Herold Advisors, Inc. Sells in Q2 2025

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.63K
- 4.64%
$172.42 - $223.89 $797K - $1.04M
95K $19.5M
ABBV
Abb Vie Inc.

Healthcare
-1.8K
- 5.01%
$170.16 - $206.27 $307K - $372K
34.2K $6.34M
LLY
Eli Lilly & CO

Healthcare
-818
- 7.76%
$713.71 - $898.95 $584K - $735K
9.72K $7.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.27K
- 17.9%
$483.48 - $539.8 $615K - $686K
5.83K $2.83M
AVIG
American Centy ETF Tr Avantis

ETFs
-23.5K
- 14.6%
$40.41 - $41.62 $948K - $977K
137K $5.71M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-21.6K
- 14.35%
$41.1 - $42.37 $889K - $916K
129K $5.46M
XLE
Energy Sector Spdr

ETFs
-6.66K
- 20.15%
$76.44 - $94.13 $509K - $627K
26.4K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
-359
- 10.52%
$274.35 - $599.47 $98.5K - $215K
3.06K $953K
PLD
Prologis, Inc.

Real Estate
-6.08K
- 44.33%
$89.76 - $112.34 $545K - $683K
7.63K $802K
OKE
Oneok Inc

Energy
-1.05K
- 3.3%
$78.71 - $100.37 $82.3K - $105K
30.7K $2.51M
MRK
Merck & Co., Inc.

Healthcare
-2.86K
- 8.31%
$73.47 - $87.12 $210K - $249K
31.6K $2.5M
TSCO
Tractor Supply CO

Consumer Cyclical
-9.75K
- 50.06%
$47.86 - $55.77 $467K - $544K
9.73K $513K
JNJ
Johnson & Johnson

Healthcare
-2.1K
- 11.73%
$146.36 - $159.82 $308K - $336K
15.8K $2.42M
PG
Procter & Gamble CO

Consumer Defensive
-1.47K
- 5.88%
$157.66 - $172.39 $232K - $254K
23.6K $3.76M
HD
Home Depot, Inc.

Consumer Cyclical
-1.35K
- 10.82%
$335.24 - $380.78 $454K - $515K
11.1K $4.09M
CB
Chubb LTD

Financial Services
-1.3K
- 16.06%
$274.32 - $302.46 $356K - $393K
6.79K $1.97M
MA
Mastercard Inc

Financial Services
-1.16K
- 7.24%
$479.92 - $590.74 $558K - $686K
14.9K $8.37M
CTAS
Cintas Corp

Industrials
-3.02K
- 19.93%
$190.11 - $227.66 $573K - $687K
12.1K $2.7M
NUE
Nucor Corp

Basic Materials
-3.8K
- 35.38%
$103.22 - $131.43 $392K - $499K
6.94K $899K
NEE
Nextera Energy Inc

Utilities
-4.78K
- 17.4%
$64.11 - $75.0 $307K - $359K
22.7K $1.58M
UNP
Union Pacific Corp

Industrials
-1.32K
- 32.43%
$208.27 - $238.46 $275K - $315K
2.75K $632K
TMUS
T Mobile Us, Inc.

Communication Services
-916
- 24.07%
$220.99 - $268.54 $202K - $246K
2.89K $688K
MCD
Mcdonalds Corp

Consumer Cyclical
-672
- 12.31%
$285.55 - $321.23 $192K - $216K
4.79K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-844
- 28.84%
$248.61 - $294.96 $210K - $249K
2.08K $587K
SPGI
S&P Global Inc.

Financial Services
-711
- 13.25%
$438.31 - $527.29 $312K - $375K
4.65K $2.45M
LMT
Lockheed Martin Corp

Industrials
-680
- 20.85%
$430.82 - $486.45 $293K - $331K
2.58K $1.2M
MLM
Martin Marietta Materials Inc

Basic Materials
-637
- 51.5%
$452.51 - $568.19 $288K - $362K
600 $329K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.78K
- 11.92%
$71.28 - $83.74 $341K - $401K
35.3K $2.96M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.64K
- 31.11%
$151.62 - $183.47 $249K - $301K
3.63K $666K
CMCSA
Comcast Corp

Communication Services
-5.03K
- 10.88%
$32.84 - $36.72 $165K - $185K
41.2K $1.47M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.95K
- 13.55%
$59.8 - $60.07 $236K - $237K
25.2K $1.51M
DSTL
ETF Ser Solution Distillate Us

ETFs
-6.2K
- 6.35%
$48.53 - $55.35 $301K - $343K
91.4K $5.06M
ED
Consolidated Edison Inc

Utilities
-492
- 2.76%
$98.05 - $113.3 $48.2K - $55.7K
17.4K $1.74M
DE
Deere & CO

Industrials
-669
- 24.31%
$412.99 - $531.48 $276K - $356K
2.08K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
-818
- 37.8%
$462.22 - $707.75 $378K - $579K
1.35K $952K
V
Visa Inc.

Financial Services
-969
- 3.79%
$308.27 - $373.31 $299K - $362K
24.6K $8.74M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-4.94K
- 40.1%
$43.98 - $54.23 $217K - $268K
7.38K $400K
VUG
Vanguard Growth ETF

ETFs
-868
- 32.38%
$329.49 - $438.4 $286K - $381K
1.81K $794K
AMGN
Amgen Inc

Healthcare
-244
- 6.12%
$262.28 - $309.85 $64K - $75.6K
3.74K $1.04M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.97K
- 25.02%
$78.98 - $90.1 $235K - $268K
8.9K $801K
ABT
Abbott Laboratories

Healthcare
-1.7K
- 13.78%
$123.95 - $138.08 $211K - $235K
10.6K $1.45M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.66K
- 38.66%
$48.5 - $49.35 $178K - $181K
5.81K $286K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.7K
- 42.27%
$106.81 - $136.49 $181K - $232K
2.32K $316K
BP
Bp PLC

Energy
-2.83K
- 13.0%
$26.11 - $33.81 $74K - $95.8K
19K $567K
PEP
Pepsico Inc

Consumer Defensive
-430
- 6.86%
$128.02 - $151.37 $55K - $65.1K
5.84K $770K
AVSD
American Centy ETF Tr Avantis

ETFs
-3.24K
- 48.82%
$53.85 - $67.74 $174K - $219K
3.4K $229K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.97K
- 21.27%
$45.3 - $50.64 $135K - $151K
11K $540K
GLD
Spdr Gold Trust

ETFs
-899
- 13.59%
$273.71 - $316.29 $246K - $284K
5.72K $1.74M
AVLV
American Centy ETF Tr Avantis
-3.76K
- 11.7%
$56.85 - $68.21 $214K - $257K
28.4K $1.94M
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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