Fund HoldingsWILLNER & HELLER, LLC

Total Portfolio Value
$159.71M
Total Bought
$19.38M
Total Sold
$25.89M
Net Transaction
-$6.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)08,327+8,32704,8373.03%+4,837
LAM RESEARCH CORP(LRCX)10,3638,951-1,4122,2143,8792.43%+1,664
SPDR SERIES TRUST
ST STR SP600GRWO
013,173+13,17301,5690.98%+1,569
APPLIED MATLS INC5,4424,593-8491,8603,3212.08%+1,461
ARM HOLDINGS PLC12,4139,021-3,3921,8783,1992.00%+1,321
SPDR SERIES TRUST
ST STR P500GRW
08,084+8,08409620.60%+962
TIDAL TRUST III
VIST ARTI IN ETF
010,941+10,94109330.58%+933
NVIDIA CORPORATION(NVDA)043,052+43,05208,6145.39%+8,614
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
67,77867,620-1584,6285,4813.43%+853
SPDR SERIES TRUST
ST STR SP400GRW
06,992+6,99207840.49%+784
FORTINET INC(FTNT)10,0909,940-1508251,5270.96%+702
ISHARES TR039,027+39,02704,8463.03%+4,846
ALPHABET INC(GOOG)010,222+10,22203,6532.29%+3,653
ASML HLDG NV
N Y REGISTRY SHS
962940-221,2701,8701.17%+599
CROWDSTRIKE HLDGS INC(CRWD)01,605+1,60501,2250.77%+1,225
APPLE INC(AAPL)018,794+18,79405,4383.40%+5,438
MICRON TECHNOLOGY INC(MU)0788+78809100.57%+910
CATHAY GEN BANCORP(CATY)41,97342,004+312,0932,6041.63%+511
WISDOMTREE TR(WT)04,706+4,70604790.30%+479
SPDR INDEX SHS FDS
ST STR MSCI WLD
03,026+3,02604600.29%+460
ISHARES TR1,3541,376+224458820.55%+437
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,273+2,27304330.27%+433
ISHARES TR06,372+6,37201,6071.01%+1,607
INVESCO QQQ TR2,7642,731-331,5952,0111.26%+416
SPDR SERIES TRUST
ST STR SP600SM C
03,573+3,57303900.24%+390
VISTRA CORP(VST)02,454+2,45403890.24%+389
GOLDMAN SACHS GROUP INC(GS)02,323+2,32302,3491.47%+2,349
BROADCOM INC(AVGO)06,070+6,07002,2931.44%+2,293
TEMA ETF TRUST08,547+8,54703580.22%+358
AMAZON COM INC(AMZN)013,611+13,61103,2442.03%+3,244
VANGUARD WORLD FD022,816+22,81602,0061.26%+2,006
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,3702,373+38011,1330.71%+332
ISHARES TR8,9688,982+141,2981,6041.00%+306
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
040,632+40,63202,4271.52%+2,427
TEMA ETF TRUST04,662+4,66202930.18%+293
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0292+29202810.18%+281
LUMENTUM HLDGS INC(LITE)0324+32402780.17%+278
ELI LILLY & CO(LLY)0917+91701,1000.69%+1,100
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
9,2179,093-1248941,1580.73%+264
FIRST TR EXCHANGE-TRADED ALP
COM SHS
6,5236,502-211,0371,3000.81%+264
MICROSOFT CORP(MSFT)09,813+9,81303,6602.29%+3,660
INVESCO EXCH TRADED FD TR II5,1208,992+3,8722545030.31%+249
MARVELL TECHNOLOGY INC(MRVL)0820+82002440.15%+244
CADENCE DESIGN SYSTEM INC(CDNS)0647+64702430.15%+243
VANGUARD INDEX FDS03,769+3,76901,3780.86%+1,378
BARRETT BUSINESS SVCS INC037,666+37,66601,3380.84%+1,338
SYNAPTICS INC(SYNA)4,1904,19002935210.33%+227
JANUS DETROIT STR TR
HENDERSN CAP ETF
