AI Analysis · Q4 2024 · Q4 2024
Comprehensive Analysis of Geller Advisors LLC SEC 13F Filing
Portfolio Overview
Geller Advisors LLC manages a substantial portfolio valued at approximately $1.52 billion as of December 31, 2024, reflecting a positive growth of +5.2% from the previous quarter's $1.45 billion. The portfolio is characterized by high diversification, comprising 253 total holdings. The investment strategy is predominantly passive and index-oriented, with a heavy reliance on Exchange Traded Funds (ET...
Quarter at a glance — Q4 2024
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2024.
Filing history
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