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Geller Advisors LLC Historic Quarter Change: USA Stocks, New

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024BRO
BROWN & BROWN INC
United StatesCOM07,513+7,513$0$766,476+$766,4762025-02-14
Q4 2024CP
CANADIAN PACIFIC KANSAS CITY
COM08,299+8,299$0$601,694+$601,6942025-02-14
Q4 2024WRB
BERKLEY W R CORP
United StatesCOM09,430+9,430$0$551,844+$551,8442025-02-14
Q4 2024PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A06,232+6,232$0$471,326+$471,3262025-02-14
Q4 2024LRCX
LAM RESEARCH CORP
United StatesCOM NEW05,459+5,459$0$395,497+$395,4972025-02-14
Q4 2024ANET
ARISTA NETWORKS INC
United StatesCOM SHS03,400+3,400$0$375,802+$375,8022025-02-14
Q4 2024DJT
TRUMP MEDIA & TECHNOLOGY GRO
United StatesCOM010,860+10,860$0$370,326+$370,3262025-02-14
Q4 2024BLK
BLACKROCK INC
United StatesCOM0351+351$0$359,814+$359,8142025-02-14
Q4 2024CPRT
COPART INC
United StatesCOM05,016+5,016$0$287,868+$287,8682025-02-14
Q4 2024HLT
HILTON WORLDWIDE HLDGS INC
United StatesCOM01,033+1,033$0$255,316+$255,3162025-02-14
Q4 2024WFC
WELLS FARGO CO NEW
United StatesCOM03,342+3,342$0$234,742+$234,7422025-02-14
Q4 2024DLTR
DOLLAR TREE INC
United StatesCOM03,104+3,104$0$232,614+$232,6142025-02-14
Q4 2024CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM0763+763$0$229,251+$229,2512025-02-14
Q4 2024FTNT
FORTINET INC
United StatesCOM02,385+2,385$0$225,335+$225,3352025-02-14
Q4 2024SNA
SNAP ON INC
United StatesCOM0648+648$0$219,983+$219,9832025-02-14
Q4 2024DOV
DOVER CORP
United StatesCOM01,136+1,136$0$213,114+$213,1142025-02-14
Q4 2024WMB
WILLIAMS COS INC
United StatesCOM03,729+3,729$0$201,813+$201,8132025-02-14
Q3 2024CRH
CRH PLC
ORD010,019+10,019$0$929,162+$929,1622024-11-15
Q3 2024PYPL
PAYPAL HLDGS INC
United StatesCOM08,284+8,284$0$646,401+$646,4012024-11-15
Q3 2024GLD
SPDR GOLD TR
United StatesGOLD SHS02,092+2,092$0$508,482+$508,4822024-11-15
Q3 2024OXY
OCCIDENTAL PETE CORP
United StatesCOM08,972+8,972$0$464,401+$464,4012024-11-15
Q3 2024KNSL
KINSALE CAP GROUP INC
United StatesCOM0870+870$0$405,046+$405,0462024-11-15
Q3 2024ACIC
AMERICAN COASTAL INS CORP
United StatesCOM030,000+30,000$0$338,100+$338,1002024-11-15
Q3 2024TEL
TE CONNECTIVITY PLC
ORD SHS02,004+2,004$0$302,584+$302,5842024-11-15
Q3 2024KEY
KEYCORP
United StatesCOM016,843+16,843$0$282,120+$282,1202024-11-15
Q3 2024TT
