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 Market Cap. of $2 Billions to $10 Billions
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