Geller Advisors LLC quarter change: USA Stocks, Reduced
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).
- MS: Country of operation United States; Class COM NEW; Shares 2024-09-30 55,488; Shares 2024-12-31 55,388.
- AAPL: Country of operation United States; Class COM; Shares 2024-09-30 66,022; Shares 2024-12-31 65,700.
- TSLA: Country of operation United States; Class COM; Shares 2024-09-30 10,016; Shares 2024-12-31 8,507.
- AMZN: Country of operation United States; Class COM; Shares 2024-09-30 28,644; Shares 2024-12-31 27,621.
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 |
|---|---|---|---|---|---|---|---|---|
| MS MORGAN STANLEY | United States | COM NEW | 55,488 | 55,388 | -100 | $5,784,069 | $6,963,379 | +$1,179,310 |
| AAPL APPLE INC | United States | COM | 66,022 | 65,700 | -322 | $15,383,126 | $16,452,596 | +$1,069,470 |
| TSLA TESLA INC | United States | COM | 10,016 | 8,507 | -1,509 | $2,620,486 | $3,435,467 | +$814,981 |
| AMZN AMAZON COM INC | United States | COM | 28,644 | 27,621 | -1,023 | $5,337,237 | $6,059,771 | +$722,534 |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 2,020 | 586 | -1,434 | $939,462 | $235,982 | -$703,480 |
| JNJ JOHNSON & JOHNSON | United States | COM | 17,011 | 14,455 | -2,556 | $2,756,803 | $2,090,482 | -$666,321 |
| MELI MERCADOLIBRE INC | COM | 761 | 528 | -233 | $1,561,542 | $897,832 | -$663,710 | |
| AZO AUTOZONE INC | United States | COM | 421 | 225 | -196 | $1,326,167 | $720,450 | -$605,717 |
| LLY ELI LILLY & CO | United States | COM | 4,026 | 3,895 | -131 | $3,567,314 | $3,007,392 | -$559,922 |
| PROP PRAIRIE OPER CO | United States | COM | 108,399 | 59,965 | -48,434 | $949,575 | $414,958 | -$534,617 |
| CAT CATERPILLAR INC | United States | COM | 3,044 | 1,850 | -1,194 | $1,190,569 | $671,106 | -$519,463 |
| MSFT MICROSOFT CORP | United States | COM | 46,455 | 46,296 | -159 | $19,989,679 | $19,513,858 | -$475,821 |
| FTI TECHNIPFMC PLC | United Kingdom | COM | 40,597 | 21,087 | -19,510 | $1,064,859 | $610,258 | -$454,601 |
| V VISA INC | United States | COM CL A | 11,087 | 11,044 | -43 | $3,048,371 | $3,490,346 | +$441,975 |
| NVDA NVIDIA CORPORATION | United States | COM | 80,785 | 70,196 | -10,589 | $9,811,426 | $9,426,664 | -$384,762 |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 3,869 | 3,728 | -141 | $2,262,127 | $1,885,846 | -$376,281 |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 34,370 | 32,036 | -2,334 | $5,700,265 | $6,064,415 | +$364,150 |
| ETN EATON CORP PLC | SHS | 2,704 | 1,720 | -984 | $896,214 | $570,816 | -$325,398 | |
| ABBV ABBVIE INC | United States | COM | 10,081 | 9,733 | -348 | $1,990,796 | $1,729,554 | -$261,242 |
| PEP PEPSICO INC | United States | COM | 15,445 | 15,419 | -26 | $2,626,422 | $2,365,541 | -$260,881 |
| AVGO BROADCOM INC | United States | COM | 18,182 | 12,458 | -5,724 | $3,136,395 | $2,888,263 | -$248,132 |
| MA MASTERCARD INCORPORATED | United States | CL A | 7,957 | 7,921 | -36 | $3,929,167 | $4,170,961 | +$241,794 |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 4,965 | 4,924 | -41 | $814,657 | $594,770 | -$219,887 |
| XOMXXXX EXXON MOBIL CORP | COM | 8,083 | 6,768 | -1,315 | $947,489 | $728,034 | -$219,455 | |
| ADBE ADOBE INC | United States | COM | 2,161 | 2,085 | -76 | $1,118,923 | $927,158 | -$191,765 |
| CI THE CIGNA GROUP | United States | COM | 1,988 | 1,954 | -34 | $688,723 | $539,578 | -$149,145 |
| MU MICRON TECHNOLOGY INC | United States | COM | 4,033 | 3,236 | -797 | $418,262 | $272,714 | -$145,548 |
| CMCSA COMCAST CORP NEW | United States | CL A | 23,600 | 22,529 | -1,071 | $985,772 | $845,513 | -$140,259 |
| AON AON PLC | Ireland | SHS CL A | 1,562 | 1,129 | -433 | $540,436 | $405,492 | -$134,944 |
