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Investing in the future: Comparing Geller Advisors LLC Q3 2022 vs. Q4 2022 Holdings

Ava Hoppe | 4 May, 2023

Geller Advisors LLC is a well-established investment advisor firm that has been committed to providing excellent wealth management services to its clients since 1999.

The company's investment strategies focus on value-oriented securities, yielding a diverse asset allocation, and improving long-term returns. According to their Q3 report, Geller Advisors LLC’s 13F Holdings showed an impressive value of $6.2 billion. Now, let's compare their Q3 2022 and Q4 2022 holdings and discover how their strategy has changed in the recent months.

Comparing the data from Sym, Issuer Name, Option Type, Q3 2022 (SHARES), Q4 2022 (SHARES), Q3 2022 VALUE ($000), Q4 2022 VALUE ($000), Chg %, it is evident that Geller Advisors LLC's Q4 2022 holdings have diversified and grown significantly.

The report shows that Geller Advisors LLC has increased its holdings in the Vanguard Index Funds (VOO) from approximately 577,000 to over 609,000 shares, increasing the total value from $190,000 to $214,000 – a significant 12.5% increase. Similarly, their holdings in the SPDR S&P 500 ETF, also known as SPY, have increased from 273,367 to 289,202 shares with a 13.3% increase in value.

As for the Ishares Fund, the company has substantially reduced its holdings in the Ishares Russell 1000 Value ETF (IWD) from 312,295 shares to 455,627 shares. However, there was a 62.7% increase in the total value of their IWD holdings.

Furthermore, the report shows that Geller Advisors LLC added a new stock to their portfolio. The DBX ETF TR, which did not appear in their Q3 2022 holdings, now has 1,322,421 shares, representing a value of $42,621.

Aside from these changes, it is worth noting that Geller Advisors LLC has reduced its holdings in some stocks. For instance, their holdings in the Ishares Russell 2000 ETF (IWM) have increased from 139,031 to 228,864 shares. However, the total value of their holdings has decreased from $22,929 to $39,904, a 74% drop.

Moreover, the company's holdings in the Ishares Russell 1000 Growth ETF (IWF) have decreased from 86,278 shares to 55,941 shares. Consequently, there was a 31.9% decrease in the total value of their holdings.

In conclusion, it is clear that Geller Advisors LLC has remained committed to its investment strategy while adjusting to current market trends. Their Q4 2022 holdings show growth, diversity, and strategic decision-making. By examining the changes in their holdings, investors can contemplate Geller Advisors’ successful strategy for future investment choices.

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