Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WILLNER & HELLER, LLC (CIK 1927796) reported $134.2M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.8M, 5.78%), AAPL ($4.9M, 3.65%), RDVY ($4.6M, 3.45%), IWF ($4.2M, 3.10%), MSFT ($3.4M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $7.8M | 5.78% | 44,496 | Trimmed |
| 2 | AAPL | APPLE INC | $4.9M | 3.65% | 19,312 | Added |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.6M | 3.45% | 67,778 | Added |
| 4 | IWF | ISHARES TR | $4.2M | 3.10% | 9,759 | Added |
| 5 | MSFT | MICROSOFT CORP | $3.4M | 2.54% | 9,192 | Added |
| 6 | GOOGL | ALPHABET INC | $3.0M | 2.21% | 10,324 | Added |
| 7 | AMZN | AMAZON COM INC | $2.9M | 2.15% | 13,877 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.70% | 4,749 | Trimmed |
| 9 | LRCX | LAM RESEARCH CORP | $2.2M | 1.65% | 10,363 | Trimmed |
| 10 | FTSM | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.59% | 35,681 | Trimmed |
| 11 | CATY | CATHAY GEN BANCORP | $2.1M | 1.56% | 41,973 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 1.53% | 10,068 | Added |
| 13 | GS | GOLDMAN SACHS GROUP INC | $2.0M | 1.46% | 2,318 | Trimmed |
| 14 | AVGO | BROADCOM INC | $1.9M | 1.44% | 6,222 | Added |
| 15 | ARM | ARM HOLDINGS PLC | $1.9M | 1.40% | 12,413 | Added |
| 16 | AMAT | APPLIED MATLS INC | $1.9M | 1.39% | 5,442 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.26% | 5,727 | Added |
| 18 | MGK | VANGUARD WORLD FD | $1.7M | 1.24% | 4,540 | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $1.7M | 1.24% | 11,410 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.6M | 1.19% | 2,764 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $1.6M | 1.16% | 3,385 | Added |
| 22 | PWV | INVESCO EXCHANGE TRADED FD T | $1.5M | 1.15% | 22,169 | Trimmed |
| 23 | IWP | ISHARES TR | $1.5M | 1.13% | 11,810 | Added |
| 24 | IJT | ISHARES TR | $1.3M | 0.97% | 8,968 | Added |
| 25 | SLYG | SPDR SERIES TRUST | $1.3M | 0.95% | 13,147 | Added |
Source: SEC Form 13F filings · as of 2026-03-31