Herold Advisors, Inc. Portfolio Holdings
Herold Advisors, Inc.
- $449 Million
- Q3 2024
Herold Advisors, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $449 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.6M, Microsoft Corp with a value of $16.4M, American Centy ETF Tr Avantis with a value of $14.7M, Nvidia Corp with a value of $14.7M, and Eli Lilly & CO with a value of $10.1M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $423M to 449M.
Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$449 Million
ETFs: $144 Million
Technology: $77.3 Million
Financial Services: $46.4 Million
Healthcare: $44 Million
Communication Services: $25.9 Million
Industrials: $23.8 Million
Consumer Cyclical: $21.7 Million
Energy: $19 Million
Other: $39 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 272
- Current Value $449 Million
- Prior Value $423 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 16 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks