SEC Form 13F

Geller Advisors LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-15
Reported value$1,522,081,818
Positions253

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$621,627,5801,153,704
DBX ETF TRDBEFXTRACK MSCI EAFE$244,386,7085,903,060
SPDR S&P 500 ETF TRSPYTR UNIT$142,105,521241,658
ISHARES TRIWDRUS 1000 VAL ETF$67,949,694367,037
ISHARES TRIWMRUSSELL 2000 ETF$47,904,292216,800
ISHARES TRAGGCORE US AGGBD ET$31,145,310321,417
INVESCO EXCHANGE TRADED FD TPRFFTSE RAFI 1000$20,649,373511,883
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$19,716,145112,515
MICROSOFT CORPMSFTCOM$19,513,85846,296
ISHARES TRIWORUS 2000 GRW ETF$17,077,77859,334

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page