| ELV ELEVANCE HEALTH INC | United States | COM | 819 | 800 | -19 | $425,880 | $295,120 | -$130,760 |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 2,670 | 2,048 | -622 | $428,909 | $305,172 | -$123,737 |
| AMGN AMGEN INC | United States | COM | 1,851 | 1,850 | -1 | $596,411 | $482,184 | -$114,227 |
| PGR PROGRESSIVE CORP | United States | COM | 7,175 | 7,129 | -46 | $1,820,728 | $1,708,180 | -$112,548 |
| MPC MARATHON PETE CORP | United States | COM | 2,342 | 1,948 | -394 | $381,535 | $271,746 | -$109,789 |
| DHR DANAHER CORPORATION | United States | COM | 1,859 | 1,787 | -72 | $517,341 | $410,684 | -$106,657 |
| EL LAUDER ESTEE COS INC | United States | CL A | 3,450 | 3,175 | -275 | $343,931 | $238,062 | -$105,869 |
| BNY BANK NEW YORK MELLON CORP | United States | COM | 22,001 | 21,935 | -66 | $1,580,992 | $1,685,266 | +$104,274 |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 1,915 | 1,873 | -42 | $445,352 | $346,573 | -$98,779 |
| META META PLATFORMS INC | United States | CL A | 7,732 | 7,727 | -5 | $4,426,106 | $4,524,236 | +$98,130 |
| CSCO CISCO SYS INC | United States | COM | 16,182 | 16,055 | -127 | $861,206 | $950,456 | +$89,250 |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 13,512 | 13,025 | -487 | $606,824 | $520,870 | -$85,954 |
| CAG CONAGRA BRANDS INC | United States | COM | 14,397 | 13,787 | -610 | $468,190 | $382,589 | -$85,601 |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 1,110 | 1,109 | -1 | $549,572 | $635,036 | +$85,464 |
| SBUX STARBUCKS CORP | United States | COM | 13,083 | 13,064 | -19 | $1,275,462 | $1,192,090 | -$83,372 |
| UBER UBER TECHNOLOGIES INC | United States | COM | 4,331 | 4,049 | -282 | $325,518 | $244,236 | -$81,282 |
| AXP AMERICAN EXPRESS CO | United States | COM | 3,329 | 3,311 | -18 | $902,825 | $982,672 | +$79,847 |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 2,528 | 2,527 | -1 | $1,241,931 | $1,318,993 | +$77,062 |
| TMUS T-MOBILE US INC | United States | COM | 4,850 | 4,197 | -653 | $1,000,846 | $926,404 | -$74,442 |
| PFE PFIZER INC | United States | COM | 29,913 | 29,830 | -83 | $865,682 | $791,390 | -$74,292 |
| TGT TARGET CORP | United States | COM | 3,107 | 3,087 | -20 | $484,257 | $417,301 | -$66,956 |
| CTAS CINTAS CORP | United States | COM | 2,688 | 2,665 | -23 | $553,405 | $486,896 | -$66,509 |
| ADI ANALOG DEVICES INC | United States | COM | 3,252 | 3,212 | -40 | $748,513 | $682,422 | -$66,091 |
| OTIS OTIS WORLDWIDE CORP | United States | COM | 4,640 | 4,499 | -141 | $482,282 | $416,652 | -$65,630 |
| LOW LOWES COS INC | United States | COM | 2,416 | 2,399 | -17 | $654,374 | $592,073 | -$62,301 |
| IQV IQVIA HLDGS INC | United States | COM | 1,397 | 1,372 | -25 | $331,047 | $269,612 | -$61,435 |
| CBRE CBRE GROUP INC | United States | CL A | 2,473 | 1,911 | -562 | $307,839 | $250,895 | -$56,944 |
| IRM IRON MTN INC DEL | United States | COM | 3,373 | 3,288 | -85 | $403,225 | $347,949 | -$55,276 |
| FISV FISERV INC | United States | COM | 2,682 | 2,610 | -72 | $481,821 | $536,146 | +$54,325 |
| AMP AMERIPRISE FINL INC | United States | COM | 878 | 876 | -2 | $412,493 | $466,409 | +$53,916 |
| INTC INTEL CORP | United States | COM | 11,256 | 10,509 | -747 | $264,066 | $210,705 | -$53,361 |
| COST COSTCO WHSL CORP NEW | United States | COM | 4,544 | 4,340 | -204 | $4,028,880 | $3,977,163 | -$51,717 |
| BDX BECTON DICKINSON & CO | United States | COM | 1,336 | 1,206 | -130 | $322,110 | $273,605 | -$48,505 |
| SCHW SCHWAB CHARLES CORP | United States | COM | 7,111 | 6,842 | -269 | $460,864 | $506,376 | +$45,512 |
