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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 $158,116,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 41,647 $9,511,312 6.02%
2.
Apple Inc.
 AAPL 18,478 $6,153,686 3.89%
3.
First Tr Exchange Traded Fd
 66,647 $5,217,760 3.3%
4.
Advanced Micro Devices Inc
 AMD 8,311 $5,084,337 3.22%
5.
Microsoft Corp
 MSFT 9,731 $4,990,999 3.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.