WILLNER & HELLER, LLC - Portfolio overview

WILLNER & HELLER, LLC has 178 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 5.55%
2. AAPL - APPLE INC, 3.51%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 3.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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