Geller Advisors LLC

CIK 1354739 · عرض على SEC EDGAR ↗

لا توجد مراكز 13F نشطة في النافذة الحالية.

على هذه الصفحة

توزيع القطاعات

Technology
4,3%
Financial Services
1,6%
Healthcare
1,5%
Retail
1,4%
Communication Services
1,3%
Industrials
1,2%
Financials
1,0%
Consumer Discretionary
0,5%
Materials
0,3%
Consumer Staples
0,3%
Energy
0,3%
N/A
0,1%
Consumer products
0,1%
Communications
0,1%
Telecommunication
0,1%
Utilities
0,1%
Logistics & Transportation
0,1%
Real Estate
0,1%
أخرى/غير معينة
85,6%

المحفظة الكاملة 253 المراكز

النوع فترة متتالية اتجاه 8 أرباع
VOO $621627580 40,84% 1153704 صعود ×1
DBEF $244386708 16,06% 5903060 صعود ×1
SPY SPY $142105521 9,34% 241658 صعود ×1
IWD $67949694 4,46% 367037 صعود ×1
IWM $47904292 3,15% 216800 صعود ×1
AGG $31145310 2,05% 321417 صعود ×1
PRF $20649373 1,36% 511883 صعود ×1
RSP $19716145 1,30% 112515 صعود ×1
MSFT Microsoft Corporation - Common Stock $19513858 1,28% 46296 صعود ×1
IWO $17077778 1,12% 59334 صعود ×1
AAPL Apple Inc. - Common Stock $16452596 1,08% 65700 صعود ×1
QQQ Invesco QQQ Trust, Series 1 $14682718 0,96% 28720 صعود ×1
VO $13757475 0,90% 52086 صعود ×1
OEF $11666897 0,77% 40390 صعود ×1
IJR $11472544 0,75% 99570 صعود ×1
NVDA NVIDIA Corporation - Common Stock $9426664 0,62% 70196 صعود ×1
MS Morgan Stanley Common Stock $6963379 0,46% 55388 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $6064415 0,40% 32036 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $6059771 0,40% 27621 صعود ×1
GOOG Alphabet Inc. - Class C Capital Stock $5246432 0,34% 27549 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $4524236 0,30% 7727 صعود ×1
IVV $4319982 0,28% 7338 صعود ×1
ITW Illinois Tool Works Inc. Common Stock $4209510 0,28% 16504 صعود ×1
MA Mastercard Incorporated Common Stock $4170961 0,27% 7921 صعود ×1
COST Costco Wholesale Corporation - Common Stock $3977163 0,26% 4340 صعود ×1
SPLV $3867990 0,25% 55257 صعود ×1
HD Home Depot, Inc. (The) Common Stock $3789541 0,25% 9742 صعود ×1
V Visa Inc. $3490346 0,23% 11044 صعود ×1
WINN Harbor Long-Term Growers ETF $3436957 0,23% 126312 صعود ×1
TSLA Tesla, Inc. - Common Stock $3435467 0,23% 8507 صعود ×1
VTWO Vanguard Russell 2000 ETF $3336833 0,22% 37354 صعود ×1
LLY Eli Lilly and Company Common Stock $3007392 0,20% 3895 صعود ×1
AVGO Broadcom Inc. - Common Stock $2888263 0,19% 12458 صعود ×1
SHW Sherwin-Williams Company (The) Common Stock $2842835 0,19% 8363 صعود ×1
RSG Republic Services, Inc. Common Stock $2597837 0,17% 12913 صعود ×1
PEP PepsiCo, Inc. - Common Stock $2365541 0,16% 15419 صعود ×1
IWV $2199365 0,14% 6580 صعود ×1
ITOT $2157063 0,14% 16770 صعود ×1
NFLX Netflix, Inc. - Common Stock $2151646 0,14% 2414 صعود ×1
BRKB $2139028 0,14% 4719 صعود ×1
JNJ Johnson & Johnson Common Stock $2090482 0,14% 14455 صعود ×1
AJG Arthur J. Gallagher & Co. Common Stock $2034069 0,13% 7166 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $1933261 0,13% 8065 صعود ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1885846 0,12% 3728 صعود ×1
ASML ASML Holding N.V. - New York Registry Shares $1858841 0,12% 2682 صعود ×1
ABBV AbbVie Inc. Common Stock $1729554 0,11% 9733 صعود ×1
PGR Progressive Corporation (The) Common Stock $1708180 0,11% 7129 صعود ×1
BK The Bank of New York Mellon Corporation Common Stock $1685266 0,11% 21935 صعود ×1
VOOV $1558204 0,10% 8445 صعود ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1525752 0,10% 7702 صعود ×1
SCHX $1488633 0,10% 64220 صعود ×1
CHY Calamos Convertible and High Income Fund - Closed End Fund $1463843 0,10% 119595 صعود ×1
MRK Merck & Company, Inc. Common Stock (new) $1389082 0,09% 13851 صعود ×1
