SEC Form 13F

WILLNER & HELLER, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-08
Reported value$159,713,407
Positions165

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$8,614,27743,052
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$5,481,29267,620
APPLE INCAAPLCOM$5,438,17818,794
ISHARES TRIWFRUS 1000 GRW ETF$4,845,97939,027
ADVANCED MICRO DEVICES INCAMDCOM$4,837,2388,327
LAM RESEARCH CORPLRCXCOM NEW$3,878,6698,951
MICROSOFT CORPMSFTCOM$3,660,4909,813
ALPHABET INCGOOGLCAP STK CL A$3,653,10010,222
APPLIED MATLS INCAMATCOM$3,320,7464,593
AMAZON COM INCAMZNCOM$3,244,04613,611

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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