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Willner & Heller, LLC

All holdings · as of Dec 31, 2025

165 positions

CompanyClassValueShares% of portfolio
ABRDN GLOBAL PREMIER PPTYS F$38.8K10,1000.0%
PIMCO Income Strategy Fund IIPFNClosed-End Fund$82.6K11,0110.1%
SPOTIFY TECHNOLOGY S A$200.3K3450.1%
United Therapeutics Corp$200.7K4120.1%
WISDOMTREE TR$201.5K3,9040.1%
ISHARES TR$207.0K7470.1%
EXXON MOBIL CORP$210.0K1,7450.2%
PILGRIMS PRIDE CORPPPCCommon Stock$214.4K5,5000.2%
FIRST TR EXCHANGE-TRADED FD$218.1K1,3330.2%
Workday Inc$219.9K1,0240.2%
ASTRAZENECA PLC$223.8K2,4350.2%
GLOBAL X FDS$224.0K4,8310.2%
Edwards Lifesciences Corp$225.1K2,6400.2%
NEOS ETF TRUST$229.8K4,3750.2%
VANECK ETF TRUST$237.5K2,2930.2%
TENET HEALTHCARE CORP$239.5K1,2050.2%
MercadoLibre, Inc.$245.7K1220.2%
TE Connectivity PLC$248.8K1,0940.2%
VANECK ETF TRUST$250.9K4,2670.2%
INVESCO EXCH TRADED FD TR II$253.7K4,5650.2%
CARDINAL HEALTH INC$259.2K1,2620.2%
L3HARRIS TECHNOLOGIES, INC. /DE$273.4K9310.2%
EMCOR Group Inc$277.7K4540.2%
BLACKROCK ETF TRUST$277.9K8,7710.2%
ROBLOX Corp$278.3K3,4350.2%
JOHNSON & JOHNSON$279.7K1,3520.2%
AMERICAN EXPRESS CO$283.7K7670.2%
Parker-Hannifin Corp$284.2K3230.2%
PACER FDS TR$288.0K4,7220.2%
COCA COLA CO$292.5K4,1840.2%
REGENERON PHARMACEUTICALS, INC.$292.5K3790.2%
ISHARES TR$296.0K3,0830.2%
PACER FDS TR$300.5K4,6910.2%
STARBUCKS CORP$300.8K3,5720.2%
SYNAPTICS Inc$310.1K4,1900.2%
VANGUARD ADMIRAL FDS INC$310.6K6990.2%
FIRST TR EXCHANGE-TRADED FD$311.8K18,3310.2%
FedEx Corp$317.7K1,1000.2%
BlackRock, Inc.$318.9K2980.2%
SPDR SERIES TRUST$322.0K3,5400.2%
Yum! Brands Inc$323.5K2,1390.2%
VANECK ETF TRUST$325.8K3,7990.2%
SELECT SECTOR SPDR TR$327.6K2,2760.2%
BANK OF AMERICA CORP /DE$329.0K5,9810.2%
ISHARES TR$331.7K2,9170.2%
WISDOMTREE TR$337.0K6,9250.2%
TRAVELERS COMPANIES, INC.$339.1K1,1690.2%
iShares MSCI UAE ETF$344.7K2,6190.2%
ISHARES TR$352.4K1,1700.3%
TRACTOR SUPPLY CO /DE$353.4K7,0670.3%
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