StockDriftsStockDriftsTop 50 Willner & Heller, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.78% | 44.5K | $7.8M | -1.47%(-664) | $41.97(+368.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.65% | 19.3K | $4.9M | +0.05%(+10) | $160.81(+76.72%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.45% | 67.8K | $4.6M | +9.20%(+5.71K) | $53.76(+38.57%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.1% | 9.8K | $4.2M | +1.21%(+117) | $286.43(-57.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.54% | 9.2K | $3.4M | +6.69%(+576) | $329.85(+24.72%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.21% | 10.3K | $3.0M | +0.20%(+21) | $135.93(+185.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.15% | 13.9K | $2.9M | +2.47%(+334) | $160.60(+70.33%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.7% | 4.7K | $2.3M | -3.14%(-154) | $331.50(+40.43%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.65% | 10.4K | $2.2M | -9.14%(-1.04K) | $58.60(+370.68%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 1.59% | 35.7K | $2.1M | -21.20%(-9.60K) | $59.83(-0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.84% | +51.43% |
| Top 20 Holdings Unweighted | +14.94% | +51.83% |
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