WILLNER & HELLER, LLC Diversified Active

Location: Encino, CA

CIK: 0001927796 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 12, 2026

Total Value: $139M (100.0% shares, 0.0% debt)

Holdings (165)

NVDA NVIDIA CORPORATION 6.1%
Value $8.422M Shares 45,160 Est. Cost $103.59 Unrealized +79.7%
AAPL APPLE INC 3.8%
Value $5.247M Shares 19,302 Est. Cost $155.92 Unrealized +72.1%
IWF ISHARES TR 3.3%
Value $4.564M Shares 9,642 Est. Cost $269.03 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 3.1%
Value $4.312M Shares 62,070 Est. Cost $52.42 Unrealized
MSFT MICROSOFT CORP 3.0%
Value $4.167M Shares 8,616 Est. Cost $324.81 Unrealized +54.1%
GOOGL ALPHABET INC 2.3%
Value $3.225M Shares 10,303 Est. Cost $111.93 Unrealized +155.2%
AMZN AMAZON COM INC 2.2%
Value $3.126M Shares 13,543 Est. Cost $132.33 Unrealized +72.9%
FTSM FIRST TR EXCHANGE-TRADED FD 2.0%
Value $2.714M Shares 45,279 Est. Cost $59.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value $2.464M Shares 4,903 Est. Cost $329.86 Unrealized +50.8%
AVGO BROADCOM INC 1.5%
Value $2.137M Shares 6,174 Est. Cost $149.53 Unrealized +138.7%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value $2.081M Shares 9,718 Est. Cost $136.15 Unrealized +65.0%
GS GOLDMAN SACHS GROUP INC 1.5%
Value $2.063M Shares 2,347 Est. Cost $340.61 Unrealized +138.8%
CATY CATHAY GEN BANCORP 1.5%
Value $2.054M Shares 42,439 Est. Cost $37.61 Unrealized +27.3%
LRCX LAM RESEARCH CORP 1.4%
Value $1.953M Shares 11,406 Est. Cost $76.01 Unrealized +104.4%
ISRG INTUITIVE SURGICAL INC 1.4%
Value $1.906M Shares 3,365 Est. Cost $267.92 Unrealized +98.7%
MGK VANGUARD WORLD FD 1.4%
Value $1.879M Shares 4,552 Est. Cost $250.78 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value $1.778M Shares 10,005 Est. Cost $75.35 Unrealized +140.3%
QQQ INVESCO QQQ TR 1.2%
Value $1.619M Shares 2,635 Est. Cost $351.87 Unrealized
IWP ISHARES TR 1.1%
Value $1.589M Shares 11,602 Est. Cost $106.76 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value $1.581M Shares 4,907 Est. Cost $145.38 Unrealized +112.9%
AMAT APPLIED MATLS INC 1.1%
Value $1.574M Shares 6,127 Est. Cost $134.75 Unrealized +77.7%
PWV INVESCO EXCHANGE TRADED FD T 1.1%
Value $1.487M Shares 22,361 Est. Cost $44.58 Unrealized
V VISA INC 1.0%
Value $1.334M Shares 3,803 Est. Cost $211.16 Unrealized +61.2%
ABBV ABBVIE INC 1.0%
Value $1.329M Shares 5,815 Est. Cost $109.15 Unrealized +108.5%
IYW ISHARES TR 0.9%
Value $1.32M Shares 6,613 Est. Cost $101.26 Unrealized
IJT ISHARES TR 0.9%
Value $1.264M Shares 8,954 Est. Cost $129.96 Unrealized
BBSI BARRETT BUSINESS SVCS INC 0.9%
Value $1.263M Shares 34,883 Est. Cost $28.17 Unrealized +35.7%
ARM ARM HOLDINGS PLC 0.9%
Value $1.231M Shares 11,258 Est. Cost $141.61 Unrealized
SLYG SPDR SERIES TRUST 0.9%
Value $1.201M Shares 12,753 Est. Cost $94.19 Unrealized
VBK VANGUARD INDEX FDS 0.8%
Value $1.175M Shares 3,890 Est. Cost $277.29 Unrealized
ASML ASML HOLDING N V 0.8%
