Herold Advisors, Inc. Incresed Positions in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
409
+ 0.26%
$81.38 - $100.82 $33.3K - $41.2K
159K $16M
IBM
International Business Machines Corp

Technology
156
+ 0.75%
$221.03 - $294.78 $34.5K - $46K
20.9K $6.17M
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
+ 11.7%
$221.86 - $362.89 $258K - $422K
11.1K $3.52M
AMZN
Amazon Com Inc

Consumer Cyclical
564
+ 2.15%
$167.32 - $223.3 $94.4K - $126K
26.8K $5.89M
T
At&T Inc.

Communication Services
28.2K
+ 32.92%
$26.33 - $28.94 $742K - $815K
114K $3.29M
NFLX
Netflix Inc

Communication Services
109
+ 7.77%
$855.86 - $1339.13 $93.3K - $146K
1.51K $2.02M
VZ
Verizon Communications Inc

Communication Services
15.1K
+ 20.66%
$41.67 - $45.62 $628K - $688K
88K $3.81M
ORCL
Oracle Corp

Technology
5
+ 0.09%
$122.82 - $218.63 $614 - $1.09K
5.86K $1.28M
AVUV
American Centy ETF Tr Avantis

ETFs
1.66K
+ 2.19%
$75.17 - $91.21 $125K - $151K
77.4K $7.05M
DIS
Walt Disney CO

Communication Services
506
+ 3.68%
$81.72 - $124.01 $41.4K - $62.7K
14.3K $1.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
286
+ 0.73%
$152.93 - $181.74 $43.7K - $52K
39.7K $7.21M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.98K
+ 17.58%
$45.88 - $54.4 $228K - $271K
33.3K $1.81M
CAT
Caterpillar Inc

Industrials
452
+ 16.56%
$273.94 - $388.21 $124K - $175K
3.18K $1.24M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.01%
$146.58 - $180.01 $293 - $360
15.2K $2.7M
DFAU
Dimensional ETF Tr

ETFs
3.61K
+ 8.58%
$34.04 - $42.36 $123K - $153K
45.7K $1.93M
EFV
Msci Eafe Value ETF

ETFs
4.49K
+ 78.58%
$52.4 - $64.65 $235K - $290K
10.2K $648K
PM
Philip Morris International Inc.

Consumer Defensive
622
+ 8.36%
$149.23 - $184.95 $92.8K - $115K
8.06K $1.47M
IQDY
Flexshares International Quali

ETFs
1.03K
+ 1.34%
$25.6 - $32.45 $26.4K - $33.4K
78.1K $2.53M
GE
General Electric CO

Industrials
475
+ 16.99%
$166.81 - $257.39 $79.2K - $122K
3.27K $841K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
30.9K
+ 209.51%
$7.19 - $8.75 $222K - $270K
45.7K $399K
MS
Morgan Stanley

Financial Services
510
+ 6.33%
$99.83 - $140.86 $50.9K - $71.8K
8.57K $1.21M
VST
Vistra Corp.

Utilities
221
+ 8.57%
$98.07 - $195.04 $21.7K - $43.1K
2.8K $542K
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.25K
+ 9.23%
$47.3 - $48.78 $201K - $207K
50.3K $2.45M
AMAT
Applied Materials Inc

Technology
396
+ 11.84%
$126.95 - $183.52 $50.3K - $72.7K
3.74K $684K
CSCO
Cisco Systems, Inc.

Technology
475
+ 2.26%
$53.19 - $69.38 $25.3K - $33K
21.5K $1.49M
IVV
Ishares Core S&P 500 ETF

ETFs
130
+ 7.48%
$498.8 - $620.9 $64.8K - $80.7K
1.87K $1.16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.36K
+ 3.78%
$105.23 - $109.61 $143K - $149K
37.3K $4.09M
AMD
Advanced Micro Devices Inc

Technology
390
+ 12.14%
$78.21 - $143.81 $30.5K - $56.1K
3.6K $511K
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 4.98%
$908.13 - $1056.85 $87.2K - $101K
2.02K $2M
IEMG
Ishares Inc

ETFs
3.24K
+ 81.1%
N/A
7.22K $387K
C
Citigroup Inc

Financial Services
325
+ 3.18%
$58.13 - $85.12 $18.9K - $27.7K
10.6K $898K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.92K
+ 35.95%
$83.97 - $92.85 $161K - $178K
7.25K $639K
IRM
Iron Mountain Inc

Real Estate
1
+ 0.01%
$76.93 - $105.25 $76.9 - $105
8.76K $898K
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 16.67%
$496.48 - $617.85 $74K - $92.1K
1.04K $644K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.75K
+ 2.78%
$72.02 - $73.82 $126K - $129K
64.6K $4.76M
NGG
National Grid PLC

Utilities
455
+ 4.07%
$62.74 - $74.79 $28.5K - $34K
11.6K $865K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.95K
+ 9.67%
$29.36 - $35.56 $57.3K - $69.3K
22.1K $786K
PFE
Pfizer Inc

Healthcare
7.93K
+ 11.67%
$21.59 - $24.84 $171K - $197K
75.9K $1.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
225
+ 3.69%
$152.42 - $182.82 $34.3K - $41.1K
6.33K $1.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.89K
+ 17.3%
$45.11 - $52.34 $85.4K - $99.1K
12.8K $671K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.11K
+ 2.3%
$50.36 - $50.68 $106K - $107K
93.5K $4.74M
UPS
United Parcel Service Inc

Industrials
1.4K
+ 38.68%
$91.92 - $110.2 $129K - $154K
5.02K $507K
CRM
Salesforce, Inc.

Technology
365
+ 23.55%
$236.26 - $291.15 $86.2K - $106K
1.92K $522K
ACN
Accenture PLC

Technology
428
+ 26.16%
$279.23 - $323.21 $120K - $138K
2.06K $616K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
91
+ 0.33%
$50.39 - $60.05 $4.59K - $5.46K
27.3K $1.64M
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.02%
$51.6 - $62.74 $206 - $251
22.8K $1.43M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.85K
+ 3.48%
$51.14 - $57.0 $94.6K - $105K
55K $3.13M
F
Ford Motor CO

Consumer Cyclical
4.79K
+ 10.45%
$8.69 - $10.85 $41.6K - $51.9K
50.6K $548K
QCOM
Qualcomm Inc

Technology
77
+ 0.58%
$124.66 - $159.48 $9.6K - $12.3K
13.3K $2.12M
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
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