| Q3 2024 | KNSL KINSALE CAP GROUP INC | United States | COM | 0 | 870 | +870 | $0 | $405,046 | +$405,046 | 2024-11-15 |
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| Q3 2024 | ACIC AMERICAN COASTAL INS CORP | United States | COM | 0 | 30,000 | +30,000 | $0 | $338,100 | +$338,100 | 2024-11-15 |
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| Q3 2024 | TEL TE CONNECTIVITY PLC | | ORD SHS | 0 | 2,004 | +2,004 | $0 | $302,584 | +$302,584 | 2024-11-15 |
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| Q3 2024 | KEY KEYCORP | United States | COM | 0 | 16,843 | +16,843 | $0 | $282,120 | +$282,120 | 2024-11-15 |
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| Q3 2024 | TT TRANE TECHNOLOGIES PLC | | SHS | 0 | 719 | +719 | $0 | $279,497 | +$279,497 | 2024-11-15 |
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| Q3 2024 | SJM SMUCKER J M CO | United States | COM NEW | 0 | 2,023 | +2,023 | $0 | $244,985 | +$244,985 | 2024-11-15 |
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| Q3 2024 | PANW PALO ALTO NETWORKS INC | United States | COM | 0 | 697 | +697 | $0 | $238,235 | +$238,235 | 2024-11-15 |
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| Q3 2024 | WELL WELLTOWER INC | United States | COM | 0 | 1,842 | +1,842 | $0 | $235,831 | +$235,831 | 2024-11-15 |
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| Q3 2024 | NOC NORTHROP GRUMMAN CORP | United States | COM | 0 | 421 | +421 | $0 | $222,317 | +$222,317 | 2024-11-15 |
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| Q3 2024 | PH PARKER-HANNIFIN CORP | United States | COM | 0 | 351 | +351 | $0 | $221,769 | +$221,769 | 2024-11-15 |
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| Q3 2024 | JCI JOHNSON CTLS INTL PLC | | SHS | 0 | 2,792 | +2,792 | $0 | $217,720 | +$217,720 | 2024-11-15 |
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| Q3 2024 | GILD GILEAD SCIENCES INC | United States | COM | 0 | 2,582 | +2,582 | $0 | $216,475 | +$216,475 | 2024-11-15 |
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| Q3 2024 | PSA PUBLIC STORAGE OPER CO | United States | COM | 0 | 594 | +594 | $0 | $216,139 | +$216,139 | 2024-11-15 |
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| Q3 2024 | A AGILENT TECHNOLOGIES INC | United States | COM | 0 | 1,451 | +1,451 | $0 | $215,444 | +$215,444 | 2024-11-15 |
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| Q3 2024 | BX BLACKSTONE INC | United States | COM | 0 | 1,383 | +1,383 | $0 | $211,779 | +$211,779 | 2024-11-15 |
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| Q3 2024 | BWA BORGWARNER INC | United States | COM | 0 | 5,829 | +5,829 | $0 | $211,534 | +$211,534 | 2024-11-15 |
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| Q3 2024 | FTV FORTIVE CORP | United States | COM | 0 | 2,612 | +2,612 | $0 | $206,165 | +$206,165 | 2024-11-15 |
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| Q3 2024 | FDS FACTSET RESH SYS INC | United States | COM | 0 | 443 | +443 | $0 | $203,714 | +$203,714 | 2024-11-15 |
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| Q3 2024 | MAS MASCO CORP | United States | COM | 0 | 2,414 | +2,414 | $0 | $202,631 | +$202,631 | 2024-11-15 |
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| Q2 2024 | PROP PRAIRIE OPER CO | United States | COM | 0 | 108,399 | +108,399 | $0 | $1,176,129 | +$1,176,129 | 2024-08-13 |
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| Q2 2024 | ATO ATMOS ENERGY CORP | United States | COM | 0 | 4,541 | +4,541 | $0 | $529,708 | +$529,708 | 2024-08-13 |
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| Q2 2024 | HLT HILTON WORLDWIDE HLDGS INC | United States | COM | 0 | 1,081 | +1,081 | $0 | $235,874 | +$235,874 | 2024-08-13 |
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| Q2 2024 | CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 0 | 686 | +686 | $0 | $211,117 | +$211,117 | 2024-08-13 |
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| Q2 2024 | WFC WELLS FARGO CO NEW | United States | COM | 0 | 3,450 | +3,450 | $0 | $204,896 | +$204,896 | 2024-08-13 |
