Fund HoldingsWILLNER & HELLER, LLC

Total Portfolio Value
$104.38M
Total Bought
$7.76M
Total Sold
$5.57M
Net Transaction
+$2.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)5,20548,325+43,1204,7035,9705.72%+1,268
SUPER MICRO COMPUTER INC(SMCI)01,055+1,05508640.83%+864
APPLE INC(AAPL)020,146+20,14604,2434.07%+4,243
ARM HOLDINGS PLC02,315+2,31503790.36%+379
ISHARES TR10,82510,927+1023,6493,9833.82%+334
C3 AI INC(AI)010,815+10,81503130.30%+313
ALPHABET INC(GOOG)10,86010,659-2011,6391,9421.86%+302
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,683+1,68302920.28%+292
BROADCOM INC(AVGO)896899+31,1881,4431.38%+255
GLOBAL X FDS
ARTIFICIAL ETF
06,473+6,47302310.22%+231
ALPHABET INC(GOOG)01,191+1,19102180.21%+218
ETF SER SOLUTIONS
VIDENT US EQUITY
03,977+3,97702150.21%+215
PILGRIMS PRIDE CORP(PPC)05,500+5,50002120.20%+212
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,684+3,68402090.20%+209
VANGUARD INDEX FDS0410+41002050.20%+205
APPLIED MATLS INC5,9835,993+101,2341,4141.35%+180
INTUITIVE SURGICAL INC3,8753,87501,5461,7241.65%+177
MICROSOFT CORP(MSFT)7,4897,416-733,1513,3153.18%+164
VANGUARD WORLD FD4,1374,232+951,1861,3301.27%+144
GILEAD SCIENCES INC(GILD)4,1296,303+2,1743024320.41%+130
AMAZON COM INC(AMZN)12,74812,513-2352,2992,4182.32%+119
ISHARES TR6,5916,595+48909920.95%+102
ISHARES TR1,4211,712+2913214220.40%+101
LAM RESEARCH CORP(LRCX)907909+28829680.93%+87
PACER FDS TR
US EXPORT LEAD
5,3506,942+1,5922653400.33%+75
WALMART INC(WMT)8,6638,719+565215900.57%+69
JANUS DETROIT STR TR
HENDERSN CAP ETF
7,8279,131+1,3044735390.52%+66
SPDR SER TR
ST STR P500GRW
9,2619,275+146777430.71%+66
COSTCO WHSL CORP NEW(COST)0442+44203760.36%+376
INVESCO QQQ TR2,8902,805-851,2831,3441.29%+61
WISDOMTREE TR(WT)12,29813,727+1,4295656260.60%+61
SALESFORCE INC(CRM)6811,027+3462052640.25%+59
GOLDMAN SACHS GROUP INC(GS)2,5222,440-821,0541,1041.06%+50
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
46,90549,026+2,1212,6352,6842.57%+50
ELEVANCE HEALTH INC(ELV)1,9851,991+61,0291,0791.03%+50
VERTEX PHARMACEUTICALS INC(VRTX)0954+95404470.43%+447
VANGUARD ADMIRAL FDS INC733813+802232710.26%+48
ASTRAZENECA PLC(AZN)04,635+4,63503620.35%+362
AMGEN INC(AMGN)01,556+1,55604860.47%+486
CROWDSTRIKE HLDGS INC(CRWD)900873-272893350.32%+46
ORACLE CORP(ORCL)2,8312,840+93564010.38%+46
NEOS ETF TRUST
NEOS S&P 500 HI
17,63018,582+9528889320.89%+44
BARRETT BUSINESS SVCS INC9,56638,333+28,7671,2121,2561.20%+44
AT&T INC(T)023,817+23,81704550.44%+455
GENERAL DYNAMICS CORP(GD)1,9332,019+865465860.56%+40
NXP SEMICONDUCTORS N V
COM
1,8071,80704484860.47%+39
ASML HOLDING N V
N Y REGISTRY SHS
0265+26502710.26%+271
ELI LILLY & CO(LLY)659608-515125500.53%+38
ISHARES TR944974+304975330.51%+37
REGENERON PHARMACEUTICALS(REGN)38438403704040.39%+34
