Herold Advisors, Inc. Incresed Positions in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
159
+ 1.38%
$50.81 - $60.02 $8.08K - $9.54K
11.7K $700K
IAU
Ishares Gold Trust

ETFs
973
+ 22.78%
$49.74 - $58.96 $48.4K - $57.4K
5.24K $309K
OKE
Oneok Inc

Energy
1.35K
+ 4.44%
$89.57 - $109.85 $121K - $148K
31.7K $3.15M
NFG
National Fuel Gas CO

Energy
200
+ 5.13%
$60.71 - $79.19 $12.1K - $15.8K
4.1K $324K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.33K
+ 39.4%
$62.72 - $71.92 $83.4K - $95.7K
4.71K $296K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.74K
+ 15.21%
$51.45 - $58.51 $192K - $219K
28.3K $1.47M
C
Citigroup Inc

Financial Services
1K
+ 10.83%
$67.23 - $84.63 $67.2K - $84.6K
10.2K $726K
NGG
National Grid PLC

Utilities
121
+ 1.1%
$56.13 - $65.61 $6.79K - $7.94K
11.2K $732K
BA
Boeing CO

Industrials
675
+ 10.1%
$148.15 - $186.25 $100K - $126K
7.36K $1.26M
CAH
Cardinal Health Inc

Healthcare
150
+ 5.77%
$118.02 - $137.77 $17.7K - $20.7K
2.75K $378K
OGS
One Gas, Inc.

Utilities
350
+ 9.72%
$67.77 - $76.05 $23.7K - $26.6K
3.95K $298K
QDEF
Flexshares Quality Div Defensi

ETFs
685
+ 6.75%
$68.8 - $72.94 $47.1K - $50K
10.8K $756K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
4.59K
+ 17.22%
$10.11 - $10.58 $46.4K - $48.6K
31.3K $317K
AVLV
American Centy ETF Tr Avantis
1.37K
+ 4.44%
$63.51 - $70.42 $86.8K - $96.3K
32.1K $2.1M
TSCO
Tractor Supply CO

Consumer Cyclical
2
+ 0.01%
$51.66 - $57.94 $103 - $116
19.5K $1.07M
VGT
Vanguard Information Technolog

ETFs
117
+ 30.71%
$542.38 - $646.34 $63.5K - $75.6K
498 $270K
IHDG
Wisdomtree Tr

ETFs
788
+ 10.65%
$43.4 - $47.51 $34.2K - $37.4K
8.19K $355K
BAC
Bank Of America Corp

Financial Services
3.13K
+ 6.99%
$39.61 - $47.74 $124K - $150K
47.9K $2M
XLF
Financial Sector Spdr

ETFs
298
+ 3.65%
$47.32 - $52.19 $14.1K - $15.6K
8.47K $421K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
500
+ 10.42%
$50.72 - $50.92 $25.4K - $25.5K
5.3K $269K
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 12.68%
$271.18 - $303.12 $45.8K - $51.2K
1.5K $412K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
400
+ 2.6%
$29.72 - $31.94 $11.9K - $12.8K
15.8K $487K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.03K
+ 5.24%
$10.17 - $10.76 $20.6K - $21.8K
40.8K $419K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.07%
$47.08 - $50.67 $188 - $203
5.94K $298K
QCOM
Qualcomm Inc

Technology
63
+ 0.48%
$151.94 - $175.86 $9.57K - $11.1K
13.2K $2.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
841
+ 6.66%
$48.06 - $53.73 $40.4K - $45.2K
13.5K $656K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
24
+ 0.2%
$47.27 - $50.52 $1.13K - $1.21K
12.3K $601K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.63%
$95.85 - $99.25 $1.34K - $1.39K
2.22K $219K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
558
+ 14.65%
$67.24 - $84.27 $37.5K - $47K
4.37K $297K
PEY
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.07%
$20.82 - $22.08 $167 - $177
11.2K $240K
AMD
Advanced Micro Devices Inc

Technology
495
+ 18.21%
$96.63 - $129.55 $47.8K - $64.1K
3.21K $330K
American Centy ETF Tr
16.1K
+ 47.36%
N/A
50.1K $0
Wisdomtree Tr
11.1K
+ 26.83%
N/A
52.5K $0
Ge Vernova Inc
215
+ 23.22%
N/A
1.14K $0
J P Morgan Exchange Traded F
8.69K
+ 184.69%
N/A
13.4K $0
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
73
+ 0.46%
$9.47 - $9.85 $691 - $719
16K $152K
Blackrock ETF Trust Ii
4
+ 0.1%
N/A
3.9K $0
American Centy ETF Tr
406
+ 3.7%
N/A
11.4K $0
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
52
+ 0.31%
$7.02 - $7.46 $365 - $388
16.9K $119K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
11
+ 0.09%
$9.85 - $10.28 $108 - $113
12.4K $123K
ET
Energy Transfer LP

Energy
507
+ 3.72%
$17.26 - $21.08 $8.75K - $10.7K
14.1K $262K
VT
Vanguard Total World Stk Index

ETFs
16
+ 0.31%
$115.08 - $123.97 $1.84K - $1.98K
5.15K $596K
VUG
Vanguard Growth ETF

ETFs
239
+ 9.79%
$369.1 - $427.61 $88.2K - $102K
2.68K $994K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 0.33%
$56.17 - $59.71 $9.77K - $10.4K
53.1K $3.04M
NVO
Novo Nordisk A S

Healthcare
900
+ 20.45%
$69.3 - $90.95 $62.4K - $81.9K
5.3K $368K
ADM
Archer Daniels Midland CO

Consumer Defensive
50
+ 0.91%
$45.22 - $52.17 $2.26K - $2.61K
5.55K $266K
IYW
Ishares Dj Us Tech ETF

ETFs
131
+ 7.23%
$140.44 - $166.79 $18.4K - $21.8K
1.94K $272K
BST
Black Rock Science & Technology Trust

Financial Services
55
+ 0.91%
$32.99 - $38.94 $1.81K - $2.14K
6.13K $202K
IVW
Ishares S&P 500 Growth ETF

ETFs
511
+ 6.38%
$92.45 - $106.69 $47.2K - $54.5K
8.52K $790K
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
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