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Home > Institutional Investor > Willner & Heller, Llc > Profile

Instuitional Investor - Willner & Heller, Llc

Fund Profile
Filing Period:
Fund Name: Willner & Heller, Llc
Portfolio Value $108,187,836
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 42,186 $4,572,096 4.23%
2.
Apple Inc.
 AAPL 20,076 $4,459,430 4.12%
3.
Ishares Trust
 IEF 10,594 $3,825,562 3.54%
4.
First Tr Exchange Traded Fd
 57,564 $3,369,785 3.11%
5.
Microsoft Corp
 MSFT 8,425 $3,162,690 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)