Herold Advisors, Inc. Purchases in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.3K
+ 110.9%
$50.82 - $52.7 $1.13M - $1.17M
42.4K $2.22M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
19.2K
+ 193.95%
$59.78 - $60.03 $1.15M - $1.15M
29.1K $1.74M
SKOR
Flexshares Tr Credit Scored Us

ETFs
21.1K
+ 84.99%
$47.35 - $48.46 $1M - $1.02M
46K $2.22M
XOM
Exxon Mobil Corp

Energy
2.75K
+ 4.42%
$105.44 - $118.93 $290K - $327K
65K $7.73M
AVIG
American Centy ETF Tr Avantis

ETFs
15.4K
+ 10.6%
$40.06 - $41.55 $617K - $640K
161K $6.65M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 11.19%
$40.79 - $42.32 $618K - $642K
151K $6.34M
WMB
Williams Companies, Inc.

Energy
11.5K
New
$54.02 - $61.09 $624K - $705K
11.5K $690K
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.9K
+ 19.88%
$59.61 - $66.71 $889K - $995K
89.9K $5.44M
AVDE
American Centy ETF Tr Avantis

ETFs
6.95K
+ 18.36%
$60.63 - $68.55 $422K - $477K
44.8K $2.97M
IBM
International Business Machines Corp

Technology
203
+ 0.99%
$217.4 - $264.74 $44.1K - $53.7K
20.8K $5.17M
IQDY
Flexshares International Quali

ETFs
15.2K
+ 24.63%
$27.22 - $30.14 $415K - $459K
77.1K $2.24M
AMAT
Applied Materials Inc

Technology
3.35K
New
$145.06 - $195.51 $485K - $654K
3.35K $485K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.04K
+ 8.71%
$71.17 - $73.66 $359K - $371K
62.9K $4.62M
PG
Procter & Gamble CO

Consumer Defensive
2.24K
+ 9.83%
$158.56 - $176.26 $355K - $395K
25K $4.27M
NFLX
Netflix Inc

Communication Services
430
+ 44.24%
$828.4 - $1058.6 $356K - $455K
1.4K $1.31M
AVUS
American Centy ETF Tr Avantis

ETFs
11.8K
+ 8.05%
$90.7 - $101.57 $1.07M - $1.2M
159K $14.7M
CRM
Salesforce, Inc.

Technology
1.55K
New
$268.36 - $359.95 $416K - $558K
1.55K $415K
CB
Chubb LTD

Financial Services
701
+ 9.49%
$257.71 - $301.99 $181K - $212K
8.09K $2.44M
VZ
Verizon Communications Inc

Communication Services
136
+ 0.19%
$37.81 - $46.49 $5.14K - $6.32K
73K $3.31M
AVSD
American Centy ETF Tr Avantis

ETFs
6.64K
New
$54.89 - $62.11 $364K - $412K
6.64K $397K
TPL
Texas Pacific Land Corp

Energy
240
+ 77.42%
$1180.08 - $1431.01 $283K - $343K
550 $728K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.96K
+ 8.98%
$105.1 - $109.61 $311K - $325K
35.9K $3.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.57K
+ 7.74%
$50.39 - $50.66 $331K - $333K
91.4K $4.63M
VRT
Vertiv Holdings CO

Industrials
3.94K
New
N/A
3.94K $341K
VST
Vistra Corp.

Utilities
2.58K
New
$108.49 - $191.89 $280K - $495K
2.58K $302K
NEE
Nextera Energy Inc

Utilities
4.46K
+ 19.34%
$66.96 - $76.16 $298K - $339K
27.5K $1.95M
JPIB
Jpmorgan International Bond Op

ETFs
5.83K
New
$46.97 - $48.35 $274K - $282K
5.83K $278K
UBER
Uber Technologies, Inc

Technology
3.8K
New
$63.17 - $81.49 $240K - $310K
3.8K $276K
XLE
Energy Sector Spdr

ETFs
212
+ 0.65%
$85.7 - $93.96 $18.2K - $19.9K
33.1K $3.09M
DFAX
Dimensional ETF Tr
3.86K
+ 3.13%
$24.45 - $27.2 $94.3K - $105K
127K $3.32M
MMM
3 M CO

Industrials
1.14K
+ 21.34%
$129.7 - $155.12 $147K - $176K
6.46K $949K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.23K
+ 3.33%
$36.91 - $41.03 $82.3K - $91.5K
69.2K $2.75M
BMY
Bristol Myers Squibb CO

Healthcare
1.69K
+ 4.82%
$53.9 - $63.11 $90.8K - $106K
36.7K $2.24M
CCI
Crown Castle International Corp

Real Estate
1.72K
+ 29.92%
$84.33 - $106.39 $145K - $183K
7.48K $779K
HES
Hess Corp

Energy
1.5K
New
$135.42 - $160.52 $203K - $241K
1.5K $239K
SHEL
Shell PLC

Energy
8
+ 0.04%
$62.84 - $73.29 $503 - $586
20.9K $1.53M
DVN
Devon Energy Corp

Energy
5.75K
New
$33.15 - $38.55 $191K - $222K
5.75K $215K
DGRO
Ishares Core Dividend Growth E

ETFs
3.01K
+ 4.62%
$60.46 - $64.42 $182K - $194K
68.1K $4.21M
SBUX
Starbucks Corp

Consumer Cyclical
2.19K
New
$91.75 - $115.81 $201K - $254K
2.19K $214K
AXP
American Express CO

Financial Services
997
+ 50.56%
$255.39 - $325.87 $255K - $325K
2.97K $798K
IEMG
Ishares Inc

ETFs
3.99K
New
N/A
3.99K $213K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.1K
New
$100.32 - $100.76 $211K - $212K
2.1K $211K
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 0.53%
$225.19 - $279.95 $36K - $44.8K
30.4K $7.46M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $175K - $202K
1.66K $201K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.17K
New
$91.76 - $103.26 $199K - $224K
2.17K $200K
AVEM
American Centy ETF Tr Avantis

ETFs
3.02K
+ 24.81%
$57.11 - $62.4 $172K - $188K
15.2K $913K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.65K
+ 17.81%
$105.24 - $117.4 $279K - $311K
17.6K $1.87M
QLC
Flexshares Tr Us Quality Large

ETFs
4.55K
+ 12.28%
$62.78 - $69.86 $286K - $318K
41.6K $2.66M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.62K
+ 6.52%
$50.29 - $50.5 $182K - $183K
59.2K $2.98M
Activity Summary
Buys All Purchases 126 New Holdings 16 Increased Positions 110 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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