Herold Advisors, Inc. Incresed Positions in Q3 2024

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
48
+ 0.23%
$175.1 - $223.38 $8.4K - $10.7K
20.7K $4.58M
TSLA
Tesla, Inc.

Consumer Cyclical
845
+ 7.48%
$191.76 - $263.26 $162K - $222K
12.1K $3.18M
AVIG
American Centy ETF Tr Avantis

ETFs
17K
+ 14.21%
$40.41 - $42.73 $686K - $726K
137K $5.8M
AVUS
American Centy ETF Tr Avantis

ETFs
863
+ 0.56%
$86.27 - $95.15 $74.5K - $82.1K
155K $14.7M
QLC
Flexshares Tr Us Quality Large

ETFs
11.4K
+ 47.69%
$58.69 - $65.04 $667K - $739K
35.2K $2.29M
AVUV
American Centy ETF Tr Avantis

ETFs
3.09K
+ 4.23%
$88.24 - $99.7 $272K - $308K
76K $7.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
696
+ 10.9%
$405.19 - $478.57 $282K - $333K
7.08K $3.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
80
+ 0.2%
$162.83 - $179.16 $13K - $14.3K
40.6K $7.28M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.12K
+ 9.87%
$56.04 - $62.2 $343K - $381K
68.2K $4.24M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.16K
+ 8.12%
$41.34 - $43.55 $379K - $399K
122K $5.27M
VZ
Verizon Communications Inc

Communication Services
4.8K
+ 7.29%
$38.89 - $45.0 $187K - $216K
70.6K $3.17M
BMY
Bristol Myers Squibb CO

Healthcare
1.96K
+ 5.68%
$39.66 - $51.75 $77.5K - $101K
36.4K $1.88M
GLD
Spdr Gold Trust

ETFs
1.03K
+ 17.3%
$215.56 - $246.98 $222K - $254K
6.99K $1.7M
T
At&T Inc.

Communication Services
6.7K
+ 8.79%
$18.21 - $22.28 $122K - $149K
83K $1.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.71K
+ 7.73%
$54.98 - $59.51 $204K - $221K
51.8K $3.08M
DGRO
Ishares Core Dividend Growth E

ETFs
67
+ 0.1%
$57.47 - $62.76 $3.85K - $4.2K
68.7K $4.31M
AMT
American Tower Corp

Real Estate
125
+ 1.85%
$192.27 - $242.73 $24K - $30.3K
6.87K $1.6M
ED
Consolidated Edison Inc

Utilities
314
+ 1.85%
$88.42 - $104.97 $27.8K - $33K
17.3K $1.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.68K
+ 49.93%
$84.77 - $97.13 $227K - $260K
8.04K $770K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.7%
$245.82 - $304.51 $8.6K - $10.7K
5.01K $1.52M
PFE
Pfizer Inc

Healthcare
6.18K
+ 9.96%
$27.7 - $31.39 $171K - $194K
68.3K $1.98M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
704
+ 2.05%
$75.88 - $83.21 $53.4K - $58.6K
35K $2.91M
RTX
Raytheon Technologies Corp

Industrials
103
+ 0.99%
$99.55 - $123.34 $10.3K - $12.7K
10.5K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
203
+ 0.91%
$160.76 - $177.82 $32.6K - $36.1K
22.5K $3.89M
CMCSA
Comcast Corp

Communication Services
1.86K
+ 3.63%
$37.33 - $41.78 $69.4K - $77.7K
53K $2.22M
DFAX
Dimensional ETF Tr
530
+ 0.44%
$24.29 - $27.25 $12.9K - $14.4K
122K $3.3M
BX
Blackstone Inc.

Financial Services
5
+ 0.07%
$120.77 - $159.66 $604 - $798
6.96K $1.07M
PLD
Prologis, Inc.

Real Estate
75
+ 0.54%
$111.95 - $132.43 $8.4K - $9.93K
13.9K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
319
+ 58.11%
$517.38 - $573.86 $165K - $183K
868 $498K
AVDE
American Centy ETF Tr Avantis

ETFs
416
+ 1.17%
$60.09 - $67.67 $25K - $28.2K
36K $2.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
456
+ 0.85%
$71.45 - $75.64 $32.6K - $34.5K
53.9K $4.05M
XOM
Exxon Mobil Corp

Energy
994
+ 2.58%
$109.72 - $119.0 $109K - $118K
39.6K $4.64M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.16K
+ 9.79%
$98.24 - $109.56 $114K - $127K
13K $1.43M
LQD
Ishares Iboxx $ Investment Gra

ETFs
130
+ 0.42%
$106.11 - $113.72 $13.8K - $14.8K
30.9K $3.49M
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 0.49%
$247.34 - $300.11 $5.69K - $6.9K
4.69K $1.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.64K
+ 37.48%
$89.91 - $101.33 $148K - $167K
6.03K $591K
IQDY
Flexshares International Quali

ETFs
2.22K
+ 4.04%
$27.61 - $31.51 $61.3K - $70K
57.2K $1.78M
IQLT
Ishares Msci Intl Quality Fact

ETFs
260
+ 0.39%
$37.37 - $41.82 $9.72K - $10.9K
66.1K $2.74M
ETN
Eaton Corp PLC

Industrials
15
+ 0.16%
$272.52 - $333.02 $4.09K - $5K
9.44K $3.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.4K
+ 17.41%
$50.85 - $53.88 $122K - $130K
16.2K $870K
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 3.88%
$34.66 - $38.38 $60.3K - $66.8K
46.6K $1.77M
CCI
Crown Castle International Corp

Real Estate
579
+ 12.97%
$95.29 - $120.24 $55.2K - $69.6K
5.04K $598K
ORCL
Oracle Corp

Technology
3
+ 0.06%
$125.9 - $170.35 $378 - $511
5.31K $904K
CSCO
Cisco Systems, Inc.

Technology
115
+ 0.45%
$44.74 - $53.22 $5.15K - $6.12K
25.4K $1.35M
GILD
Gilead Sciences, Inc.

Healthcare
474
+ 6.55%
$66.59 - $83.99 $31.6K - $39.8K
7.72K $646K
NGG
National Grid PLC

Utilities
77
+ 0.71%
$57.14 - $70.48 $4.4K - $5.43K
10.9K $757K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.82K
+ 14.42%
$49.7 - $56.11 $140K - $158K
22.4K $1.23M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.17K
+ 8.86%
$51.45 - $52.96 $112K - $115K
26.6K $1.41M
RDVY
First Trust Rising Dividend Ac

ETFs
699
+ 3.11%
$53.68 - $59.24 $37.5K - $41.4K
23.2K $1.37M
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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