Willner & Heller, LLC Portfolio Holdings
Willner & Heller, LLC
- $110 Million
- Q4 2024
Willner & Heller, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.62M, Apple Inc. with a value of $4.95M, Ishares Russell 1000 Gr ETF with a value of $4.46M, Microsoft Corp with a value of $3.44M, and First Trust Rising Dividend Ac with a value of $3.13M.
Examining the 13F form we can see an increase of $1.6M in the current position value, from $109M to 110M.
Below you can find more details about Willner & Heller, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$110 Million
ETFs: $41.9 Million
Technology: $23.1 Million
Healthcare: $12.8 Million
Financial Services: $12 Million
Consumer Cyclical: $5.98 Million
Industrials: $5.01 Million
Communication Services: $3.81 Million
Consumer Defensive: $3.81 Million
Other: $1.75 Million