Herold Advisors, Inc. Purchases in Q3 2025

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
20.5K
+ 22.24%
$153.3 - $186.58 $3.15M - $3.83M
113K $21.1M
MSFT
Microsoft Corp

Technology
2.53K
+ 7.77%
$491.09 - $535.64 $1.24M - $1.36M
35.1K $18.2M
ABBV
Abb Vie Inc.

Healthcare
1.68K
+ 4.93%
$184.85 - $231.54 $311K - $390K
35.8K $8.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.6K
+ 19.53%
$67.01 - $72.84 $1.11M - $1.21M
102K $7.38M
APH
Amphenol Corp

Technology
6.2K
+ 19.39%
$97.39 - $125.4 $604K - $777K
38.2K $4.72M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.3K
+ 18.02%
$41.8 - $43.15 $972K - $1M
152K $6.51M
AVIG
American Centy ETF Tr Avantis

ETFs
22.7K
+ 16.57%
$41.02 - $42.32 $933K - $962K
160K $6.73M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
+ 12.38%
$357.4 - $423.42 $493K - $584K
12.5K $5.08M
JPM
Jpmorgan Chase & CO

Financial Services
588
+ 2.07%
$282.78 - $316.06 $166K - $186K
29K $9.15M
WMT
Walmart Inc.

Consumer Defensive
5.19K
+ 7.9%
$94.4 - $104.27 $489K - $541K
70.8K $7.3M
GS
Goldman Sachs Group Inc

Financial Services
795
+ 59.06%
$696.56 - $806.32 $554K - $641K
2.14K $1.7M
IQDY
Flexshares International Quali

ETFs
15.9K
+ 20.35%
$31.97 - $34.38 $508K - $547K
94K $3.18M
DFIV
Dimensional ETF Tr

ETFs
7.96K
+ 13.79%
$42.66 - $46.53 $340K - $371K
65.7K $3.03M
VUG
Vanguard Growth ETF

ETFs
829
+ 45.73%
$433.97 - $484.08 $360K - $401K
2.64K $1.27M
PLD
Prologis, Inc.

Real Estate
3.5K
+ 45.89%
$104.08 - $115.35 $364K - $404K
11.1K $1.27M
XLE
Energy Sector Spdr

ETFs
3.93K
+ 14.88%
$84.25 - $91.99 $331K - $362K
30.3K $2.71M
LLY
Eli Lilly & CO

Healthcare
823
+ 8.47%
$625.65 - $812.69 $515K - $669K
10.5K $8.04M
KLAC
Kla Corp

Technology
303
+ 41.06%
$843.9 - $1078.6 $256K - $327K
1.04K $1.12M
MA
Mastercard Inc

Financial Services
560
+ 3.76%
$550.18 - $598.96 $308K - $335K
15.4K $8.79M
AVLV
American Centy ETF Tr Avantis
4.09K
+ 14.4%
$68.33 - $72.69 $279K - $297K
32.5K $2.35M
PSX
Phillips 66

Energy
1.03K
+ 6.66%
$118.37 - $139.46 $122K - $144K
16.5K $2.24M
CTAS
Cintas Corp

Industrials
2.97K
+ 24.52%
$199.29 - $226.27 $592K - $672K
15.1K $3.1M
GLD
Spdr Gold Trust

ETFs
269
+ 4.71%
$300.96 - $355.47 $81K - $95.6K
5.98K $2.13M
TSCO
Tractor Supply CO

Consumer Cyclical
6.03K
+ 61.96%
$54.08 - $62.65 $326K - $378K
15.8K $895K
NUE
Nucor Corp

Basic Materials
2.5K
+ 36.02%
$133.3 - $150.33 $333K - $376K
9.44K $1.28M
CVX
Chevron Corp

Energy
249
+ 0.88%
$145.57 - $161.83 $36.2K - $40.3K
28.4K $4.42M
SKOR
Flexshares Tr Credit Scored Us

ETFs
7.17K
+ 14.25%
$48.34 - $49.39 $346K - $354K
57.5K $2.83M
LMT
Lockheed Martin Corp

Industrials
563
+ 21.8%
$410.74 - $499.21 $231K - $281K
3.15K $1.57M
AVIV
American Centy ETF Tr Avantis
5.35K
New
$61.83 - $67.44 $331K - $361K
5.35K $360K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.39K
+ 11.74%
$28.92 - $32.19 $185K - $206K
60.8K $1.94M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.5K
+ 28.09%
$89.29 - $100.17 $223K - $250K
11.4K $1.14M
FDRR
Fidelity Covington Tr Divid Et

ETFs
4.94K
+ 66.94%
$54.44 - $58.63 $269K - $290K
12.3K $722K
PWR
Quanta Services, Inc.

Industrials
700
New
$372.29 - $421.68 $261K - $295K
700 $290K
AVEM
American Centy ETF Tr Avantis

ETFs
2.54K
+ 17.91%
$68.33 - $75.41 $173K - $191K
16.7K $1.25M
LRGF
Ishares Tr

ETFs
3.98K
New
$64.13 - $69.24 $255K - $276K
3.98K $275K
BP
Bp PLC

Energy
5.47K
+ 28.86%
$30.25 - $35.69 $166K - $195K
24.4K $841K
BA
Boeing CO

Industrials
1K
+ 15.8%
$209.79 - $237.38 $210K - $237K
7.33K $1.58M
UNH
Unitedhealth Group Inc

Healthcare
446
+ 14.6%
$237.77 - $353.61 $106K - $158K
3.5K $1.21M
ABT
Abbott Laboratories

Healthcare
2.05K
+ 19.27%
$120.51 - $136.62 $247K - $280K
12.7K $1.7M
AVDE
American Centy ETF Tr Avantis

ETFs
585
+ 1.4%
$73.24 - $79.04 $42.8K - $46.2K
42.4K $3.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
343
+ 56.51%
$567.77 - $614.76 $195K - $211K
950 $581K
UNP
Union Pacific Corp

Industrials
930
+ 33.82%
$214.91 - $237.16 $200K - $221K
3.68K $869K
INTU
Intuit Inc

Technology
851
+ 25.17%
$646.03 - $807.39 $550K - $687K
4.23K $2.89M
ALLE
Allegion PLC

Industrials
305
+ 5.95%
$145.55 - $179.33 $44.4K - $54.7K
5.43K $963K
NEE
Nextera Energy Inc

Utilities
892
+ 3.93%
$69.77 - $77.54 $62.2K - $69.2K
23.6K $1.78M
QBTS
D Wave Quantum Inc.

Technology
8.2K
New
$14.81 - $27.72 $121K - $227K
8.2K $202K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
+ 41.04%
$167.28 - $188.45 $249K - $281K
5.12K $862K
BX
Blackstone Inc.

Financial Services
503
+ 9.85%
$152.77 - $188.68 $76.8K - $94.9K
5.61K $958K
CB
Chubb LTD

Financial Services
841
+ 12.39%
$265.99 - $289.59 $224K - $244K
7.63K $2.15M
Activity Summary
Buys All Purchases 99 New Holdings 5 Increased Positions 94 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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