Geller Advisors LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
253
- Value ($000)
$1,522,082
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001354739
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $621.63M | 41 % | 1,153,704 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $244.39M | 16 % | 5,903,060 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $142.11M | 9 % | 241,658 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $67.95M | 5 % | 367,037 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $47.90M | 3 % | 216,800 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $31.15M | 2 % | 321,417 | ||
PRF INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | $20.65M | 1 % | 511,883 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $19.72M | 1 % | 112,515 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.51M | 1 % | 46,296 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $17.08M | 1 % | 59,334 |
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