TMO Thermo Fisher Scientific Inc Common Stock $1341119 0,09% 2576 صعود ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1318993 0,09% 2527 صعود ×1
PG Procter & Gamble Company (The) Common Stock $1304149 0,09% 7779 صعود ×1
NVO Novo Nordisk A/S Common Stock $1262602 0,08% 14678 صعود ×1
ORCL Oracle Corporation Common Stock $1217139 0,08% 7304 صعود ×1
VIOO $1206099 0,08% 11374 صعود ×1
SBUX Starbucks Corporation - Common Stock $1192090 0,08% 13064 صعود ×1
VONE Vanguard Russell 1000 ETF $1127959 0,07% 4229 صعود ×1
WMT Walmart Inc. - Common Stock $1102152 0,07% 12170 صعود ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $1100047 0,07% 3127 صعود ×1
ABT Abbott Laboratories Common Stock $1061424 0,07% 9384 صعود ×1
IWN $1023436 0,07% 6234 صعود ×1
TJX TJX Companies, Inc. (The) Common Stock $999703 0,07% 8275 صعود ×1
AXP American Express Company Common Stock $982672 0,06% 3311 صعود ×1
AZN AstraZeneca PLC - American Depositary Shares $970286 0,06% 14809 صعود ×1
CSCO Cisco Systems, Inc. - Common Stock $950456 0,06% 16055 صعود ×1
IBM International Business Machines Corporation Common Stock $934025 0,06% 4248 صعود ×1
ADBE Adobe Inc. - Common Stock $927158 0,06% 2085 صعود ×1
CRH CRH PLC Ordinary Shares $926958 0,06% 10019 صعود ×1
TMUS T-Mobile US, Inc. - Common Stock $926404 0,06% 4197 صعود ×1
LMT Lockheed Martin Corporation Common Stock $898503 0,06% 1849 صعود ×1
MELI MercadoLibre, Inc. - Common Stock $897832 0,06% 528 صعود ×1
TXN Texas Instruments Incorporated - Common Stock $858421 0,06% 4578 صعود ×1
CMCSA Comcast Corporation - Class A Common Stock $845513 0,06% 22529 صعود ×1
SPGI S&P Global Inc. Common Stock $842169 0,06% 1691 صعود ×1
MCO Moody's Corporation Common Stock $836445 0,05% 1767 صعود ×1
CARR Carrier Global Corporation Common Stock $822982 0,05% 12017 صعود ×1
LDUR $801310 0,05% 8403 صعود ×1
HDB HDFC Bank Limited Common Stock $791864 0,05% 12400 صعود ×1
MCD McDonald's Corporation Common Stock $791400 0,05% 2730 صعود ×1
PFE Pfizer, Inc. Common Stock $791390 0,05% 29830 صعود ×1
EWT $790450 0,05% 15271 صعود ×1
PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests $773297 0,05% 45275 صعود ×1
HAL Halliburton Company Common Stock $770673 0,05% 28344 صعود ×1
BRO Brown & Brown, Inc. Common Stock $766476 0,05% 7513 صعود ×1
NOW ServiceNow, Inc. Common Stock $752685 0,05% 710 صعود ×1
XOM Exxon Mobil Corporation Common Stock $728034 0,05% 6768 صعود ×1
AZO AutoZone, Inc. Common Stock $720450 0,05% 225 صعود ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $715474 0,05% 3710 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $714806 0,05% 8375 صعود ×1
DIS Walt Disney Company (The) Common Stock $699845 0,05% 6257 صعود ×1
IBN ICICI Bank Limited Common Stock $697798 0,05% 23369 صعود ×1
SYY Sysco Corporation Common Stock $697392 0,05% 9121 صعود ×1
BSX Boston Scientific Corporation Common Stock $695267 0,05% 7784 صعود ×1
ADI Analog Devices, Inc. - Common Stock $682422 0,04% 3212 صعود ×1
CAT Caterpillar, Inc. Common Stock $671106 0,04% 1850 صعود ×1
BKNG Booking Holdings Inc. - Common Stock $670737 0,04% 135 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
VOO $621627580 1153704 40,84%
DBEF $244386708 5903060 16,06%
SPY $142105521 241658 9,34%
IWD $67949694 367037 4,46%
IWM $47904292 216800 3,15%
AGG $31145310 321417 2,05%
PRF $20649373 511883 1,36%
RSP $19716145 112515 1,30%
MSFT $19513858 46296 1,28%
IWO $17077778 59334 1,12%
AAPL $16452596 65700 1,08%
QQQ $14682718 28720 0,96%
VO $13757475 52086 0,90%
OEF $11666897 40390 0,77%
IJR $11472544 99570 0,75%