Herold Advisors, Inc. Portfolio Holdings
Herold Advisors, Inc.
- $411 Million
- Q3 2025
Herold Advisors, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $411 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.6M, Nvidia Corp with a value of $21.1M, Microsoft Corp with a value of $18.2M, Jpmorgan Chase & CO with a value of $9.15M, and Mastercard Inc with a value of $8.79M.
Examining the 13F form we can see an decrease of $44.1M in the current position value, from $455M to 411M.
Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $112 Million
Technology: $88.2 Million
Financial Services: $47.9 Million
Healthcare: $35.8 Million
Communication Services: $25.3 Million
Industrials: $21.2 Million
Energy: $20.7 Million
Consumer Cyclical: $19.6 Million
Other: $35.9 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 248
- Current Value $411 Million
- Prior Value $455 Million
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 5 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks