Willner & Heller, LLC Sells in Q2 2025

Willner & Heller, LLC

  • $114 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-238
- 2.87%
$81.79 - $99.98 $19.5K - $23.8K
8.06K $788K
AIQ
Global X Funds Global X Artifi

ETFs
-303
- 2.78%
$31.5 - $43.69 $9.54K - $13.2K
10.6K $462K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-811
- 5.2%
$33.86 - $45.77 $27.5K - $37.1K
14.8K $677K
CATY
Cathay General Bancorp

Financial Services
-500
- 1.14%
$37.32 - $45.67 $18.7K - $22.8K
43.2K $1.97M
VUG
Vanguard Growth ETF

ETFs
-123
- 5.81%
$329.49 - $438.4 $40.5K - $53.9K
1.99K $873K
SPYG
Spdr Portfolio

ETFs
-278
- 3.02%
$71.83 - $95.32 $20K - $26.5K
8.93K $851K
AMAT
Applied Materials Inc

Technology
-615
- 9.39%
$126.95 - $183.52 $78.1K - $113K
5.93K $1.09M
CEG
Constellation Energy Corp

Utilities
-114
- 7.88%
$170.96 - $322.76 $19.5K - $36.8K
1.33K $430K
IWP
Ishares Russell Mid Cap Growth

ETFs
-777
- 6.54%
$104.34 - $138.68 $81.1K - $108K
11.1K $1.54M
GOOGL
Alphabet Inc.

Communication Services
-364
- 3.37%
$144.7 - $178.6 $52.7K - $65K
10.5K $1.84M
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 0.91%
$210.28 - $289.91 $9.67K - $13.3K
4.99K $1.45M
RDVY
First Trust Rising Dividend Ac

ETFs
-479
- 0.83%
$51.6 - $62.74 $24.7K - $30.1K
57.1K $3.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-954
- 9.01%
$320.42 - $424.58 $306K - $405K
9.64K $4.07M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-14
- 0.32%
$273.67 - $366.17 $3.83K - $5.13K
4.4K $1.61M
CRWD
Crowd Strike Holdings, Inc.

Technology
-85
- 4.54%
$321.63 - $509.31 $27.3K - $43.3K
1.79K $911K
AMZN
Amazon Com Inc

Consumer Cyclical
-274
- 2.0%
$167.32 - $223.3 $45.8K - $61.2K
13.4K $2.95M
AVGO
Broadcom Inc.

Technology
-78
- 0.88%
$146.29 - $275.65 $11.4K - $21.5K
8.79K $2.42M
NVDA
Nvidia Corp

Technology
-1.07K
- 2.53%
$94.31 - $157.99 $101K - $169K
41.1K $6.5M
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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