0001172661-21-001070.txt : 20210510 0001172661-21-001070.hdr.sgml : 20210510 20210510110832 ACCESSION NUMBER: 0001172661-21-001070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 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: 21905682 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 03-31-2021 03-31-2021 false Geller Advisors LLC
909 Third Avenue, 16th Floor Attn: Chief Compliance Officer New York NY 10022
13F HOLDINGS REPORT 028-11848 N
Paul Boscacci Chief Compliance Officer 212-583-6000 /s/ Paul Boscacci New York NY 05-10-2021 0 121 424082
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 656 5470 SH SOLE 0 0 5470 ABBVIE INC COM 00287Y109 516 4769 SH SOLE 0 0 4769 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 541 1960 SH SOLE 0 0 1960 ADOBE SYSTEMS INCORPORATED COM 00724F101 520 1094 SH SOLE 0 0 1094 ADVANCED MICRO DEVICES INC COM 007903107 230 2924 SH SOLE 0 0 2924 ALPHABET INC CAP STK CL C 02079K107 1585 766 SH SOLE 0 0 766 ALPHABET INC CAP STK CL A 02079K305 1419 688 SH SOLE 0 0 688 AMAZON COM INC COM 023135106 3190 1031 SH SOLE 0 0 1031 AMERICAN EXPRESS CO COM 025816109 317 2237 SH SOLE 0 0 2237 AMGEN INC COM 031162100 417 1676 SH SOLE 0 0 1676 ANTHEM INC COM 036752103 257 716 SH SOLE 0 0 716 APPLE INC COM 037833100 4668 38214 SH SOLE 0 0 38214 APPLIED MATLS INC COM 038222105 372 2788 SH SOLE 0 0 2788 APTIV PLC SHS G6095L109 547 3968 SH SOLE 0 0 3968 ASML HOLDING N V N Y REGISTRY SHS N07059210 441 714 SH SOLE 0 0 714 AT&T INC COM 00206R102 637 21036 SH SOLE 0 0 21036 ATLASSIAN CORP PLC CL A G06242104 354 1680 SH SOLE 0 0 1680 ATMOS ENERGY CORP COM 049560105 292 2952 SH SOLE 0 0 2952 AUTOMATIC DATA PROCESSING IN COM 053015103 245 1291 SH SOLE 0 0 1291 BAKER HUGHES COMPANY CL A 05722G100 237 10978 SH SOLE 0 0 10978 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 789 3090 SH SOLE 0 0 3090 BK OF AMERICA CORP COM 060505104 650 16794 SH SOLE 0 0 16794 BOOKING HOLDINGS INC COM 09857L108 305 131 SH SOLE 0 0 131 BROADCOM INC COM 11135F101 570 1229 SH SOLE 0 0 1229 CHARTER COMMUNICATIONS INC N CL A 16119P108 380 616 SH SOLE 0 0 616 CHUBB LIMITED COM H1467J104 221 1390 SH SOLE 0 0 1390 CIGNA CORP NEW COM 125523100 374 1549 SH SOLE 0 0 1549 CISCO SYS INC COM 17275R102 573 11074 SH SOLE 0 0 11074 CITIGROUP INC COM NEW 172967424 509 6995 SH SOLE 0 0 6995 CME GROUP INC COM 12572Q105 204 999 SH SOLE 0 0 999 COCA COLA CO COM 191216100 240 4509 SH SOLE 0 0 4509 COLGATE PALMOLIVE CO COM 194162103 262 3329 SH SOLE 0 0 3329 COMCAST CORP NEW CL A 20030N101 784 14495 SH SOLE 0 0 14495 CORNING INC COM 219350105 209 4803 SH SOLE 0 0 4803 CVS HEALTH CORP COM 126650100 269 