013,073+13,07301,2170.76%+1,217
APPLOVIN CORP(APP)01,878+1,87809680.61%+968
ISHARES TR0749+74902180.14%+218
GLOBAL X FDS
ARTIFICIAL ETF
010,887+10,88707140.45%+714
TEXAS INSTRS INC(TXN)0709+70902110.13%+211
STATE STR SPDR S&P 500 ETF T(SPY)0280+28002090.13%+209
ABBVIE INC(ABBV)05,852+5,85201,4720.92%+1,472
ARISTA NETWORKS INC(ANET)01,230+1,23002090.13%+209
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
012,298+12,29807850.49%+785
SPDR SERIES TRUST
ST STR SP BIOT
01,284+1,28402030.13%+203
MORGAN STANLEY(MS)04,479+4,47909360.59%+936
JPMORGAN CHASE & CO(JPM)5,7275,762+351,6851,8861.18%+201
ISHARES TR09,805+9,80509640.60%+964
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
11,35511,339-166478240.52%+177
CISCO SYS INC(CSCO)4,6804,567-1133635360.34%+173
EMCOR GROUP INC(EME)454609+1553355060.32%+170
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
6,2456,453+2086928600.54%+168
ISHARES TR011,477+11,47701,6801.05%+1,680
VERTIV HOLDINGS CO(VRT)2,8132,595-2187058690.54%+164
GLOBAL X FDS
US INFR DEV ETF
17,08417,513+4298681,0320.65%+164
VANGUARD INDEX FDS012,022+12,02201,0360.65%+1,036
GE VERNOVA INC(GEV)284343+592484030.25%+155
ISHARES TR15,87415,912+381,0721,2270.77%+155
CONSTELLATION ENERGY CORP(CEG)02,635+2,63506550.41%+655
VISA INC(V)03,846+3,84601,3190.83%+1,319
DIMENSIONAL ETF TRUST
US TARGETED VLU
18,86918,910+411,1781,3220.83%+143
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
22,16922,289+1201,5451,6891.06%+143
ETF SER SOLUTIONS
VIDENT US EQUITY
013,897+13,89701,0050.63%+1,005
ALPHABET INC(GOOG)01,812+1,81206400.40%+640
NXP SEMICONDUCTORS N V
COM
01,584+1,58404450.28%+445
ISHARES TR1,4571,459+24575750.36%+117
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,55011,552+26337450.47%+112
ELEVANCE HEALTH INC FORMERLY(ELV)01,107+1,10704280.27%+428
VANGUARD INDEX FDS3,8733,887+148419450.59%+103
COGNEX CORP(CGNX)4,2894,294+52103110.19%+101
VANGUARD INDEX FDS1,9931,995+25136110.38%+98
BOOKING HOLDINGS INC(BKNG)521,744+1,6922213110.19%+90
ISHARES TR0878+87806580.41%+658
ISHARES TR3,4603,454-64305120.32%+82
ISHARES TR03,290+3,29004530.28%+453
PACER FDS TR
US EXPORT LEAD
4,6434,645+22723520.22%+80
VANGUARD INDEX FDS5,4765,491+151,0091,0850.68%+76
MERCK & CO INC(MRK)7,6347,737+1039189940.62%+76
FIRST TR EXCHANGE-TRADED FD32,23631,491-7455416160.39%+76
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
3,7573,765+84825510.34%+69
ISHARES TR4,0524,004-485916590.41%+69
FIRST TR EXCHANGE-TRADED FD1,3341,344+102122770.17%+65
MASTERCARD INCORPORATED(MA)0896+89604600.29%+460
VANGUARD INDEX FDS703704+14204830.30%+63
ISHARES TR2,0902,096+64465080.32%+62
VANGUARD ADMIRAL FDS INC04,056+4,05603350.21%+335
VANGUARD SPECIALIZED FUNDS4,1444,011-1338919490.59%+58
TRAVELERS COMPANIES INC(TRV)1,1741,206+323423980.25%+56
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