ISHARES TR4,2994,270-293633950.38%+32
DIGITAL RLTY TR INC(DLR)3,3493,376+274825130.49%+31
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2321,264+322572860.27%+29
UNITEDHEALTH GROUP INC(UNH)03,697+3,69701,8831.80%+1,883
PROCTER AND GAMBLE CO(PG)6,1666,200+341,0001,0220.98%+22
VANGUARD INDEX FDS2,3242,187-1378008180.78%+18
JPMORGAN CHASE & CO.(JPM)5,2315,260+291,0481,0641.02%+16
L3HARRIS TECHNOLOGIES INC(LHX)01,177+1,17702640.25%+264
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
2,6042,858+2543003140.30%+14
AMERICAN EXPRESS CO(AXP)1,0441,087+432382520.24%+14
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
18,85419,091+2371,1241,1381.09%+14
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
07,856+7,85605180.50%+518
TRACTOR SUPPLY CO(TSCO)1,4121,417+53693830.37%+13
BANK AMERICA CORP5,4195,486+672052180.21%+13
CINTAS CORP(CTAS)645647+24434530.43%+9
WELLS FARGO CO NEW(WFC)4,9084,937+292842930.28%+9
GLOBAL X FDS
US INFR DEV ETF
14,37515,672+1,2975725800.56%+8
LOCKHEED MARTIN CORP(LMT)01,188+1,18805550.53%+555
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
8,7378,905+1684044070.39%+3
ISHARES TR
MSCI USA MIN ETF
02,696+2,69602260.22%+226
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,3632,463+1002122130.20%+1
INTERCONTINENTAL EXCHANGE IN(ICE)3,3783,394+164644650.45%0
VANGUARD SPECIALIZED FUNDS4,5524,55208318310.80%-0
ISHARES TR02,809+2,80902200.21%+220
VANGUARD INDEX FDS01,939+1,93904450.43%+445
VANGUARD WHITEHALL FDS03,653+3,65304330.42%+433
COCA COLA CO(KO)03,679+3,67902340.22%+234
FEDEX CORP(FDX)2,0932,000-936066000.57%-7
CHEVRON CORP NEW(CVX)2,0762,047-293273200.31%-7
ISHARES TR9,1059,389+2846446360.61%-7
ISHARES TR2,0902,098+83743660.35%-8
PACER FDS TR
US SM CAP CA ETF
19,37021,643+2,2739529430.90%-9
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
17,95217,403-5496596480.62%-11
ISHARES TR02,543+2,54302880.28%+288
SANOFI(SNY)05,314+5,31402580.25%+258
ISHARES TR1,4381,440+23893780.36%-11
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
11,23611,250+145465330.51%-13
CISCO SYS INC(CSCO)06,339+6,33903010.29%+301
MASTERCARD INCORPORATED(MA)734772+383533400.33%-13
BECTON DICKINSON & CO(BDX)01,209+1,20902830.27%+283
SPDR SER TR
ST STR SP600SM C
03,555+3,55502780.27%+278
YUM BRANDS INC(YUM)2,6082,618+103623470.33%-15
ISHARES TR04,308+4,30804590.44%+459
AUTOMATIC DATA PROCESSING IN1,9761,986+104934740.45%-19
ISHARES TR9,6549,671+171,2621,2421.19%-20
MORGAN STANLEY(MS)04,743+4,74304610.44%+461
SPDR SER TR
ST STR SP400GRW
7,6417,684+436676460.62%-21
3M CO(MMM)4,4774,434-434754530.43%-22
THE CIGNA GROUP(CI)718721+32612380.23%-22
NETEASE INC(NTES)3,5313,587+563653430.33%-22
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