Notify me when Geller Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 253 | $1,522,081,818 | +$106,194,832 | -$40,759,315 | +$65,435,517 | VOO, DBEF, SPY, IWD, IWM | 13F-HR | 14 Feb 2025, 14:46 |
| Q3 2024 | 260 | $1,446,407,386 | +$63,264,990 | -$29,925,216 | +$33,339,774 | VOO, DBEF, SPY, IWD, IWM | 13F-HR | 15 Nov 2024, 10:41 |
| Q2 2024 | 264 | $1,347,732,304 | +$110,444,593 | -$15,961,762 | +$94,482,831 | VOO, DBEF, SPY, IWD, IWM | 13F-HR | 13 Aug 2024, 15:23 |
| Q1 2024 | 273 | $1,232,890,237 | +$134,803,531 | -$24,444,577 | +$110,358,954 | VOO, DBEF, SPY, IWD, IWM | 13F-HR | 14 May 2024, 14:43 |
| Q4 2023 | 262 | $1,026,585,285 | +$96,719,527 | -$18,429,483 | +$78,290,044 | VOO, SPY, DBEF, IWD, IWM | 13F-HR | 14 Feb 2024, 14:30 |
| Q3 2023 | 246 | $860,381,643 | +$110,299,480 | -$24,246,594 | +$86,052,886 | VOO, SPY, DBEF, IWD, IWM | 13F-HR | 13 Nov 2023, 15:53 |
| Q2 2023 | 247 | $801,813,182 | +$94,886,265 | -$20,118,118 | +$74,768,147 | VOO, SPY, IWD, DBEF, IWM | 13F-HR | 09 Aug 2023, 12:42 |
| Q1 2023 | 177 | $678,004,004 | +$61,927,858 | -$9,709,519 | +$52,218,339 | VOO, SPY, IWD, DBEF, IWM | 13F-HR | 12 May 2023, 16:51 |
| Q4 2022 | 148 | $590,777,806 | +$118,772,718 | -$21,866,846 | +$96,905,872 | VOO, SPY, IWD, DBEF, IWM | 13F-HR | 14 Feb 2023, 09:07 |
| Q3 2022 | 130 | $460,157,000 | +$40,622,465 | -$30,900,622 | +$9,721,843 | VOO, SPY, IWD, IWM, OEF | 13F-HR | 10 Nov 2022, 15:18 |
| Q2 2022 | 135 | $479,353,000 | +$71,170,030 | -$42,203,732 | +$28,966,298 | VOO, SPY, IWD, IWM, IWV | 13F-HR | 10 Aug 2022, 13:49 |
| Q1 2022 | 170 | $537,083,000 | +$75,890,603 | -$26,042,403 | +$49,848,200 | VOO, SPY, IWM, IWV, OEF | 13F-HR | 13 May 2022, 13:44 |
| Q4 2021 | 177 | $513,206,000 | +$22,106,737 | -$9,372,319 | +$12,734,418 | VOO, SPY, IWV, OEF, VO | 13F-HR | 11 Feb 2022, 10:41 |
| Q3 2021 | 157 | $458,374,000 | +$32,764,147 | -$36,513,027 | -$3,748,880 | VOO, SPY, IWV, OEF, ZD | 13F-HR | 15 Nov 2021, 13:48 |
| Q2 2021 | 140 | $461,578,000 | +$16,814,768 | -$13,288,485 | +$3,526,283 | VOO, SPY, IWV, OEF, VO | 13F-HR | 09 Aug 2021, 11:00 |
| Q1 2021 | 121 | $424,082,000 | +$22,154,553 | -$25,220,173 | -$3,065,620 | VOO, SPY, IWV, OEF, NVCR | 13F-HR | 10 May 2021, 11:08 |
| Q4 2020 | 119 | $357,731,000 | $0 | $0 | $0 | VOO, SPY, IWV, OEF, IWM | 13F-HR | 16 Feb 2021, 14:06 |
| Q3 2020 | 82 | $350,688,000 | +$27,348,084 | -$31,697,444 | -$4,349,360 | VOO, SPY, IWV, OEF, DSI | 13F-HR | 13 Nov 2020, 16:46 |
| Q2 2020 | 83 | $330,198,000 | +$21,826,768 | -$99,485,016 | -$77,658,248 | SPY, VOO, IWV, PRF, OEF | 13F-HR | 14 Aug 2020, 10:10 |
| Q1 2020 | 68 | $347,810,000 | +$109,812,522 | -$20,976,927 | +$88,835,595 | VOO, SPY, IWV, VEA, SPLV | 13F-HR | 12 May 2020, 16:35 |
| Q4 2019 | 58 | $325,311,000 | +$39,237,462 | -$10,583,616 | +$28,653,846 | VOO, SPY, SPLV, PRF, IYR | 13F-HR | 12 Feb 2020, 11:11 |
| Q3 2019 | 67 | $275,190,000 | +$19,644,689 | -$4,288,642 | +$15,356,047 | VOO, SPY, PRF, IYR, IWM | 13F-HR | 13 Nov 2019, 17:05 |
