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  Name: WILLNER & HELLER LLC
  City: ENCINO
  State: CA
  Zip: 91436
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $89,563,000
  Total Value Change : $19,146,000
  Securities Held Change : 10
   
All Securities Held : 134
  New Positions : 23
  Closed Positions : 13
  Increased Positions : 64
  Unchanged Positions : 1
  Decreased Positions : 46

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 145 Closed $37.80 $0 0 0% -245,000 -6,268 0    Oil & Gas Pipelines &...
   (BLK)1 Year Chart         BLK BlackRock Inc A 138 Closed $796.67 $0 0 0% -258,000 -364 0    Investment Brokerage ...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 144 Closed $0.00 $0 0 0% -224,000 -4,106 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp 137 Closed $29.85 $0 0 0% -272,000 -10,274 0    Semiconductor- Broad...
   (JWN)1 Year Chart         JWN Nordstrom Inc 143 Closed $20.58 $0 0 0% -271,000 -16,820 0    Apparel Stores
   (FTGC)1 Year Chart         FTGC First Trust Global Tactical... 136 Closed $24.05 $0 0 0% -436,000 -17,798 0    N/A
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 142 Closed $121.31 $0 0 0% -209,000 -1,642 0    Medical Appliances & ...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 135 Closed $86.73 $0 0 0% -1,051,000 -14,552 0    Closed - End Fund - E...
   (LIT)1 Year Chart         LIT Global X Lithium ETF 141 Closed $44.94 $0 0 0% -392,000 -6,686 0    Closed - End Fund - E...
   (COO)1 Year Chart         COO Cooper Companies Inc 147 Closed $94.76 $0 0 0% -395,000 -4,776 0    Medical Instruments &...
   (PRU)1 Year Chart         PRU Prudential Financial Inc 140 Closed $118.83 $0 0 0% -218,000 -2,189 0    Life & Health Insurance
   (AAP)1 Year Chart         AAP Advance Auto Parts Inc 146 Closed $75.03 $0 0 0% -278,000 -1,888 0    Auto Parts Stores
   (BAX)1 Year Chart         BAX Baxter International Inc 139 Closed $40.93 $0 0 0% -211,000 -4,136 0    Medical Instruments &...
      13 Records Found
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