0001172661-22-001770.txt : 20220810 0001172661-22-001770.hdr.sgml : 20220810 20220810134917 ACCESSION NUMBER: 0001172661-22-001770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Geller Advisors LLC CENTRAL INDEX KEY: 0001354739 IRS NUMBER: 202230875 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11848 FILM NUMBER: 221151312 BUSINESS ADDRESS: STREET 1: 909 THIRD AVENUE, 16TH FLOOR STREET 2: ATTN: CHIEF COMPLIANCE OFFICER CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-583-6000 MAIL ADDRESS: STREET 1: 909 THIRD AVENUE, 16TH FLOOR STREET 2: ATTN: CHIEF COMPLIANCE OFFICER CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Geller Family Office Services, LLC DATE OF NAME CHANGE: 20060228 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001354739 XXXXXXXX 06-30-2022 06-30-2022 false Geller Advisors LLC
909 Third Avenue, 16th Floor Attn: Chief Compliance Officer New York NY 10022
13F HOLDINGS REPORT 028-11848 N
Angela J. DeRose Chief Compliance Officer 646-618-7355 /s/ Angela J. DeRose New York NY 08-10-2022 0 135 479353
INFORMATION TABLE 2 infotable.xml 3-D SYS CORP DEL COM NEW 88554D205 374 38574 SH SOLE 0 0 38574 ABBOTT LABS COM 002824100 756 6961 SH SOLE 0 0 6961 ABBVIE INC COM 00287Y109 1346 8791 SH SOLE 0 0 8791 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 620 2232 SH SOLE 0 0 2232 ADOBE SYSTEMS INCORPORATED COM 00724F101 441 1205 SH SOLE 0 0 1205 ADVANCED MICRO DEVICES INC COM 007903107 288 3761 SH SOLE 0 0 3761 AFLAC INC COM 001055102 264 4763 SH SOLE 0 0 4763 ALPHABET INC CAP STK CL A 02079K305 2083 956 SH SOLE 0 0 956 ALPHABET INC CAP STK CL C 02079K107 1433 655 SH SOLE 0 0 655 AMAZON COM INC COM 023135106 1460 13748 SH SOLE 0 0 13748 AMERICAN EXPRESS CO COM 025816109 315 2267 SH SOLE 0 0 2267 AMERICAN INTL GROUP INC COM NEW 026874784 218 4257 SH SOLE 0 0 4257 AMERICAN TOWER CORP NEW COM 03027X100 231 899 SH SOLE 0 0 899 AMGEN INC COM 031162100 371 1523 SH SOLE 0 0 1523 AON PLC SHS CL A G0403H108 214 792 SH SOLE 0 0 792 APPLE INC COM 037833100 5940 43446 SH SOLE 0 0 43446 APPLIED MATLS INC COM 038222105 246 2702 SH SOLE 0 0 2702 APTIV PLC SHS G6095L109 370 4154 SH SOLE 0 0 4154 ARES CAPITAL CORP COM 04010L103 718 40023 SH SOLE 0 0 40023 ASML HOLDING N V N Y REGISTRY SHS N07059210 237 499 SH SOLE 0 0 499 ASTRAZENECA PLC SPONSORED ADR 046353108 374 5655 SH SOLE 0 0 5655 AT&T INC COM 00206R102 295 14082 SH SOLE 0 0 14082 ATMOS ENERGY CORP COM 049560105 280 2496 SH SOLE 0 0 2496 AUTOMATIC DATA PROCESSING IN COM 053015103 327 1549 SH SOLE 0 0 1549 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 848 3107 SH SOLE 0 0 3107 BK OF AMERICA CORP COM 060505104 320 10283 SH SOLE 0 0 10283 BOOKING HOLDINGS INC COM 09857L108 229 131 SH SOLE 0 0 131 BRISTOL-MYERS SQUIBB CO COM 110122108 497 6416 SH SOLE 0 0 6416 BROADCOM INC COM 11135F101 844 1737 SH SOLE 0 0 1737 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 1506 134862 SH SOLE 0 0 134862 CHEVRON CORP NEW COM 166764100 286 1977 SH SOLE 0 0 1977 CHUBB LIMITED COM H1467J104 290 1470 SH SOLE 0 0 1470 CHURCH & DWIGHT CO INC COM 171340102 251 2711 SH SOLE 0 0 2711 CIGNA CORP NEW COM 125523100 480 