Willner & Heller, LLC Purchases in Q4 2024

Willner & Heller, LLC

  • $110 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 2.15%
$180.88 - $232.93 $51K - $65.7K
13.4K $2.94M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
6.79K
New
$50.34 - $56.61 $342K - $384K
6.79K $347K
TSLA
Tesla, Inc.

Consumer Cyclical
713
New
$213.65 - $479.86 $152K - $342K
713 $287K
AMGN
Amgen Inc

Healthcare
1.32K
+ 81.9%
$258.78 - $328.31 $341K - $432K
2.93K $762K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.64K
New
$79.95 - $89.42 $211K - $236K
2.64K $220K
ACN
Accenture PLC

Technology
624
New
$343.9 - $376.86 $215K - $235K
624 $219K
MORN
Morningstar, Inc.

Financial Services
616
New
$312.56 - $358.78 $193K - $221K
616 $207K
VUSE
ETF Ser Solutions

ETFs
3.01K
+ 48.42%
$56.9 - $62.14 $171K - $187K
9.23K $541K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
445
+ 10.27%
$442.29 - $483.08 $197K - $215K
4.78K $2.17M
V
Visa Inc.

Financial Services
6
+ 0.15%
$273.87 - $320.91 $1.64K - $1.93K
3.88K $1.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
232
+ 2.08%
$116.4 - $138.52 $27K - $32.1K
11.4K $1.44M
ASML
Asml Holding Nv

Technology
278
+ 51.77%
$658.43 - $872.27 $183K - $242K
815 $564K
MGK
Vanguard Mega Cap Growth ETF

ETFs
66
+ 1.57%
$316.94 - $357.88 $20.9K - $23.6K
4.26K $1.46M
LLY
Eli Lilly & CO

Healthcare
223
+ 36.08%
$727.2 - $932.06 $162K - $208K
841 $649K
META
Meta Platforms, Inc.

Communication Services
128
+ 20.29%
$554.08 - $632.68 $70.9K - $81K
759 $447K
JSML
Janus Detroit Str Tr Henderson

ETFs
1.22K
+ 12.02%
$63.67 - $73.6 $77.4K - $89.5K
11.3K $742K
WFC
Wells Fargo & Company

Financial Services
27
+ 0.54%
$54.98 - $77.35 $1.48K - $2.09K
5K $351K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
113
+ 20.58%
$521.84 - $558.82 $59K - $63.1K
662 $356K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.26K
+ 34.85%
$57.53 - $60.83 $72.3K - $76.4K
4.86K $279K
RDVY
First Trust Rising Dividend Ac

ETFs
1.07K
+ 2.06%
$58.65 - $64.37 $62.6K - $68.7K
53K $3.13M
AXP
American Express CO

Financial Services
73
+ 5.69%
$267.35 - $305.57 $19.5K - $22.3K
1.36K $402K
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.05%
$148.14 - $166.23 $444 - $499
6.6K $1.05M
MA
Mastercard Inc

Financial Services
41
+ 4.99%
$491.3 - $536.15 $20.1K - $22K
862 $453K
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 0.83%
$83.95 - $97.9 $3.53K - $4.11K
5.12K $472K
RWK
Invesco Exchange Traded Fd Tr

ETFs
407
+ 13.42%
$114.67 - $126.49 $46.7K - $51.5K
3.44K $399K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$163.08 - $198.16 $163 - $198
1.52K $290K
FYC
First Trust Small Cap Growth A

ETFs
133
+ 1.81%
$72.19 - $84.64 $9.6K - $11.3K
7.5K $580K
T
At&T Inc.

Communication Services
540
+ 2.23%
$21.22 - $23.88 $11.5K - $12.9K
24.8K $564K
VOT
Vanguard Mid Cap Growth Index

ETFs
26
+ 1.34%
$241.48 - $274.89 $6.28K - $7.15K
1.97K $500K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
21
+ 0.22%
$72.18 - $81.41 $1.52K - $1.71K
9.6K $724K
BAC
Bank Of America Corp

Financial Services
32
+ 0.58%
$39.22 - $47.77 $1.26K - $1.53K
5.55K $244K
FAD
First Tr Multi Cap Growth Alph

ETFs
31
+ 0.79%
$131.79 - $150.3 $4.09K - $4.66K
3.94K $545K
IJS
Ishares S&P Smallcap 600 Value

ETFs
135
+ 4.21%
$104.59 - $118.05 $14.1K - $15.9K
3.34K $362K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.3%
$340.59 - $380.5 $681 - $761
664 $243K
NKE
Nike, Inc.

Consumer Cyclical
567
+ 24.22%
$73.36 - $89.13 $41.6K - $50.5K
2.91K $220K
HUM
Humana Inc

Healthcare
440
+ 28.17%
$233.89 - $304.18 $103K - $134K
2K $507K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
134
+ 3.75%
$84.34 - $95.14 $11.3K - $12.7K
3.71K $323K
FTSL
First Trust Senior Ln Fund

ETFs
161
+ 1.85%
$45.9 - $46.48 $7.39K - $7.48K
8.87K $410K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.44%
$225.97 - $266.66 $1.13K - $1.33K
1.15K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
124
+ 0.71%
$61.68 - $67.87 $7.65K - $8.42K
17.7K $1.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3
+ 0.1%
$73.49 - $86.09 $220 - $258
2.9K $223K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
152
+ 1.97%
$86.65 - $94.9 $13.2K - $14.4K
7.85K $682K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.35%
$278.19 - $315.36 $1.39K - $1.58K
1.45K $416K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13
+ 0.51%
$121.89 - $135.52 $1.58K - $1.76K
2.57K $321K
PEP
Pepsico Inc

Consumer Defensive
407
+ 12.36%
$151.29 - $176.1 $61.6K - $71.7K
3.7K $562K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
33
+ 1.34%
N/A
2.5K $214K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26
+ 0.63%
$50.53 - $55.55 $1.31K - $1.44K
4.14K $211K
Lam Research Corp
11.1K
New
N/A
11.1K $0
Blackrock Inc
230
New
N/A
230 $0
Activity Summary
Buys All Purchases 88 New Holdings 8 Increased Positions 80 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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