Willner & Heller, LLC Portfolio Holdings
Willner & Heller, LLC
- $124 Million
- Q3 2025
Willner & Heller, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.45M, Apple Inc. with a value of $4.95M, Ishares Russell 1000 Gr ETF with a value of $4.49M, Microsoft Corp with a value of $4.47M, and First Trust Rising Dividend Ac with a value of $3.97M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $114M to 124M.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$124 Million
ETFs: $45.7 Million
Technology: $31.8 Million
Financial Services: $13.5 Million
Healthcare: $11 Million
Consumer Cyclical: $5.84 Million
Industrials: $5.52 Million
Communication Services: $5.35 Million
Consumer Defensive: $3.42 Million
Other: $2.14 Million