Herold Advisors, Inc. Incresed Positions in Q3 2024

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.33K
+ 3.07%
$50.25 - $50.74 $117K - $118K
78.3K $3.97M
SCHO
Schwab Short Term Us Treasury

ETFs
2.16K
+ 5.58%
$47.93 - $49.06 $104K - $106K
40.9K $2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.25K
+ 5.45%
$23.04 - $24.06 $74.9K - $78.2K
62.9K $1.51M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
466
+ 1.69%
$51.29 - $56.57 $23.9K - $26.4K
28K $1.58M
MLM
Martin Marietta Materials Inc

Basic Materials
240
+ 10.93%
$502.48 - $593.35 $121K - $142K
2.44K $1.31M
UPS
United Parcel Service Inc

Industrials
865
+ 41.53%
$123.32 - $147.38 $107K - $127K
2.95K $401K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.7K
+ 7.49%
$21.98 - $25.4 $37.4K - $43.2K
24.4K $620K
SCHG
Schwab Strategic Tr Us Large C

ETFs
570
+ 3.72%
$92.63 - $105.69 $52.8K - $60.2K
15.9K $1.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
803
+ 13.99%
$77.02 - $85.06 $61.8K - $68.3K
6.54K $552K
HYGV
Flexshares Tr High Yield Value

ETFs
1.87K
+ 9.43%
$40.11 - $41.67 $75.2K - $78.1K
21.7K $906K
BNDC
Flexshares Tr Core Select Bd F

ETFs
2.43K
+ 5.37%
$21.77 - $23.0 $52.8K - $55.8K
47.6K $1.09M
MS
Morgan Stanley

Financial Services
327
+ 4.34%
$92.07 - $106.96 $30.1K - $35K
7.85K $818K
DFAU
Dimensional ETF Tr

ETFs
286
+ 0.85%
$35.8 - $39.69 $10.2K - $11.4K
33.8K $1.34M
AVGO
Broadcom Inc.

Technology
12.9K
+ 862.67%
$136.27 - $1745.86 $1.76M - $22.6M
14.4K $2.49M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.29K
+ 12.88%
$47.95 - $49.61 $61.7K - $63.8K
11.3K $556K
AVEM
American Centy ETF Tr Avantis

ETFs
590
+ 5.4%
$57.2 - $65.59 $33.7K - $38.7K
11.5K $743K
QUAL
Ishares Msci Usa Quality Facto

ETFs
263
+ 8.27%
$162.64 - $179.3 $42.8K - $47.2K
3.45K $617K
MO
Altria Group, Inc.

Consumer Defensive
171
+ 1.53%
$45.95 - $54.71 $7.86K - $9.36K
11.4K $580K
WPC
W. P. Carey Inc.

Real Estate
366
+ 5.62%
$54.63 - $63.96 $20K - $23.4K
6.88K $428K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
74
+ 0.61%
$44.56 - $50.18 $3.3K - $3.71K
12.3K $613K
FTCS
First Trust Capital Strength E

ETFs
62
+ 0.69%
$83.58 - $90.94 $5.18K - $5.64K
9.1K $825K
AMD
Advanced Micro Devices Inc

Technology
325
+ 20.22%
$128.67 - $183.96 $41.8K - $59.8K
1.93K $317K
PEP
Pepsico Inc

Consumer Defensive
121
+ 1.85%
$161.9 - $179.3 $19.6K - $21.7K
6.65K $1.13M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
162
+ 1.98%
$67.66 - $75.54 $11K - $12.2K
8.34K $625K
KHC
Kraft Heinz CO

Consumer Defensive
800
+ 9.3%
$31.86 - $36.13 $25.5K - $28.9K
9.4K $329K
JPIE
J P Morgan Exchange Traded Fd
281
+ 0.67%
$45.17 - $46.39 $12.7K - $13K
42K $1.95M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
353
+ 2.76%
$44.24 - $49.47 $15.6K - $17.5K
13.1K $649K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.07K
+ 2.03%
$50.2 - $50.48 $53.9K - $54.2K
54K $2.71M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
370
+ 5.09%
$48.51 - $52.86 $17.9K - $19.6K
7.63K $403K
XLF
Financial Sector Spdr

ETFs
307
+ 3.92%
$40.84 - $45.74 $12.5K - $14K
8.14K $368K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.06%
$44.07 - $50.57 $176 - $202
6.19K $312K
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.35%
$107.72 - $119.96 $1.94K - $2.16K
5.09K $609K
DIS
Walt Disney CO

Communication Services
758
+ 5.93%
$85.6 - $98.61 $64.9K - $74.7K
13.5K $1.3M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
300
+ 7.54%
$49.13 - $54.55 $14.7K - $16.4K
4.28K $231K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
1.92K
+ 11.09%
$10.66 - $11.16 $20.5K - $21.4K
19.2K $214K
PEY
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.08%
$19.4 - $21.93 $175 - $197
12K $262K
TGT
Target Corp

Consumer Defensive
6
+ 0.39%
$133.47 - $159.25 $801 - $956
1.55K $241K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 0.93%
$96.25 - $101.98 $1.93K - $2.04K
2.18K $220K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.06%
$114.52 - $127.8 $344 - $383
4.74K $594K
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
FTGS
First Tr Exchange Traded Fd Gr
59
+ 0.2%
N/A
29.5K $0
Brookfield Infrastructure CO
7
+ 0.06%
N/A
11.3K $0
Wisdomtree Tr
5.52K
+ 18.87%
N/A
34.7K $0
American Centy ETF Tr
12.5K
+ 390.76%
N/A
15.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
271
+ 0.5%
N/A
54K $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
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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