Value $1.147M Shares 1,072 Est. Cost $767.00 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.8%
Value $1.056M Shares 17,736 Est. Cost $54.25 Unrealized
JSML JANUS DETROIT STR TR 0.8%
Value $1.053M Shares 14,318 Est. Cost $61.28 Unrealized
IJH ISHARES TR 0.8%
Value $1.045M Shares 15,836 Est. Cost $103.69 Unrealized
APP APPLOVIN CORP 0.7%
Value $1.013M Shares 1,504 Est. Cost $441.92 Unrealized +42.6%
VOE VANGUARD INDEX FDS 0.7%
Value $1.008M Shares 5,685 Est. Cost $138.80 Unrealized
LLY ELI LILLY & CO 0.7%
Value $980K Shares 912 Est. Cost $441.05 Unrealized +116.7%
FAD FIRST TR EXCHANGE-TRADED ALP 0.7%
Value $976K Shares 6,027 Est. Cost $116.17 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value $976K Shares 2,000 Est. Cost $289.59 Unrealized
WMT WALMART INC 0.7%
Value $961K Shares 8,623 Est. Cost $55.30 Unrealized +93.9%
SPYG SPDR SERIES TRUST 0.7%
Value $910K Shares 8,531 Est. Cost $63.37 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value $908K Shares 4,133 Est. Cost $153.96 Unrealized
VUSE ETF SER SOLUTIONS 0.6%
Value $904K Shares 13,688 Est. Cost $57.35 Unrealized
META META PLATFORMS INC 0.6%
Value $855K Shares 1,296 Est. Cost $582.66 Unrealized +14.5%
FTNT FORTINET INC 0.6%
Value $834K Shares 10,500 Est. Cost $61.47 Unrealized +34.9%
VBR VANGUARD INDEX FDS 0.6%
Value $829K Shares 3,915 Est. Cost $171.34 Unrealized
IMCG ISHARES TR 0.6%
Value $813K Shares 10,180 Est. Cost $67.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value $812K Shares 1,733 Est. Cost $249.30 Unrealized +104.3%
MRK MERCK & CO INC 0.6%
Value $806K Shares 7,654 Est. Cost $70.48 Unrealized +32.3%
MS MORGAN STANLEY 0.6%
Value $795K Shares 4,480 Est. Cost $84.06 Unrealized +98.0%
BX BLACKSTONE INC 0.6%
Value $790K Shares 5,125 Est. Cost $78.64 Unrealized +92.6%
PAVE GLOBAL X FDS 0.6%
Value $786K Shares 16,450 Est. Cost $32.67 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.6%
Value $780K Shares 8,111 Est. Cost $60.72 Unrealized
ABT ABBOTT LABS 0.6%
Value $770K Shares 6,144 Est. Cost $117.78 Unrealized +8.1%
PG PROCTER AND GAMBLE CO 0.5%
Value $759K Shares 5,293 Est. Cost $134.13 Unrealized +9.7%
NOW SERVICENOW INC 0.5%
Value $754K Shares 4,920 Est. Cost $172.21 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $735K Shares 1,269 Est. Cost $477.11 Unrealized +18.5%
AMGN AMGEN INC 0.5%
Value $731K Shares 2,233 Est. Cost $245.22 Unrealized +28.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $693K Shares 2,281 Est. Cost $174.03 Unrealized
MDYG SPDR SERIES TRUST 0.5%
Value $685K Shares 7,410 Est. Cost $75.30 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value $678K Shares 2,013 Est. Cost $199.13 Unrealized +71.2%
CZA INVESCO EXCHANGE TRADED FD T 0.5%
Value $677K Shares 6,108 Est. Cost $90.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value $655K Shares 1,984 Est. Cost $427.54 Unrealized -21.1%
RPG INVESCO EXCHANGE TRADED FD T 0.5%
Value $645K Shares 13,817 Est. Cost $65.75 Unrealized
