Geller Advisors LLC quarter change: USA Stocks, Unchanged
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).
- SHW: Country of operation United States; Class COM; Shares 2024-09-30 8,363; Shares 2024-12-31 8,363.
- JPM: Country of operation United States; Class COM; Shares 2024-09-30 8,065; Shares 2024-12-31 8,065.
- LMT: Country of operation United States; Class COM; Shares 2024-09-30 1,849; Shares 2024-12-31 1,849.
- TEAM: Country of operation —; Class CL A; Shares 2024-09-30 2,079; Shares 2024-12-31 2,079.
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 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 8,363 | 8,363 | 0 | $3,191,906 | $2,842,835 | -$349,071 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 8,065 | 8,065 | 0 | $1,700,586 | $1,933,261 | +$232,675 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,849 | 1,849 | 0 | $1,080,851 | $898,503 | -$182,348 |
|---|
TEAM
ATLASSIAN CORPORATION | | CL A | 2,079 | 2,079 | 0 | $330,166 | $505,987 | +$175,821 |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 11,328 | 11,328 | 0 | $565,494 | $431,370 | -$134,124 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 1,602 | 1,602 | 0 | $763,930 | $670,709 | -$93,221 |
|---|
KO
COCA COLA CO | United States | COM | 9,095 | 9,095 | 0 | $657,978 | $566,255 | -$91,723 |
|---|
TRGP
TARGA RES CORP | United States | COM | 2,374 | 2,374 | 0 | $351,376 | $423,759 | +$72,383 |
|---|
ACIC
AMERICAN COASTAL INS CORP | United States | COM | 30,000 | 30,000 | 0 | $338,100 | $403,800 | +$65,700 |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 2,763 | 2,763 | 0 | $571,140 | $624,134 | +$52,994 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 7,779 | 7,779 | 0 | $1,347,323 | $1,304,149 | -$43,174 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 4,211 | 4,211 | 0 | $574,128 | $531,007 | -$43,121 |
|---|
HPQ
HP INC | United States | COM | 12,113 | 12,113 | 0 | $437,832 | $398,753 | -$39,079 |
|---|
SO
SOUTHERN CO | United States | COM | 3,791 | 3,791 | 0 | $341,872 | $312,075 | -$29,797 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 2,279 | 2,279 | 0 | $262,769 | $245,539 | -$17,230 |
|---|
PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 45,275 | 45,275 | 0 | $786,427 | $773,297 | -$13,130 |
|---|
FDX
FEDEX CORP | United States | COM | 1,083 | 1,083 | 0 | $297,890 | $306,175 | +$8,285 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,238 | 2,238 | 0 | $329,590 | $324,152 | -$5,438 |
|---|
CRH
CRH PLC | | ORD | 10,019 | 10,019 | 0 | $929,162 | $926,958 | -$2,204 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 2,092 | 2,092 | 0 | $508,482 | $506,536 | -$1,946 |
|---|
KNSL
KINSALE CAP GROUP INC | United States | COM | 870 | 870 | 0 | $405,046 | $404,663 | -$383 |
|---|
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