Back to WILLNER & HELLER, LLC

Willner & Heller, LLC

All holdings · as of Dec 31, 2025

165 positions

CompanyClassValueShares% of portfolio
NetEase, Inc.NTESADR$410.5K2,9830.3%
ISHARES TR$408.2K3,3120.3%
VERTEX PHARMACEUTICALS INC / MA$404.9K8930.3%
Bluerock Private Real Estate FundBPREClosed-End Fund$392.9K26,1910.3%
LOWES COMPANIES INC$385.6K1,5990.3%
Elevance Health Inc$384.1K1,0960.3%
VANGUARD INDEX FDS$379.7K6050.3%
CHEVRON CORP$371.3K2,4360.3%
WISDOMTREE TR$369.3K3,9580.3%
Salesforce Inc$369.2K1,3940.3%
NXP Semiconductors N.V.$358.8K1,6530.3%
CISCO SYSTEMS, INC.$358.6K4,6550.3%
INVESCO EXCHANGE TRADED FD T$358.2K3,4970.3%
CSX CORP$357.9K9,8740.3%
PEPSICO INC$354.4K2,4690.3%
TRACTOR SUPPLY CO /DE$353.4K7,0670.3%
ISHARES TR$352.4K1,1700.3%
iShares MSCI UAE ETF$344.7K2,6190.2%
TRAVELERS COMPANIES, INC.$339.1K1,1690.2%
WISDOMTREE TR$337.0K6,9250.2%
ISHARES TR$331.7K2,9170.2%
BANK OF AMERICA CORP /DE$329.0K5,9810.2%
SELECT SECTOR SPDR TR$327.6K2,2760.2%
VANECK ETF TRUST$325.8K3,7990.2%
Yum! Brands Inc$323.5K2,1390.2%
SPDR SERIES TRUST$322.0K3,5400.2%
BlackRock, Inc.$318.9K2980.2%
FedEx Corp$317.7K1,1000.2%
FIRST TR EXCHANGE-TRADED FD$311.8K18,3310.2%
VANGUARD ADMIRAL FDS INC$310.6K6990.2%
SYNAPTICS Inc$310.1K4,1900.2%
STARBUCKS CORP$300.8K3,5720.2%
PACER FDS TR$300.5K4,6910.2%
ISHARES TR$296.0K3,0830.2%
REGENERON PHARMACEUTICALS, INC.$292.5K3790.2%
COCA COLA CO$292.5K4,1840.2%
PACER FDS TR$288.0K4,7220.2%
Parker-Hannifin Corp$284.2K3230.2%
AMERICAN EXPRESS CO$283.7K7670.2%
JOHNSON & JOHNSON$279.7K1,3520.2%
ROBLOX Corp$278.3K3,4350.2%
BLACKROCK ETF TRUST$277.9K8,7710.2%
EMCOR Group Inc$277.7K4540.2%
L3HARRIS TECHNOLOGIES, INC. /DE$273.4K9310.2%
CARDINAL HEALTH INC$259.2K1,2620.2%
INVESCO EXCH TRADED FD TR II$253.7K4,5650.2%
VANECK ETF TRUST$250.9K4,2670.2%
TE Connectivity PLC$248.8K1,0940.2%
MercadoLibre, Inc.$245.7K1220.2%
TENET HEALTHCARE CORP$239.5K1,2050.2%
← PrevPage 3 of 4Next →