Herold Advisors, Inc. Purchases in Q4 2024

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.11K
+ 6.83%
$106.56 - $113.11 $225K - $239K
33K $3.52M
EFG
Msci Eafe Growth ETF

ETFs
807
+ 19.42%
$96.83 - $106.88 $78.1K - $86.3K
4.96K $480K
DFIV
Dimensional ETF Tr

ETFs
4.26K
+ 9.13%
$34.86 - $37.97 $148K - $162K
50.9K $1.8M
XLF
Financial Sector Spdr

ETFs
33
+ 0.41%
$44.89 - $51.34 $1.48K - $1.69K
8.17K $394K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 2.88%
$567.81 - $607.81 $14.2K - $15.2K
893 $523K
MO
Altria Group, Inc.

Consumer Defensive
142
+ 1.25%
$49.06 - $57.74 $6.97K - $8.2K
11.5K $601K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
150
+ 3.41%
$55.73 - $66.16 $8.36K - $9.92K
4.55K $274K
F
Ford Motor CO

Consumer Cyclical
4.15K
+ 9.8%
$9.69 - $11.4 $40.2K - $47.3K
46.5K $460K
TGT
Target Corp

Consumer Defensive
315
+ 20.32%
$121.59 - $160.69 $38.3K - $50.6K
1.87K $252K
AMD
Advanced Micro Devices Inc

Technology
786
+ 40.68%
$118.88 - $172.8 $93.4K - $136K
2.72K $328K
PM
Philip Morris International Inc.

Consumer Defensive
107
+ 1.38%
$118.38 - $133.06 $12.7K - $14.2K
7.89K $949K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
7
+ 0.11%
$60.34 - $65.34 $422 - $457
6.3K $387K
MCD
Mcdonalds Corp

Consumer Cyclical
261
+ 5.21%
$288.47 - $316.54 $75.3K - $82.6K
5.27K $1.53M
Wisdomtree Tr
6.66K
+ 19.15%
N/A
41.4K $0
Brookfield Infrastructure CO
11.3K
New
N/A
11.3K $0
Ge Vernova Inc
926
New
N/A
926 $0
American Centy ETF Tr
18.3K
+ 116.29%
N/A
34K $0
J P Morgan Exchange Traded F
4.7K
New
N/A
4.7K $0
Blackrock Inc
1.32K
New
N/A
1.32K $0
Blackrock ETF Trust Ii
3.9K
New
N/A
3.9K $0
Lam Research Corp
11K
New
N/A
11K $0
American Centy ETF Tr
805
+ 7.92%
N/A
11K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
580
+ 1.07%
N/A
54.6K $0
FTGS
First Tr Exchange Traded Fd Gr
11
+ 0.04%
N/A
29.5K $0
ABT
Abbott Laboratories

Healthcare
100
+ 0.82%
$111.93 - $119.39 $11.2K - $11.9K
12.3K $1.4M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1
+ 0.02%
$123.69 - $133.68 $124 - $134
4.74K $591K
ITW
Illinois Tool Works Inc

Industrials
25
+ 2.17%
$253.56 - $278.5 $6.34K - $6.96K
1.18K $297K
CVX
Chevron Corp

Energy
390
+ 1.52%
$141.15 - $162.53 $55K - $63.4K
26.1K $3.78M
COP
Conocophillips

Energy
76
+ 3.53%
$95.12 - $114.72 $7.23K - $8.72K
2.23K $220K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
71
+ 0.45%
$9.4 - $10.0 $667 - $710
16K $152K
VT
Vanguard Total World Stk Index

ETFs
38
+ 0.75%
$117.09 - $123.07 $4.45K - $4.68K
5.13K $602K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
830
+ 3.4%
$23.56 - $25.94 $19.6K - $21.5K
25.3K $613K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 1.28%
$96.64 - $101.23 $2.71K - $2.83K
2.21K $213K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.3K
+ 203.04%
$26.93 - $84.95 $358K - $1.13M
19.8K $541K
D
Dominion Energy, Inc

Utilities
153
+ 3.21%
$52.63 - $60.92 $8.05K - $9.32K
4.91K $264K
JPIE
J P Morgan Exchange Traded Fd
467
+ 1.11%
$45.59 - $46.25 $21.3K - $21.6K
42.5K $1.94M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
50
+ 0.3%
$7.13 - $7.87 $357 - $394
16.8K $120K
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 1.62%
$285.5 - $335.62 $21.7K - $25.5K
4.76K $1.38M
WM
Waste Management Inc

Industrials
1
+ 0.04%
$201.79 - $228.46 $202 - $228
2.64K $532K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
512
+ 6.14%
$68.55 - $74.48 $35.1K - $38.1K
8.85K $609K
QLV
Flexshares Us Quality Low Vola

ETFs
1
+ 0.01%
$65.2 - $68.29 $65.2 - $68.3
14.3K $933K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.11K
+ 6.47%
$50.06 - $55.0 $55.4K - $60.8K
18.2K $913K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$48.12 - $52.79 $192 - $211
12.3K $593K
FTCS
First Trust Capital Strength E

ETFs
30
+ 0.33%
$87.62 - $94.03 $2.63K - $2.82K
9.13K $801K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
54
+ 0.14%
$10.26 - $11.26 $554 - $608
38.7K $405K
EFV
Msci Eafe Value ETF

ETFs
283
+ 3.29%
$51.78 - $57.15 $14.7K - $16.2K
8.88K $466K
AVEM
American Centy ETF Tr Avantis

ETFs
654
+ 5.68%
$58.59 - $66.14 $38.3K - $43.3K
12.2K $714K
MDLZ
Mondelez International, Inc.

Consumer Defensive
252
+ 7.64%
$59.25 - $72.99 $14.9K - $18.4K
3.55K $212K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.19K
+ 2.29%
$57.53 - $60.83 $68.2K - $72.1K
52.9K $3.05M
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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