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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16 Million 3.52% of portfolio
159,120
Q2 2025 Added 0.26%
$0
$7.21 Million 1.58% of portfolio
39,696
Q2 2025 Added 0.73%
$0
$7.05 Million 1.55% of portfolio
77,351
Q2 2025 Added 2.19%
$0
$6.89 Million 1.51% of portfolio
75,161
Q2 2025 New
$0
$5.71 Million 1.25% of portfolio
137,227
Q2 2025 Reduced 14.6%
$0
$5.71 Million 1.25% of portfolio
85,199
Q2 2025 Reduced 5.23%
$0
$5.46 Million 1.2% of portfolio
129,089
Q2 2025 Reduced 14.35%
$0
$5.06 Million 1.11% of portfolio
91,377
Q2 2025 Reduced 6.35%
$0
$4.76 Million 1.04% of portfolio
64,633
Q2 2025 Added 2.78%
$0
$4.74 Million 1.04% of portfolio
93,525
Q2 2025 Added 2.3%
$0
$4.13 Million 0.91% of portfolio
64,545
Q2 2025 Reduced 5.2%
$0
$4.09 Million 0.9% of portfolio
37,306
Q2 2025 Added 3.78%
$0
$3.35 Million 0.73% of portfolio
113,893
Q2 2025 Reduced 10.25%
$0
$3.13 Million 0.69% of portfolio
54,970
Q2 2025 Added 3.48%
$0
$3.1 Million 0.68% of portfolio
41,845
Q2 2025 Reduced 6.63%
$0
$2.96 Million 0.65% of portfolio
35,341
Q2 2025 Reduced 11.92%
$0
$2.89 Million 0.63% of portfolio
40,575
Q2 2025 Reduced 2.54%
$0
$2.77 Million 0.61% of portfolio
64,174
Q2 2025 Reduced 7.26%
$0
$2.63 Million 0.58% of portfolio
49,326
Q2 2025 Added 16.44%
$0
$2.53 Million 0.55% of portfolio
78,140
Q2 2025 Added 1.34%
$0
$2.45 Million 0.54% of portfolio
50,285
Q2 2025 Added 9.23%
$0
$2.47 Million 0.54% of portfolio
57,762
Q2 2025 Reduced 6.37%
$0
$2.46 Million 0.54% of portfolio
101,034
Q2 2025 Added 3.3%
$0
$2.3 Million 0.5% of portfolio
58,180
Q2 2025 New
$0
$2.24 Million 0.49% of portfolio
26,414
Q2 2025 Reduced 20.15%
$0
$1.99 Million 0.44% of portfolio
16,426
Q2 2025 Reduced 8.37%
$0
$1.96 Million 0.43% of portfolio
42,358
Q2 2025 Added 1.45%
$0
$1.93 Million 0.42% of portfolio
45,679
Q2 2025 Added 8.58%
$0
$1.94 Million 0.42% of portfolio
28,380
Q2 2025 Reduced 11.7%
$0
$1.81 Million 0.4% of portfolio
33,277
Q2 2025 Added 17.58%
$0
$1.78 Million 0.39% of portfolio
33,125
Q2 2025 Reduced 0.4%
$117B
$1.74 Million 0.38% of portfolio
5,715
Q2 2025 Reduced 13.59%
$0
$1.72 Million 0.38% of portfolio
14,526
Q2 2025 Reduced 17.23%
$0
$1.63 Million 0.36% of portfolio
68,594
Q2 2025 Added 3.4%
$0
$1.64 Million 0.36% of portfolio
27,279
Q2 2025 Added 0.33%
$0
$1.59 Million 0.35% of portfolio
54,391
Q2 2025 Reduced 20.24%
$0
$1.51 Million 0.33% of portfolio
25,183
Q2 2025 Reduced 13.55%
$0
$1.43 Million 0.31% of portfolio
22,805
Q2 2025 Added 0.02%
$0
$1.35 Million 0.3% of portfolio
27,000
Q3 2024 Reduced 0.37%
$0
$1.16 Million 0.25% of portfolio
1,869
Q2 2025 Added 7.48%
$0
$1.16 Million 0.25% of portfolio
6,328
Q2 2025 Added 3.69%
$0
$1.11 Million 0.24% of portfolio
17,360
Q4 2024 Reduced 2.25%
$0
$974,000 0.21% of portfolio
14,317
Q2 2025 Added 0.01%
$0
$970,000 0.21% of portfolio
14,162
Q2 2025 Reduced 6.69%
$0
$971,000 0.21% of portfolio
11,758
Q2 2025 Added 0.93%
$0
$869,000 0.19% of portfolio
4,771
Q2 2025 Reduced 3.98%
$0
$873,000 0.19% of portfolio
21,280
Q2 2025 Added 1.48%
$0
$834,000 0.18% of portfolio
7,583
Q2 2025 Reduced 10.98%
$20.3B
$830,000 0.18% of portfolio
25,305
Q2 2025 Added 2.22%

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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