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Institutional Investment Manager
Geller Advisors LLC
Geller Advisors LLC (CIK: 0001354739) incorporated in New York, located at 909 Third Avenue, 16th Floor, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 23 holdings with a total value of $173,665,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR TR UNIT 337,462 70,690,000 40.70%
2 BOSTON SCIENTIFIC CORP 2,757,666 64,447,000 37.11%
3 POWERSHARES ETF TRUST 233,420 21,129,000 12.17%
4 JOHNSON AND JOHNSON 29,055 3,524,000 2.03%
5 ISHARES TR 15,965 3,361,000 1.94%
6 Cantel Medical Corp. 27,855 1,914,000 1.10%
7 POWERSHARES EXCHANGE TRADED FD 26,224 1,122,000 0.65%
8 VANGUARD WHITEHALL FDS INC 15,455 1,104,000 0.64%
9 BLACKROCK CAPITAL INVESTMENT CORP. 99,554 775,000 0.45%
10 CBS CORP CL B N/V 13,413 730,000 0.42%
11 ISHARES RUSSELL 2000 INDEX 4,949 569,000 0.33%
12 EXXON MOBIL CORP 5,522 518,000 0.30%
13 CONSOLIDATED EDISON INC 6,035 485,000 0.28%
14 MICROSOFT CORP 8,900 455,000 0.26%
15 MASTERCARD INC CL A 5,000 440,000 0.25%
16 LOCKHEED MARTIN CORP 1,760 437,000 0.25%
17 GENERAL ELECTRIC CO 12,943 407,000 0.23%
18 CVS HEALTH CORP 3,100 297,000 0.17%
19 AMGEN INC 1,900 289,000 0.17%
20 PFIZER INC 7,655 270,000 0.16%
21 WESTAR ENERGY INC 4,500 252,000 0.15%
22 CHURCH & DWIGHT INC 2,400 247,000 0.14%
23 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,400 203,000 0.12%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003700, filed 2016.08.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.