Geller Advisors LLC

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...