HoldingsChannel.com
Geller Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 350,032 -29,687 $82,895
     VOO350,032-29,687$82,895
SPDR S&P 500 ETF TR (SPY) 311,519 -8,797 $80,743
     SPY311,519-8,797$80,743
ISHARES TR (IWV) 363,782 +363,782 $53,960
     IWV363,782+363,782$53,960
VANGUARD TAX MANAGED INTL FD (VEA) 867,341 +867,341 $28,917
     VEA867,341+867,341$28,917
INVESCO EXCHANGE TRADED FD T (SPLV) 481,826 +2,869 $22,607
     SPLV481,826+2,869$22,607
INVESCO EXCHANGE TRADED FD T (PRF) 219,307 +1,309 $20,273
     PRF219,307+1,309$20,273
ISHARES TR (OEF) 81,417 +81,417 $9,658
     OEF81,417+81,417$9,658
ISHARES TR (IYR) 129,939 UNCH $9,040
     IYR129,939UNCH$9,040
VANGUARD INTL EQUITY INDEX F (VWO) 181,261 +181,261 $6,081
     VWO181,261+181,261$6,081
ISHARES TR (USMV) 109,052 +47,437 $5,890
     USMV109,052+47,437$5,890
ISHARES TR (DSI) 30,165 +5,130 $2,938
     DSI30,165+5,130$2,938
ISHARES TR (IWM) 14,308 -45,786 $1,638
     IWM14,308-45,786$1,638
ISHARES TR (IVV) 5,876 +232 $1,518
     IVV5,876+232$1,518
APPLE INC 4,685 -259 $1,191
     AAPL4,685-259$1,191
MICROSOFT CORP 7,197 -1,097 $1,135
     MSFT7,197-1,097$1,135
MASTERCARD INC 4,685 +7 $1,132
     MA4,685+7$1,132
AMAZON COM INC 504 -184 $983
     AMZN504-184$983
GOLDMAN SACHS ETF TR (JUST) 25,205 +105 $936
     JUST25,205+105$936
ISHARES TR (IJH) 4,870 +2,500 $701
     IJH4,870+2,500$701
LOCKHEED MARTIN CORP 1,825 +37 $619
     LMT1,825+37$619
INVESCO EXCHANGE TRADED FD T (RHS) 4,619 +435 $571
     RHS4,619+435$571
ACCENTURE PLC IRELAND 3,061 +2,097 $500
     ACN3,061+2,097$500
CITRIX SYS INC 3,466 -1,583 $491
     CTXS3,466-1,583$491
FACEBOOK INC 2,777 +36 $463
     FB2,777+36$463
CANTEL MEDICAL CORP 12,500 UNCH $449
     CMD12,500UNCH$449
CHUBB LIMITED 3,971 +2,659 $447
     CB3,971+2,659$447
RESMED INC 2,978 +2,978 $439
     RMD2,978+2,978$439
ALPHABET INC 359 -401 $417
     GOOG359-401$417
VISA INC 2,563 +515 $413
     V2,563+515$413
TAIWAN SEMICONDUCTOR MFG LTD 7,929 +7,929 $382
     TSM7,929+7,929$382
JPMORGAN CHASE & CO 4,200 +1,270 $378
     JPM4,200+1,270$378
CANADIAN PAC RY LTD 1,713 +1,713 $377
     CP1,713+1,713$377
MERCK & CO. INC 4,799 +1,809 $372
     MRK4,799+1,809$372
BERKSHIRE HATHAWAY INC DEL      $369
     BRK.B2,021+412$369
METTLER TOLEDO INTERNATIONAL 532 +532 $367
     MTD532+532$367
ALPHABET INC 315 +94 $366
     GOOGL315+94$366
VANGUARD SCOTTSDALE FDS (VONE) 3,096 +3,096 $363
     VONE3,096+3,096$363
DANAHER CORPORATION 2,594 +563 $360
     DHR2,594+563$360
ASML HOLDING N V 1,360 +1,360 $356
     ASML1,360+1,360$356
SHOPIFY INC 752 +752 $314
     SHOP752+752$314
UNITEDHEALTH GROUP INC 1,193 -205 $298
     UNH1,193-205$298
LULULEMON ATHLETICA INC 1,528 +1,528 $290
     LULU1,528+1,528$290
VANGUARD ADMIRAL FDS INC (VIOO) 2,748 +2,748 $282
     VIOO2,748+2,748$282
INTEL CORP 5,188 +217 $281
     INTC5,188+217$281
ABBVIE INC 3,600 +34 $274
     ABBV3,600+34$274
HEALTHPEAK PROPERTIES INC 11,462 +11,462 $273
     PEAK11,462+11,462$273
INVESCO QQQ TR 1,430 -1,868 $273
     QQQ1,430-1,868$273
SMITH & NEPHEW GROUP PLC 7,620 +7,620 $273
     SNN7,620+7,620$273
ISHARES TR (IEFA) 5,435 +5,435 $271
     IEFA5,435+5,435$271
ORACLE CORP 5,613 -30 $271
     ORCL5,613-30$271

See Full List: All Stocks Held By Geller Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Geller Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $347,810
At 12/31/2019: $325,311

Geller Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Geller Advisors LLC 13F filings. Link to 13F filings: SEC filings

Geller Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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