Herold Advisors, Inc. Purchases in Q3 2024

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
6
+ 0.39%
$133.47 - $159.25 $801 - $956
1.55K $241K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.06%
$114.52 - $127.8 $344 - $383
4.74K $594K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 0.93%
$96.25 - $101.98 $1.93K - $2.04K
2.18K $220K
NNY
Nuveen New York Municipal Value Fund

Financial Services
95
+ 0.3%
$8.25 - $8.61 $784 - $818
31.8K $273K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
50
+ 0.3%
$7.38 - $7.89 $369 - $395
16.8K $132K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
70
+ 0.44%
$9.74 - $10.06 $682 - $704
15.9K $158K
American Centy ETF Tr
12.5K
+ 390.76%
N/A
15.7K $0
FTGS
First Tr Exchange Traded Fd Gr
59
+ 0.2%
N/A
29.5K $0
First Tr Exchange Traded Fd
10.5K
New
N/A
10.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
271
+ 0.5%
N/A
54K $0
Brookfield Infrastructure CO
7
+ 0.06%
N/A
11.3K $0
DFSU
Dimensional ETF Tr Dimen Us Su
5.7K
New
N/A
5.7K $0
New York Cmnty Bancorp Inc
12.9K
New
N/A
12.9K $0
ET
Energy Transfer LP

Energy
9
+ 0.07%
$15.43 - $16.44 $139 - $148
12.1K $194K
F
Ford Motor CO

Consumer Cyclical
5.93K
+ 16.26%
$9.71 - $14.55 $57.5K - $86.2K
42.4K $447K
BP
Bp PLC

Energy
2.44K
+ 12.65%
$30.78 - $37.05 $74.9K - $90.2K
21.7K $680K
COP
Conocophillips

Energy
10
+ 0.47%
$102.3 - $116.61 $1.02K - $1.17K
2.15K $226K
OXY
Occidental Petroleum Corp

Energy
601
+ 13.64%
$49.91 - $63.73 $30K - $38.3K
5.01K $258K
DVN
Devon Energy Corp

Energy
450
+ 7.2%
$37.87 - $48.65 $17K - $21.9K
6.7K $262K
CVX
Chevron Corp

Energy
893
+ 3.6%
$137.88 - $161.97 $123K - $145K
25.7K $3.78M
MCHP
Microchip Technology Inc

Technology
561
+ 4.12%
$72.0 - $95.98 $40.4K - $53.8K
14.2K $1.14M
SHEL
Shell PLC

Energy
8
+ 0.04%
$65.65 - $73.28 $525 - $586
21K $1.39M
NVDA
Nvidia Corp

Technology
594
+ 0.49%
$98.91 - $134.91 $58.8K - $80.1K
121K $14.7M
PSX
Phillips 66

Energy
444
+ 1.77%
$125.0 - $147.17 $55.5K - $65.3K
25.5K $3.36M
LRCX
Lam Research Corp

Technology
42
+ 3.33%
$731.56 - $1127.3 $30.7K - $47.3K
1.3K $1.06M
QCOM
Qualcomm Inc

Technology
66
+ 0.51%
$156.12 - $209.64 $10.3K - $13.8K
12.9K $2.2M
MRK
Merck & Co., Inc.

Healthcare
70
+ 0.19%
$111.15 - $128.97 $7.78K - $9.03K
37.3K $4.23M
Activity Summary
Buys All Purchases 128 New Holdings 16 Increased Positions 112 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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