Herold Advisors, Inc. Portfolio Holdings
Herold Advisors, Inc.
- $423 Million
- Q2 2024
Herold Advisors, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $423 Million distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.6M, Microsoft Corp with a value of $17.1M, Nvidia Corp with a value of $14.9M, American Centy ETF Tr Avantis with a value of $13.9M, and Eli Lilly & CO with a value of $10.6M.
Examining the 13F form we can see an increase of $17.9M in the current position value, from $405M to 423M.
Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
ETFs: $135 Million
Technology: $76.5 Million
Financial Services: $43.2 Million
Healthcare: $42.2 Million
Communication Services: $25.3 Million
Industrials: $21.3 Million
Consumer Cyclical: $19.4 Million
Energy: $18.9 Million
Other: $34.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 263
- Current Value $423 Million
- Prior Value $405 Million
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 11 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks