Herold Advisors, Inc. New Holdings in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
75.2K
New
$91.43 - $91.74 $6.87M - $6.9M
75.2K $6.89M
CGDV
Capital Group Divid Value ETF

ETFs
58.2K
New
$31.93 - $39.49 $1.86M - $2.3M
58.2K $2.3M
DSL
Double Line Income Solutions Fund

Financial Services
115K
New
$11.15 - $12.57 $1.28M - $1.44M
115K $1.41M
MU
Micron Technology Inc

Technology
5.63K
New
$64.72 - $127.91 $364K - $720K
5.63K $693K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18.5K
New
$22.63 - $26.95 $419K - $499K
18.5K $498K
HWM
Howmet Aerospace Inc.

Industrials
2.55K
New
$112.33 - $186.13 $286K - $474K
2.55K $474K
ECC
Eagle Point Credit CO Inc.

Financial Services
53.1K
New
$6.94 - $8.31 $368K - $441K
53.1K $406K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.8K
New
$10.49 - $12.99 $334K - $413K
31.8K $404K
CGGR
Capital Group Growth ETF Shs C

ETFs
9.03K
New
$30.53 - $40.65 $276K - $367K
9.03K $367K
CGUS
Capital Group Core Equity ETF
9.74K
New
$29.93 - $36.93 $291K - $360K
9.74K $359K
PFN
Pimco Income Strategy Fund Ii

Financial Services
40.3K
New
$6.87 - $7.56 $277K - $304K
40.3K $297K
NET
Cloudflare, Inc.

Technology
1.52K
New
$97.08 - $195.83 $148K - $298K
1.52K $297K
JBL
Jabil Inc

Technology
1.3K
New
$116.88 - $218.1 $152K - $284K
1.3K $283K
OEF
Ishares S&P 100 ETF

ETFs
1.07K
New
N/A
1.07K $283K
AXON
Axon Enterprise, Inc.

Industrials
320
New
$497.13 - $827.94 $159K - $265K
320 $264K
PFL
Pimco Income Strategy Fund

Financial Services
28.8K
New
$7.76 - $8.58 $223K - $247K
28.8K $240K
CG
Carlyle Group Inc.

Financial Services
4.5K
New
$34.78 - $51.4 $157K - $231K
4.5K $231K
CGGO
Capital Group Global Growth Eq

ETFs
6.91K
New
$25.31 - $32.17 $175K - $222K
6.91K $220K
ONON
On Holding Ag

Consumer Cyclical
4.2K
New
$37.65 - $60.68 $158K - $255K
4.2K $218K
PDI
Pimco Dynamic Income Fund

Financial Services
11.5K
New
$17.02 - $19.87 $196K - $229K
11.5K $218K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
5.15K
New
$41.2 - $42.29 $212K - $218K
5.15K $217K
BEN
Franklin Resources Inc

Financial Services
8.75K
New
$16.66 - $23.85 $146K - $209K
8.75K $208K
CTVA
Corteva, Inc.

Basic Materials
2.75K
New
$55.52 - $74.53 $152K - $205K
2.75K $204K
KIO
Kkr Income Opportunities Fund

Financial Services
10.5K
New
$10.99 - $12.56 $115K - $132K
10.5K $131K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.2K
New
$7.69 - $11.46 $78.3K - $117K
10.2K $116K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
16.7K
New
$4.41 - $5.47 $73.9K - $91.6K
16.7K $91K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
14.7K
New
$5.09 - $5.8 $75K - $85.5K
14.7K $85K
RIG
Transocean Ltd.

Energy
11.5K
New
$2.13 - $3.32 $24.4K - $38K
11.5K $29K
Ishares Bitcoin Trust ETF
3.62K
New
N/A
3.62K $0
Capital Group Core Balanced
18.2K
New
N/A
18.2K $0
Capital Group Dividend Growe
8.75K
New
N/A
8.75K $0
Capital Group Global Equity
24.3K
New
N/A
24.3K $0
Capital Grp Fixed Incm ETF T
8.68K
New
N/A
8.68K $0
CGMS
Capital Grp Core Plus Income E
10.1K
New
N/A
10.1K $0
Coherent Corp
2.86K
New
N/A
2.86K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.7K
New
N/A
4.7K $0
Goldman Sachs ETF Tr
5.89K
New
N/A
5.89K $0
American Centy ETF Tr
4.18K
New
N/A
4.18K $0
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
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