Herold Advisors, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $423 Million distributed in 263 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.6M, Microsoft Corp with a value of $17.1M, Nvidia Corp with a value of $14.9M, American Centy ETF Tr Avantis with a value of $13.9M, and Eli Lilly & CO with a value of $10.6M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $405M to 423M.

Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
ETFs: $135 Million
Technology: $76.5 Million
Financial Services: $43.2 Million
Healthcare: $42.2 Million
Communication Services: $25.3 Million
Industrials: $21.3 Million
Consumer Cyclical: $19.4 Million
Energy: $18.9 Million
Other: $34.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 263
  • Current Value $423 Million
  • Prior Value $405 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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