Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLNER & HELLER LLC | 03-05-2024 | 12-31-2023 | 134 | 89,559,578 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 51 | $586,975 | 6,501 | 0.00 | 1.26 | -1,755 | -21.26 | 12-31-2023 |
| PFIZER INC | COM | 52 | $570,684 | 19,822 | 0.00 | 0.93 | 6,712 | 51.20 | 12-31-2023 |
| ISHARES TR | MRGSTR MD CP GRW | 53 | $559,943 | 8,688 | 0.00 | 0.62 | 1,061 | 13.91 | 12-31-2023 |
| PEPSICO INC | COM | 54 | $551,371 | 3,246 | 0.00 | 0.78 | 274 | 9.22 | 12-31-2023 |
