Herold Advisors, Inc. Sells in Q1 2025

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-717
- 15.14%
$119.84 - $136.1 $85.9K - $97.6K
4.02K $486K
FTCS
First Trust Capital Strength E

ETFs
-1.35K
- 14.74%
$86.39 - $91.35 $116K - $123K
7.78K $697K
SCHW
Schwab Charles Corp

Financial Services
-1.96K
- 15.55%
$71.24 - $83.64 $140K - $164K
10.6K $832K
PEP
Pepsico Inc

Consumer Defensive
-484
- 7.17%
$142.64 - $156.42 $69K - $75.7K
6.27K $939K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-544
- 2.15%
$21.29 - $24.8 $11.6K - $13.5K
24.7K $526K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.77K
- 15.71%
$48.31 - $49.23 $85.3K - $86.9K
9.48K $465K
AVSC
American Centy ETF Tr Avantis
-474
- 5.63%
$48.08 - $56.12 $22.8K - $26.6K
7.95K $384K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-194
- 0.59%
$53.6 - $58.97 $10.4K - $11.4K
32.9K $1.8M
FDX
Fedex Corp

Industrials
-100
- 8.62%
$230.33 - $281.53 $23K - $28.2K
1.06K $258K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-86
- 12.08%
$507.05 - $563.67 $43.6K - $48.5K
626 $321K
CSCO
Cisco Systems, Inc.

Technology
-1.85K
- 8.08%
$58.74 - $64.87 $108K - $120K
21K $1.3M
DOW
Dow Inc.

Basic Materials
-195
- 2.68%
$34.36 - $41.92 $6.7K - $8.17K
7.07K $246K
OMFL
Invesco Exchange Traded Self I

ETFs
-500
- 4.0%
$52.19 - $57.45 $26.1K - $28.7K
12K $639K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-597
- 13.97%
$54.25 - $57.64 $32.4K - $34.4K
3.68K $202K
VB
Vanguard Small Cap ETF

ETFs
-22
- 1.73%
$217.89 - $252.64 $4.79K - $5.56K
1.25K $276K
GLW
Corning Inc

Technology
-110
- 0.84%
$44.91 - $54.25 $4.94K - $5.97K
13K $597K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-150
- 1.27%
$75.99 - $81.58 $11.4K - $12.2K
11.7K $892K
RDVY
First Trust Rising Dividend Ac

ETFs
-147
- 0.64%
$57.22 - $63.39 $8.41K - $9.32K
22.8K $1.33M
DD
Du Pont De Nemours, Inc.

Basic Materials
-200
- 4.61%
$72.7 - $84.32 $14.5K - $16.9K
4.14K $308K
VO
Vanguard Mid Cap ETF

ETFs
-17
- 0.63%
$251.87 - $277.95 $4.28K - $4.73K
2.68K $693K
COP
Conocophillips

Energy
-275
- 12.35%
$88.6 - $105.85 $24.4K - $29.1K
1.95K $204K
NNY
Nuveen New York Municipal Value Fund

Financial Services
-2.43K
- 8.27%
$8.05 - $8.36 $19.6K - $20.3K
27K $222K
JPIE
J P Morgan Exchange Traded Fd
-703
- 1.66%
$45.46 - $46.18 $32K - $32.5K
41.8K $1.92M
ITW
Illinois Tool Works Inc

Industrials
-25
- 2.13%
$244.9 - $274.48 $6.12K - $6.86K
1.15K $285K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-338
- 5.96%
$85.29 - $92.57 $28.8K - $31.3K
5.33K $485K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-579
- 9.69%
$36.6 - $39.56 $21.2K - $22.9K
5.4K $209K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-400
- 2.64%
$8.11 - $8.58 $3.24K - $3.43K
14.7K $120K
F
Ford Motor CO

Consumer Cyclical
-730
- 1.57%
$9.12 - $10.43 $6.66K - $7.61K
45.8K $459K
GIGB
Goldman Sachs ETF Access Invt
-660
- 12.41%
N/A
4.66K $0
Gsk PLC
-360
- 3.54%
N/A
9.8K $0
Flagstar Financial Inc
-166
- 1.52%
N/A
10.8K $0
SHAG
Wisdomtree Yield Enhanced U.S.
-993
- 12.08%
N/A
7.23K $0
Blackrock Inc
-238
- 17.98%
N/A
1.09K $0
FTGS
First Tr Exchange Traded Fd Gr
-9.68K
- 32.77%
N/A
19.8K $0
Lam Research Corp
-3.29K
- 29.88%
N/A
7.72K $0
Brookfield Infrastructure CO
-726
- 6.41%
N/A
10.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2.22K
- 4.06%
N/A
52.3K $0
D
Dominion Energy, Inc

Utilities
-153
- 3.11%
$52.85 - $57.43 $8.09K - $8.79K
4.76K $266K
MA
Mastercard Inc

Financial Services
-647
- 3.88%
$504.67 - $576.31 $327K - $373K
16K $8.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-220
- 1.11%
$27.01 - $28.54 $5.94K - $6.28K
19.6K $548K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-300
- 7.01%
$49.06 - $56.82 $14.7K - $17K
3.98K $219K
WPC
W. P. Carey Inc.

Real Estate
-745
- 11.21%
$53.5 - $65.05 $39.9K - $48.5K
5.9K $372K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-252
- 7.09%
$56.12 - $68.15 $14.1K - $17.2K
3.3K $223K
UNP
Union Pacific Corp

Industrials
-50
- 1.21%
$225.21 - $254.42 $11.3K - $12.7K
4.07K $961K
NUE
Nucor Corp

Basic Materials
-150
- 1.38%
$114.48 - $142.52 $17.2K - $21.4K
10.7K $1.29M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-394
- 4.45%
$67.85 - $77.32 $26.7K - $30.5K
8.46K $632K
INTC
Intel Corp

Technology
-427
- 3.51%
$19.1 - $27.39 $8.16K - $11.7K
11.7K $266K
KMI
Kinder Morgan, Inc.

Energy
-183
- 0.65%
$26.1 - $31.22 $4.78K - $5.71K
28.2K $803K
KO
Coca Cola CO

Consumer Defensive
-368
- 4.91%
$60.81 - $72.32 $22.4K - $26.6K
7.13K $510K
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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