Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
Geller Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Geller Advisors LLC

•CIK: 1354739•Filing: Q4 2024

**Geller Advisors LLC** manages $1.5B across a diversified portfolio of 253 positions. The fund exhibits a significant allocation to broad market indices, notably VOO at $621.6M and SPY at $142.1M. Further concentration is visible in sector-specific ETFs, including DBEF ($244.4M) and IWD ($67.9M). This structure suggests a core strategy focused on capturing broad market beta while selectively overweighting key index components.

Total AUM
$1.5B
QoQ Performance
+5.2%
Positions
225
Top 10 Concentration
81.7%
Latest Filing
Q4 2024

Top Holdings Allocation

VOO
DBEF
SPY
VOO40.8%
DBEF16.1%
SPY9.3%
IWD4.5%
IWM3.1%
AGG2.0%
PRF1.4%
RSP1.3%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+8.1%
40.8% of portfolio
DBEF
DBX ETF TR
+17.5%
16.1% of portfolio
IJR
ISHARES TR
+3797.1%
0.8% of portfolio
SCHX
SCHWAB STRATEGIC TR
+196.9%
0.1% of portfolio
NDQ
INVESCO QQQ TR
+7.2%
1.0% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-9.6%
9.3% of portfolio
IWD
ISHARES TR
-5.5%
4.5% of portfolio
IWV
ISHARES TR
-57.2%
0.1% of portfolio
NVDA
NVIDIA CORPORATION
-13.1%
0.6% of portfolio
AVGO
BROADCOM INC
-31.5%
0.2% of portfolio

Sector Breakdown

ETF50.9%
Other38.9%
Technology4.8%
Consumer1.5%
Financial1.5%
Healthcare1.0%
Materials0.3%
Communication0.3%

🚪 Exited Positionssold since Q3 2024

LGFEUR
LIONS GATE ENTMNT CORP
SOLD
$1.0M
VRTX
VERTEX PHARMACEUTICALS INC
SOLD
$939.5K
ORLY
OREILLY AUTOMOTIVE INC
SOLD
$781.9K
PWR
QUANTA SVCS INC
SOLD
$444.8K
ELV
ELEVANCE HEALTH INC
SOLD
$425.9K
+65 more exited positions

Changes from Q3 2024

NEW10 new positions
↑70 increased
↓86 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO40.8%
VANGUARD INDEX FDS
$621.6M
DBEF16.1%
DBX ETF TR
$244.4M
SPY9.3%
SPDR S&P 500 ETF TR
$142.1M
IWD4.5%
ISHARES TR
$67.9M
IWM3.1%
ISHARES TR
$47.9M

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