Geller-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FTI",
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "PAA",
  "GOOGL",
  "AXP",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "GMAB",
  "WRB",
  "BSX",
  null,
  "DBEF",
  "CMI",
  null,
  "DUK",
  "EBAY",
  "EXPE",
  "EXPD",
  "FCX",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "META",
  "HEFA",
  "IJH",
  "PROP",
  null,
  "IQV",
  null,
  "KNSL",
  "LRCX",
  "LIN",
  "L",
  "MPC",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "FIS",
  "GE",
  "HIG",
  null,
  "OXY",
  "PCAR",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "SPGI",
  "SCHX",
  "NOW",
  "SHW",
  "SPG",
  "SNA",
  "RTX",
  "GLD",
  null,
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "VO",
  "MET",
  "SCHW",
  "VWO",
  null,
  "IWV",
  "PRF",
  null,
  null,
  "TRGP",
  "IWO",
  "MTD",
  "IWN",
  "GGG",
  "TSM",
  "IT",
  null,
  "VRTX",
  "EW",
  "TT",
  "ATO",
  "AON",
  "HAL",
  "AFL",
  "AMD",
  "EL",
  "FI",
  "DOV",
  "WAB",
  "DLTR",
  "AJG",
  "FTNT",
  "IR",
  "FDS",
  "NVO",
  "AMZN",
  "CHY",
  null,
  "HDB",
  "USB",
  null,
  "VONE",
  "VOOV",
  "VTWO",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  "YUM",
  "JD",
  "MSCI",
  "KEY",
  "JCI",
  "SO",
  null,
  "OTIS",
  "CRM",
  "SYY",
  "MELI",
  "SPYV",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BMY",
  "CDNS",
  "CARR",
  "CBRE",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CAG",
  "COP",
  "STZ",
  "CPRT",
  "ED",
  "COST",
  "CRH",
  "DHR",
  "DE",
  "RSP",
  "EWJ",
  null,
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "XLK",
  "ITOT",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 253
Total Value: 1522081818
Accession Number: 0001172661-25-001093
Form Type: 13F-HR
CIK: geller-advisors
Manager Name: Geller-Advisors

Data Enrichment

92% identified

233 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

253 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.0K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$1.5B)

YUM BRANDS INC

YUM|988498101

Shares:1.7K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$1.5B)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:2.0K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$1.5B)

Snap-on Inc

SNA|833034101

Shares:648

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$1.5B)

CONOCOPHILLIPS

COP|20825C104

Shares:2.2K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$1.5B)

GRACO INC

GGG|384109104

Shares:2.6K

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$1.5B)

KLA CORP

KLAC|482480100

Shares:344

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$1.5B)

EBAY INC

EBAY|278642103

Shares:3.4K

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$1.5B)

DOVER Corp

DOV|260003108

Shares:1.1K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$1.5B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.4K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$1.5B)

INTEL CORP

INTC|458140100

Shares:10.5K

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$1.5B)

SYNOPSYS INC

SNPS|871607107

Shares:429

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$1.5B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.7K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.0K	QoQ -1.55% (-16) YoY-	All Managers (Combined)	$224.3K	0.0% ($224.3K/$1.5B)	QoQ -15.56% (-$41.4K) YoY-
YUM BRANDS INC(YUMcusip988498101)	1.7K	QoQ -0.11% (-2) YoY-	All Managers (Combined)	$224.0K	0.0% ($224.0K/$1.5B)	QoQ -4.08% (-$9.5K) YoY-
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	2.0K	QoQ +2.95% (-57) YoY-	All Managers (Combined)	$220.0K	0.0% ($220.0K/$1.5B)	QoQ -13.20% (-$33.5K) YoY-
Snap-on Inc(SNAcusip833034101)	648	QoQ NEW(+648) YoY-	All Managers (Combined)	$220.0K	0.0% ($220.0K/$1.5B)	QoQ NEW(+$220.0K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	2.2K	QoQ -5.99% (-141) YoY-	All Managers (Combined)	$219.4K	0.0% ($219.4K/$1.5B)	QoQ -11.44% (-$28.4K) YoY-
GRACO INC(GGGcusip384109104)	2.6K	QoQ +0.03% (-1) YoY-	All Managers (Combined)	$217.9K	0.0% ($217.9K/$1.5B)	QoQ -3.64% (-$8.2K) YoY-
KLA CORP(KLACcusip482480100)	344	QoQ +0.87% (-3) YoY-	All Managers (Combined)	$216.8K	0.0% ($216.8K/$1.5B)	QoQ -17.91% (-$47.3K) YoY-
EBAY INC(EBAYcusip278642103)	3.4K	QoQ +0.02% (-1) YoY-	All Managers (Combined)	$213.2K	0.0% ($213.2K/$1.5B)	QoQ -4.82% (-$10.8K) YoY-
DOVER Corp(DOVcusip260003108)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$213.1K	0.0% ($213.1K/$1.5B)	QoQ NEW(+$213.1K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	2.4K	QoQ +0.46% (-11) YoY-	All Managers (Combined)	$210.9K	0.0% ($210.9K/$1.5B)	QoQ -13.90% (-$34.1K) YoY-
INTEL CORP(INTCcusip458140100)	10.5K	QoQ -6.63% (-747) YoY-	All Managers (Combined)	$210.7K	0.0% ($210.7K/$1.5B)	QoQ -20.20% (-$53.4K) YoY-
SYNOPSYS INC(SNPScusip871607107)	429	QoQ +2.14% (-9) YoY-	All Managers (Combined)	$208.2K	0.0% ($208.2K/$1.5B)	QoQ -2.09% (-$4.5K) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.7K	QoQ NEW(+3.7K) YoY-	All Managers (Combined)	$201.8K	0.0% ($201.8K/$1.5B)	QoQ NEW(+$201.8K) YoY-