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| Q2 2024 | CL COLGATE PALMOLIVE CO | United States | COM | 0 | 2,108 | +2,108 | $0 | $204,560 | +$204,560 | 2024-08-13 |
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| Q2 2024 | GD GENERAL DYNAMICS CORP | United States | COM | 0 | 693 | +693 | $0 | $201,067 | +$201,067 | 2024-08-13 |
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| Q1 2024 | BX BLACKSTONE INC | United States | COM | 0 | 7,366 | +7,366 | $0 | $967,669 | +$967,669 | 2024-05-14 |
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| Q1 2024 | EL LAUDER ESTEE COS INC | United States | CL A | 0 | 4,277 | +4,277 | $0 | $659,300 | +$659,300 | 2024-05-14 |
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| Q1 2024 | UBER UBER TECHNOLOGIES INC | United States | COM | 0 | 3,781 | +3,781 | $0 | $291,099 | +$291,099 | 2024-05-14 |
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| Q1 2024 | HRL HORMEL FOODS CORP | United States | COM | 0 | 7,967 | +7,967 | $0 | $277,969 | +$277,969 | 2024-05-14 |
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| Q1 2024 | VMC VULCAN MATLS CO | United States | COM | 0 | 1,014 | +1,014 | $0 | $276,741 | +$276,741 | 2024-05-14 |
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| Q1 2024 | WDC WESTERN DIGITAL CORP. | United States | COM | 0 | 3,593 | +3,593 | $0 | $245,186 | +$245,186 | 2024-05-14 |
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| Q1 2024 | MKC MCCORMICK & CO INC | United States | COM NON VTG | 0 | 3,055 | +3,055 | $0 | $234,655 | +$234,655 | 2024-05-14 |
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| Q1 2024 | TRGP TARGA RES CORP | United States | COM | 0 | 2,074 | +2,074 | $0 | $232,267 | +$232,267 | 2024-05-14 |
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| Q1 2024 | WAB WABTEC | United States | COM | 0 | 1,545 | +1,545 | $0 | $225,076 | +$225,076 | 2024-05-14 |
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| Q1 2024 | FTV FORTIVE CORP | United States | COM | 0 | 2,548 | +2,548 | $0 | $219,179 | +$219,179 | 2024-05-14 |
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| Q1 2024 | PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 0 | 2,516 | +2,516 | $0 | $217,156 | +$217,156 | 2024-05-14 |
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| Q1 2024 | BALL BALL CORP | United States | COM | 0 | 3,115 | +3,115 | $0 | $209,826 | +$209,826 | 2024-05-14 |
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| Q1 2024 | SYF SYNCHRONY FINANCIAL | United States | COM | 0 | 4,821 | +4,821 | $0 | $207,882 | +$207,882 | 2024-05-14 |
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| Q1 2024 | ABNB AIRBNB INC | United States | COM CL A | 0 | 1,256 | +1,256 | $0 | $207,190 | +$207,190 | 2024-05-14 |
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| Q1 2024 | DOV DOVER CORP | United States | COM | 0 | 1,163 | +1,163 | $0 | $206,072 | +$206,072 | 2024-05-14 |
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| Q1 2024 | SNPS SYNOPSYS INC | United States | COM | 0 | 351 | +351 | $0 | $200,597 | +$200,597 | 2024-05-14 |
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| Q3 2016 | MRK MERCK & CO INC | United States | COM | 0 | 4,438 | +4,438 | $0 | $277,000 | +$277,000 | 2016-11-14 |
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| Q3 2016 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 1,318 | +1,318 | $0 | $209,000 | +$209,000 | 2016-11-14 |
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| Q3 2016 | ABBV ABBVIE INC | United States | COM | 0 | 3,300 | +3,300 | $0 | $208,000 | +$208,000 | 2016-11-14 |
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| Q3 2016 | BAC BANK AMER CORP | United States | COM | 0 | 12,883 | +12,883 | $0 | $202,000 | +$202,000 | 2016-11-14 |
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| Q2 2016 | BRKB BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 1,400 | +1,400 | $0 | $203,000 | +$203,000 | 2016-08-10 |
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| Q4 2015 | HD HOME DEPOT INC | United States | COM | 0 | 2,993 | +2,993 | $0 | $396,000 | +$396,000 | 2016-02-08 |
