Herold Advisors, Inc. Reduced Holdings in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-4.63K
- 19.35%
$53.27 - $72.04 $247K - $334K
19.3K $1.37M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-3.02K
- 17.23%
$94.74 - $118.43 $286K - $358K
14.5K $1.72M
BX
Blackstone Inc.

Financial Services
-1.36K
- 21.02%
$120.07 - $151.11 $163K - $206K
5.11K $764K
FTCS
First Trust Capital Strength E

ETFs
-1.55K
- 19.91%
$81.6 - $92.39 $126K - $143K
6.23K $566K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.2K
- 32.93%
$27.26 - $34.48 $142K - $179K
10.6K $365K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.8K
- 20.24%
$22.27 - $29.21 $307K - $403K
54.4K $1.59M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-9.59K
- 23.53%
$9.72 - $10.39 $93.2K - $99.7K
31.2K $308K
SCHW
Schwab Charles Corp

Financial Services
-2.68K
- 25.22%
$69.06 - $91.24 $185K - $245K
7.96K $725K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.45K
- 29.0%
$74.88 - $91.97 $109K - $133K
3.55K $326K
AVSC
American Centy ETF Tr Avantis
-2.22K
- 27.9%
$42.39 - $51.76 $94K - $115K
5.73K $295K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.54K
- 5.2%
$55.22 - $63.94 $196K - $226K
64.5K $4.13M
IHDG
Wisdomtree Tr

ETFs
-1.97K
- 24.01%
$38.54 - $46.0 $75.7K - $90.4K
6.22K $280K
CMPR
Cimpress PLC

Communication Services
-2K
- 15.5%
$39.23 - $47.35 $78.5K - $94.7K
10.9K $512K
KLAC
Kla Corp

Technology
-306
- 29.31%
$576.53 - $902.94 $176K - $276K
738 $661K
OGS
One Gas, Inc.

Utilities
-350
- 8.86%
$71.59 - $81.38 $25.1K - $28.5K
3.6K $258K
VIG
Vanguard Dividend Appreciation

ETFs
-198
- 3.98%
N/A
4.77K $869K
CVS
Cvs Health Corp

Healthcare
-714
- 6.11%
$60.04 - $70.18 $42.9K - $50.1K
11K $757K
IAU
Ishares Gold Trust

ETFs
-655
- 12.49%
$56.1 - $64.74 $36.7K - $42.4K
4.59K $286K
USFR
Wisdomtree Floating Rate Treas

ETFs
-359
- 0.61%
$50.28 - $50.47 $18.1K - $18.1K
58.8K $2.96M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-132
- 0.4%
$53.27 - $54.27 $7.03K - $7.16K
33.1K $1.78M
OMFL
Invesco Exchange Traded Self I

ETFs
-1K
- 8.34%
$48.43 - $57.78 $48.4K - $57.8K
11K $635K
INTU
Intuit Inc

Technology
-958
- 22.08%
$544.07 - $787.63 $521K - $755K
3.38K $2.66M
American Centy ETF Tr
-4.67K
- 41.02%
N/A
6.71K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-20.4K
- 38.95%
N/A
32K $0
FTGS
First Tr Exchange Traded Fd Gr
-6.57K
- 33.12%
N/A
13.3K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-446
- 7.83%
N/A
5.25K $0
Wisdomtree Tr
-3.58K
- 6.82%
N/A
48.9K $0
Flagstar Financial Inc
-666
- 6.17%
N/A
10.1K $0
Brookfield Corp
-500
- 1.06%
N/A
46.8K $0
Ge Vernova Inc
-582
- 51.01%
N/A
559 $0
Brookfield Infrastructure CO
-704
- 6.64%
N/A
9.89K $0
GUNR
Flexshares Tr Morningstar Glob

ETFs
-147
- 2.72%
$33.77 - $41.16 $4.96K - $6.05K
5.25K $210K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-304
- 5.58%
$86.05 - $107.7 $26.2K - $32.7K
5.14K $553K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-123
- 3.09%
$49.55 - $60.46 $6.09K - $7.44K
3.86K $229K
WMB
Williams Companies, Inc.

Energy
-336
- 2.91%
$54.33 - $62.87 $18.3K - $21.1K
11.2K $704K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-230
- 5.05%
$45.98 - $56.15 $10.6K - $12.9K
4.32K $242K
VB
Vanguard Small Cap ETF

ETFs
-15
- 1.2%
$193.73 - $237.37 $2.91K - $3.56K
1.23K $292K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.5K
- 8.37%
$97.68 - $121.38 $147K - $182K
16.4K $1.99M
WMT
Walmart Inc.

Consumer Defensive
-7.25K
- 9.94%
$81.79 - $99.98 $593K - $725K
65.7K $6.42M
DFAX
Dimensional ETF Tr
-13K
- 10.25%
$23.37 - $29.39 $304K - $382K
114K $3.35M
EFG
Msci Eafe Growth ETF

ETFs
-83
- 3.19%
$89.8 - $112.0 $7.45K - $9.3K
2.52K $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 3.04%
$456.74 - $568.03 $8.68K - $10.8K
607 $344K
ADM
Archer Daniels Midland CO

Consumer Defensive
-50
- 0.9%
$41.79 - $54.16 $2.09K - $2.71K
5.5K $290K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.03K
- 7.26%
$35.9 - $43.76 $180K - $220K
64.2K $2.77M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-138
- 6.36%
$82.32 - $112.47 $11.4K - $15.5K
2.03K $228K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-322
- 6.84%
$57.46 - $75.58 $18.5K - $24.3K
4.38K $331K
ALLE
Allegion PLC

Industrials
-246
- 4.58%
$118.52 - $145.64 $29.2K - $35.8K
5.13K $739K
IVW
Ishares S&P 500 Growth ETF

ETFs
-935
- 10.98%
$82.96 - $110.1 $77.6K - $103K
7.58K $834K
DFIV
Dimensional ETF Tr

ETFs
-3.93K
- 6.37%
$34.67 - $43.21 $136K - $170K
57.8K $2.47M
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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