Herold Advisors, Inc. Sells in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.42K
- 4.52%
$106.98 - $149.43 $580K - $810K
114K $12.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.07K
- 17.22%
$222.15 - $428.22 $459K - $885K
9.93K $2.57M
MSFT
Microsoft Corp

Technology
-347
- 0.91%
$375.39 - $447.2 $130K - $155K
37.8K $14.2M
AVGO
Broadcom Inc.

Technology
-3.7K
- 27.52%
$167.43 - $244.7 $619K - $905K
9.74K $1.63M
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 5.9%
$154.33 - $206.19 $288K - $384K
29.7K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.47K
- 5.31%
$190.26 - $242.06 $280K - $357K
26.3K $5M
ETN
Eaton Corp PLC

Industrials
-1.2K
- 13.25%
$271.83 - $371.23 $326K - $446K
7.86K $2.14M
WMT
Walmart Inc.

Consumer Defensive
-6.46K
- 8.14%
$84.5 - $105.05 $546K - $679K
72.9K $6.4M
PH
Parker Hannifin Corp

Industrials
-1.15K
- 63.99%
$591.65 - $707.05 $679K - $812K
646 $392K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-2.97K
- 73.32%
$186.55 - $250.04 $555K - $743K
1.08K $218K
GOOG
Alphabet Inc.

Communication Services
-336
- 2.16%
$156.06 - $207.71 $52.4K - $69.8K
15.2K $2.37M
MLM
Martin Marietta Materials Inc

Basic Materials
-957
- 43.62%
$460.39 - $552.64 $441K - $529K
1.24K $591K
HD
Home Depot, Inc.

Consumer Cyclical
-637
- 4.85%
$347.25 - $424.87 $221K - $271K
12.5K $4.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.84K
- 38.57%
$283.24 - $338.07 $520K - $621K
2.93K $862K
MRK
Merck & Co., Inc.

Healthcare
-1.82K
- 5.03%
$83.01 - $101.02 $151K - $184K
34.4K $3.09M
HUBB
Hubbell Inc

Industrials
-826
- 31.89%
$330.91 - $456.86 $273K - $377K
1.76K $583K
DHI
Horton D R Inc

Consumer Cyclical
-2.58K
- 54.83%
$125.29 - $147.65 $323K - $380K
2.12K $269K
META
Meta Platforms, Inc.

Communication Services
-348
- 3.4%
$576.36 - $736.67 $201K - $256K
9.88K $5.69M
PSX
Phillips 66

Energy
-4.6K
- 18.75%
$113.93 - $131.55 $524K - $605K
19.9K $2.46M
CTAS
Cintas Corp

Industrials
-3.63K
- 19.34%
$182.09 - $208.14 $661K - $755K
15.1K $3.11M
NKE
Nike, Inc.

Consumer Cyclical
-244
- 1.01%
$63.29 - $81.72 $15.4K - $19.9K
23.9K $1.52M
ACN
Accenture PLC

Technology
-620
- 27.48%
$300.91 - $398.25 $187K - $247K
1.64K $510K
IVV
Ishares Core S&P 500 ETF

ETFs
-377
- 17.82%
$554.06 - $615.85 $209K - $232K
1.74K $977K
VV
Vanguard Large Cap ETF

ETFs
-950
- 53.22%
$253.32 - $282.66 $241K - $269K
835 $214K
ALLE
Allegion PLC

Industrials
-2.01K
- 27.22%
$123.79 - $135.5 $249K - $272K
5.37K $701K
INTU
Intuit Inc

Technology
-313
- 6.73%
$555.63 - $630.23 $174K - $197K
4.34K $2.66M
BX
Blackstone Inc.

Financial Services
-278
- 4.12%
$136.53 - $186.74 $38K - $51.9K
6.47K $904K
KLAC
Kla Corp

Technology
-486
- 31.76%
$636.62 - $777.63 $309K - $378K
1.04K $709K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.48K
- 1.46%
$27.52 - $33.6 $40.7K - $49.7K
99.9K $2.98M
TMUS
T Mobile Us, Inc.

Communication Services
-1.91K
- 33.4%
$211.3 - $272.83 $403K - $521K
3.81K $1.01M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-11.7K
- 24.45%
$21.51 - $22.34 $252K - $262K
36.2K $804K
VIG
Vanguard Dividend Appreciation

ETFs
-1.23K
- 19.8%
N/A
4.97K $905K
DSTL
ETF Ser Solution Distillate Us

ETFs
-2.84K
- 2.83%
$53.28 - $57.28 $151K - $163K
97.6K $5.29M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.33K
- 30.61%
$142.8 - $176.36 $332K - $410K
5.27K $909K
EFG
Msci Eafe Growth ETF

ETFs
-2.36K
- 47.56%
$96.1 - $106.37 $227K - $251K
2.6K $260K
ELV
Elevance Health, Inc.

Healthcare
-703
- 48.72%
$365.9 - $436.25 $257K - $307K
740 $321K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.23K
- 23.24%
$49.22 - $51.73 $208K - $219K
14K $705K
LLY
Eli Lilly & CO

Healthcare
-984
- 8.54%
$725.72 - $929.72 $714K - $915K
10.5K $8.7M
DIS
Walt Disney CO

Communication Services
-80
- 0.58%
$96.87 - $114.0 $7.75K - $9.12K
13.7K $1.36M
HSY
Hershey CO

Consumer Defensive
-1.12K
- 14.58%
$144.74 - $186.36 $163K - $209K
6.59K $1.13M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-1.9K
- 36.07%
$75.92 - $84.67 $144K - $161K
3.37K $258K
LMT
Lockheed Martin Corp

Industrials
-38
- 1.15%
$423.19 - $506.29 $16.1K - $19.2K
3.26K $1.46M
EFV
Msci Eafe Value ETF

ETFs
-3.17K
- 35.63%
$51.88 - $60.73 $164K - $192K
5.72K $337K
PFE
Pfizer Inc

Healthcare
-1.64K
- 2.35%
$25.01 - $27.13 $40.9K - $44.4K
67.9K $1.72M
IQV
Iqvia Holdings Inc.

Healthcare
-200
- 5.13%
$176.3 - $209.96 $35.3K - $42K
3.7K $652K
HYGV
Flexshares Tr High Yield Value

ETFs
-2.53K
- 10.77%
$40.21 - $41.29 $102K - $105K
21K $846K
MS
Morgan Stanley

Financial Services
-259
- 3.11%
$111.68 - $141.08 $28.9K - $36.5K
8.06K $940K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.47K
- 5.13%
$55.41 - $60.74 $81.5K - $89.3K
27.2K $1.54M
CMCSA
Comcast Corp

Communication Services
-2.03K
- 4.2%
$33.19 - $38.23 $67.2K - $77.5K
46.3K $1.71M
Activity Summary
Buys All Purchases 126 New Holdings 16 Increased Positions 110 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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