Fund Holdings — WILLNER & HELLER, LLC

Total Portfolio Value
$134.18M
Total Bought
$14.77M
Total Sold
$8.86M
Net Transaction
+$5.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ARM HOLDINGS PLC11,25812,413+1,1551,2311,8781.40%+647
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
62,07067,778+5,7084,3124,6283.45%+316
VANECK ETF TRUST
REAL ASSETS ETF
07,715+7,71503140.23%+314
APPLIED MATLS INC6,1275,442-6851,5741,8601.39%+286
TIDAL TRUST III
VIST ARTI IN ETF
06,412+6,41202690.20%+269
SERVICENOW INC(NOW)4,9209,770+4,8507541,0210.76%+268
LAM RESEARCH CORP(LRCX)11,40610,363-1,0431,9532,2141.65%+262
GE VERNOVA INC(GEV)0284+28402480.18%+248
BOOKING HOLDINGS INC(BKNG)052+5202210.16%+221
QUALYS INC(QLYS)02,400+2,40002110.16%+211
COGNEX CORP(CGNX)04,289+4,28902100.16%+210
RTX CORPORATION(RTX)01,083+1,08302090.16%+209
EQT CORP(EQT)03,144+3,14402000.15%+200
VERTIV HOLDINGS CO(VRT)3,3892,813-5765497050.53%+156
THE CIGNA GROUP(CI)1,8882,505+6175206680.50%+149
CHEVRON CORPORATION(CVX)2,4362,395-413714950.37%+124
ASML HLDG NV
N Y REGISTRY SHS
1,072962-1101,1471,2700.95%+124
DIMENSIONAL ETF TRUST
US TARGETED VLU
17,73618,869+1,1331,0561,1780.88%+122
LOCKHEED MARTIN CORP(LMT)984988+44765970.45%+121
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
8,1119,217+1,1067808940.67%+114
MERCK & CO INC(MRK)7,6547,634-208069180.68%+113
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,2812,370+896938010.60%+108
JPMORGAN CHASE & CO(JPM)4,9075,727+8201,5811,6851.26%+104
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
6,0286,245+2175936920.52%+99
WALMART INC(WMT)8,6238,511-1129611,0580.79%+97
INVESCO EXCH TRADED FD TR II4,5656,355+1,7902543490.26%+95
ISHARES TR1,1701,354+1843524450.33%+93
GILEAD SCIENCES INC(GILD)5,0675,098+316227100.53%+89
COSTCO WHOLESALE CORPORATION(COST)636639+35496370.47%+88
MERCADOLIBRE INC(MELI)122192+702463320.25%+86
EXXON MOBIL CORP1,7451,725-202102930.22%+83
GLOBAL X FDS
US INFR DEV ETF
16,45017,084+6347868680.65%+82
AT&T INC(T)25,23524,387-8486277070.53%+80
FEDEX CORP(FDX)1,1001,105+53183940.29%+76
WISDOMTREE TR(WT)3,9584,696+7383694450.33%+76
SPDR SERIES TRUST
ST STR SP600GRWO
12,75313,147+3941,2011,2700.95%+69
FIRST TR EXCHANGE-TRADED ALP
COM SHS
6,0276,523+4969761,0370.77%+61
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
22,36122,169-1921,4871,5451.15%+58
EMCOR GROUP INC(EME)45445402783350.25%+58
JOHNSON & JOHNSON(JNJ)1,3521,358+62803320.25%+52
UNITED THERAPEUTICS CORP DEL(UTHR)412426+142012530.19%+52
GLOBAL X FDS
ADAPTIVE US
4,8315,631+8002242720.20%+48
AMGEN INC(AMGN)2,2332,211-227317780.58%+47
L3HARRIS TECHNOLOGIES INC(LHX)931915-162733160.24%+43
VANGUARD INDEX FDS605703+983804200.31%+41
CATHAY GEN BANCORP(CATY)42,43941,973-4662,0542,0931.56%+39
CSX CORP(CSX)9,8749,628-2463583950.29%+37
ISHARES TR8,9548,968+141,2641,2980.97%+34
