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:

Search and click to pin securities to the top

Page 5 of 13

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72201R718

Shares:8.4K

Value:$801.3K

% of Portfolio:0.1% ($801.3K/$1.5B)

HDFC BANK LTD

HDB|40415F101

Shares:12.4K

Value:$791.9K

% of Portfolio:0.1% ($791.9K/$1.5B)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$791.4K

% of Portfolio:0.1% ($791.4K/$1.5B)

PFIZER INC

PFE|717081103

Shares:29.8K

Value:$791.4K

% of Portfolio:0.1% ($791.4K/$1.5B)

46434G772

Shares:15.3K

Value:$790.5K

% of Portfolio:0.1% ($790.5K/$1.5B)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:45.3K

Value:$773.3K

% of Portfolio:0.1% ($773.3K/$1.5B)

HALLIBURTON CO

HAL|406216101

Shares:28.3K

Value:$770.7K

% of Portfolio:0.1% ($770.7K/$1.5B)

BROWN & BROWN, INC.

BRO|115236101

Shares:7.5K

Value:$766.5K

% of Portfolio:0.1% ($766.5K/$1.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:710

Value:$752.7K

% of Portfolio:0.0% ($752.7K/$1.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.8K

Value:$728.0K

% of Portfolio:0.0% ($728.0K/$1.5B)

AUTOZONE INC

AZO|053332102

Shares:225

Value:$720.5K

% of Portfolio:0.0% ($720.5K/$1.5B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.7K

Value:$715.5K

% of Portfolio:0.0% ($715.5K/$1.5B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.4K

Value:$714.8K

% of Portfolio:0.0% ($714.8K/$1.5B)

Walt Disney Co

DIS|254687106

Shares:6.3K

Value:$699.8K

% of Portfolio:0.0% ($699.8K/$1.5B)

ICICI BANK LTD

IBN|45104G104

Shares:23.4K

Value:$697.8K

% of Portfolio:0.0% ($697.8K/$1.5B)

SYSCO CORP

SYY|871829107

Shares:9.1K

Value:$697.4K

% of Portfolio:0.0% ($697.4K/$1.5B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:7.8K

Value:$695.3K

% of Portfolio:0.0% ($695.3K/$1.5B)

ANALOG DEVICES INC

ADI|032654105

Shares:3.2K

Value:$682.4K

% of Portfolio:0.0% ($682.4K/$1.5B)

CATERPILLAR INC

CAT|149123101

Shares:1.9K

Value:$671.1K

% of Portfolio:0.0% ($671.1K/$1.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:135

Value:$670.7K

% of Portfolio:0.0% ($670.7K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R718)✕	8.4K	QoQ +9.01% (+695) YoY-	All Managers (Combined)	$801.3K	0.1% ($801.3K/$1.5B)	QoQ +8.33% (+$61.6K) YoY-
HDFC BANK LTD(HDBcusip40415F101)	12.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$791.9K	0.1% ($791.9K/$1.5B)	QoQ +2.07% (+$16.1K) YoY-
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ -0.07% (-2) YoY-	All Managers (Combined)	$791.4K	0.1% ($791.4K/$1.5B)	QoQ -4.87% (-$40.5K) YoY-
PFIZER INC(PFEcusip717081103)	29.8K	QoQ -0.27% (-83) YoY-	All Managers (Combined)	$791.4K	0.1% ($791.4K/$1.5B)	QoQ -8.58% (-$74.3K) YoY-
(cusip46434G772)✕	15.3K	QoQ +3.31% (-490) YoY-	All Managers (Combined)	$790.5K	0.1% ($790.5K/$1.5B)	QoQ -0.72% (-$5.8K) YoY-
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	45.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$773.3K	0.1% ($773.3K/$1.5B)	QoQ -1.66% (-$13.1K) YoY-
HALLIBURTON CO(HALcusip406216101)	28.3K	QoQ +31.67% (+6.8K) YoY-	All Managers (Combined)	$770.7K	0.1% ($770.7K/$1.5B)	QoQ +23.24% (+$145.3K) YoY-
BROWN & BROWN, INC.(BROcusip115236101)	7.5K	QoQ NEW(+7.5K) YoY-	All Managers (Combined)	$766.5K	0.1% ($766.5K/$1.5B)	QoQ NEW(+$766.5K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	710	QoQ +0.56% (+4) YoY-	All Managers (Combined)	$752.7K	0.0% ($752.7K/$1.5B)	QoQ +19.20% (+$121.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.8K	QoQ -16.26% (-1.3K) YoY-	All Managers (Combined)	$728.0K	0.0% ($728.0K/$1.5B)	QoQ -23.16% (-$219.5K) YoY-
AUTOZONE INC(AZOcusip053332102)	225	QoQ -46.55% (-196) YoY-	All Managers (Combined)	$720.5K	0.0% ($720.5K/$1.5B)	QoQ -45.67% (-$605.7K) YoY-
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.7K	QoQ +0.05% (+2) YoY-	All Managers (Combined)	$715.5K	0.0% ($715.5K/$1.5B)	QoQ +4.38% (+$30.1K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.4K	QoQ +1.09% (+91) YoY-	All Managers (Combined)	$714.8K	0.0% ($714.8K/$1.5B)	QoQ +10.58% (+$68.4K) YoY-
Walt Disney Co(DIScusip254687106)	6.3K	QoQ +3.30% (+200) YoY-	All Managers (Combined)	$699.8K	0.0% ($699.8K/$1.5B)	QoQ +20.11% (+$117.2K) YoY-
ICICI BANK LTD(IBNcusip45104G104)	23.4K	QoQ -0.02% (-6) YoY-	All Managers (Combined)	$697.8K	0.0% ($697.8K/$1.5B)	QoQ 0.00% (-$54) YoY-
SYSCO CORP(SYYcusip871829107)	9.1K	QoQ +1.95% (-175) YoY-	All Managers (Combined)	$697.4K	0.0% ($697.4K/$1.5B)	QoQ -0.13% (-$933) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	7.8K	QoQ -3.85% (-312) YoY-	All Managers (Combined)	$695.3K	0.0% ($695.3K/$1.5B)	QoQ +2.47% (-$16.8K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	3.2K	QoQ -1.23% (-40) YoY-	All Managers (Combined)	$682.4K	0.0% ($682.4K/$1.5B)	QoQ -8.82% (-$66.1K) YoY-
CATERPILLAR INC(CATcusip149123101)	1.9K	QoQ -39.22% (-1.2K) YoY-	All Managers (Combined)	$671.1K	0.0% ($671.1K/$1.5B)	QoQ -43.63% (-$519.5K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	135	QoQ +0.74% (+1) YoY-	All Managers (Combined)	$670.7K	0.0% ($670.7K/$1.5B)	QoQ +18.83% (+$106.3K) YoY-