Willner & Heller, LLC Portfolio Holdings
Willner & Heller, LLC
- $104 Million
- Q1 2025
Willner & Heller, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $4.57M, Apple Inc. with a value of $4.46M, Ishares Russell 1000 Gr ETF with a value of $3.83M, First Trust Rising Dividend Ac with a value of $3.37M, and Microsoft Corp with a value of $3.16M.
Examining the 13F form we can see an decrease of $5.72M in the current position value, from $110M to 104M.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$104 Million
ETFs: $39.7 Million
Technology: $20.7 Million
Healthcare: $13.1 Million
Financial Services: $11.9 Million
Consumer Cyclical: $5.63 Million
Industrials: $5 Million
Consumer Defensive: $3.55 Million
Communication Services: $3.38 Million
Other: $1.55 Million