Willner & Heller, LLC Sells in Q2 2025

Willner & Heller, LLC

  • $114 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.31K
- 36.37%
$274.35 - $599.47 $360K - $787K
2.3K $716K
AAPL
Apple Inc.

Technology
-328
- 1.63%
$172.42 - $223.89 $56.6K - $73.4K
19.7K $4.05M
ABBV
Abb Vie Inc.

Healthcare
-864
- 10.27%
$170.16 - $206.27 $147K - $178K
7.55K $1.4M
MMM
3 M CO

Industrials
-2.53K
- 56.52%
$126.09 - $154.15 $319K - $390K
1.94K $295K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 0.79%
$483.48 - $539.8 $17.4K - $19.4K
4.5K $2.19M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.56K
- 21.11%
$141.87 - $164.49 $221K - $256K
5.81K $955K
AXP
American Express CO

Financial Services
-656
- 47.4%
$231.39 - $318.98 $152K - $209K
728 $232K
PEP
Pepsico Inc

Consumer Defensive
-371
- 9.77%
$128.02 - $151.37 $47.5K - $56.2K
3.43K $452K
PG
Procter & Gamble CO

Consumer Defensive
-301
- 5.28%
$157.66 - $172.39 $47.5K - $51.9K
5.4K $860K
ELV
Elevance Health, Inc.

Healthcare
-47
- 2.42%
$372.27 - $452.69 $17.5K - $21.3K
1.9K $738K
FVD
First Tr Value Line Divid Inde

ETFs
-1.79K
- 10.67%
$40.62 - $45.12 $72.7K - $80.8K
15K $669K
SNY
Sanofi

Healthcare
-615
- 10.07%
$47.62 - $55.44 $29.3K - $34.1K
5.49K $265K
LMT
Lockheed Martin Corp

Industrials
-186
- 17.0%
$430.82 - $486.45 $80.1K - $90.5K
908 $420K
IWS
Ishares Russell Midcap Value E

ETFs
-746
- 14.97%
$110.58 - $132.14 $82.5K - $98.6K
4.24K $559K
YUM
Yum Brands Inc

Consumer Cyclical
-238
- 10.05%
$138.36 - $161.45 $32.9K - $38.4K
2.13K $315K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
-1.89K
- 25.48%
$38.79 - $51.93 $73.5K - $98.4K
5.54K $287K
FTSL
First Trust Senior Ln Fund

ETFs
-1.05K
- 11.65%
$44.58 - $46.07 $46.9K - $48.4K
7.97K $365K
FDX
Fedex Corp

Industrials
-68
- 4.36%
$198.07 - $245.17 $13.5K - $16.7K
1.49K $339K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-431
- 16.0%
$85.42 - $94.39 $36.8K - $40.7K
2.26K $212K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.59%
$285.55 - $321.23 $2.86K - $3.21K
1.7K $495K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-514
- 13.8%
$67.03 - $80.35 $34.5K - $41.3K
3.21K $256K
SOXX
Ishares Semiconductor ETF

ETFs
-431
- 31.58%
$154.86 - $239.07 $66.7K - $103K
934 $222K
MA
Mastercard Inc

Financial Services
-80
- 9.67%
$479.92 - $590.74 $38.4K - $47.3K
747 $419K
SBUX
Starbucks Corp

Consumer Cyclical
-53
- 1.37%
$79.69 - $99.41 $4.22K - $5.27K
3.82K $350K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.53K
- 8.68%
$51.16 - $62.02 $78K - $94.6K
16K $995K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.49K
- 6.22%
$52.26 - $62.14 $77.9K - $92.6K
22.5K $1.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 1.77%
$210.83 - $235.28 $6.32K - $7.06K
1.67K $369K
BBSI
Barrett Business Services Inc

Industrials
-1.07K
- 2.93%
$38.05 - $42.61 $40.8K - $45.6K
35.5K $1.48M
KO
Coca Cola CO

Consumer Defensive
-227
- 6.78%
$68.37 - $73.9 $15.5K - $16.8K
3.12K $220K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-212
- 8.49%
N/A
2.28K $196K
CI
Cigna Corp

Healthcare
-54
- 3.25%
$301.89 - $340.04 $16.3K - $18.4K
1.61K $532K
CZA
Invesco Exchange Traded Fd Tr

ETFs
-290
- 4.0%
$90.93 - $106.67 $26.4K - $30.9K
6.95K $739K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-292
- 7.1%
$90.56 - $109.49 $26.4K - $32K
3.82K $417K
IVW
Ishares S&P 500 Growth ETF

ETFs
-739
- 17.48%
$82.96 - $110.1 $61.3K - $81.4K
3.49K $384K
VBR
Vanguard Small Cap Value ETF

ETFs
-212
- 5.3%
$162.76 - $195.77 $34.5K - $41.5K
3.79K $738K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-158
- 4.3%
$114.78 - $133.31 $18.1K - $21.1K
3.51K $468K
SYNA
Synaptics Inc

Technology
-105
- 2.16%
$42.92 - $66.11 $4.51K - $6.94K
4.75K $307K
ABT
Abbott Laboratories

Healthcare
-162
- 2.61%
$123.95 - $138.08 $20.1K - $22.4K
6.04K $821K
SPYI
Shp ETF Tr Neos S&P 500 High I
-5.64K
- 57.29%
N/A
4.2K $0
Blackrock ETF Trust
-619
- 6.03%
N/A
9.64K $0
Cooper Cos Inc
-459
- 11.5%
N/A
3.53K $0
V
Visa Inc.

Financial Services
-45
- 1.19%
$308.27 - $373.31 $13.9K - $16.8K
3.74K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 5.81%
$456.74 - $568.03 $18.3K - $22.7K
648 $368K
XLK
Technology Sector Spdr

ETFs
-74
- 6.12%
$179.73 - $253.23 $13.3K - $18.7K
1.14K $287K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-61
- 1.68%
$61.92 - $81.5 $3.78K - $4.97K
3.57K $290K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-169
- 1.85%
$108.87 - $133.04 $18.4K - $22.5K
8.98K $1.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
-169
- 4.05%
$219.76 - $276.94 $37.1K - $46.8K
4K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
-217
- 5.94%
$451.58 - $565.94 $98K - $123K
3.44K $1.87M
PAVE
Global X Fds Us Infrastructure

ETFs
-608
- 4.22%
$33.78 - $43.68 $20.5K - $26.6K
13.8K $601K
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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