Geller Advisors LLC quarter change: USA Stocks, Sold out
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).
- ORLY: Country of operation United States; Class COM; Shares 2024-09-30 679; Shares 2024-12-31 0.
- PWR: Country of operation United States; Class COM; Shares 2024-09-30 1,492; Shares 2024-12-31 0.
- MSI: Country of operation United States; Class COM NEW; Shares 2024-09-30 656; Shares 2024-12-31 0.
- GLW: Country of operation United States; Class COM; Shares 2024-09-30 6,475; Shares 2024-12-31 0.
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 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 679 | 0 | -679 | $781,936 | $0 | -$781,936 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 1,492 | 0 | -1,492 | $444,840 | $0 | -$444,840 |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 656 | 0 | -656 | $295,600 | $0 | -$295,600 |
|---|
GLW
CORNING INC | United States | COM | 6,475 | 0 | -6,475 | $292,346 | $0 | -$292,346 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 4,381 | 0 | -4,381 | $275,477 | $0 | -$275,477 |
|---|
DHI
D R HORTON INC | United States | COM | 1,437 | 0 | -1,437 | $274,136 | $0 | -$274,136 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 258 | 0 | -258 | $271,220 | $0 | -$271,220 |
|---|
SJM
SMUCKER J M CO | United States | COM NEW | 2,023 | 0 | -2,023 | $244,985 | $0 | -$244,985 |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 3,582 | 0 | -3,582 | $233,994 | $0 | -$233,994 |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 2,772 | 0 | -2,772 | $222,564 | $0 | -$222,564 |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 421 | 0 | -421 | $222,317 | $0 | -$222,317 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 351 | 0 | -351 | $221,769 | $0 | -$221,769 |
|---|
XYL
XYLEM INC | United States | COM | 1,623 | 0 | -1,623 | $219,154 | $0 | -$219,154 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 2,093 | 0 | -2,093 | $217,274 | $0 | -$217,274 |
|---|
PSA
PUBLIC STORAGE OPER CO | United States | COM | 594 | 0 | -594 | $216,139 | $0 | -$216,139 |
|---|
A
AGILENT TECHNOLOGIES INC | United States | COM | 1,451 | 0 | -1,451 | $215,444 | $0 | -$215,444 |
|---|
JBL
JABIL INC | United States | COM | 1,788 | 0 | -1,788 | $214,256 | $0 | -$214,256 |
|---|
BWA
BORGWARNER INC | United States | COM | 5,829 | 0 | -5,829 | $211,534 | $0 | -$211,534 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 695 | 0 | -695 | $210,029 | $0 | -$210,029 |
|---|
CDW
CDW CORP | United States | COM | 912 | 0 | -912 | $206,386 | $0 | -$206,386 |
|---|
FTV
FORTIVE CORP | United States | COM | 2,612 | 0 | -2,612 | $206,165 | $0 | -$206,165 |
|---|
MAS
MASCO CORP | United States | COM | 2,414 | 0 | -2,414 | $202,631 | $0 | -$202,631 |
|---|
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