Willner & Heller, LLC Purchases and Sells in Q2 2025

Willner & Heller, LLC

$114 Million
Q2 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	5 + 0.06%	$354.56 - $497.45 $1.77K - $2.49K	8.43K $4.19M
PLTR	3.02K + 50.88%	$74.01 - $144.25 $224K - $436K	8.96K $1.22M
AMD	585 + 6.99%	$78.21 - $143.81 $45.8K - $84.1K	8.95K $1.27M
GS	10 + 0.4%	$462.22 - $707.75 $4.62K - $7.08K	2.48K $1.76M
NOW	302 + 83.89%	$721.65 - $1040.18 $218K - $314K	662 $680K
FTSM	4.28K + 22.25%	$59.8 - $60.07 $256K - $257K	23.5K $1.41M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNPS	536 New	$380.9 - $517.66 $204K - $277K	536 $274K
MU	2.07K New	$64.72 - $127.91 $134K - $265K	2.07K $255K
EME	454 New	$342.02 - $534.89 $155K - $243K	454 $242K
CAH	1.3K New	$125.0 - $168.0 $163K - $219K	1.3K $219K
AXON	260 New	$497.13 - $827.94 $129K - $215K	260 $215K
THC	1.23K New	$110.41 - $176.0 $135K - $216K	1.23K $215K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.31K - 36.37%	$274.35 - $599.47 $360K - $787K	2.3K $716K
AAPL	-328 - 1.63%	$172.42 - $223.89 $56.6K - $73.4K	19.7K $4.05M
ABBV	-864 - 10.27%	$170.16 - $206.27 $147K - $178K	7.55K $1.4M
MMM	-2.53K - 56.52%	$126.09 - $154.15 $319K - $390K	1.94K $295K
BRK-B	-36 - 0.79%	$483.48 - $539.8 $17.4K - $19.4K	4.5K $2.19M
VOE	-1.56K - 21.11%	$141.87 - $164.49 $221K - $256K	5.81K $955K

Activity Summary All Purchases 76 New Holdings 9 Increased Positions 67 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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