Herold Advisors, Inc. Purchases in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
American Centy ETF Tr
406
+ 3.7%
N/A
11.4K $0
Blackrock ETF Trust
9.01K
New
N/A
9.01K $0
American Centy ETF Tr
16.1K
+ 47.36%
N/A
50.1K $0
Wisdomtree Tr
11.1K
+ 26.83%
N/A
52.5K $0
J P Morgan Exchange Traded F
8.69K
+ 184.69%
N/A
13.4K $0
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
52
+ 0.31%
$7.02 - $7.46 $365 - $388
16.9K $119K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
11
+ 0.09%
$9.85 - $10.28 $108 - $113
12.4K $123K
ET
Energy Transfer LP

Energy
507
+ 3.72%
$17.26 - $21.08 $8.75K - $10.7K
14.1K $262K
VT
Vanguard Total World Stk Index

ETFs
16
+ 0.31%
$115.08 - $123.97 $1.84K - $1.98K
5.15K $596K
VUG
Vanguard Growth ETF

ETFs
239
+ 9.79%
$369.1 - $427.61 $88.2K - $102K
2.68K $994K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 0.33%
$56.17 - $59.71 $9.77K - $10.4K
53.1K $3.04M
ADM
Archer Daniels Midland CO

Consumer Defensive
50
+ 0.91%
$45.22 - $52.17 $2.26K - $2.61K
5.55K $266K
IYW
Ishares Dj Us Tech ETF

ETFs
131
+ 7.23%
$140.44 - $166.79 $18.4K - $21.8K
1.94K $272K
BST
Black Rock Science & Technology Trust

Financial Services
55
+ 0.91%
$32.99 - $38.94 $1.81K - $2.14K
6.13K $202K
IVW
Ishares S&P 500 Growth ETF

ETFs
511
+ 6.38%
$92.45 - $106.69 $47.2K - $54.5K
8.52K $790K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.11%
$551.42 - $612.93 $551 - $613
894 $500K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$96.88 - $111.25 $96.9 - $111
5.45K $543K
ORCL
Oracle Corp

Technology
738
+ 14.43%
$139.81 - $186.47 $103K - $138K
5.85K $818K
TGT
Target Corp

Consumer Defensive
160
+ 8.58%
$103.65 - $142.5 $16.6K - $22.8K
2.03K $211K
HPE
Hewlett Packard Enterprise CO

Technology
1K
+ 10.06%
$14.77 - $24.42 $14.8K - $24.4K
10.9K $168K
APH
Amphenol Corp

Technology
484
+ 1.24%
$61.62 - $78.55 $29.8K - $38K
39.5K $2.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.4K
+ 3.64%
$24.91 - $29.02 $59.7K - $69.5K
68.2K $1.71M
IRM
Iron Mountain Inc

Real Estate
1
+ 0.01%
$82.79 - $111.31 $82.8 - $111
8.76K $753K
AVUV
American Centy ETF Tr Avantis

ETFs
2.15K
+ 2.92%
$84.95 - $100.62 $182K - $216K
75.7K $6.6M
AAPL
Apple Inc.

Technology
4.08K
+ 4.26%
$209.68 - $247.1 $855K - $1.01M
99.7K $22.1M
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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