TRANE TECHNOLOGIES PLC
SHS0719+719$0$279,497+$279,4972024-11-15
Q3 2024SJM
SMUCKER J M CO
United StatesCOM NEW02,023+2,023$0$244,985+$244,9852024-11-15
Q3 2024PANW
PALO ALTO NETWORKS INC
United StatesCOM0697+697$0$238,235+$238,2352024-11-15
Q3 2024WELL
WELLTOWER INC
United StatesCOM01,842+1,842$0$235,831+$235,8312024-11-15
Q3 2024NOC
NORTHROP GRUMMAN CORP
United StatesCOM0421+421$0$222,317+$222,3172024-11-15
Q3 2024PH
PARKER-HANNIFIN CORP
United StatesCOM0351+351$0$221,769+$221,7692024-11-15
Q3 2024JCI
JOHNSON CTLS INTL PLC
SHS02,792+2,792$0$217,720+$217,7202024-11-15
Q3 2024GILD
GILEAD SCIENCES INC
United StatesCOM02,582+2,582$0$216,475+$216,4752024-11-15
Q3 2024PSA
PUBLIC STORAGE OPER CO
United StatesCOM0594+594$0$216,139+$216,1392024-11-15
Q3 2024A
AGILENT TECHNOLOGIES INC
United StatesCOM01,451+1,451$0$215,444+$215,4442024-11-15
Q3 2024BX
BLACKSTONE INC
United StatesCOM01,383+1,383$0$211,779+$211,7792024-11-15
Q3 2024BWA
BORGWARNER INC
United StatesCOM05,829+5,829$0$211,534+$211,5342024-11-15
Q3 2024FTV
FORTIVE CORP
United StatesCOM02,612+2,612$0$206,165+$206,1652024-11-15
Q3 2024FDS
FACTSET RESH SYS INC
United StatesCOM0443+443$0$203,714+$203,7142024-11-15
Q3 2024MAS
MASCO CORP
United StatesCOM02,414+2,414$0$202,631+$202,6312024-11-15
Q2 2024PROP
PRAIRIE OPER CO
United StatesCOM0108,399+108,399$0$1,176,129+$1,176,1292024-08-13
Q2 2024ATO
ATMOS ENERGY CORP
United StatesCOM04,541+4,541$0$529,708+$529,7082024-08-13
Q2 2024HLT
HILTON WORLDWIDE HLDGS INC
United StatesCOM01,081+1,081$0$235,874+$235,8742024-08-13
Q2 2024CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM0686+686$0$211,117+$211,1172024-08-13
Q2 2024WFC
WELLS FARGO CO NEW
United StatesCOM03,450+3,450$0$204,896+$204,8962024-08-13
Q2 2024CL
COLGATE PALMOLIVE CO
United StatesCOM02,108+2,108$0$204,560+$204,5602024-08-13
Q2 2024GD
GENERAL DYNAMICS CORP
United StatesCOM0693+693$0$201,067+$201,0672024-08-13
Q1 2024BX
BLACKSTONE INC
United StatesCOM07,366+7,366$0$967,669+$967,6692024-05-14
Q1 2024EL
LAUDER ESTEE COS INC
United StatesCL A04,277+4,277$0$659,300+$659,3002024-05-14
Q1 2024UBER
UBER TECHNOLOGIES INC
United StatesCOM03,781+3,781$0$291,099+$291,0992024-05-14
Q1 2024HRL
HORMEL FOODS CORP
United StatesCOM07,967+7,967$0$277,969+$277,9692024-05-14
Q1 2024VMC
VULCAN MATLS CO
United StatesCOM01,014+1,014$0$276,741+$276,7412024-05-14
Q1 2024WDC
WESTERN DIGITAL CORP.
