Willner & Heller, LLC Purchases in Q2 2025

Willner & Heller, LLC

  • $114 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
50
+ 1.76%
$72.96 - $90.39 $3.65K - $4.52K
2.9K $259K
CRM
Salesforce, Inc.

Technology
76
+ 7.4%
$236.26 - $291.15 $18K - $22.1K
1.1K $300K
T
At&T Inc.

Communication Services
297
+ 1.2%
$26.33 - $28.94 $7.82K - $8.6K
25K $723K
ACN
Accenture PLC

Technology
95
+ 12.18%
$279.23 - $323.21 $26.5K - $30.7K
875 $261K
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.43%
$166.82 - $194.23 $1.5K - $1.75K
2.09K $406K
IHDG
Wisdomtree Tr

ETFs
31
+ 0.4%
$38.54 - $46.0 $1.19K - $1.43K
7.74K $348K
IJS
Ishares S&P Smallcap 600 Value

ETFs
73
+ 2.51%
$83.54 - $100.04 $6.1K - $7.3K
2.98K $296K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
255
+ 2.72%
$40.64 - $47.27 $10.4K - $12.1K
9.64K $448K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11
+ 0.43%
$103.88 - $123.68 $1.14K - $1.36K
2.59K $320K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.47%
$276.76 - $326.81 $2.49K - $2.94K
1.94K $598K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.63%
$335.24 - $380.78 $3.02K - $3.43K
1.44K $526K
GILD
Gilead Sciences, Inc.

Healthcare
87
+ 1.69%
$96.91 - $113.0 $8.43K - $9.83K
5.24K $581K
SYY
Sysco Corp

Consumer Defensive
21
+ 0.72%
$68.0 - $75.91 $1.43K - $1.59K
2.95K $223K
Blackrock Inc
2
+ 0.75%
N/A
270 $0
Lam Research Corp
1.35K
+ 12.08%
N/A
12.5K $0
RZG
Invesco Fd Tr S&P Smallcap 600
11
+ 0.1%
N/A
11.3K $0
Arm Holdings PLC
1.78K
+ 21.42%
N/A
10.1K $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
66
+ 0.6%
$6.87 - $7.56 $453 - $499
11K $81K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
74
+ 18.73%
$483.07 - $625.6 $35.7K - $46.3K
469 $246K
TSCO
Tractor Supply CO

Consumer Cyclical
28
+ 0.4%
$47.86 - $55.77 $1.34K - $1.56K
7.02K $370K
LLY
Eli Lilly & CO

Healthcare
30
+ 3.51%
$713.71 - $898.95 $21.4K - $27K
884 $689K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.64%
$146.36 - $159.82 $1.32K - $1.44K
1.41K $215K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
60
+ 5.19%
$421.16 - $509.5 $25.3K - $30.6K
1.22K $541K
CVX
Chevron Corp

Energy
105
+ 4.85%
$133.73 - $168.51 $14K - $17.7K
2.27K $325K
AMGN
Amgen Inc

Healthcare
64
+ 2.14%
$262.28 - $309.85 $16.8K - $19.8K
3.05K $851K
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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