Herold Advisors, Inc. Incresed Positions in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
3.23K
+ 3.3%
$24.19 - $24.45 $78.2K - $79K
101K $2.46M
JPIB
Jpmorgan International Bond Op

ETFs
1.58K
+ 27.07%
$47.18 - $48.62 $74.4K - $76.7K
7.4K $359K
CWB
Spdr Bloomberg Convertible Sec

ETFs
108
+ 0.93%
$71.86 - $82.66 $7.76K - $8.93K
11.8K $971K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.25K
+ 3.4%
$22.4 - $23.8 $50.5K - $53.6K
68.6K $1.63M
DVN
Devon Energy Corp

Energy
3.15K
+ 54.78%
$26.8 - $37.92 $84.4K - $119K
8.9K $283K
NVO
Novo Nordisk A S

Healthcare
962
+ 18.15%
$58.08 - $81.05 $55.9K - $78K
6.26K $432K
SLV
I Shares Silver Trust

ETFs
550
+ 2.22%
$27.08 - $33.74 $14.9K - $18.6K
25.3K $830K
ADBE
Adobe Inc.

Technology
146
+ 18.67%
$340.0 - $420.68 $49.6K - $61.4K
928 $359K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$470.37 - $663.28 $470 - $663
499 $330K
INTC
Intel Corp

Technology
2.6K
+ 22.17%
$18.13 - $22.69 $47.1K - $59K
14.3K $320K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
1
+ 0.02%
$51.52 - $67.38 $51.5 - $67.4
6.3K $424K
XLF
Financial Sector Spdr

ETFs
523
+ 6.18%
$43.92 - $52.37 $23K - $27.4K
8.99K $470K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.34%
$416.06 - $551.64 $832 - $1.1K
589 $324K
QDEF
Flexshares Quality Div Defensi

ETFs
1
+ 0.01%
$62.5 - $74.05 $62.5 - $74.1
10.8K $801K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$243.75 - $303.93 $244 - $304
1.5K $456K
SBUX
Starbucks Corp

Consumer Cyclical
622
+ 28.4%
$79.69 - $99.41 $49.6K - $61.8K
2.81K $257K
AMT
American Tower Corp

Real Estate
79
+ 1.15%
$203.96 - $228.19 $16.1K - $18K
6.92K $1.53M
KO
Coca Cola CO

Consumer Defensive
643
+ 9.02%
$68.37 - $73.9 $44K - $47.5K
7.77K $549K
JPIE
J P Morgan Exchange Traded Fd
605
+ 1.45%
$45.12 - $46.32 $27.3K - $28K
42.4K $1.96M
WM
Waste Management Inc

Industrials
196
+ 7.43%
$216.47 - $242.1 $42.4K - $47.5K
2.84K $648K
BST
Black Rock Science & Technology Trust

Financial Services
101
+ 1.65%
$29.62 - $38.3 $2.99K - $3.87K
6.23K $237K
MMM
3 M CO

Industrials
2
+ 0.03%
$126.09 - $154.15 $252 - $308
6.47K $984K
QLV
Flexshares Us Quality Low Vola

ETFs
1
+ 0.01%
$59.53 - $68.1 $59.5 - $68.1
14.3K $974K
GM
General Motors CO

Consumer Cyclical
400
+ 7.55%
$42.48 - $50.46 $17K - $20.2K
5.7K $280K
VRT
Vertiv Holdings CO

Industrials
345
+ 8.75%
N/A
4.29K $371K
HYGV
Flexshares Tr High Yield Value

ETFs
311
+ 1.48%
$38.45 - $41.03 $12K - $12.8K
21.3K $873K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
500
+ 9.43%
$50.52 - $50.92 $25.3K - $25.5K
5.8K $295K
HSY
Hershey CO

Consumer Defensive
350
+ 5.31%
$151.29 - $173.13 $53K - $60.6K
6.94K $1.15M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
254
+ 12.1%
$100.04 - $100.54 $25.4K - $25.5K
2.35K $236K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
2.57K
+ 10.38%
$19.2 - $22.42 $49.3K - $57.5K
27.3K $550K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
3.15K
+ 10.08%
$9.54 - $10.33 $30.1K - $32.6K
34.4K $338K
CCI
Crown Castle International Corp

Real Estate
289
+ 3.87%
$94.83 - $107.06 $27.4K - $30.9K
7.77K $797K
GILD
Gilead Sciences, Inc.

Healthcare
228
+ 3.17%
$96.91 - $113.0 $22.1K - $25.8K
7.41K $821K
MO
Altria Group, Inc.

Consumer Defensive
435
+ 3.73%
$55.56 - $60.91 $24.2K - $26.5K
12.1K $709K
ITW
Illinois Tool Works Inc

Industrials
16
+ 1.39%
$218.41 - $252.43 $3.49K - $4.04K
1.17K $288K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
319
+ 2.59%
$42.44 - $49.08 $13.5K - $15.7K
12.6K $604K
BNDC
Flexshares Tr Core Select Bd F

ETFs
6
+ 0.02%
$21.75 - $22.41 $131 - $134
36.2K $806K
SHEL
Shell PLC

Energy
859
+ 4.1%
$59.75 - $73.05 $51.3K - $62.7K
21.8K $1.53M
Blackrock Inc
25
+ 2.3%
N/A
1.11K $0
J P Morgan Exchange Traded F
1.92K
+ 14.36%
N/A
15.3K $0
Lam Research Corp
794
+ 10.28%
N/A
8.52K $0
Blackrock ETF Trust
133
+ 1.48%
N/A
9.14K $0
Blackrock ETF Trust Ii
1.28K
+ 32.76%
N/A
5.18K $0
American Centy ETF Tr
7.72K
+ 15.4%
N/A
57.8K $0
Gsk PLC
634
+ 6.47%
N/A
10.4K $0
WPC
W. P. Carey Inc.

Real Estate
18
+ 0.31%
$56.12 - $64.53 $1.01K - $1.16K
5.92K $369K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
217
+ 1.74%
$9.36 - $10.03 $2.03K - $2.18K
12.7K $120K
NNY
Nuveen New York Municipal Value Fund

Financial Services
105
+ 0.39%
$7.96 - $8.35 $836 - $877
27.1K $219K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
80
+ 0.5%
$8.85 - $9.6 $708 - $768
16.1K $149K
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