Herold Advisors, Inc. Purchases in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
75.2K
New
$91.43 - $91.74 $6.87M - $6.9M
75.2K $6.89M
CGDV
Capital Group Divid Value ETF

ETFs
58.2K
New
$31.93 - $39.49 $1.86M - $2.3M
58.2K $2.3M
DSL
Double Line Income Solutions Fund

Financial Services
115K
New
$11.15 - $12.57 $1.28M - $1.44M
115K $1.41M
AVUS
American Centy ETF Tr Avantis

ETFs
409
+ 0.26%
$81.38 - $100.82 $33.3K - $41.2K
159K $16M
IBM
International Business Machines Corp

Technology
156
+ 0.75%
$221.03 - $294.78 $34.5K - $46K
20.9K $6.17M
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
+ 11.7%
$221.86 - $362.89 $258K - $422K
11.1K $3.52M
AMZN
Amazon Com Inc

Consumer Cyclical
564
+ 2.15%
$167.32 - $223.3 $94.4K - $126K
26.8K $5.89M
T
At&T Inc.

Communication Services
28.2K
+ 32.92%
$26.33 - $28.94 $742K - $815K
114K $3.29M
NFLX
Netflix Inc

Communication Services
109
+ 7.77%
$855.86 - $1339.13 $93.3K - $146K
1.51K $2.02M
MU
Micron Technology Inc

Technology
5.63K
New
$64.72 - $127.91 $364K - $720K
5.63K $693K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18.5K
New
$22.63 - $26.95 $419K - $499K
18.5K $498K
HWM
Howmet Aerospace Inc.

Industrials
2.55K
New
$112.33 - $186.13 $286K - $474K
2.55K $474K
ORCL
Oracle Corp

Technology
5
+ 0.09%
$122.82 - $218.63 $614 - $1.09K
5.86K $1.28M
AVUV
American Centy ETF Tr Avantis

ETFs
1.66K
+ 2.19%
$75.17 - $91.21 $125K - $151K
77.4K $7.05M
DIS
Walt Disney CO

Communication Services
506
+ 3.68%
$81.72 - $124.01 $41.4K - $62.7K
14.3K $1.77M
ECC
Eagle Point Credit CO Inc.

Financial Services
53.1K
New
$6.94 - $8.31 $368K - $441K
53.1K $406K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.8K
New
$10.49 - $12.99 $334K - $413K
31.8K $404K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.96K
+ 16.44%
$51.1 - $53.29 $356K - $371K
49.3K $2.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
286
+ 0.73%
$152.93 - $181.74 $43.7K - $52K
39.7K $7.21M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.03K
New
$30.53 - $40.65 $276K - $367K
9.03K $367K
CGUS
Capital Group Core Equity ETF
9.74K
New
$29.93 - $36.93 $291K - $360K
9.74K $359K
PLTR
Palantir Technologies Inc.

Technology
2.56K
New
$74.01 - $144.25 $190K - $370K
2.56K $349K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.98K
+ 17.58%
$45.88 - $54.4 $228K - $271K
33.3K $1.81M
CAT
Caterpillar Inc

Industrials
452
+ 16.56%
$273.94 - $388.21 $124K - $175K
3.18K $1.24M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.01%
$146.58 - $180.01 $293 - $360
15.2K $2.7M
DFAU
Dimensional ETF Tr

ETFs
3.61K
+ 8.58%
$34.04 - $42.36 $123K - $153K
45.7K $1.93M
EFV
Msci Eafe Value ETF

ETFs
4.49K
+ 78.58%
$52.4 - $64.65 $235K - $290K
10.2K $648K
NET
Cloudflare, Inc.

Technology
1.52K
New
$97.08 - $195.83 $148K - $298K
1.52K $297K
PFN
Pimco Income Strategy Fund Ii

Financial Services
40.3K
New
$6.87 - $7.56 $277K - $304K
40.3K $297K
PM
Philip Morris International Inc.

Consumer Defensive
622
+ 8.36%
$149.23 - $184.95 $92.8K - $115K
8.06K $1.47M
IQDY
Flexshares International Quali

ETFs
1.03K
+ 1.34%
$25.6 - $32.45 $26.4K - $33.4K
78.1K $2.53M
OEF
Ishares S&P 100 ETF

ETFs
1.07K
New
N/A
1.07K $283K
JBL
Jabil Inc

Technology
1.3K
New
$116.88 - $218.1 $152K - $284K
1.3K $283K
GE
General Electric CO

Industrials
475
+ 16.99%
$166.81 - $257.39 $79.2K - $122K
3.27K $841K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
30.9K
+ 209.51%
$7.19 - $8.75 $222K - $270K
45.7K $399K
MS
Morgan Stanley

Financial Services
510
+ 6.33%
$99.83 - $140.86 $50.9K - $71.8K
8.57K $1.21M
AXON
Axon Enterprise, Inc.

Industrials
320
New
$497.13 - $827.94 $159K - $265K
320 $264K
PFL
Pimco Income Strategy Fund

Financial Services
28.8K
New
$7.76 - $8.58 $223K - $247K
28.8K $240K
VST
Vistra Corp.

Utilities
221
+ 8.57%
$98.07 - $195.04 $21.7K - $43.1K
2.8K $542K
CG
Carlyle Group Inc.

Financial Services
4.5K
New
$34.78 - $51.4 $157K - $231K
4.5K $231K
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.25K
+ 9.23%
$47.3 - $48.78 $201K - $207K
50.3K $2.45M
CGGO
Capital Group Global Growth Eq

ETFs
6.91K
New
$25.31 - $32.17 $175K - $222K
6.91K $220K
ONON
On Holding Ag

Consumer Cyclical
4.2K
New
$37.65 - $60.68 $158K - $255K
4.2K $218K
PDI
Pimco Dynamic Income Fund

Financial Services
11.5K
New
$17.02 - $19.87 $196K - $229K
11.5K $218K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
5.15K
New
$41.2 - $42.29 $212K - $218K
5.15K $217K
BEN
Franklin Resources Inc

Financial Services
8.75K
New
$16.66 - $23.85 $146K - $209K
8.75K $208K
CTVA
Corteva, Inc.

Basic Materials
2.75K
New
$55.52 - $74.53 $152K - $205K
2.75K $204K
AMAT
Applied Materials Inc

Technology
396
+ 11.84%
$126.95 - $183.52 $50.3K - $72.7K
3.74K $684K
CSCO
Cisco Systems, Inc.

Technology
475
+ 2.26%
$53.19 - $69.38 $25.3K - $33K
21.5K $1.49M
Activity Summary
Buys All Purchases 153 New Holdings 39 Increased Positions 114 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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