Willner & Heller, LLC Portfolio Holdings
Willner & Heller, LLC
- $114 Million
- Q2 2025
Willner & Heller, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Million distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.5M, Microsoft Corp with a value of $4.19M, Ishares Russell 1000 Gr ETF with a value of $4.07M, Apple Inc. with a value of $4.05M, and First Trust Rising Dividend Ac with a value of $3.58M.
Examining the 13F form we can see an increase of $9.59M in the current position value, from $104M to 114M.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$114 Million
ETFs: $42.4 Million
Technology: $27.7 Million
Financial Services: $12.5 Million
Healthcare: $11.7 Million
Consumer Cyclical: $5.63 Million
Industrials: $5.1 Million
Communication Services: $3.87 Million
Consumer Defensive: $3.34 Million
Other: $1.82 Million