WILLNER & HELLER, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Encino, CA
CIK
0001927796
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 134 89,559 AAPL, IWF, NVDA, MSFT 13F-HR 3/6/2024 000108514624001563
Q4 2022 124 70,411 AAPL, IWF, UNH, CATY 13F-HR 2/14/2023 000108514623001290
Q3 2022 114 61,984 AAPL, IWF, UNH, CATY 13F-HR 10/24/2022 000108514622003573
Q2 2022 116 64,283 AAPL, IWF, MSFT, UNH 13F-HR 7/22/2022 000108514622002537
Q1 2022 140 81,316 AAPL, IWF, MSFT, CATY 13F-HR 7/5/2022 000108514622002282
Q4 2021 142 75,213 AAPL, IWF, MSFT, CATY 13F-HR 6/6/2022 000108514622002232