Herold Advisors, Inc. Purchases in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.36K
+ 3.78%
$105.23 - $109.61 $143K - $149K
37.3K $4.09M
IVV
Ishares Core S&P 500 ETF

ETFs
130
+ 7.48%
$498.8 - $620.9 $64.8K - $80.7K
1.87K $1.16M
AMD
Advanced Micro Devices Inc

Technology
390
+ 12.14%
$78.21 - $143.81 $30.5K - $56.1K
3.6K $511K
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 4.98%
$908.13 - $1056.85 $87.2K - $101K
2.02K $2M
IEMG
Ishares Inc

ETFs
3.24K
+ 81.1%
N/A
7.22K $387K
C
Citigroup Inc

Financial Services
325
+ 3.18%
$58.13 - $85.12 $18.9K - $27.7K
10.6K $898K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.92K
+ 35.95%
$83.97 - $92.85 $161K - $178K
7.25K $639K
IRM
Iron Mountain Inc

Real Estate
1
+ 0.01%
$76.93 - $105.25 $76.9 - $105
8.76K $898K
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 16.67%
$496.48 - $617.85 $74K - $92.1K
1.04K $644K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.75K
+ 2.78%
$72.02 - $73.82 $126K - $129K
64.6K $4.76M
KIO
Kkr Income Opportunities Fund

Financial Services
10.5K
New
$10.99 - $12.56 $115K - $132K
10.5K $131K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.95K
+ 9.67%
$29.36 - $35.56 $57.3K - $69.3K
22.1K $786K
PFE
Pfizer Inc

Healthcare
7.93K
+ 11.67%
$21.59 - $24.84 $171K - $197K
75.9K $1.84M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.2K
New
$7.69 - $11.46 $78.3K - $117K
10.2K $116K
QUAL
Ishares Msci Usa Quality Facto

ETFs
225
+ 3.69%
$152.42 - $182.82 $34.3K - $41.1K
6.33K $1.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.89K
+ 17.3%
$45.11 - $52.34 $85.4K - $99.1K
12.8K $671K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.11K
+ 2.3%
$50.36 - $50.68 $106K - $107K
93.5K $4.74M
UPS
United Parcel Service Inc

Industrials
1.4K
+ 38.68%
$91.92 - $110.2 $129K - $154K
5.02K $507K
CRM
Salesforce, Inc.

Technology
365
+ 23.55%
$236.26 - $291.15 $86.2K - $106K
1.92K $522K
ACN
Accenture PLC

Technology
428
+ 26.16%
$279.23 - $323.21 $120K - $138K
2.06K $616K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
91
+ 0.33%
$50.39 - $60.05 $4.59K - $5.46K
27.3K $1.64M
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.02%
$51.6 - $62.74 $206 - $251
22.8K $1.43M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
16.7K
New
$4.41 - $5.47 $73.9K - $91.6K
16.7K $91K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.85K
+ 3.48%
$51.14 - $57.0 $94.6K - $105K
55K $3.13M
F
Ford Motor CO

Consumer Cyclical
4.79K
+ 10.45%
$8.69 - $10.85 $41.6K - $51.9K
50.6K $548K
QCOM
Qualcomm Inc

Technology
77
+ 0.58%
$124.66 - $159.48 $9.6K - $12.3K
13.3K $2.12M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
14.7K
New
$5.09 - $5.8 $75K - $85.5K
14.7K $85K
SCHO
Schwab Short Term Us Treasury

ETFs
3.23K
+ 3.3%
$24.19 - $24.45 $78.2K - $79K
101K $2.46M
JPIB
Jpmorgan International Bond Op

ETFs
1.58K
+ 27.07%
$47.18 - $48.62 $74.4K - $76.7K
7.4K $359K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.25K
+ 3.4%
$22.4 - $23.8 $50.5K - $53.6K
68.6K $1.63M
CWB
Spdr Bloomberg Convertible Sec

ETFs
108
+ 0.93%
$71.86 - $82.66 $7.76K - $8.93K
11.8K $971K
DVN
Devon Energy Corp

Energy
3.15K
+ 54.78%
$26.8 - $37.92 $84.4K - $119K
8.9K $283K
NVO
Novo Nordisk A S

Healthcare
962
+ 18.15%
$58.08 - $81.05 $55.9K - $78K
6.26K $432K
SLV
I Shares Silver Trust

ETFs
550
+ 2.22%
$27.08 - $33.74 $14.9K - $18.6K
25.3K $830K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$470.37 - $663.28 $470 - $663
499 $330K
ADBE
Adobe Inc.

Technology
146
+ 18.67%
$340.0 - $420.68 $49.6K - $61.4K
928 $359K
INTC
Intel Corp

Technology
2.6K
+ 22.17%
$18.13 - $22.69 $47.1K - $59K
14.3K $320K
TGT
Target Corp

Consumer Defensive
670
+ 33.09%
$88.76 - $105.77 $59.5K - $70.9K
2.7K $265K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
1
+ 0.02%
$51.52 - $67.38 $51.5 - $67.4
6.3K $424K
XLF
Financial Sector Spdr

ETFs
523
+ 6.18%
$43.92 - $52.37 $23K - $27.4K
8.99K $470K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.34%
$416.06 - $551.64 $832 - $1.1K
589 $324K
QDEF
Flexshares Quality Div Defensi

ETFs
1
+ 0.01%
$62.5 - $74.05 $62.5 - $74.1
10.8K $801K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$243.75 - $303.93 $244 - $304
1.5K $456K
SBUX
Starbucks Corp

Consumer Cyclical
622
+ 28.4%
$79.69 - $99.41 $49.6K - $61.8K
2.81K $257K
AMT
American Tower Corp

Real Estate
79
+ 1.15%
$203.96 - $228.19 $16.1K - $18K
6.92K $1.53M
KO
Coca Cola CO

Consumer Defensive
643
+ 9.02%
$68.37 - $73.9 $44K - $47.5K
7.77K $549K
JPIE
J P Morgan Exchange Traded Fd
605
+ 1.45%
$45.12 - $46.32 $27.3K - $28K
42.4K $1.96M
WM
Waste Management Inc

Industrials
196
+ 7.43%
$216.47 - $242.1 $42.4K - $47.5K
2.84K $648K
BST
Black Rock Science & Technology Trust

Financial Services
101
+ 1.65%
$29.62 - $38.3 $2.99K - $3.87K
6.23K $237K
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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