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 8 of 13

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Palantir Technologies Inc.

PLTR|69608A108

Shares:6.2K

Value:$471.3K

% of Portfolio:0.0% ($471.3K/$1.5B)

MSCI Inc.

MSCI|55354G100

Shares:780

Value:$468.0K

% of Portfolio:0.0% ($468.0K/$1.5B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:876

Value:$466.4K

% of Portfolio:0.0% ($466.4K/$1.5B)

464288513

Shares:5.7K

Value:$449.2K

% of Portfolio:0.0% ($449.2K/$1.5B)

Mondelez International, Inc.

MDLZ|609207105

Shares:7.4K

Value:$448.2K

% of Portfolio:0.0% ($448.2K/$1.5B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:9.0K

Value:$447.0K

% of Portfolio:0.0% ($447.0K/$1.5B)

25461A460

Shares:6.3K

Value:$444.3K

% of Portfolio:0.0% ($444.3K/$1.5B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.5K

Value:$435.1K

% of Portfolio:0.0% ($435.1K/$1.5B)

Zoetis Inc.

ZTS|98978V103

Shares:2.7K

Value:$433.1K

% of Portfolio:0.0% ($433.1K/$1.5B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:11.3K

Value:$431.4K

% of Portfolio:0.0% ($431.4K/$1.5B)

Targa Resources Corp.

TRGP|87612G101

Shares:2.4K

Value:$423.8K

% of Portfolio:0.0% ($423.8K/$1.5B)

RTX Corp

RTX|75513E101

Shares:3.7K

Value:$423.8K

% of Portfolio:0.0% ($423.8K/$1.5B)

INTUIT INC.

INTU|461202103

Shares:673

Value:$423.0K

% of Portfolio:0.0% ($423.0K/$1.5B)

LOEWS CORP

L|540424108

Shares:4.9K

Value:$419.1K

% of Portfolio:0.0% ($419.1K/$1.5B)

TARGET CORP

TGT|87612E106

Shares:3.1K

Value:$417.3K

% of Portfolio:0.0% ($417.3K/$1.5B)

Otis Worldwide Corp

OTIS|68902V107

Shares:4.5K

Value:$416.7K

% of Portfolio:0.0% ($416.7K/$1.5B)

Prairie Operating Co.

PROP|739650109

Shares:60.0K

Value:$415.0K

% of Portfolio:0.0% ($415.0K/$1.5B)

STRYKER CORP

SYK|863667101

Shares:1.1K

Value:$413.2K

% of Portfolio:0.0% ($413.2K/$1.5B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.8K

Value:$410.7K

% of Portfolio:0.0% ($410.7K/$1.5B)

46137V100

Shares:3.6K

Value:$408.4K

% of Portfolio:0.0% ($408.4K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$471.3K	0.0% ($471.3K/$1.5B)	QoQ NEW(+$471.3K) YoY-
MSCI Inc.(MSCIcusip55354G100)	780	QoQ -1.26% (-10) YoY-	All Managers (Combined)	$468.0K	0.0% ($468.0K/$1.5B)	QoQ +1.62% (-$7.5K) YoY-
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	876	QoQ -0.22% (-2) YoY-	All Managers (Combined)	$466.4K	0.0% ($466.4K/$1.5B)	QoQ +13.07% (-$53.9K) YoY-
(cusip464288513)✕	5.7K	QoQ +5.73% (+310) YoY-	All Managers (Combined)	$449.2K	0.0% ($449.2K/$1.5B)	QoQ +3.56% (+$15.5K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	7.4K	QoQ +0.01% (-1) YoY-	All Managers (Combined)	$448.2K	0.0% ($448.2K/$1.5B)	QoQ -18.79% (-$103.7K) YoY-
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	9.0K	QoQ +0.37% (-34) YoY-	All Managers (Combined)	$447.0K	0.0% ($447.0K/$1.5B)	QoQ -3.75% (-$17.4K) YoY-
(cusip25461A460)✕	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$444.3K	0.0% ($444.3K/$1.5B)	QoQ NEW(+$444.3K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	3.5K	QoQ -1.81% (-65) YoY-	All Managers (Combined)	$435.1K	0.0% ($435.1K/$1.5B)	QoQ +11.25% (-$44.0K) YoY-
Zoetis Inc.(ZTScusip98978V103)	2.7K	QoQ +0.11% (-3) YoY-	All Managers (Combined)	$433.1K	0.0% ($433.1K/$1.5B)	QoQ -16.51% (-$85.7K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	11.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$431.4K	0.0% ($431.4K/$1.5B)	QoQ -23.71% (-$134.1K) YoY-
Targa Resources Corp.(TRGPcusip87612G101)	2.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$423.8K	0.0% ($423.8K/$1.5B)	QoQ +20.59% (+$72.4K) YoY-
RTX Corp(RTXcusip75513E101)	3.7K	QoQ -0.81% (-30) YoY-	All Managers (Combined)	$423.8K	0.0% ($423.8K/$1.5B)	QoQ -5.26% (-$23.5K) YoY-
INTUIT INC.(INTUcusip461202103)	673	QoQ +1.35% (+9) YoY-	All Managers (Combined)	$423.0K	0.0% ($423.0K/$1.5B)	QoQ +2.57% (+$10.6K) YoY-
LOEWS CORP(Lcusip540424108)	4.9K	QoQ -13.11% (-747) YoY-	All Managers (Combined)	$419.1K	0.0% ($419.1K/$1.5B)	QoQ -6.91% (-$31.1K) YoY-
TARGET CORP(TGTcusip87612E106)	3.1K	QoQ -0.64% (-20) YoY-	All Managers (Combined)	$417.3K	0.0% ($417.3K/$1.5B)	QoQ -13.82% (-$67.0K) YoY-
Otis Worldwide Corp(OTIScusip68902V107)	4.5K	QoQ -3.03% (-141) YoY-	All Managers (Combined)	$416.7K	0.0% ($416.7K/$1.5B)	QoQ -13.60% (-$65.6K) YoY-
Prairie Operating Co.(PROPcusip739650109)	60.0K	QoQ -44.68% (-48.4K) YoY-	All Managers (Combined)	$415.0K	0.0% ($415.0K/$1.5B)	QoQ -56.30% (-$534.6K) YoY-
STRYKER CORP(SYKcusip863667101)	1.1K	QoQ -3.21% (-38) YoY-	All Managers (Combined)	$413.2K	0.0% ($413.2K/$1.5B)	QoQ -3.52% (-$15.1K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	1.8K	QoQ -3.87% (-72) YoY-	All Managers (Combined)	$410.7K	0.0% ($410.7K/$1.5B)	QoQ -20.61% (-$106.7K) YoY-
(cusip46137V100)✕	3.6K	QoQ +0.25% (+9) YoY-	All Managers (Combined)	$408.4K	0.0% ($408.4K/$1.5B)	QoQ +0.05% (+$234) YoY-