Geller Advisors LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Geller Advisors LLC opened 17 positions, added to 61, reduced 99, sold out of 22 and left 21 unchanged. The largest increase in value was MS (+$1,179,310); the largest decrease was ORLY (-$781,936).
- BRO: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 7,513.
- CP: Country of operation —; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 8,299.
- WRB: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 9,430.
- PLTR: Country of operation United States; Class CL A; Shares 2024-09-30 0; Shares 2024-12-31 6,232.
Two Form 13F-HR filings compared (SEC CIK 1354739): 2024-09-30 (filed 2024-11-15) and 2024-12-31 (filed 2025-02-14). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
BRO
BROWN & BROWN INC | United States | COM | 0 | 7,513 | +7,513 | $0 | $766,476 | +$766,476 |
|---|
CP
CANADIAN PACIFIC KANSAS CITY | | COM | 0 | 8,299 | +8,299 | $0 | $601,694 | +$601,694 |
|---|
WRB
BERKLEY W R CORP | United States | COM | 0 | 9,430 | +9,430 | $0 | $551,844 | +$551,844 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 0 | 6,232 | +6,232 | $0 | $471,326 | +$471,326 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 0 | 5,459 | +5,459 | $0 | $395,497 | +$395,497 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 3,400 | +3,400 | $0 | $375,802 | +$375,802 |
|---|
DJT
TRUMP MEDIA & TECHNOLOGY GRO | United States | COM | 0 | 10,860 | +10,860 | $0 | $370,326 | +$370,326 |
|---|
BLK
BLACKROCK INC | United States | COM | 0 | 351 | +351 | $0 | $359,814 | +$359,814 |
|---|
CPRT
COPART INC | United States | COM | 0 | 5,016 | +5,016 | $0 | $287,868 | +$287,868 |
|---|
HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 0 | 1,033 | +1,033 | $0 | $255,316 | +$255,316 |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 0 | 3,342 | +3,342 | $0 | $234,742 | +$234,742 |
|---|
DLTR
DOLLAR TREE INC | United States | COM | 0 | 3,104 | +3,104 | $0 | $232,614 | +$232,614 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 0 | 763 | +763 | $0 | $229,251 | +$229,251 |
|---|
FTNT
FORTINET INC | United States | COM | 0 | 2,385 | +2,385 | $0 | $225,335 | +$225,335 |
|---|
SNA
SNAP ON INC | United States | COM | 0 | 648 | +648 | $0 | $219,983 | +$219,983 |
|---|
DOV
DOVER CORP | United States | COM | 0 | 1,136 | +1,136 | $0 | $213,114 | +$213,114 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 0 | 3,729 | +3,729 | $0 | $201,813 | +$201,813 |
|---|
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