AXON AXON ENTERPRISE INC 0.5%
Value $642K Shares 1,131 Est. Cost $620.52 Unrealized 0.0%
T AT&T INC 0.5%
Value $627K Shares 25,235 Est. Cost $14.74 Unrealized +71.6%
GILD GILEAD SCIENCES INC 0.4%
Value $622K Shares 5,067 Est. Cost $69.53 Unrealized +73.9%
HD HOME DEPOT INC 0.4%
Value $619K Shares 1,800 Est. Cost $336.11 Unrealized +8.5%
RZG INVESCO EXCHANGE TRADED FD T 0.4%
Value $616K Shares 11,332 Est. Cost $82.93 Unrealized
IVV ISHARES TR 0.4%
Value $616K Shares 900 Est. Cost $435.45 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value $606K Shares 11,548 Est. Cost $76.83 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.4%
Value $593K Shares 6,028 Est. Cost $83.09 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $584K Shares 3,605 Est. Cost $126.86 Unrealized +23.1%
IWS ISHARES TR 0.4%
Value $571K Shares 4,049 Est. Cost $112.54 Unrealized
GOOG ALPHABET INC 0.4%
Value $568K Shares 1,809 Est. Cost $175.71 Unrealized +63.0%
CEG CONSTELLATION ENERGY CORP 0.4%
Value $564K Shares 1,597 Est. Cost $230.82 Unrealized +57.4%
FVD FIRST TR EXCHANGE-TRADED FD 0.4%
Value $556K Shares 12,064 Est. Cost $39.37 Unrealized
NFLX NETFLIX INC 0.4%
Value $555K Shares 5,915 Est. Cost $108.53 Unrealized -0.7%
AIQ GLOBAL X FDS 0.4%
Value $554K Shares 10,892 Est. Cost $36.45 Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value $549K Shares 3,389 Est. Cost $148.89 Unrealized +16.6%
COST COSTCO WHSL CORP NEW 0.4%
Value $549K Shares 636 Est. Cost $681.30 Unrealized +32.9%
HUM HUMANA INC 0.4%
Value $548K Shares 2,141 Est. Cost $345.67 Unrealized -24.4%
ORCL ORACLE CORP 0.4%
Value $548K Shares 2,812 Est. Cost $73.71 Unrealized +223.0%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value $525K Shares 843 Est. Cost $410.93 Unrealized +51.2%
MCD MCDONALDS CORP 0.4%
Value $524K Shares 1,715 Est. Cost $231.54 Unrealized +31.8%
CI THE CIGNA GROUP 0.4%
Value $520K Shares 1,888 Est. Cost $295.45 Unrealized -5.5%
VOT VANGUARD INDEX FDS 0.4%
Value $515K Shares 1,846 Est. Cost $236.86 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $504K Shares 1,960 Est. Cost $212.87 Unrealized +24.4%
VYM VANGUARD WHITEHALL FDS 0.4%
Value $498K Shares 3,472 Est. Cost $103.41 Unrealized
CTAS CINTAS CORP 0.4%
Value $492K Shares 2,617 Est. Cost $169.12 Unrealized +11.2%
RWK INVESCO EXCH TRADED FD TR II 0.3%
Value $484K Shares 3,826 Est. Cost $114.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value $476K Shares 984 Est. Cost $320.89 Unrealized +48.4%
WFC WELLS FARGO CO NEW 0.3%
Value $476K Shares 5,105 Est. Cost $41.03 Unrealized +111.2%
IWO ISHARES TR 0.3%
Value $470K Shares 1,457 Est. Cost $292.11 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $447K Shares 783 Est. Cost $372.01 Unrealized +50.2%
QWLD SPDR INDEX SHS FDS 0.3%
Value $445K Shares 3,109 Est. Cost $127.97 Unrealized
IWD ISHARES TR 0.3%