| EMR EMERSON ELEC CO | United States | COM | 3,576 | 3,511 | -65 | $391,107 | $435,118 | +$44,011 |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 2,447 | 2,363 | -84 | $545,901 | $501,925 | -$43,976 |
| CB CHUBB LIMITED | COM | 1,921 | 1,851 | -70 | $555,745 | $513,116 | -$42,629 | |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 1,031 | 1,015 | -16 | $265,678 | $224,315 | -$41,363 |
| GE GE AEROSPACE | United States | COM NEW | 1,716 | 1,695 | -21 | $324,203 | $283,303 | -$40,900 |
| MCD MCDONALDS CORP | United States | COM | 2,732 | 2,730 | -2 | $831,921 | $791,400 | -$40,521 |
| CME CME GROUP INC | United States | COM | 2,530 | 2,509 | -21 | $558,245 | $597,217 | +$38,972 |
| ORCL ORACLE CORP | United States | COM | 7,361 | 7,304 | -57 | $1,254,314 | $1,217,139 | -$37,175 |
| NFLX NETFLIX INC | United States | COM | 3,080 | 2,414 | -666 | $2,184,552 | $2,151,646 | -$32,906 |
| HIG HARTFORD FINL SVCS GROUP INC | United States | COM | 2,846 | 2,766 | -80 | $336,056 | $304,039 | -$32,017 |
| L LOEWS CORP | United States | COM | 5,696 | 4,949 | -747 | $450,269 | $419,131 | -$31,138 |
| COP CONOCOPHILLIPS | United States | COM | 2,353 | 2,212 | -141 | $247,724 | $219,364 | -$28,360 |
| ABT ABBOTT LABS | United States | COM | 9,552 | 9,384 | -168 | $1,089,024 | $1,061,424 | -$27,600 |
| PCAR PACCAR INC | United States | COM | 3,530 | 3,012 | -518 | $348,340 | $322,344 | -$25,996 |
| MKC MCCORMICK & CO INC | United States | COM NON VTG | 3,384 | 3,322 | -62 | $278,503 | $254,764 | -$23,739 |
| RTX RTX CORPORATION | United States | COM | 3,691 | 3,661 | -30 | $447,298 | $423,753 | -$23,545 |
| IT GARTNER INC | United States | COM | 619 | 601 | -18 | $313,684 | $291,166 | -$22,518 |
| GILD GILEAD SCIENCES INC | United States | COM | 2,582 | 2,578 | -4 | $216,475 | $238,130 | +$21,655 |
| TJX TJX COS INC NEW | United States | COM | 8,340 | 8,275 | -65 | $980,284 | $999,703 | +$19,419 |
| BSX BOSTON SCIENTIFIC CORP | United States | COM | 8,096 | 7,784 | -312 | $678,445 | $695,267 | +$16,822 |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 3,462 | 3,385 | -77 | $289,943 | $273,406 | -$16,537 |
| DE DEERE & CO | United States | COM | 770 | 721 | -49 | $322,476 | $306,656 | -$15,820 |
| TT TRANE TECHNOLOGIES PLC | SHS | 719 | 714 | -5 | $279,497 | $263,716 | -$15,781 | |
| SYK STRYKER CORPORATION | United States | COM | 1,183 | 1,145 | -38 | $428,317 | $413,219 | -$15,098 |
| AJG GALLAGHER ARTHUR J & CO | United States | COM | 7,187 | 7,166 | -21 | $2,022,206 | $2,034,069 | +$11,863 |
| AIG AMERICAN INTL GROUP INC | United States | COM NEW | 4,057 | 3,943 | -114 | $297,094 | $287,050 | -$10,044 |
| PRU PRUDENTIAL FINL INC | United States | COM | 2,692 | 2,668 | -24 | $326,001 | $316,238 | -$9,763 |
| YUM YUM BRANDS INC | United States | COM | 1,672 | 1,670 | -2 | $233,595 | $224,047 | -$9,548 |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 3,137 | 3,127 | -10 | $1,108,867 | $1,100,047 | -$8,820 | |
| EW EDWARDS LIFESCIENCES CORP | United States | COM | 3,546 | 3,046 | -500 | $234,001 | $225,495 | -$8,506 |
| MSCI MSCI INC | United States | COM | 790 | 780 | -10 | $460,515 | $468,008 | +$7,493 |
| T AT&T INC | United States | COM | 25,761 | 25,088 | -673 | $566,742 | $571,254 | +$4,512 |
| USB US BANCORP DEL | United States | COM NEW | 5,249 | 5,093 | -156 | $242,661 | $246,145 | +$3,484 |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 4,439 | 4,192 | -247 | $255,775 | $252,778 | -$2,997 |
| SPG SIMON PPTY GROUP INC NEW | United States | COM | 2,208 | 2,181 | -27 | $373,196 | $375,590 | +$2,394 |
| RSG REPUBLIC SVCS INC | United States | COM | 12,940 | 12,913 | -27 | $2,598,870 | $2,597,837 | -$1,033 |
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