Herold Advisors, Inc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $405 Million distributed in 265 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5M, Microsoft Corp with a value of $15.9M, American Centy ETF Tr Avantis with a value of $13.3M, Nvidia Corp with a value of $11.3M, and Eli Lilly & CO with a value of $8.9M.

Examining the 13F form we can see an increase of $51.1M in the current position value, from $354M to 405M.

Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $405 Million
ETFs: $125 Million
Technology: $65.6 Million
Healthcare: $44.7 Million
Financial Services: $44 Million
Industrials: $22.4 Million
Communication Services: $22.1 Million
Consumer Cyclical: $20.7 Million
Energy: $18.8 Million
Other: $35.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $405 Million
  • Prior Value $354 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 33 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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