3573 SH SOLE 0 0 3573 DANAHER CORPORATION COM 235851102 577 2560 SH SOLE 0 0 2560 DEERE & CO COM 244199105 451 1200 SH SOLE 0 0 1200 DISNEY WALT CO COM 254687106 368 1995 SH SOLE 0 0 1995 ECOLAB INC COM 278865100 242 1129 SH SOLE 0 0 1129 EMERSON ELEC CO COM 291011104 374 4147 SH SOLE 0 0 4147 FACEBOOK INC CL A 30303M102 1613 5476 SH SOLE 0 0 5476 FIDELITY NATL INFORMATION SV COM 31620M106 241 1715 SH SOLE 0 0 1715 FIFTH THIRD BANCORP COM 316773100 247 6547 SH SOLE 0 0 6547 GILEAD SCIENCES INC COM 375558103 220 3408 SH SOLE 0 0 3408 GOLDMAN SACHS ETF TR JUST US LRG CP 381430396 1480 25627 SH SOLE 0 0 25627 GOLDMAN SACHS GROUP INC COM 38141G104 329 1005 SH SOLE 0 0 1005 HOME DEPOT INC COM 437076102 413 1354 SH SOLE 0 0 1354 ICICI BANK LIMITED ADR 45104G104 363 22650 SH SOLE 0 0 22650 IHS MARKIT LTD SHS G47567105 218 2254 SH SOLE 0 0 2254 INTEL CORP COM 458140100 708 11055 SH SOLE 0 0 11055 INTERNATIONAL BUSINESS MACHS COM 459200101 321 2409 SH SOLE 0 0 2409 INTUIT COM 461202103 256 667 SH SOLE 0 0 667 INTUITIVE SURGICAL INC COM NEW 46120E602 258 349 SH SOLE 0 0 349 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 822 5422 SH SOLE 0 0 5422 INVESCO QQQ TR UNIT SER 1 46090E103 202 633 SH SOLE 0 0 633 ISHARES TR S&P 100 ETF 464287101 18199 101199 SH SOLE 0 0 101199 ISHARES TR CORE S&P500 ETF 464287200 2676 6726 SH SOLE 0 0 6726 ISHARES TR CORE S&P MCP ETF 464287507 281 1080 SH SOLE 0 0 1080 ISHARES TR RUSSELL 2000 ETF 464287655 3160 14301 SH SOLE 0 0 14301 ISHARES TR RUSSELL 3000 ETF 464287689 53240 224423 SH SOLE 0 0 224423 ISHARES TR MSCI KLD400 SOC 464288570 4541 59467 SH SOLE 0 0 59467 ISHARES TR MSCI USA QLT FCT 46432F339 270 2217 SH SOLE 0 0 2217 ISHARES TR CORE MSCI EAFE 46432F842 343 4767 SH SOLE 0 0 4767 JOHNSON & JOHNSON COM 478160104 817 4971 SH SOLE 0 0 4971 JOHNSON CTLS INTL PLC SHS G51502105 223 3721 SH SOLE 0 0 3721 JPMORGAN CHASE & CO COM 46625H100 1057 6942 SH SOLE 0 0 6942 LAM RESEARCH CORP COM 512807108 235 394 SH SOLE 0 0 394 LAUDER ESTEE COS INC CL A 518439104 275 946 SH SOLE 0 0 946 LILLY ELI & CO COM 532457108 441 2359 SH SOLE 0 0 2359 LOCKHEED MARTIN CORP COM 539830109 744 2013 SH SOLE 0 0 2013 MARSH & MCLENNAN COS INC COM 571748102 259 2127 SH SOLE 0 0 2127 MASTERCARD INCORPORATED CL A 57636Q104 1786 5016 SH SOLE 0 0 5016 MCDONALDS CORP COM 580135101 595 2654 SH SOLE 0 0 2654 MEDTRONIC PLC SHS G5960L103 495 4170 SH SOLE 0 0 4170 MELCO RESORTS AND ENTMNT LTD ADR 585464100 392 19700 SH SOLE 0 0 19700 MERCK & CO. INC COM 58933Y105 525 6748 SH SOLE 0 0 6748 METLIFE INC COM 59156R108 210 3462 SH SOLE 0 0 3462 MICRON TECHNOLOGY INC COM 595112103 341 3861 SH SOLE 0 0 