Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WILLNER & HELLER LLC 07-19-2024 06-30-2024 144 104,379,619
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NVIDIA CORPORATION COM 1 $5,970,115 48,325 0.01 0.00 43,120 828.43 06-30-2024
APPLE INC COM 2 $4,243,242 20,146 0.00 0.00 -215 -1.06 06-30-2024
ISHARES TR RUS 1000 GRW ETF 3 $3,983,030 10,927 0.00 0.00 102 0.94 06-30-2024
MICROSOFT CORP COM 4 $3,314,624 7,416 0.00 0.00 -73 -0.97 06-30-2024
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