Avoid Fraud, Get The Facts, And Find The Best
Legal Name: GELLER ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
338,883 |
$99,293k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
356,345 |
$95,910k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
215,552 |
$25,142k |
|
ISHARES U (464287739)
|
128,700 |
$11,237k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
60,004 |
$9,331k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
24,770 |
$2,709k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
5,748 |
$1,694k |
|
MASTERCARD INC (57636Q104)
|
4,579 |
$1,211k |
|
GOLDMAN SACHS ETF TR (381430396)
|
25,100 |
$1,056k |
|
JPMORGAN CHASE & CO (46625H100)
|
9,231 |
$1,032k |
|
Cantel Medical Corp (138098108)
|
12,500 |
$1,008k |
|
Acceleron Pharma Inc (00434H108)
|
18,750 |
$770k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
13,242 |
$729k |
|
MICROSOFT CORP (594918104)
|
4,962 |
$665k |
|
Lockheed Martin Corp (539830109)
|
1,824 |
$663k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,740 |
$512k |
|
Alphabet Inc (02079K107)
|
399 |
$431k |
|
CONSOLDTD EDISON INC (209115104)
|
4,849 |
$425k |
|
JOHNSON & JOHNSON (478160104)
|
2,390 |
$333k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,000 |
$315k |
|
Exxon Mobil Corp (30231G102)
|
3,779 |
$290k |
|
Netflix Inc (64110L106)
|
662 |
$243k |
|
ISHARES (464287234)
|
5,000 |
$215k |
|
BLACKROCK ENHNCD EQ (09251A104)
|
23,334 |
$207k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.