Willner & Heller, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $102 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.97M, Apple Inc. with a value of $4.24M, Ishares Russell 1000 Gr ETF with a value of $3.98M, Microsoft Corp with a value of $3.31M, and First Trust Rising Dividend Ac with a value of $2.68M.
Examining the 13F form we can see an increase of $3.66M in the current position value, from $97.9M to 102M.
Also it can be appreciated an additional of 10 stocks purchases and 4 closed positions.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$102 Million
ETFs: $38.1 Million
Technology: $22.5 Million
Healthcare: $13.2 Million
Financial Services: $9.49 Million
Industrials: $5.24 Million
Consumer Cyclical: $4.69 Million
Consumer Defensive: $3.6 Million
Communication Services: $3.48 Million
Other: $1.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
