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