Herold Advisors, Inc. Purchases in Q4 2024

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BP
Bp PLC

Energy
131
+ 0.6%
$28.16 - $33.14 $3.69K - $4.34K
21.8K $644K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
93
+ 0.28%
$56.06 - $61.35 $5.21K - $5.71K
33.1K $1.87M
MMM
3 M CO

Industrials
1
+ 0.02%
$124.74 - $137.12 $125 - $137
5.33K $687K
BNDC
Flexshares Tr Core Select Bd F

ETFs
314
+ 0.66%
$21.68 - $22.86 $6.81K - $7.18K
48K $1.04M
PEG
Public Service Enterprise Group Inc

Utilities
281
+ 1.95%
$81.87 - $94.51 $23K - $26.6K
14.7K $1.24M
RTX
Raytheon Technologies Corp

Industrials
68
+ 0.64%
$114.45 - $127.21 $7.78K - $8.65K
10.6K $1.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.02%
$75.95 - $88.05 $76 - $88.1
4.34K $330K
KO
Coca Cola CO

Consumer Defensive
218
+ 2.99%
$61.74 - $71.71 $13.5K - $15.6K
7.5K $466K
PG
Procter & Gamble CO

Consumer Defensive
316
+ 1.41%
$161.05 - $179.7 $50.9K - $56.8K
22.8K $3.82M
IQDY
Flexshares International Quali

ETFs
4.71K
+ 8.24%
$27.51 - $31.28 $130K - $147K
61.9K $1.71M
CB
Chubb LTD

Financial Services
19
+ 0.26%
$271.57 - $301.89 $5.16K - $5.74K
7.39K $2.04M
AVDE
American Centy ETF Tr Avantis

ETFs
1.83K
+ 5.07%
$60.9 - $66.69 $111K - $122K
37.9K $2.32M
TSCO
Tractor Supply CO

Consumer Cyclical
15.6K
+ 400.15%
$52.59 - $303.74 $819K - $4.73M
19.5K $1.03M
NGG
National Grid PLC

Utilities
183
+ 1.68%
$57.68 - $70.03 $10.6K - $12.8K
11.1K $656K
PEP
Pepsico Inc

Consumer Defensive
97
+ 1.46%
$151.29 - $176.1 $14.7K - $17.1K
6.75K $1.03M
IRM
Iron Mountain Inc

Real Estate
1
+ 0.01%
$101.62 - $128.14 $102 - $128
8.76K $920K
HSY
Hershey CO

Consumer Defensive
232
+ 3.1%
$168.67 - $193.65 $39.1K - $44.9K
7.71K $1.31M
PFE
Pfizer Inc

Healthcare
1.3K
+ 1.91%
$24.8 - $30.19 $32.3K - $39.4K
69.6K $1.85M
QCOM
Qualcomm Inc

Technology
221
+ 1.71%
$150.4 - $178.04 $33.2K - $39.3K
13.2K $2.02M
ED
Consolidated Edison Inc

Utilities
607
+ 3.5%
$88.87 - $107.38 $53.9K - $65.2K
17.9K $1.6M
DFAX
Dimensional ETF Tr
800
+ 0.65%
$24.76 - $27.04 $19.8K - $21.6K
123K $3.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
855
+ 1.29%
$37.12 - $41.23 $31.7K - $35.3K
67K $2.49M
VZ
Verizon Communications Inc

Communication Services
2.18K
+ 3.08%
$39.6 - $45.21 $86.2K - $98.5K
72.8K $2.91M
NEE
Nextera Energy Inc

Utilities
189
+ 0.83%
$69.77 - $85.43 $13.2K - $16.1K
23K $1.65M
PLD
Prologis, Inc.

Real Estate
42
+ 0.3%
$101.4 - $126.96 $4.26K - $5.33K
14K $1.48M
MSFT
Microsoft Corp

Technology
46
+ 0.12%
$406.35 - $454.46 $18.7K - $20.9K
38.1K $16.1M
AMT
American Tower Corp

Real Estate
35
+ 0.51%
$179.4 - $232.01 $6.28K - $8.12K
6.91K $1.27M
LLY
Eli Lilly & CO

Healthcare
158
+ 1.39%
$727.2 - $932.06 $115K - $147K
11.5K $8.89M
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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