Herold Advisors, Inc. Reduced Holdings in Q3 2024

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-26.4K
- 51.25%
$47.65 - $52.99 $1.26M - $1.4M
25.1K $1.33M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-8.15K
- 59.94%
$96.3 - $106.49 $784K - $867K
5.44K $569K
MSFT
Microsoft Corp

Technology
-123
- 0.32%
$395.15 - $467.56 $48.6K - $57.5K
38.1K $16.4M
GOOGL
Alphabet Inc.

Communication Services
-196
- 0.6%
$148.65 - $191.18 $29.1K - $37.5K
32.2K $5.35M
LLY
Eli Lilly & CO

Healthcare
-294
- 2.52%
$772.14 - $960.02 $227K - $282K
11.4K $10.1M
SCHW
Schwab Charles Corp

Financial Services
-4.4K
- 26.08%
$61.74 - $76.08 $271K - $334K
12.5K $807K
IVV
Ishares Core S&P 500 ETF

ETFs
-876
- 29.5%
$520.18 - $576.82 $456K - $505K
2.09K $1.21M
CVS
Cvs Health Corp

Healthcare
-6.27K
- 26.42%
$55.81 - $63.18 $350K - $396K
17.5K $1.1M
GOOG
Alphabet Inc.

Communication Services
-198
- 1.22%
$149.54 - $192.66 $29.6K - $38.1K
16K $2.68M
AMZN
Amazon Com Inc

Consumer Cyclical
-226
- 0.79%
$161.02 - $200.0 $36.4K - $45.2K
28.3K $5.28M
BA
Boeing CO

Industrials
-180
- 2.68%
$152.04 - $190.6 $27.4K - $34.3K
6.54K $993K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.71K
- 30.15%
$59.61 - $60.15 $221K - $223K
8.6K $514K
INTU
Intuit Inc

Technology
-34
- 0.69%
$602.97 - $670.49 $20.5K - $22.8K
4.89K $3.04M
INTC
Intel Corp

Technology
-1.67K
- 11.26%
$18.9 - $34.87 $31.6K - $58.3K
13.2K $308K
VTI
Vanguard Total Stock Market Et

ETFs
-598
- 31.03%
$255.18 - $283.2 $153K - $169K
1.33K $376K
XLE
Energy Sector Spdr

ETFs
-123
- 0.34%
$84.35 - $93.39 $10.4K - $11.5K
36.3K $3.18M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-3.27K
- 15.55%
$54.33 - $60.04 $178K - $196K
17.8K $1.07M
KLAC
Kla Corp

Technology
-48
- 2.8%
$696.17 - $892.35 $33.4K - $42.8K
1.67K $1.29M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-2.98K
- 19.22%
$38.51 - $41.48 $115K - $124K
12.5K $517K
NUE
Nucor Corp

Basic Materials
-80
- 0.73%
$137.77 - $166.14 $11K - $13.3K
10.9K $1.64M
ELV
Elevance Health, Inc.

Healthcare
-34
- 1.39%
$500.12 - $562.29 $17K - $19.1K
2.42K $1.26M
BEN
Franklin Resources Inc

Financial Services
-1.1K
- 5.54%
$19.13 - $23.97 $21K - $26.4K
18.8K $378K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.64K
- 8.0%
$101.72 - $112.94 $167K - $185K
18.8K $2.13M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-750
- 27.27%
$93.22 - $103.58 $69.9K - $77.7K
2K $207K
C
Citigroup Inc

Financial Services
-600
- 6.01%
$56.11 - $67.61 $33.7K - $40.6K
9.39K $587K
ADBE
Adobe Inc.

Technology
-18
- 2.0%
$508.13 - $586.55 $9.15K - $10.6K
882 $456K
VIG
Vanguard Dividend Appreciation

ETFs
-199
- 3.49%
$182.15 - $182.15 $36.2K - $36.2K
5.51K $1M
AVSC
American Centy ETF Tr Avantis
-1.42K
- 14.43%
$49.07 - $56.13 $69.7K - $79.7K
8.42K $454K
BAC
Bank Of America Corp

Financial Services
-654
- 1.46%
$36.65 - $44.13 $24K - $28.9K
44.1K $1.75M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-2.89K
- 6.96%
$10.84 - $11.33 $31.3K - $32.8K
38.7K $433K
IYW
Ishares Dj Us Tech ETF

ETFs
-201
- 9.89%
$133.16 - $158.73 $26.8K - $31.9K
1.83K $277K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1K
- 7.81%
$71.19 - $76.59 $71.2K - $76.6K
11.8K $903K
ADM
Archer Daniels Midland CO

Consumer Defensive
-250
- 4.35%
$57.96 - $65.72 $14.5K - $16.4K
5.5K $328K
IHDG
Wisdomtree Tr

ETFs
-321
- 4.16%
$42.42 - $46.78 $13.6K - $15K
7.4K $338K
VB
Vanguard Small Cap ETF

ETFs
-156
- 10.94%
$214.77 - $237.72 $33.5K - $37.1K
1.27K $301K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-972
- 2.22%
$23.43 - $24.12 $22.8K - $23.4K
42.7K $1.03M
Brookfield Corp
-187
- 0.38%
N/A
49.3K $0
GIGB
Goldman Sachs ETF Access Invt
-2.08K
- 26.34%
N/A
5.8K $0
Gsk PLC
-395
- 3.69%
N/A
10.3K $0
SHAG
Wisdomtree Yield Enhanced U.S.
-877
- 9.64%
N/A
8.22K $0
Brookfield Asset Managmt LTD
-46
- 0.36%
N/A
12.8K $0
COST
Costco Wholesale Corp

Consumer Defensive
-86
- 4.08%
$801.83 - $917.05 $69K - $78.9K
2.02K $1.79M
VGT
Vanguard Information Technolog

ETFs
-4
- 1.01%
$514.43 - $606.85 $2.06K - $2.43K
391 $229K
AXP
American Express CO

Financial Services
-299
- 13.89%
$225.92 - $271.17 $67.6K - $81.1K
1.85K $502K
DOW
Dow Inc.

Basic Materials
-97
- 1.28%
$50.15 - $55.41 $4.86K - $5.37K
7.46K $407K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-144
- 4.74%
$66.56 - $75.11 $9.58K - $10.8K
2.9K $216K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-570
- 4.58%
$77.24 - $83.67 $44K - $47.7K
11.9K $993K
GE
General Electric CO

Industrials
-431
- 13.05%
$156.66 - $189.66 $67.5K - $81.7K
2.87K $541K
QLV
Flexshares Us Quality Low Vola

ETFs
-670
- 4.47%
$61.31 - $66.6 $41.1K - $44.6K
14.3K $951K
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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