Willner & Heller, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Intuitive Surgical Inc | $1.91M | 1.4% |
| LAM RESEARCH CORP | $1.95M | 1.4% |
| CATHAY GENERAL BANCORP | $2.05M | 1.5% |
| THE GOLDMAN SACHS GROUP, INC. | $2.06M | 1.5% |
| ADVANCED MICRO DEVICES INC | $2.08M | 1.5% |
| Broadcom Inc. | $2.14M | 1.5% |
| Warren E. Buffett | $2.46M | 1.8% |
| FIRST TR EXCHANGE-TRADED FD | $2.71M | 2.0% |
| Amazon.com Inc | $3.13M | 2.2% |
| Alphabet Inc. | $3.22M | 2.3% |
| MICROSOFT CORP | $4.17M | 3.0% |
| FIRST TR EXCHANGE TRADED FD | $4.31M | 3.1% |
| ISHARES TR | $4.56M | 3.3% |
| Apple Inc. | $5.25M | 3.8% |
| NVIDIA Corp | $8.42M | 6.1% |