Fund Holdings — WILLNER & HELLER, LLC

Total Portfolio Value
$130.21M
Total Bought
$12.08M
Total Sold
$8.84M
Net Transaction
+$3.25M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)41,11739,930-1,1876,4967,4505.72%+954
APPLE INC(AAPL)19,74819,429-3194,0524,9473.80%+895
ALPHABET INC(GOOG)10,45010,377-731,8422,5231.94%+681
APPLOVIN CORP(APP)6061,184+5782128510.65%+639
LAM RESEARCH CORP(LRCX)12,52612,787+2611,2191,7121.31%+493
BERKSHIRE HATHAWAY INC DEL4,4995,289+7902,1852,6592.04%+474
BROADCOM INC(AVGO)8,7948,748-462,4242,8862.22%+462
PALANTIR TECHNOLOGIES INC(PLTR)8,9568,890-661,2211,6221.25%+401
ISHARES TR9,6409,580-604,0934,4873.45%+395
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
57,08558,995+1,9103,5823,9683.05%+387
NETFLIX INC(NFLX)0300+30003600.28%+360
ABBVIE INC(ABBV)7,5507,596+461,4011,7591.35%+357
VERTIV HOLDINGS CO(VRT)02,078+2,07803140.24%+314
VANECK ETF TRUST
GOLD MINERS ETF
03,720+3,72002840.22%+284
L3HARRIS TECHNOLOGIES INC(LHX)0928+92802830.22%+283
ASML HOLDING N V
N Y REGISTRY SHS
1,1001,199+998811,1610.89%+279
WORKDAY INC(WDAY)01,147+1,14702760.21%+276
MICROSOFT CORP(MSFT)8,4308,625+1954,1934,4673.43%+274
PARKER-HANNIFIN CORP(PH)0346+34602620.20%+262
TE CONNECTIVITY PLC(TEL)01,094+1,09402400.18%+240
EQT CORP(EQT)04,099+4,09902230.17%+223
FIRST TR EXCHANGE-TRADED FD01,331+1,33102210.17%+221
ROBLOX CORP(RBLX)01,555+1,55502150.17%+215
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,5705,225+1,6552915050.39%+215
PACER FDS TR
DATA & DIGI REVO
03,168+3,16802120.16%+212
ARISTA NETWORKS INC(ANET)01,415+1,41502060.16%+206
ISHARES TR0747+74702040.16%+204
WISDOMTREE TR(WT)03,876+3,87602030.16%+203
APPLIED MATLS INC5,9346,202+2681,0861,2700.98%+183
ORACLE CORP(ORCL)2,8702,875+56278090.62%+181
ALPHABET INC(GOOG)1,5021,808+3062664400.34%+174
THERMO FISHER SCIENTIFIC INC(TMO)1,1521,303+1514676320.49%+165
GOLDMAN SACHS GROUP INC(GS)2,4832,396-871,7581,9081.47%+151
ISHARES TR6,6096,611+21,1451,2950.99%+150
ADVANCED MICRO DEVICES INC(AMD)8,9528,722-2301,2701,4111.08%+141
VANGUARD WORLD FD4,4024,346-561,6121,7491.34%+137
GLOBAL X FDS
US INFR DEV ETF
13,80115,445+1,6446017360.56%+134
JANUS DETROIT STR TR
HENDERSN CAP ETF
13,93214,275+3439401,0670.82%+128
JPMORGAN CHASE & CO.(JPM)4,9864,937-491,4451,5571.20%+112
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,3372,280-575296370.49%+107
BLACKSTONE INC(BX)5,0865,080-67618680.67%+107
GENERAL DYNAMICS CORP(GD)2,1002,104+46127180.55%+105
ISHARES TR11,09511,520+4251,5391,6411.26%+102
WALMART INC(WMT)8,0628,623+5617888890.68%+100
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
7,3527,445+935856750.52%+90
HUMANA INC(HUM)2,1802,391+2115336220.48%+89
INVESCO QQQ TR2,7302,657-731,5061,5951.23%+89
VANGUARD INDEX FDS1,9931,995+28749570.73%+83
