Herold Advisors, Inc. Reduced Holdings in Q3 2025

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-84.8K
- 53.29%
$101.2 - $109.16 $8.58M - $9.26M
74.3K $8.08M
AVUV
American Centy ETF Tr Avantis

ETFs
-51K
- 65.99%
$90.37 - $102.12 $4.61M - $5.21M
26.3K $2.62M
DGRO
Ishares Core Dividend Growth E

ETFs
-49.7K
- 77.0%
$64.12 - $68.08 $3.19M - $3.38M
14.8K $1.01M
META
Meta Platforms, Inc.

Communication Services
-2.06K
- 21.94%
$695.21 - $791.73 $1.43M - $1.63M
7.34K $5.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.9K
- 21.96%
$211.65 - $238.24 $1.25M - $1.4M
20.9K $4.6M
V
Visa Inc.

Financial Services
-2.65K
- 10.78%
$332.09 - $358.86 $881K - $952K
22K $7.5M
NFLX
Netflix Inc

Communication Services
-620
- 41.03%
$1147.87 - $1297.18 $712K - $804K
891 $1.07M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$692600.0 - $759798.0 $693K - $760K
1 $754K
CMCSA
Comcast Corp

Communication Services
-13.9K
- 33.66%
$31.41 - $36.33 $436K - $504K
27.4K $859K
GOOG
Alphabet Inc.

Communication Services
-6.37K
- 41.9%
$175.16 - $255.24 $1.12M - $1.63M
8.83K $2.15M
VIG
Vanguard Dividend Appreciation

ETFs
-2.82K
- 59.13%
N/A
1.95K $355K
IBM
International Business Machines Corp

Technology
-875
- 4.18%
$234.77 - $292.47 $205K - $256K
20.1K $5.66M
T
At&T Inc.

Communication Services
-14.5K
- 12.79%
$26.94 - $29.62 $392K - $431K
99.2K $2.8M
PM
Philip Morris International Inc.

Consumer Defensive
-1.73K
- 21.4%
$157.77 - $183.27 $272K - $316K
6.34K $1.03M
MU
Micron Technology Inc

Technology
-3.75K
- 66.62%
$104.88 - $168.89 $393K - $633K
1.88K $314K
DIS
Walt Disney CO

Communication Services
-1.93K
- 13.56%
$112.25 - $124.0 $217K - $240K
12.3K $1.41M
FTCS
First Trust Capital Strength E

ETFs
-3.91K
- 62.7%
$89.72 - $93.74 $351K - $366K
2.32K $217K
BAC
Bank Of America Corp

Financial Services
-10.4K
- 23.12%
$44.92 - $52.42 $467K - $545K
34.5K $1.78M
CGDV
Capital Group Divid Value ETF

ETFs
-11.4K
- 19.64%
$39.59 - $42.21 $452K - $482K
46.8K $1.97M
VO
Vanguard Mid Cap ETF

ETFs
-1.23K
- 46.03%
$279.83 - $293.74 $344K - $361K
1.44K $423K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-3.44K
- 23.65%
$118.33 - $128.54 $407K - $442K
11.1K $1.42M
AXP
American Express CO

Financial Services
-945
- 35.42%
$294.27 - $342.31 $278K - $323K
1.72K $572K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-31K
- 67.91%
$8.55 - $9.1 $265K - $282K
14.6K $133K
SPY
Spdr S&P 500 ETF Trust

ETFs
-447
- 42.86%
$617.65 - $666.84 $276K - $298K
596 $397K
TPL
Texas Pacific Land Corp

Energy
-191
- 34.11%
$854.83 - $1075.97 $163K - $206K
369 $344K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.95K
- 18.14%
$59.61 - $63.09 $295K - $312K
22.3K $1.4M
VZ
Verizon Communications Inc

Communication Services
-6.36K
- 7.22%
$40.84 - $45.06 $260K - $287K
81.7K $3.59M
RDVY
First Trust Rising Dividend Ac

ETFs
-4.58K
- 20.1%
$62.38 - $67.29 $286K - $308K
18.2K $1.23M
AMT
American Tower Corp

Real Estate
-29
- 0.42%
$192.32 - $232.35 $5.58K - $6.74K
6.89K $1.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.94K
- 4.21%
$50.47 - $50.74 $199K - $200K
89.6K $4.54M
WM
Waste Management Inc

Industrials
-770
- 27.16%
$213.88 - $237.1 $165K - $183K
2.07K $456K
ACN
Accenture PLC

Technology
-339
- 16.42%
$232.56 - $304.78 $78.8K - $103K
1.73K $425K
OMFL
Invesco Exchange Traded Self I

ETFs
-3.4K
- 30.94%
$57.41 - $60.45 $195K - $206K
7.59K $457K
JPIE
J P Morgan Exchange Traded Fd
-3.32K
- 7.83%
$46.01 - $46.55 $153K - $154K
39K $1.81M
DSTL
ETF Ser Solution Distillate Us

ETFs
-6.37K
- 6.97%
$54.44 - $58.24 $347K - $371K
85K $4.93M
NVO
Novo Nordisk A S

Healthcare
-762
- 12.17%
$45.38 - $71.7 $34.6K - $54.6K
5.5K $305K
KMI
Kinder Morgan, Inc.

Energy
-3.15K
- 11.18%
$26.23 - $28.5 $82.6K - $89.8K
25K $708K
CSCO
Cisco Systems, Inc.

Technology
-1.45K
- 6.75%
$66.2 - $71.79 $96K - $104K
20K $1.37M
KO
Coca Cola CO

Consumer Defensive
-1.29K
- 16.6%
$65.67 - $71.67 $84.7K - $92.5K
6.48K $429K
CGGR
Capital Group Growth ETF Shs C

ETFs
-3K
- 33.2%
$40.2 - $44.58 $121K - $134K
6.03K $265K
CRM
Salesforce, Inc.

Technology
-118
- 6.16%
$231.66 - $273.65 $27.3K - $32.3K
1.8K $425K
UPS
United Parcel Service Inc

Industrials
-71
- 1.41%
$82.58 - $105.54 $5.86K - $7.49K
4.95K $413K
QLV
Flexshares Us Quality Low Vola

ETFs
-2.05K
- 14.33%
$67.98 - $71.94 $139K - $148K
12.3K $882K
XOM
Exxon Mobil Corp

Energy
-3.71K
- 5.41%
$105.83 - $117.22 $393K - $435K
64.9K $7.31M
GILD
Gilead Sciences, Inc.

Healthcare
-623
- 8.4%
$108.22 - $120.47 $67.4K - $75.1K
6.79K $753K
HSY
Hershey CO

Consumer Defensive
-1.13K
- 16.22%
$161.95 - $193.45 $182K - $218K
5.81K $1.09M
AMGN
Amgen Inc

Healthcare
-263
- 7.03%
$271.18 - $309.22 $71.3K - $81.3K
3.48K $981K
CCI
Crown Castle International Corp

Real Estate
-132
- 1.7%
$92.96 - $113.91 $12.3K - $15K
7.63K $736K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.26K
- 30.37%
$69.9 - $78.26 $87.9K - $98.4K
2.88K $224K
Activity Summary
Buys All Purchases 99 New Holdings 5 Increased Positions 94 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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