3861 MICROSOFT CORP COM 594918104 4281 18156 SH SOLE 0 0 18156 MORGAN STANLEY COM NEW 617446448 382 4917 SH SOLE 0 0 4917 NETFLIX INC COM 64110L106 269 516 SH SOLE 0 0 516 NIKE INC CL B 654106103 492 3692 SH SOLE 0 0 3692 NOVOCURE LTD ORD SHS G6674U108 9042 68405 SH SOLE 0 0 68405 NVIDIA CORPORATION COM 67066G104 823 1542 SH SOLE 0 0 1542 OPTIMIZERX CORP COM NEW 68401U204 975 20000 SH SOLE 0 0 20000 ORACLE CORP COM 68389X105 358 5097 SH SOLE 0 0 5097 PAYPAL HLDGS INC COM 70450Y103 736 3031 SH SOLE 0 0 3031 PEPSICO INC COM 713448108 659 4660 SH SOLE 0 0 4660 PFIZER INC COM 717081103 312 8624 SH SOLE 0 0 8624 PNC FINL SVCS GROUP INC COM 693475105 257 1467 SH SOLE 0 0 1467 PROCTER AND GAMBLE CO COM 742718109 364 2686 SH SOLE 0 0 2686 PROLOGIS INC. COM 74340W103 227 2143 SH SOLE 0 0 2143 PRUDENTIAL FINL INC COM 744320102 242 2661 SH SOLE 0 0 2661 QUALCOMM INC COM 747525103 404 3047 SH SOLE 0 0 3047 S&P GLOBAL INC COM 78409V104 272 771 SH SOLE 0 0 771 SALESFORCE COM INC COM 79466L302 459 2167 SH SOLE 0 0 2167 SCHWAB CHARLES CORP COM 808513105 263 4029 SH SOLE 0 0 4029 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 846 8805 SH SOLE 0 0 8805 SERVICENOW INC COM 81762P102 208 416 SH SOLE 0 0 416 SHERWIN WILLIAMS CO COM 824348106 317 430 SH SOLE 0 0 430 SPDR S&P 500 ETF TR TR UNIT 78462F103 121153 304707 SH SOLE 0 0 304707 SYSCO CORP COM 871829107 245 3097 SH SOLE 0 0 3097 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 277 2331 SH SOLE 0 0 2331 TARGET CORP COM 87612E106 279 1410 SH SOLE 0 0 1410 TESLA INC COM 88160R101 580 869 SH SOLE 0 0 869 TEXAS INSTRS INC COM 882508104 236 1251 SH SOLE 0 0 1251 THERMO FISHER SCIENTIFIC INC COM 883556102 551 1205 SH SOLE 0 0 1205 TJX COS INC NEW COM 872540109 253 3823 SH SOLE 0 0 3823 T-MOBILE US INC COM 872590104 279 2223 SH SOLE 0 0 2223 UNITEDHEALTH GROUP INC COM 91324P102 921 2475 SH SOLE 0 0 2475 US BANCORP DEL COM NEW 902973304 257 4607 SH SOLE 0 0 4607 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 399 2008 SH SOLE 0 0 2008 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 147306 404352 SH SOLE 0 0 404352 VANGUARD INDEX FDS SMALL CP ETF 922908751 428 2000 SH SOLE 0 0 2000 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 816 4578 SH SOLE 0 0 4578 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 537 2898 SH SOLE 0 0 2898 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 646 13158 SH SOLE 0 0 13158 VERIZON COMMUNICATIONS INC COM 92343V104 716 12314 SH SOLE 0 0 12314 VISA INC COM CL A 92826C839 959 4528 SH SOLE 0 0 4528 WALMART INC COM 931142103 206 1511 SH SOLE 0 0 1511 ZOETIS INC CL A 98978V103 262 1665 SH SOLE 0 0 1665