Value $444K Shares 2,112 Est. Cost $156.44 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $436K Shares 8,786 Est. Cost $49.65 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value $431K Shares 1,511 Est. Cost $93.22 Unrealized +146.0%
IJR ISHARES TR 0.3%
Value $418K Shares 3,479 Est. Cost $108.57 Unrealized
NTES NETEASE INC 0.3%
Value $410K Shares 2,983 Est. Cost $75.68 Unrealized
IVW ISHARES TR 0.3%
Value $408K Shares 3,312 Est. Cost $73.73 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $405K Shares 893 Est. Cost $265.31 Unrealized +62.5%
BPRE BLUEROCK PVT REAL ESTATE FD 0.3%
Value $393K Shares 26,191 Est. Cost $15.00 Unrealized
LOW LOWES COS INC 0.3%
Value $386K Shares 1,599 Est. Cost $218.76 Unrealized +9.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.3%
Value $384K Shares 1,096 Est. Cost $399.23 Unrealized -15.7%
VOO VANGUARD INDEX FDS 0.3%
Value $380K Shares 605 Est. Cost $512.24 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $371K Shares 2,436 Est. Cost $108.45 Unrealized +39.6%
WTV WISDOMTREE TR 0.3%
Value $369K Shares 3,958 Est. Cost $86.38 Unrealized
CRM SALESFORCE INC 0.3%
Value $369K Shares 1,394 Est. Cost $272.04 Unrealized -8.8%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value $359K Shares 1,653 Est. Cost $196.64 Unrealized +8.7%
CSCO CISCO SYS INC 0.3%
Value $359K Shares 4,655 Est. Cost $50.26 Unrealized +46.8%
XMHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value $358K Shares 3,497 Est. Cost $94.24 Unrealized
CSX CSX CORP 0.3%
Value $358K Shares 9,874 Est. Cost $33.02 Unrealized +8.1%
PEP PEPSICO INC 0.3%
Value $354K Shares 2,469 Est. Cost $145.87 Unrealized +0.0%
TSCO TRACTOR SUPPLY CO 0.3%
Value $353K Shares 7,067 Est. Cost $52.49 Unrealized +2.3%
SOXX ISHARES TR 0.3%
Value $352K Shares 1,170 Est. Cost $294.70 Unrealized
IJJ ISHARES TR 0.2%
Value $345K Shares 2,619 Est. Cost $103.03 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value $339K Shares 1,169 Est. Cost $168.98 Unrealized +66.1%
IHDG WISDOMTREE TR 0.2%
Value $337K Shares 6,925 Est. Cost $43.43 Unrealized
IJS ISHARES TR 0.2%
Value $332K Shares 2,917 Est. Cost $99.97 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $329K Shares 5,981 Est. Cost $33.43 Unrealized +57.5%
XLK SELECT SECTOR SPDR TR 0.2%
Value $328K Shares 2,276 Est. Cost $169.31 Unrealized
GDX VANECK ETF TRUST 0.2%
Value $326K Shares 3,799 Est. Cost $76.59 Unrealized
YUM YUM BRANDS INC 0.2%
Value $324K Shares 2,139 Est. Cost $118.73 Unrealized +24.4%
SLYV SPDR SERIES TRUST 0.2%
Value $322K Shares 3,540 Est. Cost $83.05 Unrealized
BLK BLACKROCK INC 0.2%
Value $319K Shares 298 Est. Cost $995.85 Unrealized +9.4%
FDX FEDEX CORP 0.2%
Value $318K Shares 1,100 Est. Cost $211.70 Unrealized +23.6%
WCMI FIRST TR EXCHANGE-TRADED FD 0.2%
Value $312K Shares 18,331 Est. Cost $16.87 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $311K Shares 699 Est. Cost $308.62 Unrealized
SYNA SYNAPTICS INC 0.2%
Value $310K Shares 4,190 Est. Cost $103.68 Unrealized -32.3%
SBUX STARBUCKS CORP 0.2%