| Q2 2019 | 24 | $255,421,000 | +$8,396,880 | -$7,361,308 | +$1,035,572 | SPY, VOO, PRF, IYR, IWM | 13F-HR | 14 Aug 2019, 09:22 |
| Q1 2019 | 25 | $246,552,000 | +$31,045,479 | -$23,617,418 | +$7,428,061 | SPY, VOO, PRF, IYR, IWM | 13F-HR | 13 May 2019, 15:50 |
| Q4 2018 | 28 | $214,473,000 | +$70,272,758 | -$1,745,437 | +$68,527,321 | SPY, VOO, PRF, VTWO, IYR | 13F-HR | 12 Feb 2019, 14:03 |
| Q3 2018 | 30 | $169,162,000 | +$27,466,228 | -$98,433,236 | -$70,967,008 | SPY, PRF, VOO, IYR, IVV | 13F-HR | 13 Nov 2018, 12:53 |
| Q2 2018 | 33 | $230,315,000 | +$35,110,574 | -$27,054,985 | +$8,055,589 | BSX, SPY, VOO, IYR, JNJ | 13F-HR | 14 Aug 2018, 14:33 |
| Q1 2018 | 32 | $204,867,000 | +$7,166,894 | -$5,641,292 | +$1,525,602 | SPY, BSX, PRF, JNJ, CMD | 13F-HR | 15 May 2018, 11:56 |
| Q4 2017 | 32 | $198,333,000 | +$983,020 | -$2,007,143 | -$1,024,123 | SPY, BSX, PRF, JNJ, CMD | 13F-HR | 09 Feb 2018, 14:31 |
| Q3 2017 | 32 | $204,127,000 | +$3,608,316 | -$4,044,741 | -$436,425 | SPY, BSX, PRF, JNJ, CMD | 13F-HR | 13 Nov 2017, 16:39 |
| Q2 2017 | 28 | $195,927,000 | +$2,968,405 | -$2,393,603 | +$574,802 | SPY, BSX, PRF, JNJ, CMD | 13F-HR | 10 Aug 2017, 20:13 |
| Q1 2017 | 22 | $184,965,000 | +$2,661,166 | -$315,351 | +$2,345,815 | SPY, BSX, PRF, IVV, JNJ | 13F-HR | 12 May 2017, 17:51 |
| Q4 2016 | 21 | $168,325,000 | +$804,688 | -$5,940,095 | -$5,135,407 | SPY, BSX, PRF, IVV, JNJ | 13F-HR | 10 Feb 2017, 13:59 |
| Q3 2016 | 27 | $175,594,000 | +$2,333,847 | -$4,852,353 | -$2,518,506 | SPY, BSX, PRF, JNJ, IVV | 13F-HR | 14 Nov 2016, 07:53 |
| Q2 2016 | 23 | $173,665,000 | +$302,389 | -$9,016,792 | -$8,714,403 | SPY, BSX, PRF, JNJ, IVV | 13F-HR | 10 Aug 2016, 15:06 |
| Q1 2016 | 26 | $167,334,000 | +$1,806,266 | -$5,312,065 | -$3,505,799 | SPY, BSX, PRF, IVV, JNJ | 13F-HR | 13 May 2016, 11:31 |
| Q4 2015 | 29 | $167,991,000 | +$24,341,950 | -$24,867,094 | -$525,144 | SPY, BSX, PRF, JNJ, SPLV | 13F-HR | 08 Feb 2016, 15:48 |
| Q3 2015 | 29 | $156,581,000 | +$773,134 | -$3,002,976 | -$2,229,842 | SPY, BSX, PRF, JNJ, SPLV | 13F-HR | 12 Nov 2015, 12:46 |
| Q2 2015 | 33 | $171,635,000 | +$2,016,920 | -$2,224,441 | -$207,521 | SPY, BSX, PRF, JNJ, SPLV | 13F-HR | 06 Aug 2015, 13:29 |
| Q1 2015 | 39 | $172,842,000 | +$5,740,047 | -$18,147,815 | -$12,407,768 | SPY, BSX, PRF, JNJ, SPLV | 13F-HR | 12 May 2015, 07:36 |
| Q4 2014 | 38 | $172,507,000 | +$11,441,694 | -$24,416,189 | -$12,974,495 | SPY, PRF, BSX, VWO, VNQ | 13F-HR | 09 Feb 2015, 15:54 |
| Q3 2014 | 41 | $177,300,000 | +$37,044,402 | -$7,007,861 | +$30,036,541 | SPY, PRF, BSX, DBEF, VWO | 13F-HR | 03 Nov 2014, 14:28 |
| Q2 2014 | 24 | $149,676,000 | +$8,031,063 | -$9,359,635 | -$1,328,572 | SPY, BSX, PRF, SPLV, AAPL | 13F-HR | 12 Aug 2014, 09:56 |
| Q1 2014 | 22 | $150,423,000 | +$6,161,410 | -$8,988,847 | -$2,827,437 | SPY, BSX, PRF, SPLV, AAPL | 13F-HR | 07 May 2014, 12:39 |
| Q4 2013 | 23 | $147,993,000 | $0 | $0 | $0 | SPY, BSX, PRF, SPLV, IWM | 13F-HR | 05 Feb 2014, 11:20 |