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| Q4 2015 | BRKB BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 2,542 | +2,542 | $0 | $336,000 | +$336,000 | 2016-02-08 |
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| Q3 2015 | CHD CHURCH & DWIGHT INC | United States | COM | 0 | 2,400 | +2,400 | $0 | $201,000 | +$201,000 | 2015-11-12 |
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| Q2 2015 | GLNG GOLAR LNG LTD BERMUDA | | SHS | 0 | 5,090 | +5,090 | $0 | $238,000 | +$238,000 | 2015-08-06 |
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| Q1 2015 | CHD CHURCH & DWIGHT INC | United States | COM | 0 | 2,400 | +2,400 | $0 | $205,000 | +$205,000 | 2015-05-12 |
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| Q4 2014 | CVS CVS HEALTH CORP | United States | COM | 0 | 3,762 | +3,762 | $0 | $362,000 | +$362,000 | 2015-02-09 |
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| Q4 2014 | AMGN AMGEN INC | United States | COM | 0 | 1,900 | +1,900 | $0 | $303,000 | +$303,000 | 2015-02-09 |
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| Q4 2014 | PFE PFIZER INC | United States | COM | 0 | 8,655 | +8,655 | $0 | $270,000 | +$270,000 | 2015-02-09 |
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| Q4 2014 | GTN GRAY TELEVISION INC | United States | COM | 0 | 10,000 | +10,000 | $0 | $112,000 | +$112,000 | 2015-02-09 |
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| Q3 2014 | BAC BANK AMER CORP | United States | COM | 0 | 29,932 | +29,932 | $0 | $510,000 | +$510,000 | 2014-11-03 |
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| Q3 2014 | WFC WELLS FARGO & CO NEW | United States | COM | 0 | 7,094 | +7,094 | $0 | $368,000 | +$368,000 | 2014-11-03 |
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| Q3 2014 | INTC INTEL CORP | United States | COM | 0 | 8,673 | +8,673 | $0 | $302,000 | +$302,000 | 2014-11-03 |
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| Q3 2014 | META FACEBOOK INC | United States | CL A | 0 | 3,443 | +3,443 | $0 | $272,000 | +$272,000 | 2014-11-03 |
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| Q3 2014 | BRKB BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 1,906 | +1,906 | $0 | $263,000 | +$263,000 | 2014-11-03 |
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| Q3 2014 | ET ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 0 | 4,043 | +4,043 | $0 | $249,000 | +$249,000 | 2014-11-03 |
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| Q3 2014 | EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 0 | 5,760 | +5,760 | $0 | $232,000 | +$232,000 | 2014-11-03 |
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| Q3 2014 | APD AIR PRODS & CHEMS INC | United States | COM | 0 | 1,561 | +1,561 | $0 | $203,000 | +$203,000 | 2014-11-03 |
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| Q2 2014 | ED CONSOLIDATED EDISON INC | United States | COM | 0 | 5,735 | +5,735 | $0 | $331,000 | +$331,000 | 2014-08-12 |
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| Q2 2014 | UNP UNION PAC CORP | United States | COM | 0 | 2,040 | +2,040 | $0 | $203,000 | +$203,000 | 2014-08-12 |
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| Q3 2013 | AAPL APPLE INC | United States | COM | 0 | 646 | +646 | $0 | $308,000 | +$308,000 | 2013-11-08 |
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| Q3 2013 | ODFL OLD DOMINION FGHT LINES INC | United States | COM | 0 | 5,282 | +5,282 | $0 | $243,000 | +$243,000 | 2013-11-08 |
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| Q3 2013 | LMT LOCKHEED MARTIN CORP | United States | COM | 0 | 1,760 | +1,760 | $0 | $224,000 | +$224,000 | 2013-11-08 |
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| Q3 2013 | NEU NEWMARKET CORP | United States | COM | 0 | 744 | +744 | $0 | $214,000 | +$214,000 | 2013-11-08 |
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| Q3 2013 | SCI SERVICE CORP INTL | United States | COM | 0 | 10,923 | +10,923 | $0 | $203,000 | +$203,000 | 2013-11-08 |
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