1822 SH SOLE 0 0 1822 CINTAS CORP COM 172908105 210 562 SH SOLE 0 0 562 CISCO SYS INC COM 17275R102 482 11311 SH SOLE 0 0 11311 CITIGROUP INC COM NEW 172967424 208 4523 SH SOLE 0 0 4523 CME GROUP INC COM 12572Q105 222 1086 SH SOLE 0 0 1086 COCA COLA CO COM 191216100 257 4049 SH SOLE 0 0 4049 COLGATE PALMOLIVE CO COM 194162103 212 2642 SH SOLE 0 0 2642 COMCAST CORP NEW CL A 20030N101 536 13662 SH SOLE 0 0 13662 COSTCO WHSL CORP NEW COM 22160K105 702 1464 SH SOLE 0 0 1464 CROWN CASTLE INTL CORP NEW COM 22822V101 202 1201 SH SOLE 0 0 1201 CVS HEALTH CORP COM 126650100 352 3799 SH SOLE 0 0 3799 DANAHER CORPORATION COM 235851102 202 797 SH SOLE 0 0 797 DEERE & CO COM 244199105 330 1099 SH SOLE 0 0 1099 DISNEY WALT CO COM 254687106 283 2996 SH SOLE 0 0 2996 ELEVANCE HEALTH INC COM 036752103 382 791 SH SOLE 0 0 791 EMERSON ELEC CO COM 291011104 202 2538 SH SOLE 0 0 2538 EXXON MOBIL CORP COM 30231G102 316 3688 SH SOLE 0 0 3688 FIFTH THIRD BANCORP COM 316773100 245 7239 SH SOLE 0 0 7239 GENERAL MLS INC COM 370334104 262 3478 SH SOLE 0 0 3478 GENMAB A/S SPONSORED ADS 372303206 296 9120 SH SOLE 0 0 9120 GOLDMAN SACHS ETF TR JUST US LRG CP 381430396 1403 26003 SH SOLE 0 0 26003 GOLDMAN SACHS GROUP INC COM 38141G104 298 1004 SH SOLE 0 0 1004 HALLIBURTON CO COM 406216101 588 18756 SH SOLE 0 0 18756 HOME DEPOT INC COM 437076102 1093 3987 SH SOLE 0 0 3987 IDEXX LABS INC COM 45168D104 763 2175 SH SOLE 0 0 2175 INTEL CORP COM 458140100 413 11053 SH SOLE 0 0 11053 INTERNATIONAL BUSINESS MACHS COM 459200101 330 2340 SH SOLE 0 0 2340 INTUIT COM 461202103 330 856 SH SOLE 0 0 856 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3488 56257 SH SOLE 0 0 56257 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 821 5537 SH SOLE 0 0 5537 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 605 2260 SH SOLE 0 0 2260 ISHARES TR CORE S&P MCP ETF 464287507 244 1080 SH SOLE 0 0 1080 ISHARES TR S&P 100 ETF 464287101 14880 86278 SH SOLE 0 0 86278 ISHARES TR MSCI KLD400 SOC 464288570 3863 53727 SH SOLE 0 0 53727 ISHARES TR RUS 1000 VAL ETF 464287598 60350 416293 SH SOLE 0 0 416293 ISHARES TR CORE MSCI EAFE 46432F842 407 6916 SH SOLE 0 0 6916 ISHARES TR RUSSELL 2000 ETF 464287655 21859 129069 SH SOLE 0 0 129069 ISHARES TR RUSSELL 3000 ETF 464287689 16125 74176 SH SOLE 0 0 74176 ISHARES TR CORE S&P500 ETF 464287200 1686 4448 SH SOLE 0 0 4448 JOHNSON & JOHNSON COM 478160104 1644 9260 SH SOLE 0 0 9260 JOHNSON CTLS INTL PLC SHS G51502105 200 4156 SH SOLE 0 0 4156 JPMORGAN CHASE & CO COM 46625H100 513 4552 SH SOLE 0 0 4552 KIMBERLY-CLARK CORP COM 494368103 229 1679 SH SOLE 0 0 1679 KROGER CO COM 501044101 260 5495 SH SOLE 0 0 5495 LAUDER ESTEE COS INC CL A 518439104 229 899 SH SOLE 0 0 899 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 428 68189 SH SOLE 0 0 68189 LILLY ELI & CO COM 532457108 726 2238 SH SOLE 0 0 2238 LINDE PLC SHS G5494J103 282 981 SH SOLE 0 0 981 LOCKHEED MARTIN CORP COM 539830109 851 1980 SH SOLE 0 0 1980 MARSH & MCLENNAN COS INC COM 571748102 367 2367 SH SOLE 0 0 2367 MASTERCARD INCORPORATED CL A 57636Q104 1021 3236 SH SOLE 0 0 3236 MCDONALDS CORP COM 580135101 515 2087 SH SOLE 0 0 2087 