Herold Advisors, Inc. Portfolio Holdings
Herold Advisors, Inc.
- $439 Million
- Q1 2025
Herold Advisors, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $439 Million distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.1M, American Centy ETF Tr Avantis with a value of $14.7M, Microsoft Corp with a value of $14.2M, Nvidia Corp with a value of $12.4M, and Visa Inc. with a value of $8.97M.
Examining the 13F form we can see an decrease of $3.89M in the current position value, from $443M to 439M.
Below you can find more details about Herold Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$439 Million
ETFs: $155 Million
Technology: $69 Million
Financial Services: $48.7 Million
Healthcare: $38.2 Million
Communication Services: $24.4 Million
Energy: $23.4 Million
Industrials: $18.3 Million
Consumer Cyclical: $18.1 Million
Other: $36 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $439 Million
- Prior Value $443 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks