Herold Advisors, Inc. Purchases in Q4 2024

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
22.6K
+ 57.18%
$105.51 - $125.37 $2.39M - $2.84M
62.2K $6.69M
SKOR
Flexshares Tr Credit Scored Us

ETFs
24.9K
New
$47.6 - $49.05 $1.18M - $1.22M
24.9K $1.19M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.82K
+ 10.01%
$61.52 - $66.5 $420K - $454K
75K $4.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
880
+ 12.42%
$442.29 - $483.08 $389K - $425K
7.96K $3.61M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.6K
+ 11.13%
$41.17 - $43.34 $559K - $588K
136K $5.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.57K
+ 8.39%
$50.37 - $50.6 $331K - $332K
84.8K $4.27M
VV
Vanguard Large Cap ETF

ETFs
950
+ 113.77%
$260.27 - $280.65 $247K - $267K
1.79K $481K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.42K
+ 41.16%
$176.42 - $186.91 $250K - $265K
4.86K $866K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.88K
+ 14.45%
$108.0 - $116.52 $203K - $219K
14.9K $1.67M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.8K
New
$50.67 - $50.9 $243K - $244K
4.8K $243K
DIS
Walt Disney CO

Communication Services
291
+ 2.15%
$92.39 - $117.6 $26.9K - $34.2K
13.8K $1.54M
MS
Morgan Stanley

Financial Services
468
+ 5.96%
$104.42 - $134.99 $48.9K - $63.2K
8.32K $1.05M
CG
Carlyle Group Inc.

Financial Services
4.5K
New
$43.2 - $54.81 $194K - $247K
4.5K $227K
BST
Black Rock Science & Technology Trust

Financial Services
6.08K
New
$34.86 - $38.04 $212K - $231K
6.08K $222K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.48K
+ 16.83%
$52.19 - $52.87 $234K - $237K
31.1K $1.63M
BAC
Bank Of America Corp

Financial Services
751
+ 1.7%
$39.22 - $47.77 $29.5K - $35.9K
44.8K $1.97M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.38K
New
$58.39 - $67.04 $197K - $226K
3.38K $214K
IAU
Ishares Gold Trust

ETFs
4.27K
New
$48.37 - $52.65 $207K - $225K
4.27K $211K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.35K
New
$77.25 - $91.3 $182K - $215K
2.35K $200K
BA
Boeing CO

Industrials
150
+ 2.3%
$138.14 - $180.72 $20.7K - $27.1K
6.69K $1.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.9K
+ 313.94%
$25.93 - $105.3 $1.29M - $5.25M
65.8K $1.83M
QLC
Flexshares Tr Us Quality Large

ETFs
1.89K
+ 5.38%
$64.39 - $68.9 $122K - $130K
37.1K $2.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.87K
+ 23.89%
$51.33 - $53.74 $199K - $208K
20.1K $1.03M
NFBK
Northfield Bancorp, Inc.

Financial Services
14K
+ 117.92%
$11.03 - $14.1 $155K - $198K
25.9K $301K
T
At&T Inc.

Communication Services
4.27K
+ 5.15%
$21.22 - $23.88 $90.6K - $102K
87.2K $1.99M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.16K
+ 9.64%
$53.94 - $58.15 $117K - $126K
24.6K $1.38M
DFAU
Dimensional ETF Tr

ETFs
3.07K
+ 9.08%
$39.27 - $42.38 $120K - $130K
36.8K $1.49M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.4K
New
$10.01 - $10.82 $124K - $135K
12.4K $125K
VIG
Vanguard Dividend Appreciation

ETFs
687
+ 12.47%
N/A
6.2K $1.13M
SCHW
Schwab Charles Corp

Financial Services
138
+ 1.11%
$63.31 - $82.85 $8.74K - $11.4K
12.6K $932K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.39K
+ 6.84%
$80.93 - $85.66 $193K - $205K
37.4K $3.02M
VO
Vanguard Mid Cap ETF

ETFs
406
+ 17.71%
$261.5 - $284.63 $106K - $116K
2.7K $712K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.9K
+ 7.23%
$71.75 - $75.11 $280K - $293K
57.8K $4.16M
AVIG
American Centy ETF Tr Avantis

ETFs
8.78K
+ 6.43%
$40.48 - $42.48 $355K - $373K
145K $5.89M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.58K
+ 2.92%
$50.23 - $50.46 $79.3K - $79.6K
55.6K $2.8M
AXP
American Express CO

Financial Services
119
+ 6.42%
$267.35 - $305.57 $31.8K - $36.4K
1.97K $585K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.31K
+ 15.27%
$59.74 - $60.03 $78.4K - $78.8K
9.91K $592K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
913
+ 31.52%
$73.49 - $86.09 $67.1K - $78.6K
3.81K $293K
AVLV
American Centy ETF Tr Avantis
676
+ 2.25%
$65.51 - $71.22 $44.3K - $48.1K
30.8K $2.05M
ET
Energy Transfer LP

Energy
1.51K
+ 12.46%
$16.05 - $19.86 $24.2K - $30K
13.6K $266K
GILD
Gilead Sciences, Inc.

Healthcare
29
+ 0.38%
$83.95 - $97.9 $2.43K - $2.84K
7.75K $715K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.16%
$378.79 - $428.11 $1.52K - $1.71K
2.44K $1M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
7.44K
+ 38.68%
$10.23 - $11.18 $76.1K - $83.2K
26.7K $275K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
646
+ 2.31%
$55.86 - $60.21 $36.1K - $38.9K
28.7K $1.64M
HYGV
Flexshares Tr High Yield Value

ETFs
1.76K
+ 8.09%
$40.53 - $41.51 $71.3K - $73K
23.5K $956K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
4.42K
+ 38.11%
$11.34 - $11.91 $50.1K - $52.6K
16K $184K
GLW
Corning Inc

Technology
153
+ 1.18%
$44.11 - $49.76 $6.75K - $7.61K
13.2K $625K
DE
Deere & CO

Industrials
50
+ 1.93%
$389.45 - $466.0 $19.5K - $23.3K
2.63K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
23
+ 1.1%
$570.51 - $610.59 $13.1K - $14K
2.12K $1.25M
Activity Summary
Buys All Purchases 129 New Holdings 14 Increased Positions 115 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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