United StatesCOM03,593+3,593$0$245,186+$245,1862024-05-14
Q1 2024MKC
MCCORMICK & CO INC
United StatesCOM NON VTG03,055+3,055$0$234,655+$234,6552024-05-14
Q1 2024TRGP
TARGA RES CORP
United StatesCOM02,074+2,074$0$232,267+$232,2672024-05-14
Q1 2024WAB
WABTEC
United StatesCOM01,545+1,545$0$225,076+$225,0762024-05-14
Q1 2024FTV
FORTIVE CORP
United StatesCOM02,548+2,548$0$219,179+$219,1792024-05-14
Q1 2024PFG
PRINCIPAL FINANCIAL GROUP IN
United StatesCOM02,516+2,516$0$217,156+$217,1562024-05-14
Q1 2024BALL
BALL CORP
United StatesCOM03,115+3,115$0$209,826+$209,8262024-05-14
Q1 2024SYF
SYNCHRONY FINANCIAL
United StatesCOM04,821+4,821$0$207,882+$207,8822024-05-14
Q1 2024ABNB
AIRBNB INC
United StatesCOM CL A01,256+1,256$0$207,190+$207,1902024-05-14
Q1 2024DOV
DOVER CORP
United StatesCOM01,163+1,163$0$206,072+$206,0722024-05-14
Q1 2024SNPS
SYNOPSYS INC
United StatesCOM0351+351$0$200,597+$200,5972024-05-14
Q3 2016MRK
MERCK & CO INC
United StatesCOM04,438+4,438$0$277,000+$277,0002016-11-14
Q3 2016IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM01,318+1,318$0$209,000+$209,0002016-11-14
Q3 2016ABBV
ABBVIE INC
United StatesCOM03,300+3,300$0$208,000+$208,0002016-11-14
Q3 2016BAC
BANK AMER CORP
United StatesCOM012,883+12,883$0$202,000+$202,0002016-11-14
Q2 2016BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW01,400+1,400$0$203,000+$203,0002016-08-10
Q4 2015HD
HOME DEPOT INC
United StatesCOM02,993+2,993$0$396,000+$396,0002016-02-08
Q4 2015BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW02,542+2,542$0$336,000+$336,0002016-02-08
Q3 2015CHD
CHURCH & DWIGHT INC
United StatesCOM02,400+2,400$0$201,000+$201,0002015-11-12
Q2 2015GLNG
GOLAR LNG LTD BERMUDA
SHS05,090+5,090$0$238,000+$238,0002015-08-06
Q1 2015CHD
CHURCH & DWIGHT INC
United StatesCOM02,400+2,400$0$205,000+$205,0002015-05-12
Q4 2014CVS
CVS HEALTH CORP
United StatesCOM03,762+3,762$0$362,000+$362,0002015-02-09
Q4 2014AMGN
AMGEN INC
United StatesCOM01,900+1,900$0$303,000+$303,0002015-02-09
Q4 2014PFE
PFIZER INC
United StatesCOM08,655+8,655$0$270,000+$270,0002015-02-09
Q4 2014GTN
GRAY TELEVISION INC
United StatesCOM010,000+10,000$0$112,000+$112,0002015-02-09
Q3 2014BAC
BANK AMER CORP
United StatesCOM029,932+29,932$0$510,000+$510,0002014-11-03
Q3 2014WFC
WELLS FARGO & CO NEW
United StatesCOM07,094+7,094$0$368,000+$368,0002014-11-03
Q3 2014INTC
INTEL CORP
United StatesCOM08,673+8,673$0$302,000+$302,0002014-11-03
Q3 2014META
FACEBOOK INC
United StatesCL A03,443+3,443$0$272,000+$272,0002014-11-03
Q3 2014BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW01,906+1,906$0$263,000+$263,0002014-11-03
Q3 2014ET
ENERGY TRANSFER EQUITY L P
United StatesCOM UT LTD PTN04,043+4,043$0$249,000+$249,0002014-11-03
Q3 2014EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM05,760+5,760$0$232,000+$232,0002014-11-03
Q3 2014APD
AIR PRODS & CHEMS INC
United StatesCOM01,561+1,561$0$203,000+$203,0002014-11-03
Q2 2014ED
CONSOLIDATED EDISON INC
United StatesCOM05,735+5,735$0$331,000+$331,0002014-08-12
Q2 2014UNP
UNION PAC CORP
United StatesCOM02,040+2,040$0$203,000+$203,0002014-08-12
Q3 2013AAPL
APPLE INC
United StatesCOM0646+646$0$308,000+$308,0002013-11-08
Q3 2013ODFL
OLD DOMINION FGHT LINES INC
United StatesCOM05,282+5,282$0$243,000+$243,0002013-11-08
Q3 2013LMT
LOCKHEED MARTIN CORP
United StatesCOM01,760+1,760$0$224,000+$224,0002013-11-08
Q3 2013NEU
NEWMARKET CORP
United StatesCOM0744+744$0$214,000+$214,0002013-11-08
Q3 2013SCI
SERVICE CORP INTL
United StatesCOM010,923+10,923$0$203,000+$203,0002013-11-08

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