Fund HoldingsWILLNER & HELLER, LLC

Total Portfolio Value
$118.74M
Total Bought
$9.87M
Total Sold
$11.22M
Net Transaction
-$1.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)041,117+41,11706,4965.47%+6,496
MICROSOFT CORP(MSFT)08,430+8,43004,1933.53%+4,193
BROADCOM INC(AVGO)08,794+8,79402,4242.04%+2,424
ARM HOLDINGS PLC8,31010,090+1,7808871,6321.37%+745
PALANTIR TECHNOLOGIES INC(PLTR)5,9368,956+3,0205011,2211.03%+720
ADVANCED MICRO DEVICES INC(AMD)8,3678,952+5858601,2701.07%+411
GOLDMAN SACHS GROUP INC(GS)02,483+2,48301,7581.48%+1,758
LAM RESEARCH CORP(LRCX)11,17612,526+1,3508121,2191.03%+407
SERVICENOW INC(NOW)0662+66206810.57%+681
AMAZON COM INC(AMZN)013,444+13,44402,9492.48%+2,949
SYNOPSYS INC(SNPS)0536+53602750.23%+275
ISHARES TR09,640+9,64004,0933.45%+4,093
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
19,22523,502+4,2771,1501,4071.19%+257
MICRON TECHNOLOGY INC(MU)02,073+2,07302560.22%+256
THERMO FISHER SCIENTIFIC INC(TMO)4261,152+7262124670.39%+255
CROWDSTRIKE HLDGS INC(CRWD)1,8741,789-856619110.77%+250
VANGUARD WORLD FD04,402+4,40201,6121.36%+1,612
EMCOR GROUP INC(EME)0454+45402430.20%+243
ORACLE CORP(ORCL)02,870+2,87006270.53%+627
CARDINAL HEALTH INC(CAH)01,304+1,30402190.18%+219
ISHARES TR06,609+6,60901,1450.96%+1,145
TENET HEALTHCARE CORP(THC)01,225+1,22502160.18%+216
AXON ENTERPRISE INC(AXON)0260+26002150.18%+215
APPLOVIN CORP(APP)0606+60602120.18%+212
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
57,56457,085-4793,3703,5823.02%+212
JPMORGAN CHASE & CO.(JPM)5,0324,986-461,2341,4451.22%+211
EDWARDS LIFESCIENCES CORP02,640+2,64002060.17%+206
ASML HOLDING N V
N Y REGISTRY SHS
1,0381,100+626888810.74%+194
INVESCO QQQ TR02,730+2,73001,5061.27%+1,506
ALPHABET INC(GOOG)010,450+10,45001,8421.55%+1,842
META PLATFORMS INC(META)817863+464716370.54%+166
ETF SER SOLUTIONS
VIDENT US EQUITY
12,51513,893+1,3787098750.74%+166
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,2652,337+723765290.45%+153
DIMENSIONAL ETF TRUST
US TARGETED VLU
10,02412,259+2,2355166610.56%+145
ISHARES TR11,87211,095-7771,3951,5391.30%+144
CONSTELLATION ENERGY CORP(CEG)1,4471,333-1142924300.36%+139
APPLIED MATLS INC6,5495,934-6159501,0860.91%+136
FIRST TR EXCHANGE-TRADED ALP
COM SHS
4,7835,071+2886197440.63%+126
MORGAN STANLEY(MS)4,6334,665+325406570.55%+117
JANUS DETROIT STR TR
HENDERSN CAP ETF
13,56113,932+3718259400.79%+114
DIGITAL RLTY TR INC(DLR)03,479+3,47906070.51%+607
SPDR SERIES TRUST
ST STR P500GRW
08,933+8,93308510.72%+851
ISHARES TR9,6879,914+2276927950.67%+103
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
07,352+7,35205850.49%+585
NETEASE INC(NTES)2,9832,98303074010.34%+94
VANGUARD INDEX FDS01,993+1,99308740.74%+874
FORTINET INC(FTNT)9,4029,40209059940.84%+89
CATHAY GEN BANCORP(CATY)043,173+43,17301,9661.66%+1,966