MEDTRONIC PLC SHS G5960L103 367 4062 SH SOLE 0 0 4062 MERCK & CO INC COM 58933Y105 634 6905 SH SOLE 0 0 6905 META PLATFORMS INC CL A 30303M102 865 5366 SH SOLE 0 0 5366 METLIFE INC COM 59156R108 248 3948 SH SOLE 0 0 3948 MICRON TECHNOLOGY INC COM 595112103 207 3744 SH SOLE 0 0 3744 MICROSOFT CORP COM 594918104 2913 11342 SH SOLE 0 0 11342 MORGAN STANLEY COM NEW 617446448 365 4794 SH SOLE 0 0 4794 NIKE INC CL B 654106103 348 3397 SH SOLE 0 0 3397 NVIDIA CORPORATION COM 67066G104 910 6003 SH SOLE 0 0 6003 ORACLE CORP COM 68389X105 351 5023 SH SOLE 0 0 5023 PAYCHEX INC COM 704326107 230 2017 SH SOLE 0 0 2017 PAYPAL HLDGS INC COM 70450Y103 216 3087 SH SOLE 0 0 3087 PEPSICO INC COM 713448108 832 4992 SH SOLE 0 0 4992 PFIZER INC COM 717081103 402 7667 SH SOLE 0 0 7667 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 445 45275 SH SOLE 0 0 45275 PNC FINL SVCS GROUP INC COM 693475105 261 1656 SH SOLE 0 0 1656 PROCTER AND GAMBLE CO COM 742718109 404 2808 SH SOLE 0 0 2808 PROLOGIS INC. COM 74340W103 263 2239 SH SOLE 0 0 2239 QUALCOMM INC COM 747525103 381 2986 SH SOLE 0 0 2986 QUANTA SVCS INC COM 74762E102 274 2185 SH SOLE 0 0 2185 REGIONS FINANCIAL CORP NEW COM 7591EP100 202 10693 SH SOLE 0 0 10693 S&P GLOBAL INC COM 78409V104 491 1457 SH SOLE 0 0 1457 SALESFORCE INC COM 79466L302 454 2752 SH SOLE 0 0 2752 SCHWAB CHARLES CORP COM 808513105 270 4276 SH SOLE 0 0 4276 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 261 5850 SH SOLE 0 0 5850 SERVICENOW INC COM 81762P102 265 558 SH SOLE 0 0 558 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3457 11230 SH SOLE 0 0 11230 SPDR S&P 500 ETF TR TR UNIT 78462F103 103961 274424 SH SOLE 0 0 274424 SYSCO CORP COM 871829107 286 3362 SH SOLE 0 0 3362 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 266 3233 SH SOLE 0 0 3233 TARGET CORP COM 87612E106 219 1551 SH SOLE 0 0 1551 TCW STRATEGIC INCOME FD INC COM 872340104 294 60220 SH SOLE 0 0 60220 TESLA INC COM 88160R101 675 1003 SH SOLE 0 0 1003 THERMO FISHER SCIENTIFIC INC COM 883556102 638 1174 SH SOLE 0 0 1174 TJX COS INC NEW COM 872540109 232 4152 SH SOLE 0 0 4152 T-MOBILE US INC COM 872590104 320 2376 SH SOLE 0 0 2376 UNION PAC CORP COM 907818108 226 1060 SH SOLE 0 0 1060 UNITEDHEALTH GROUP INC COM 91324P102 900 1753 SH SOLE 0 0 1753 US BANCORP DEL COM NEW 902973304 254 5463 SH SOLE 0 0 5463 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 744 5598 SH SOLE 0 0 5598 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 398 2338 SH SOLE 0 0 2338 VANGUARD INDEX FDS MID CAP ETF 922908629 10026 50902 SH SOLE 0 0 50902 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 170764 490263 SH SOLE 0 0 490263 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1032 15045 SH SOLE 0 0 15045 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 527 3055 SH SOLE 0 0 3055 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 778 19072 SH SOLE 0 0 19072 VERIZON COMMUNICATIONS INC COM 92343V104 710 13984 SH SOLE 0 0 13984 VERTEX PHARMACEUTICALS INC COM 92532F100 535 1898 SH SOLE 0 0 1898 VISA INC COM CL A 92826C839 1499 7616 SH SOLE 0 0 7616 ZOETIS INC CL A 98978V103 289 1681 SH SOLE 0 0 1681