Herold Advisors, Inc. Incresed Positions in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.3K
+ 110.9%
$50.82 - $52.7 $1.13M - $1.17M
42.4K $2.22M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
19.2K
+ 193.95%
$59.78 - $60.03 $1.15M - $1.15M
29.1K $1.74M
SKOR
Flexshares Tr Credit Scored Us

ETFs
21.1K
+ 84.99%
$47.35 - $48.46 $1M - $1.02M
46K $2.22M
XOM
Exxon Mobil Corp

Energy
2.75K
+ 4.42%
$105.44 - $118.93 $290K - $327K
65K $7.73M
AVIG
American Centy ETF Tr Avantis

ETFs
15.4K
+ 10.6%
$40.06 - $41.55 $617K - $640K
161K $6.65M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 11.19%
$40.79 - $42.32 $618K - $642K
151K $6.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.9K
+ 19.88%
$59.61 - $66.71 $889K - $995K
89.9K $5.44M
AVDE
American Centy ETF Tr Avantis

ETFs
6.95K
+ 18.36%
$60.63 - $68.55 $422K - $477K
44.8K $2.97M
IBM
International Business Machines Corp

Technology
203
+ 0.99%
$217.4 - $264.74 $44.1K - $53.7K
20.8K $5.17M
DFIV
Dimensional ETF Tr

ETFs
10.8K
+ 21.29%
$35.33 - $40.77 $383K - $442K
61.7K $2.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.04K
+ 8.71%
$71.17 - $73.66 $359K - $371K
62.9K $4.62M
PG
Procter & Gamble CO

Consumer Defensive
2.24K
+ 9.83%
$158.56 - $176.26 $355K - $395K
25K $4.27M
NFLX
Netflix Inc

Communication Services
430
+ 44.24%
$828.4 - $1058.6 $356K - $455K
1.4K $1.31M
AVUS
American Centy ETF Tr Avantis

ETFs
11.8K
+ 8.05%
$90.7 - $101.57 $1.07M - $1.2M
159K $14.7M
CB
Chubb LTD

Financial Services
701
+ 9.49%
$257.71 - $301.99 $181K - $212K
8.09K $2.44M
VZ
Verizon Communications Inc

Communication Services
136
+ 0.19%
$37.81 - $46.49 $5.14K - $6.32K
73K $3.31M
TPL
Texas Pacific Land Corp

Energy
240
+ 77.42%
$1180.08 - $1431.01 $283K - $343K
550 $728K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.96K
+ 8.98%
$105.1 - $109.61 $311K - $325K
35.9K $3.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.57K
+ 7.74%
$50.39 - $50.66 $331K - $333K
91.4K $4.63M
NEE
Nextera Energy Inc

Utilities
4.46K
+ 19.34%
$66.96 - $76.16 $298K - $339K
27.5K $1.95M
XLE
Energy Sector Spdr

ETFs
212
+ 0.65%
$85.7 - $93.96 $18.2K - $19.9K
33.1K $3.09M
DFAX
Dimensional ETF Tr
3.86K
+ 3.13%
$24.45 - $27.2 $94.3K - $105K
127K $3.32M
MMM
3 M CO

Industrials
1.14K
+ 21.34%
$129.7 - $155.12 $147K - $176K
6.46K $949K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.23K
+ 3.33%
$36.91 - $41.03 $82.3K - $91.5K
69.2K $2.75M
BMY
Bristol Myers Squibb CO

Healthcare
1.69K
+ 4.82%
$53.9 - $63.11 $90.8K - $106K
36.7K $2.24M
CCI
Crown Castle International Corp

Real Estate
1.72K
+ 29.92%
$84.33 - $106.39 $145K - $183K
7.48K $779K
SHEL
Shell PLC

Energy
8
+ 0.04%
$62.84 - $73.29 $503 - $586
20.9K $1.53M
DGRO
Ishares Core Dividend Growth E

ETFs
3.01K
+ 4.62%
$60.46 - $64.42 $182K - $194K
68.1K $4.21M
AXP
American Express CO

Financial Services
997
+ 50.56%
$255.39 - $325.87 $255K - $325K
2.97K $798K
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 0.53%
$225.19 - $279.95 $36K - $44.8K
30.4K $7.46M
AVEM
American Centy ETF Tr Avantis

ETFs
3.02K
+ 24.81%
$57.11 - $62.4 $172K - $188K
15.2K $913K
QLC
Flexshares Tr Us Quality Large

ETFs
4.55K
+ 12.28%
$62.78 - $69.86 $286K - $318K
41.6K $2.66M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.65K
+ 17.81%
$105.24 - $117.4 $279K - $311K
17.6K $1.87M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.62K
+ 6.52%
$50.29 - $50.5 $182K - $183K
59.2K $2.98M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.77K
+ 7.42%
$78.0 - $84.37 $216K - $234K
40.1K $3.2M
MCD
Mcdonalds Corp

Consumer Cyclical
189
+ 3.59%
$279.74 - $321.29 $52.9K - $60.7K
5.46K $1.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.24K
+ 25.5%
$168.16 - $186.21 $209K - $231K
6.1K $1.04M
DE
Deere & CO

Industrials
118
+ 4.48%
$408.57 - $509.27 $48.2K - $60.1K
2.75K $1.29M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.39K
+ 44.93%
$49.78 - $53.19 $169K - $180K
10.9K $558K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.12K
+ 6.82%
$52.31 - $54.02 $111K - $115K
33.3K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 6.64%
$890.62 - $1076.86 $107K - $129K
1.93K $1.82M
GS
Goldman Sachs Group Inc

Financial Services
388
+ 21.85%
$524.81 - $672.19 $204K - $261K
2.16K $1.18M
CAT
Caterpillar Inc

Industrials
649
+ 31.19%
$326.75 - $407.63 $212K - $265K
2.73K $900K
SCHO
Schwab Short Term Us Treasury

ETFs
4.58K
+ 4.92%
$24.1 - $24.34 $110K - $112K
97.8K $2.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.18K
+ 3.08%
$169.43 - $182.84 $200K - $216K
39.4K $6.83M
DFAU
Dimensional ETF Tr

ETFs
5.24K
+ 14.23%
$37.84 - $42.29 $198K - $222K
42.1K $1.62M
GE
General Electric CO

Industrials
109
+ 4.06%
$168.59 - $212.13 $18.4K - $23.1K
2.8K $559K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.59K
+ 7.43%
$23.32 - $23.84 $107K - $109K
66.3K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
79
+ 2.37%
$461.52 - $548.18 $36.5K - $43.3K
3.41K $1.79M
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
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email