Herold Advisors, Inc. Portfolio Holdings

Herold Advisors, Inc.

  • $455 Million
  • Q2 2025

Herold Advisors, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $455 Million distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.5M, Microsoft Corp with a value of $16.2M, American Centy ETF Tr Avantis with a value of $16M, Nvidia Corp with a value of $14.6M, and Visa Inc. with a value of $8.74M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $439M to 455M.

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

Portfolio value $455 Million
ETFs: $165 Million
Technology: $76 Million
Financial Services: $51.4 Million
Healthcare: $33.5 Million
Communication Services: $28.3 Million
Energy: $21.1 Million
Industrials: $19.4 Million
Consumer Cyclical: $18.5 Million
Other: $34.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$19.5 Million 4.28% of portfolio
95,045
Q2 2025 Reduced 4.64%
$3.95T
$16.2 Million 3.55% of portfolio
32,554
Q2 2025 Reduced 13.78%
$456B
$14.6 Million 3.2% of portfolio
92,374
Q2 2025 Reduced 19.29%
$551B
$8.74 Million 1.92% of portfolio
24,613
Q2 2025 Reduced 3.79%
$548B
$8.37 Million 1.84% of portfolio
14,887
Q2 2025 Reduced 7.24%
$859B
$8.24 Million 1.81% of portfolio
28,425
Q2 2025 Reduced 6.48%
$608B
$7.58 Million 1.66% of portfolio
9,718
Q2 2025 Reduced 7.76%
$442B
$7.39 Million 1.62% of portfolio
68,563
Q2 2025 Added 5.55%
$1.78T
$6.94 Million 1.52% of portfolio
9,404
Q2 2025 Reduced 4.81%
$281B
$6.42 Million 1.41% of portfolio
65,651
Q2 2025 Reduced 9.94%
$351B
$6.34 Million 1.39% of portfolio
34,164
Q2 2025 Reduced 5.01%
$210B
$6.17 Million 1.35% of portfolio
20,935
Q2 2025 Added 0.75%
$2.26T
$5.89 Million 1.29% of portfolio
26,843
Q2 2025 Added 2.15%
$1.21T
$4.97 Million 1.09% of portfolio
28,209
Q2 2025 Reduced 5.06%
$405B
$4.09 Million 0.9% of portfolio
11,148
Q2 2025 Reduced 10.82%
$302B
$4.04 Million 0.89% of portfolio
28,194
Q2 2025 Added 9.43%
$368B
$3.76 Million 0.82% of portfolio
23,569
Q2 2025 Reduced 5.88%
$169B
$3.5 Million 0.77% of portfolio
6,450
Q2 2024 Reduced 18.87%
$1.08T
$3.52 Million 0.77% of portfolio
11,096
Q2 2025 Added 11.7%
$203B
$3.29 Million 0.72% of portfolio
113,733
Q2 2025 Added 32.92%
$13.9B
$3.19 Million 0.7% of portfolio
95,194
Q2 2025 Reduced 4.76%
$66.5B
$3.16 Million 0.69% of portfolio
31,976
Q2 2025 Reduced 18.97%
$621B
$2.83 Million 0.62% of portfolio
5,829
Q2 2025 Reduced 17.9%
$145B
$2.78 Million 0.61% of portfolio
7,778
Q2 2025 Reduced 1.06%
$22.7B
$2.7 Million 0.59% of portfolio
12,120
Q2 2025 Reduced 19.93%
$1.24T
$2.7 Million 0.59% of portfolio
15,199
Q2 2025 Added 0.01%
$201B
$2.66 Million 0.58% of portfolio
3,381
Q2 2025 Reduced 22.08%
$203B
$2.5 Million 0.55% of portfolio
31,566
Q2 2025 Reduced 8.31%
$33.1B
$2.51 Million 0.55% of portfolio
30,689
Q2 2025 Reduced 3.3%
$182B
$2.45 Million 0.54% of portfolio
4,654
Q2 2025 Reduced 13.25%
$452B
$2.42 Million 0.53% of portfolio
15,834
Q2 2025 Reduced 11.73%
$127B
$2.26 Million 0.5% of portfolio
8,216
Q2 2025 Reduced 15.62%
$381B
$2.13 Million 0.47% of portfolio
44,924
Q2 2025 Reduced 6.3%
$173B
$2.12 Million 0.46% of portfolio
13,291
Q2 2025 Added 0.58%
$439B
$2 Million 0.44% of portfolio
2,024
Q2 2025 Added 4.98%
$545B
$2.02 Million 0.44% of portfolio
1,511
Q2 2025 Added 7.77%
$112B
$1.97 Million 0.43% of portfolio
6,788
Q2 2025 Reduced 16.06%
$57.7B
$1.85 Million 0.41% of portfolio
15,472
Q2 2025 Reduced 22.34%
$138B
$1.84 Million 0.4% of portfolio
75,855
Q2 2025 Added 11.67%
$207B
$1.77 Million 0.39% of portfolio
14,251
Q2 2025 Added 3.68%
$36.8B
$1.74 Million 0.38% of portfolio
17,355
Q2 2025 Reduced 2.76%
$99B
$1.72 Million 0.38% of portfolio
37,209
Q2 2025 Added 1.46%
$141B
$1.58 Million 0.35% of portfolio
22,703
Q2 2025 Reduced 17.4%
$258B
$1.53 Million 0.34% of portfolio
21,798
Q2 2025 Added 4.1%
$95.3B
$1.53 Million 0.34% of portfolio
6,919
Q2 2025 Added 1.15%
$229B
$1.52 Million 0.33% of portfolio
10,432
Q2 2025 Reduced 0.46%
$293B
$1.49 Million 0.33% of portfolio
21,468
Q2 2025 Added 2.26%
$229B
$1.45 Million 0.32% of portfolio
10,640
Q2 2025 Reduced 13.78%
$141B
$1.47 Million 0.32% of portfolio
41,228
Q2 2025 Reduced 10.88%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $455 Million
  • Prior Value $439 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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