Willner & Heller, LLC Portfolio Holdings
Willner & Heller, LLC
- $134 Million
- Q4 2025
Willner & Heller, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $134 Million distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.43M, Apple Inc. with a value of $5.16M, Ishares Russell 1000 Gr ETF with a value of $4.54M, Microsoft Corp with a value of $4.37M, and First Trust Rising Dividend Ac with a value of $4.15M.
Examining the 13F form we can see an increase of $9.23M in the current position value, from $124M to 134M.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$134 Million
ETFs: $49.4 Million
Technology: $36.5 Million
Financial Services: $12.9 Million
Healthcare: $11.8 Million
Communication Services: $6.43 Million
Consumer Cyclical: $5.96 Million
Industrials: $5.75 Million
Consumer Defensive: $3.1 Million
Other: $1.62 Million