Geller Advisors LLC - Portfolio overview

Geller Advisors LLC has 253 reported holdings in this dataset, with the latest filing dated 2025-02-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 40.84%
2. DBEF - DBX ETF TR, 16.06%
3. SPY - SPDR S&P 500 ETF TR, 9.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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