Willner & Heller, LLC Sells in Q4 2025

Willner & Heller, LLC

  • $134 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-2.57K
- 29.42%
$324.63 - $385.98 $836K - $994K
6.17K $2.12M
ABBV
Abb Vie Inc.

Healthcare
-1.78K
- 23.45%
$211.96 - $244.38 $378K - $435K
5.82K $1.36M
ORCL
Oracle Corp

Technology
-63
- 2.19%
$217.57 - $313.0 $13.7K - $19.7K
2.81K $618K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-386
- 7.3%
$475.68 - $513.11 $184K - $198K
4.9K $2.5M
HUM
Humana Inc

Healthcare
-250
- 10.46%
$236.74 - $298.04 $59.2K - $74.5K
2.14K $507K
MSFT
Microsoft Corp

Technology
-9
- 0.1%
$496.82 - $542.07 $4.47K - $4.88K
8.62K $4.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
-216
- 10.48%
$279.76 - $298.12 $60.4K - $64.4K
1.85K $516K
GS
Goldman Sachs Group Inc

Financial Services
-49
- 2.05%
$744.6 - $838.97 $36.5K - $41.1K
2.35K $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 0.61%
$294.11 - $320.41 $8.82K - $9.61K
4.91K $1.47M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-721
- 10.56%
$106.81 - $111.28 $77K - $80.2K
6.11K $669K
UNH
Unitedhealth Group Inc

Healthcare
-58
- 2.84%
$320.52 - $369.92 $18.6K - $21.5K
1.98K $635K
ASML
Asml Holding Nv

Technology
-127
- 10.59%
$936.19 - $1075.45 $119K - $137K
1.07K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
-74
- 4.42%
$225.0 - $247.99 $16.7K - $18.4K
1.6K $359K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-614
- 4.25%
$45.61 - $48.53 $28K - $29.8K
13.8K $630K
PEP
Pepsico Inc

Consumer Defensive
-536
- 17.84%
$138.84 - $153.71 $74.4K - $82.4K
2.47K $364K
PG
Procter & Gamble CO

Consumer Defensive
-86
- 1.6%
$145.5 - $153.18 $12.5K - $13.2K
5.29K $771K
FDX
Fedex Corp

Industrials
-327
- 22.92%
$224.63 - $268.67 $73.5K - $87.9K
1.1K $291K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-292
- 7.71%
$100.68 - $106.15 $29.4K - $31K
3.5K $352K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-43
- 0.48%
$136.54 - $144.07 $5.87K - $6.2K
8.95K $1.23M
WDAY
Workday, Inc.

Technology
-123
- 10.72%
$223.49 - $245.67 $27.5K - $30.2K
1.02K $236K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-251
- 6.73%
$114.27 - $121.15 $28.7K - $30.4K
3.48K $406K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-270
- 3.52%
$88.9 - $93.29 $24K - $25.2K
7.41K $667K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-182
- 16.93%
$402.9 - $437.15 $73.3K - $79.6K
893 $387K
MA
Mastercard Inc

Financial Services
-15
- 1.88%
$536.85 - $580.45 $8.05K - $8.71K
783 $420K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-229
- 1.43%
$63.25 - $66.24 $14.5K - $15.2K
15.8K $1.02M
SYNA
Synaptics Inc

Technology
-130
- 3.01%
$62.02 - $72.85 $8.06K - $9.47K
4.19K $269K
GD
General Dynamics Corp

Industrials
-91
- 4.33%
$330.59 - $353.77 $30.1K - $32.2K
2.01K $692K
IHDG
Wisdomtree Tr

ETFs
-729
- 9.52%
$45.93 - $48.13 $33.5K - $35.1K
6.93K $328K
MS
Morgan Stanley

Financial Services
-147
- 3.18%
$151.86 - $169.92 $22.3K - $25K
4.48K $714K
VOE
Vanguard Mid Cap Value Index F

ETFs
-92
- 1.59%
$169.53 - $176.53 $15.6K - $16.2K
5.69K $988K
IVW
Ishares S&P 500 Growth ETF

ETFs
-164
- 4.72%
$118.29 - $126.28 $19.4K - $20.7K
3.31K $400K
IWS
Ishares Russell Midcap Value E

ETFs
-54
- 1.32%
$135.66 - $140.93 $7.33K - $7.61K
4.05K $558K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
-305
- 6.07%
$55.64 - $59.87 $17K - $18.3K
4.72K $273K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-90
- 2.99%
$105.91 - $113.18 $9.53K - $10.2K
2.92K $321K
SPYG
Spdr Portfolio

ETFs
-104
- 1.2%
$102.4 - $109.39 $10.6K - $11.4K
8.53K $894K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 2.42%
$600.51 - $631.95 $9.01K - $9.48K
605 $373K
SBUX
Starbucks Corp

Consumer Cyclical
-61
- 1.68%
$78.46 - $87.26 $4.79K - $5.32K
3.57K $302K
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 1.64%
$656.2 - $690.71 $9.84K - $10.4K
900 $607K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 0.83%
$589.5 - $635.77 $13K - $14K
2.64K $1.59M
QWLD
Spdr Index Shs Fds

ETFs
-62
- 1.96%
$138.27 - $143.17 $8.57K - $8.88K
3.11K $440K
Lam Research Corp
-1.38K
- 10.8%
N/A
11.4K $0
First Tr Exchange Traded Fd
-444
- 2.36%
N/A
18.3K $0
RFG
Invesco Exchange Traded Fd Tr

ETFs
-5
- 0.04%
$49.57 - $52.61 $248 - $263
11.5K $589K
PH
Parker Hannifin Corp

Industrials
-23
- 6.65%
$716.66 - $857.93 $16.5K - $19.7K
323 $268K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-221
- 0.98%
$63.56 - $66.72 $14K - $14.7K
22.4K $1.48M
CSCO
Cisco Systems, Inc.

Technology
-22
- 0.47%
$67.46 - $78.0 $1.48K - $1.72K
4.66K $362K
GILD
Gilead Sciences, Inc.

Healthcare
-211
- 4.0%
$110.56 - $125.2 $23.3K - $26.4K
5.07K $628K
CAH
Cardinal Health Inc

Healthcare
-46
- 3.52%
$153.27 - $206.06 $7.05K - $9.48K
1.26K $259K
CRWD
Crowd Strike Holdings, Inc.

Technology
-46
- 2.59%
$482.23 - $557.53 $22.2K - $25.6K
1.73K $931K
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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