Herold Advisors, Inc. Portfolio Holdings
Herold Advisors, Inc.
- $443 Million
- Q4 2024
Herold Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $443 Million distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.9M, Nvidia Corp with a value of $16.1M, Microsoft Corp with a value of $16.1M, American Centy ETF Tr Avantis with a value of $14.2M, and Eli Lilly & CO with a value of $8.89M.
Examining the 13F form we can see an decrease of $6.08M in the current position value, from $449M to 443M.
Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$443 Million
ETFs: $145 Million
Technology: $77.5 Million
Financial Services: $48.1 Million
Healthcare: $37.6 Million
Communication Services: $26.3 Million
Consumer Cyclical: $23 Million
Industrials: $21.2 Million
Energy: $20.4 Million
Other: $36.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 275
- Current Value $443 Million
- Prior Value $449 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 97 stocks