Willner & Heller, LLC Purchases in Q1 2025

Willner & Heller, LLC

  • $104 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYNA
Synaptics Inc

Technology
705
+ 17.01%
$61.71 - $87.87 $43.5K - $61.9K
4.85K $309K
BAC
Bank Of America Corp

Financial Services
35
+ 0.63%
$39.61 - $47.74 $1.39K - $1.67K
5.59K $233K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
28
+ 4.22%
$333.37 - $384.99 $9.33K - $10.8K
692 $231K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
10
+ 0.39%
$117.4 - $131.02 $1.17K - $1.31K
2.58K $309K
AMAT
Applied Materials Inc

Technology
621
+ 10.48%
$145.06 - $195.51 $90.1K - $121K
6.55K $950K
MLM
Martin Marietta Materials Inc

Basic Materials
26
+ 3.19%
$460.39 - $552.64 $12K - $14.4K
840 $401K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.41%
$222.66 - $268.42 $1.56K - $1.88K
1.7K $395K
AXP
American Express CO

Financial Services
28
+ 2.06%
$255.39 - $325.87 $7.15K - $9.12K
1.38K $372K
MRNA
Moderna, Inc.

Healthcare
2.22K
+ 31.55%
$28.35 - $47.53 $62.8K - $105K
9.24K $261K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
16
+ 0.43%
$77.33 - $90.16 $1.24K - $1.44K
3.72K $291K
CEG
Constellation Energy Corp

Utilities
3
+ 0.21%
$201.63 - $347.44 $605 - $1.04K
1.45K $291K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$92.45 - $106.69 $462 - $533
4.23K $392K
MS
Morgan Stanley

Financial Services
31
+ 0.67%
$111.68 - $141.08 $3.46K - $4.37K
4.63K $540K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.14%
$254.58 - $302.92 $509 - $606
1.45K $370K
IWP
Ishares Russell Mid Cap Growth

ETFs
505
+ 4.44%
$114.9 - $139.6 $58K - $70.5K
11.9K $1.39M
MRK
Merck & Co., Inc.

Healthcare
231
+ 2.97%
$83.01 - $101.02 $19.2K - $23.3K
8.02K $719K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
39
+ 0.5%
$77.91 - $92.26 $3.04K - $3.6K
7.89K $627K
FDX
Fedex Corp

Industrials
7
+ 0.45%
$230.33 - $281.53 $1.61K - $1.97K
1.56K $380K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 0.57%
$524.81 - $672.19 $7.35K - $9.41K
2.47K $1.35M
SPYG
Spdr Portfolio

ETFs
12
+ 0.13%
$80.05 - $92.39 $961 - $1.11K
9.21K $740K
QQQ
Invesco Qqq Trust, Series 1

ETFs
88
+ 3.21%
$468.34 - $539.52 $41.2K - $47.5K
2.83K $1.33M
ORCL
Oracle Corp

Technology
6
+ 0.21%
$139.81 - $186.47 $839 - $1.12K
2.86K $399K
BBSI
Barrett Business Services Inc

Industrials
65
+ 0.18%
$39.0 - $44.37 $2.54K - $2.88K
36.6K $1.51M
MGK
Vanguard Mega Cap Growth ETF

ETFs
153
+ 3.59%
$307.43 - $357.48 $47K - $54.7K
4.42K $1.36M
DLR
Digital Realty Trust, Inc.

Real Estate
53
+ 1.56%
$142.1 - $183.56 $7.53K - $9.73K
3.46K $495K
VBK
Vanguard Small Cap Growth ETF

ETFs
7
+ 0.17%
$247.97 - $296.33 $1.74K - $2.07K
4.17K $1.05M
IYW
Ishares Dj Us Tech ETF

ETFs
4
+ 0.06%
$140.44 - $166.79 $562 - $667
6.61K $927K
BX
Blackstone Inc.

Financial Services
43
+ 0.86%
$136.53 - $186.74 $5.87K - $8.03K
5.05K $706K
MSFT
Microsoft Corp

Technology
260
+ 3.18%
$375.39 - $447.2 $97.6K - $116K
8.43K $3.16M
AMZN
Amazon Com Inc

Consumer Cyclical
315
+ 2.35%
$190.26 - $242.06 $59.9K - $76.2K
13.7K $2.61M
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.12%
$154.33 - $206.19 $2.01K - $2.68K
10.8K $1.67M
AAPL
Apple Inc.

Technology
319
+ 1.61%
$209.68 - $247.1 $66.9K - $78.8K
20.1K $4.46M
AVGO
Broadcom Inc.

Technology
318
+ 3.72%
$167.43 - $244.7 $53.2K - $77.8K
8.87K $1.49M
NVDA
Nvidia Corp

Technology
301
+ 0.72%
$106.98 - $149.43 $32.2K - $45K
42.2K $4.57M
Activity Summary
Buys All Purchases 85 New Holdings 4 Increased Positions 81 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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