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 6 of 13

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LINDE PLC

LIN|G54950103

Shares:1.6K

Value:$670.7K

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

78464A508

SPYV|78464A508

Shares:12.9K

Value:$661.6K

% of Portfolio:0.0% ($661.6K/$1.5B)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$651.7K

% of Portfolio:0.0% ($651.7K/$1.5B)

ATMOS ENERGY CORP

ATO|049560105

Shares:4.6K

Value:$638.6K

% of Portfolio:0.0% ($638.6K/$1.5B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.1K

Value:$635.0K

% of Portfolio:0.0% ($635.0K/$1.5B)

922042858

VWO|922042858

Shares:14.4K

Value:$633.8K

% of Portfolio:0.0% ($633.8K/$1.5B)

46434V803

HEFA|46434V803

Shares:18.2K

Value:$632.2K

% of Portfolio:0.0% ($632.2K/$1.5B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.8K

Value:$624.1K

% of Portfolio:0.0% ($624.1K/$1.5B)

TechnipFMC plc

FTI|G87110105

Shares:21.1K

Value:$610.3K

% of Portfolio:0.0% ($610.3K/$1.5B)

464287507

IJH|464287507

Shares:9.7K

Value:$606.3K

% of Portfolio:0.0% ($606.3K/$1.5B)

464287614

IWF|464287614

Shares:1.5K

Value:$602.8K

% of Portfolio:0.0% ($602.8K/$1.5B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:8.3K

Value:$601.7K

% of Portfolio:0.0% ($601.7K/$1.5B)

CME GROUP INC.

CME|12572Q105

Shares:2.5K

Value:$597.2K

% of Portfolio:0.0% ($597.2K/$1.5B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.9K

Value:$594.8K

% of Portfolio:0.0% ($594.8K/$1.5B)

LOWES COMPANIES INC

LOW|548661107

Shares:2.4K

Value:$592.1K

% of Portfolio:0.0% ($592.1K/$1.5B)

81369Y506

Shares:6.7K

Value:$577.4K

% of Portfolio:0.0% ($577.4K/$1.5B)

AT&T INC.

T|00206R102

Shares:25.1K

Value:$571.3K

% of Portfolio:0.0% ($571.3K/$1.5B)

Eaton Corp plc

ETN|G29183103

Shares:1.7K

Value:$570.8K

% of Portfolio:0.0% ($570.8K/$1.5B)

COCA COLA CO

KO|191216100

Shares:9.1K

Value:$566.3K

% of Portfolio:0.0% ($566.3K/$1.5B)

BERKLEY W R CORP

WRB|084423102

Shares:9.4K

Value:$551.8K

% of Portfolio:0.0% ($551.8K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$670.7K	0.0% ($670.7K/$1.5B)	QoQ -12.20% (-$93.2K) YoY-
(SPYVcusip78464A508)	12.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$661.6K	0.0% ($661.6K/$1.5B)	QoQ -3.25% (-$22.3K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ +5.01% (+93) YoY-	All Managers (Combined)	$651.7K	0.0% ($651.7K/$1.5B)	QoQ +28.24% (+$143.5K) YoY-
ATMOS ENERGY CORP(ATOcusip049560105)	4.6K	QoQ +2.02% (+91) YoY-	All Managers (Combined)	$638.6K	0.0% ($638.6K/$1.5B)	QoQ +2.43% (+$15.2K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.1K	QoQ -0.09% (-1) YoY-	All Managers (Combined)	$635.0K	0.0% ($635.0K/$1.5B)	QoQ +15.55% (-$85.5K) YoY-
(VWOcusip922042858)	14.4K	QoQ +0.91% (-131) YoY-	All Managers (Combined)	$633.8K	0.0% ($633.8K/$1.5B)	QoQ -7.11% (-$48.6K) YoY-
(HEFAcusip46434V803)	18.2K	QoQ -0.90% (-167) YoY-	All Managers (Combined)	$632.2K	0.0% ($632.2K/$1.5B)	QoQ -2.78% (-$18.1K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$624.1K	0.0% ($624.1K/$1.5B)	QoQ +9.27% (+$53.0K) YoY-
TechnipFMC plc(FTIcusipG87110105)	21.1K	QoQ -48.05% (-19.5K) YoY-	All Managers (Combined)	$610.3K	0.0% ($610.3K/$1.5B)	QoQ -42.69% (-$454.6K) YoY-
(IJHcusip464287507)	9.7K	QoQ +8.95% (+800) YoY-	All Managers (Combined)	$606.3K	0.0% ($606.3K/$1.5B)	QoQ +8.94% (+$49.8K) YoY-
(IWFcusip464287614)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$602.8K	0.0% ($602.8K/$1.5B)	QoQ +6.97% (+$39.3K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	8.3K	QoQ NEW(+8.3K) YoY-	All Managers (Combined)	$601.7K	0.0% ($601.7K/$1.5B)	QoQ NEW(+$601.7K) YoY-
CME GROUP INC.(CMEcusip12572Q105)	2.5K	QoQ -0.83% (-21) YoY-	All Managers (Combined)	$597.2K	0.0% ($597.2K/$1.5B)	QoQ +6.98% (-$39.0K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.9K	QoQ -0.82% (-41) YoY-	All Managers (Combined)	$594.8K	0.0% ($594.8K/$1.5B)	QoQ -26.99% (-$219.9K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	2.4K	QoQ -0.70% (-17) YoY-	All Managers (Combined)	$592.1K	0.0% ($592.1K/$1.5B)	QoQ -9.52% (-$62.3K) YoY-
(cusip81369Y506)✕	6.7K	QoQ NEW(+6.7K) YoY-	All Managers (Combined)	$577.4K	0.0% ($577.4K/$1.5B)	QoQ NEW(+$577.4K) YoY-
AT&T INC.(Tcusip00206R102)	25.1K	QoQ -2.61% (-673) YoY-	All Managers (Combined)	$571.3K	0.0% ($571.3K/$1.5B)	QoQ +0.79% (-$4.5K) YoY-
Eaton Corp plc(ETNcusipG29183103)	1.7K	QoQ -36.39% (-984) YoY-	All Managers (Combined)	$570.8K	0.0% ($570.8K/$1.5B)	QoQ -36.30% (-$325.4K) YoY-
COCA COLA CO(KOcusip191216100)	9.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$566.3K	0.0% ($566.3K/$1.5B)	QoQ -13.94% (-$91.7K) YoY-
BERKLEY W R CORP(WRBcusip084423102)	9.4K	QoQ NEW(+9.4K) YoY-	All Managers (Combined)	$551.8K	0.0% ($551.8K/$1.5B)	QoQ NEW(+$551.8K) YoY-