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Geller Advisors LLC

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    253

  • Value ($000)

    $1,522,082

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001354739
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$621.63M
41 %

1,153,704

D
DBEF

DBX ETF TR

XTRACK MSCI EAFE
233051200
$244.39M
16 %

5,903,060

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$142.11M
9 %

241,658

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$67.95M
5 %

367,037

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$47.9M
3 %

216,800

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$31.15M
2 %

321,417

P
PRF

INVESCO EXCHANGE TRADED FD T

FTSE RAFI 1000
46137V613
$20.65M
1 %

511,883

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$19.72M
1 %

112,515

M
MSFT

MICROSOFT CORP

COM
594918104
$19.51M
1 %

46,296

I
IWO

ISHARES TR

RUS 2000 GRW ETF
464287648
$17.08M
1 %

59,334

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