Willner & Heller, LLC Incresed Positions in Q4 2025

Willner & Heller, LLC

  • $134 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
4.21K
+ 595.9%
$835.79 - $946.29 $3.52M - $3.99M
4.92K $4.11M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
29K
+ 177.56%
$59.91 - $60.13 $1.74M - $1.74M
45.3K $2.72M
NVDA
Nvidia Corp

Technology
5.23K
+ 13.1%
$179.83 - $207.04 $941K - $1.08M
45.2K $8.43M
AMD
Advanced Micro Devices Inc

Technology
996
+ 11.42%
$164.01 - $264.33 $163K - $263K
9.72K $2.34M
XLK
Technology Sector Spdr

ETFs
1.14K
+ 100.18%
$278.39 - $304.13 $317K - $346K
2.28K $655K
NFLX
Netflix Inc

Communication Services
5.62K
+ 1871.67%
$110.29 - $1241.35 $619K - $6.97M
5.92K $652K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.39K
+ 43.69%
$55.75 - $58.83 $301K - $317K
17.7K $1.01M
RDVY
First Trust Rising Dividend Ac

ETFs
3.08K
+ 5.21%
$65.02 - $68.31 $200K - $210K
62.1K $4.15M
RBLX
Roblox Corp

Communication Services
1.88K
+ 120.9%
$101.27 - $138.56 $190K - $260K
3.44K $351K
META
Meta Platforms, Inc.

Communication Services
400
+ 44.64%
$609.01 - $751.67 $244K - $301K
1.3K $789K
CEG
Constellation Energy Corp

Utilities
324
+ 25.45%
$335.74 - $401.43 $109K - $130K
1.6K $540K
PLTR
Palantir Technologies Inc.

Technology
1.12K
+ 12.54%
$172.14 - $207.18 $192K - $231K
10K $1.74M
VRT
Vertiv Holdings CO

Industrials
1.31K
+ 63.09%
N/A
3.39K $293K
MGK
Vanguard Mega Cap Growth ETF

ETFs
206
+ 4.74%
$394.96 - $425.89 $81.4K - $87.7K
4.55K $1.86M
CI
Cigna Corp

Healthcare
411
+ 27.83%
$244.41 - $311.0 $100K - $128K
1.89K $512K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
899
+ 29.39%
$88.14 - $92.61 $79.2K - $83.3K
3.96K $357K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$237.49 - $291.74 $237 - $292
1.81K $516K
FYC
First Trust Small Cap Growth A

ETFs
666
+ 8.95%
$89.7 - $96.32 $59.7K - $64.1K
8.11K $740K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
803
+ 15.37%
$93.79 - $100.35 $75.3K - $80.6K
6.03K $567K
HD
Home Depot, Inc.

Consumer Cyclical
356
+ 24.65%
$358.03 - $397.02 $127K - $141K
1.8K $644K
IWF
Ishares Russell 1000 Gr ETF

ETFs
62
+ 0.65%
$459.47 - $491.71 $28.5K - $30.5K
9.64K $4.54M
SOXX
Ishares Semiconductor ETF

ETFs
119
+ 11.32%
$271.99 - $309.6 $32.4K - $36.8K
1.17K $337K
PAVE
Global X Fds Us Infrastructure

ETFs
1.01K
+ 6.51%
$46.42 - $48.56 $46.7K - $48.8K
16.5K $772K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
405
+ 12.92%
$84.91 - $90.88 $34.4K - $36.8K
3.54K $312K
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.03%
$192.8 - $211.27 $386 - $423
6.61K $1.32M
AIQ
Global X Funds Global X Artifi

ETFs
300
+ 2.83%
$48.93 - $53.56 $14.7K - $16.1K
10.9K $546K
KO
Coca Cola CO

Consumer Defensive
41
+ 0.99%
$66.1 - $71.61 $2.71K - $2.94K
4.18K $295K
JNJ
Johnson & Johnson

Healthcare
8
+ 0.6%
$185.98 - $199.58 $1.49K - $1.6K
1.35K $269K
AXP
American Express CO

Financial Services
22
+ 2.95%
$316.26 - $372.77 $6.96K - $8.2K
767 $261K
VBR
Vanguard Small Cap Value ETF

ETFs
121
+ 3.19%
$201.42 - $211.15 $24.4K - $25.5K
3.92K $804K
VUG
Vanguard Growth ETF

ETFs
5
+ 0.25%
$470.44 - $504.26 $2.35K - $2.52K
2K $967K
CVX
Chevron Corp

Energy
76
+ 3.22%
$148.9 - $157.72 $11.3K - $12K
2.44K $377K
EFA
Ishares Tr Msci Eafe ETF

ETFs
55
+ 1.82%
$92.24 - $96.56 $5.07K - $5.31K
3.08K $293K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.34%
$261.57 - $287.42 $1.05K - $1.15K
1.17K $335K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.91%
$910.94 - $954.99 $16.4K - $17.2K
636 $580K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$280.66 - $305.09 $281 - $305
2.28K $643K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.48%
$199.44 - $208.01 $1.99K - $2.08K
2.11K $432K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
79
+ 2.12%
$68.28 - $84.44 $5.39K - $6.67K
3.8K $289K
ELV
Elevance Health, Inc.

Healthcare
6
+ 0.55%
$303.78 - $362.34 $1.82K - $2.17K
1.1K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.59%
$293.81 - $310.11 $2.94K - $3.1K
1.72K $522K
VUSE
ETF Ser Solutions

ETFs
395
+ 2.97%
$64.71 - $67.51 $25.6K - $26.7K
13.7K $885K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.14%
$426.99 - $455.46 $427 - $455
699 $305K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
29
+ 1.28%
N/A
2.29K $196K
CRM
Salesforce, Inc.

Technology
3
+ 0.22%
$235.69 - $263.41 $707 - $790
1.39K $330K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.2%
$137.47 - $143.13 $962 - $1K
3.47K $489K
SPYI
Shp ETF Tr Neos S&P 500 High I
433
+ 10.98%
N/A
4.38K $0
BAC
Bank Of America Corp

Financial Services
29
+ 0.49%
$48.65 - $54.11 $1.41K - $1.57K
5.98K $307K
WFC
Wells Fargo & Company

Financial Services
27
+ 0.53%
$77.62 - $87.3 $2.1K - $2.36K
5.11K $425K
Arm Holdings PLC
973
+ 9.46%
N/A
11.3K $0
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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