ISHARES TR8,9788,997+191,1941,2730.98%+79
MORGAN STANLEY(MS)4,6654,627-386577360.56%+78
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
22,48222,582+1001,3971,4731.13%+76
FIRST TR EXCHANGE-TRADED ALP
COM SHS
5,0715,087+167448170.63%+72
CATHAY GEN BANCORP(CATY)43,17342,432-7411,9662,0371.56%+71
MARTIN MARIETTA MATLS INC(MLM)841842+14625310.41%+69
LOCKHEED MARTIN CORP(LMT)908967+594204830.37%+62
ISHARES TR9341,051+1172232850.22%+62
GLOBAL X FDS
ARTIFICIAL ETF
10,58010,592+124625230.40%+61
HOME DEPOT INC(HD)1,4361,444+85275850.45%+59
DIMENSIONAL ETF TRUST
US TARGETED VLU
12,25912,343+846617180.55%+57
COCA COLA CO(KO)3,1234,143+1,0202212750.21%+54
VANGUARD INDEX FDS3,7853,794+97387920.61%+54
ISHARES TR16,04416,065+219951,0480.81%+53
VANGUARD INDEX FDS5,8105,777-339551,0080.77%+53
EMCOR GROUP INC(EME)45445402432950.23%+52
NETEASE INC(NTES)2,9832,98304014530.35%+52
SPDR SERIES TRUST
ST STR P500GRW
8,9338,635-2988519020.69%+51
LOWES COS INC(LOW)1,6651,673+83694200.32%+51
NIKE INC(NKE)3,5784,370+7922543050.23%+51
ISHARES TR1,4521,453+14154650.36%+50
VANGUARD SPECIALIZED FUNDS4,1114,129+188418910.68%+49
VANGUARD INDEX FDS1,9632,062+995586060.47%+48
VANGUARD INDEX FDS4,0043,885-1191,1091,1560.89%+48
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
11,31111,322+115726170.47%+45
ISHARES TR917915-25696130.47%+43
MICRON TECHNOLOGY INC(MU)2,0731,774-2992562970.23%+41
CHEVRON CORP NEW(CVX)2,2722,360+883253660.28%+41
AMAZON COM INC(AMZN)13,44413,607+1632,9492,9882.29%+38
ISHARES TR9,91410,054+1407958320.64%+36
ISHARES TR2,9783,007+292963330.26%+36
ISHARES TR3,4893,476-133844200.32%+35
WISDOMTREE TR(WT)2,8193,059+2402442780.21%+35
MASTERCARD INCORPORATED(MA)747798+514204540.35%+34
JOHNSON & JOHNSON(JNJ)1,4141,344-702162490.19%+33
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,1361,137+12883210.25%+33
BLACKROCK INC(BLK)270272+22843170.24%+33
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,7283,789+613663980.31%+31
TRACTOR SUPPLY CO(TSCO)7,0167,040+243704000.31%+30
CSX CORP(CSX)9,8079,846+393203500.27%+30
VANGUARD ADMIRAL FDS INC693698+52753040.23%+29
SALESFORCE INC(CRM)1,1031,391+2883013300.25%+29
TENET HEALTHCARE CORP(THC)1,2251,205-202162450.19%+29
BARRETT BUSINESS SVCS INC35,52334,053-1,4701,4811,5091.16%+28
ISHARES TR3,8183,730-884174430.34%+26
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
11,54411,553+95635890.45%+26
ELI LILLY & CO(LLY)884936+526897140.55%+25
ISHARES TR2,8983,028+1302592830.22%+24
BANK AMERICA CORP5,9955,952-432843070.24%+23
MCDONALDS CORP(MCD)1,6951,705+104955180.40%+23
COSTCO WHSL CORP NEW(COST)555618+635505720.44%+22
SPDR SERIES TRUST
ST STR SP600SM C
3,2103,135-752562780.21%+22
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WILLNER & HELLER, LLC — 13F Holdings — Q3 2025 | TickerTrail