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
014,792+14,79206770.57%+677
VANGUARD INDEX FDS1,9631,96304805580.47%+78
ISHARES TR891917+265015690.48%+69
GLOBAL X FDS
ARTIFICIAL ETF
10,88310,580-3033964620.39%+66
HUMANA INC(HUM)1,7652,180+4154675330.45%+66
SPDR SERIES TRUST
ST STR SP400GRW
07,977+7,97706930.58%+693
MARTIN MARIETTA MATLS INC(MLM)840841+14024620.39%+60
WALMART INC(WMT)08,062+8,06207880.66%+788
VANGUARD INDEX FDS04,004+4,00401,1090.93%+1,109
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
011,544+11,54405630.47%+563
INTUITIVE SURGICAL INC03,436+3,43601,8671.57%+1,867
GLOBAL X FDS
US INFR DEV ETF
013,801+13,80106010.51%+601
ISHARES TR08,978+8,97801,1941.01%+1,194
BLACKSTONE INC(BX)05,086+5,08607610.64%+761
BANK AMERICA CORP5,5885,995+4072332840.24%+51
NXP SEMICONDUCTORS N V
COM
1,6531,65303143610.30%+47
CINTAS CORP(CTAS)2,6012,605+45355810.49%+46
ISHARES TR01,452+1,45204150.35%+415
WELLS FARGO CO NEW(WFC)5,0235,050+273614050.34%+44
VANGUARD SPECIALIZED FUNDS04,111+4,11108410.71%+841
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
11,30011,311+115285720.48%+44
VANGUARD ADMIRAL FDS INC692693+12312750.23%+43
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,6313,570-612482910.24%+43
GENERAL DYNAMICS CORP(GD)2,0902,100+105706120.52%+43
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
3,9624,010+484274690.39%+41
CSX CORP(CSX)9,4789,807+3292793200.27%+41
ABRDN GLOBAL PREMIER PPTYS F010,100+10,1000400.03%+40
NIKE INC(NKE)3,3773,578+2012142540.21%+40
INTERCONTINENTAL EXCHANGE IN(ICE)3,4693,478+95986380.54%+40
SPDR INDEX SHS FDS
ST STR MSCI WLD
3,0503,171+1213894280.36%+38
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2101,136-742502880.24%+38
CISCO SYS INC(CSCO)4,6174,650+332853230.27%+38
ALPHABET INC(GOOG)01,502+1,50202660.22%+266
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,6683,728+603363660.31%+31
BLACKROCK INC(BLK)268270+22532840.24%+30
WISDOMTREE TR(WT)2,6382,819+1812172440.21%+27
ISHARES TR2,8482,898+502332590.22%+26
SALESFORCE INC(CRM)01,103+1,10303010.25%+301
COSTCO WHSL CORP NEW(COST)55555505255500.46%+25
AT&T INC(T)24,71525,012+2976997240.61%+25
ACCENTURE PLC IRELAND
SHS CLASS A
780875+952432620.22%+18
ISHARES TR2,0832,092+93924060.34%+14
VANGUARD INDEX FDS688648-403543680.31%+14
WISDOMTREE TR(WT)07,741+7,74103490.29%+349
ISHARES TR02,978+2,97802960.25%+296
WISDOMTREE TR(WT)9,3829,637+2554364490.38%+12
ISHARES TR2,5812,592+113093200.27%+11
AUTOMATIC DATA PROCESSING IN1,9331,942+95915990.50%+8
TRAVELERS COMPANIES INC(TRV)1,1551,160+53063100.26%+5
SYSCO CORP(SYY)2,9312,952+212202240.19%+4
GILEAD SCIENCES INC(GILD)5,1545,241+875775810.49%+4
HOME DEPOT INC(HD)1,4271,436+95235270.44%+4
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