Herold Advisors, Inc. Purchases in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
2
+ 0.03%
$126.09 - $154.15 $252 - $308
6.47K $984K
GM
General Motors CO

Consumer Cyclical
400
+ 7.55%
$42.48 - $50.46 $17K - $20.2K
5.7K $280K
QLV
Flexshares Us Quality Low Vola

ETFs
1
+ 0.01%
$59.53 - $68.1 $59.5 - $68.1
14.3K $974K
VRT
Vertiv Holdings CO

Industrials
345
+ 8.75%
N/A
4.29K $371K
RIG
Transocean Ltd.

Energy
11.5K
New
$2.13 - $3.32 $24.4K - $38K
11.5K $29K
HYGV
Flexshares Tr High Yield Value

ETFs
311
+ 1.48%
$38.45 - $41.03 $12K - $12.8K
21.3K $873K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
500
+ 9.43%
$50.52 - $50.92 $25.3K - $25.5K
5.8K $295K
HSY
Hershey CO

Consumer Defensive
350
+ 5.31%
$151.29 - $173.13 $53K - $60.6K
6.94K $1.15M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
254
+ 12.1%
$100.04 - $100.54 $25.4K - $25.5K
2.35K $236K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
2.57K
+ 10.38%
$19.2 - $22.42 $49.3K - $57.5K
27.3K $550K
CCI
Crown Castle International Corp

Real Estate
289
+ 3.87%
$94.83 - $107.06 $27.4K - $30.9K
7.77K $797K
GILD
Gilead Sciences, Inc.

Healthcare
228
+ 3.17%
$96.91 - $113.0 $22.1K - $25.8K
7.41K $821K
MO
Altria Group, Inc.

Consumer Defensive
435
+ 3.73%
$55.56 - $60.91 $24.2K - $26.5K
12.1K $709K
ITW
Illinois Tool Works Inc

Industrials
16
+ 1.39%
$218.41 - $252.43 $3.49K - $4.04K
1.17K $288K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
319
+ 2.59%
$42.44 - $49.08 $13.5K - $15.7K
12.6K $604K
BNDC
Flexshares Tr Core Select Bd F

ETFs
6
+ 0.02%
$21.75 - $22.41 $131 - $134
36.2K $806K
Capital Group Dividend Growe
8.75K
New
N/A
8.75K $0
Ishares Bitcoin Trust ETF
3.62K
New
N/A
3.62K $0
Lam Research Corp
794
+ 10.28%
N/A
8.52K $0
SHEL
Shell PLC

Energy
859
+ 4.1%
$59.75 - $73.05 $51.3K - $62.7K
21.8K $1.53M
Blackrock ETF Trust
133
+ 1.48%
N/A
9.14K $0
American Centy ETF Tr
7.72K
+ 15.4%
N/A
57.8K $0
Coherent Corp
2.86K
New
N/A
2.86K $0
J P Morgan Exchange Traded F
1.92K
+ 14.36%
N/A
15.3K $0
CGMS
Capital Grp Core Plus Income E
10.1K
New
N/A
10.1K $0
Capital Grp Fixed Incm ETF T
8.68K
New
N/A
8.68K $0
Capital Group Core Balanced
18.2K
New
N/A
18.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.7K
New
N/A
4.7K $0
Goldman Sachs ETF Tr
5.89K
New
N/A
5.89K $0
Capital Group Global Equity
24.3K
New
N/A
24.3K $0
Blackrock Inc
25
+ 2.3%
N/A
1.11K $0
Blackrock ETF Trust Ii
1.28K
+ 32.76%
N/A
5.18K $0
Gsk PLC
634
+ 6.47%
N/A
10.4K $0
American Centy ETF Tr
4.18K
New
N/A
4.18K $0
WPC
W. P. Carey Inc.

Real Estate
18
+ 0.31%
$56.12 - $64.53 $1.01K - $1.16K
5.92K $369K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
80
+ 0.5%
$8.85 - $9.6 $708 - $768
16.1K $149K
NNY
Nuveen New York Municipal Value Fund

Financial Services
105
+ 0.39%
$7.96 - $8.35 $836 - $877
27.1K $219K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
217
+ 1.74%
$9.36 - $10.03 $2.03K - $2.18K
12.7K $120K
KHC
Kraft Heinz CO

Consumer Defensive
1.45K
+ 16.2%
$25.61 - $30.81 $37.1K - $44.7K
10.4K $268K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
59
+ 0.35%
$6.58 - $7.16 $388 - $422
16.9K $113K
ET
Energy Transfer LP

Energy
29
+ 0.21%
$15.65 - $18.93 $454 - $549
14.2K $256K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.03%
$95.12 - $112.71 $95.1 - $113
2.94K $315K
PEY
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.12%
$18.68 - $21.54 $243 - $280
11.2K $228K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5
+ 0.08%
$44.37 - $50.04 $222 - $250
5.95K $282K
ZTS
Zoetis Inc.

Healthcare
53
+ 1.56%
$144.41 - $170.3 $7.65K - $9.03K
3.46K $539K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
252
+ 1.29%
$24.32 - $27.87 $6.13K - $7.02K
19.9K $526K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.05%
$55.13 - $75.25 $110 - $151
4.14K $283K
DOW
Dow Inc.

Basic Materials
553
+ 7.82%
$25.81 - $34.89 $14.3K - $19.3K
7.62K $201K
TPL
Texas Pacific Land Corp

Energy
10
+ 1.82%
$1036.28 - $1430.55 $10.4K - $14.3K
560 $591K
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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