Value $301K Shares 3,572 Est. Cost $101.14 Unrealized -16.9%
TRFK PACER FDS TR 0.2%
Value $300K Shares 4,691 Est. Cost $65.99 Unrealized
EFA ISHARES TR 0.2%
Value $296K Shares 3,083 Est. Cost $76.76 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value $293K Shares 379 Est. Cost $613.31 Unrealized +10.7%
KO COCA COLA CO 0.2%
Value $293K Shares 4,184 Est. Cost $57.70 Unrealized +20.3%
PEXL PACER FDS TR 0.2%
Value $288K Shares 4,722 Est. Cost $49.55 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $284K Shares 323 Est. Cost $735.10 Unrealized +11.2%
AXP AMERICAN EXPRESS CO 0.2%
Value $284K Shares 767 Est. Cost $222.00 Unrealized +60.8%
JNJ JOHNSON & JOHNSON 0.2%
Value $280K Shares 1,352 Est. Cost $145.24 Unrealized +35.6%
RBLX ROBLOX CORP 0.2%
Value $278K Shares 3,435 Est. Cost $114.37 Unrealized -7.2%
BALI BLACKROCK ETF TRUST 0.2%
Value $278K Shares 8,771 Est. Cost $30.07 Unrealized
EME EMCOR GROUP INC 0.2%
Value $278K Shares 454 Est. Cost $440.85 Unrealized +46.9%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $273K Shares 931 Est. Cost $271.37 Unrealized +6.3%
CAH CARDINAL HEALTH INC 0.2%
Value $259K Shares 1,262 Est. Cost $147.12 Unrealized +27.6%
IDMO INVESCO EXCH TRADED FD TR II 0.2%
Value $254K Shares 4,565 Est. Cost $55.57 Unrealized
ISRA VANECK ETF TRUST 0.2%
Value $251K Shares 4,267 Est. Cost $58.80 Unrealized
TEL TE CONNECTIVITY PLC 0.2%
Value $249K Shares 1,094 Est. Cost $200.01 Unrealized +15.6%
MELI MERCADOLIBRE INC 0.2%
Value $246K Shares 122 Est. Cost $2100.46 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.2%
Value $239K Shares 1,205 Est. Cost $150.53 Unrealized +34.3%
MOAT VANECK ETF TRUST 0.2%
Value $237K Shares 2,293 Est. Cost $89.98 Unrealized
SPYI NEOS ETF TRUST 0.2%
Value $230K Shares 4,375 Est. Cost $48.91 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $225K Shares 2,640 Est. Cost $74.58 Unrealized +10.0%
AUSF GLOBAL X FDS 0.2%
Value $224K Shares 4,831 Est. Cost $46.37 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value $224K Shares 2,435 Est. Cost $91.92 Unrealized
WDAY WORKDAY INC 0.2%
Value $220K Shares 1,024 Est. Cost $231.22 Unrealized -1.7%
FPX FIRST TR EXCHANGE-TRADED FD 0.2%
Value $218K Shares 1,333 Est. Cost $166.19 Unrealized
PPC PILGRIMS PRIDE CORP 0.2%
Value $214K Shares 5,500 Est. Cost $36.04 Unrealized +6.7%
XOM EXXON MOBIL CORP 0.2%
Value $210K Shares 1,745 Est. Cost $115.49 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value $207K Shares 747 Est. Cost $273.50 Unrealized
DON WISDOMTREE TR 0.1%
Value $201K Shares 3,904 Est. Cost $52.30 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $201K Shares 412 Est. Cost $465.69 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $200K Shares 345 Est. Cost $625.13 Unrealized 0.0%
PIMCO INCOME STRATEGY FD II 0.1%
Value $82,580 Shares 11,011 Est. Cost $7.54 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value $38,786 Shares 10,100 Est. Cost $3.96 Unrealized