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
11,33211,355+236166470.48%+31
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,54811,550+26066330.47%+28
ISHARES TR15,83615,874+381,0451,0720.80%+27
STARBUCKS CORP(SBUX)3,5723,594+223013220.24%+21
ISHARES TR4,0494,052+35715910.44%+19
GENERAL DYNAMICS CORP(GD)2,0132,022+96786940.52%+16
SPDR SERIES TRUST
ST STR SP600SM C
3,5403,555+153223360.25%+14
VANGUARD INDEX FDS3,9153,873-428298410.63%+12
ISHARES TR3,4793,460-194184300.32%+12
SALESFORCE INC(CRM)1,3942,039+6453693810.28%+11
YUM BRANDS INC(YUM)2,1392,149+103243340.25%+11
VANGUARD WHITEHALL FDS3,4723,433-394985080.38%+10
CARDINAL HEALTH INC(CAH)1,2621,265+32592670.20%+8
VANECK ETF TRUST
ISRAEL ETF
4,2674,26702512580.19%+7
PARKER-HANNIFIN CORP(PH)323324+12842900.22%+6
NEOS ETF TRUST
NEOS S&P 500 HI
4,3754,757+3822302350.18%+5
WISDOMTREE TR(WT)3,9043,924+202012060.15%+5
CISCO SYS INC(CSCO)4,6554,680+253593630.27%+5
ISHARES TR2,6192,628+93453480.26%+4
ISHARES TR3,0833,08302962990.22%+3
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,4973,49703583620.27%+3
TRAVELERS COMPANIES INC(TRV)1,1691,174+53393420.26%+3
HOME DEPOT INC(HD)1,8001,890+906196220.46%+2
ISHARES TR2,1122,090-224444460.33%+2
COCA COLA CO(KO)4,1843,863-3212932940.22%+1
VANECK ETF TRUST
GOLD MINERS ETF
3,7993,562-2373263270.24%+1
VANGUARD INDEX FDS5,6855,476-2091,0081,0090.75%+1
PROCTER & GAMBLE CO(PG)5,2935,240-537597570.56%-2
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
3,8263,757-694844820.36%-2
WISDOMTREE TR(WT)6,9256,950+253373350.25%-2
VANGUARD INDEX FDS1,8461,993+1475155130.38%-2
FIRST TR EXCHANGE-TRADED FD
SHS
12,06411,731-3335565520.41%-4
FIRST TR EXCHANGE-TRADED FD1,3331,334+12182120.16%-6
LOWES COS INC(LOW)1,5991,605+63863790.28%-6
MCDONALDS CORP(MCD)1,7151,665-505245180.39%-6
PIMCO INCOME STRATEGY FD II(PFN)11,01111,011083760.06%-7
FORTINET INC(FTNT)10,50010,090-4108348250.61%-9
ISHARES TR2,9172,719-1983323220.24%-10
TENET HEALTHCARE CORP(THC)1,2051,20502392270.17%-12
ISHARES TR1,4571,45704704570.34%-13
EDWARDS LIFESCIENCES CORP2,6402,64002252110.16%-14
SPDR SERIES TRUST
ST STR SP400GRW
7,4106,982-4286856700.50%-15
INTERCONTINENTAL EXCHANGE IN(ICE)3,6053,617+125845690.42%-15
PACER FDS TR
US EXPORT LEAD
4,7224,643-792882720.20%-15
SPDR INDEX SHS FDS
ST STR MSCI WLD
3,1093,001-1084454300.32%-16
SYNAPTICS INC(SYNA)4,1904,19003102930.22%-17
VANGUARD SPECIALIZED FUNDS4,1334,144+119088910.66%-17
TE CONNECTIVITY PLC(TEL)1,0941,09402492290.17%-20
INVESCO QQQ TR2,6352,764+1291,6191,5951.19%-24
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,2762,278+23283030.23%-25
MARTIN MARIETTA MATLS INC(MLM)843844+15254970.37%-28
ETF SER SOLUTIONS
VIDENT US EQUITY
13,68813,884+1969048720.65%-32
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WILLNER & HELLER, LLC — 13F Holdings — Q1 2026 | TickerTrail