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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.1B
$2.51 Million 0.55% of portfolio
30,689
Q2 2025 Reduced 3.3%
$0
$2.45 Million 0.54% of portfolio
50,285
Q2 2025 Added 9.23%
$0
$2.47 Million 0.54% of portfolio
57,762
Q2 2025 Reduced 6.37%
$182B
$2.45 Million 0.54% of portfolio
4,654
Q2 2025 Reduced 13.25%
$0
$2.46 Million 0.54% of portfolio
101,034
Q2 2025 Added 3.3%
$452B
$2.42 Million 0.53% of portfolio
15,834
Q2 2025 Reduced 11.73%
$127B
$2.26 Million 0.5% of portfolio
8,216
Q2 2025 Reduced 15.62%
$0
$2.3 Million 0.5% of portfolio
58,180
Q2 2025 New
$0
$2.24 Million 0.49% of portfolio
26,414
Q2 2025 Reduced 20.15%
$381B
$2.13 Million 0.47% of portfolio
44,924
Q2 2025 Reduced 6.3%
$173B
$2.12 Million 0.46% of portfolio
13,291
Q2 2025 Added 0.58%
$439B
$2 Million 0.44% of portfolio
2,024
Q2 2025 Added 4.98%
$545B
$2.02 Million 0.44% of portfolio
1,511
Q2 2025 Added 7.77%
$0
$1.99 Million 0.44% of portfolio
16,426
Q2 2025 Reduced 8.37%
$112B
$1.97 Million 0.43% of portfolio
6,788
Q2 2025 Reduced 16.06%
$0
$1.96 Million 0.43% of portfolio
42,358
Q2 2025 Added 1.45%
$0
$1.94 Million 0.42% of portfolio
28,380
Q2 2025 Reduced 11.7%
$57.7B
$1.85 Million 0.41% of portfolio
15,472
Q2 2025 Reduced 22.34%
$138B
$1.84 Million 0.4% of portfolio
75,855
Q2 2025 Added 11.67%
$0
$1.81 Million 0.4% of portfolio
33,277
Q2 2025 Added 17.58%
$207B
$1.77 Million 0.39% of portfolio
14,251
Q2 2025 Added 3.68%
$0
$1.78 Million 0.39% of portfolio
33,125
Q2 2025 Reduced 0.4%
$36.8B
$1.74 Million 0.38% of portfolio
17,355
Q2 2025 Reduced 2.76%
$99B
$1.72 Million 0.38% of portfolio
37,209
Q2 2025 Added 1.46%
$106B
$1.74 Million 0.38% of portfolio
5,715
Q2 2025 Reduced 13.59%
$0
$1.72 Million 0.38% of portfolio
14,526
Q2 2025 Reduced 17.23%
$0
$1.63 Million 0.36% of portfolio
68,594
Q2 2025 Added 3.4%
$0
$1.64 Million 0.36% of portfolio
27,279
Q2 2025 Added 0.33%
$141B
$1.58 Million 0.35% of portfolio
22,703
Q2 2025 Reduced 17.4%
$0
$1.59 Million 0.35% of portfolio
54,391
Q2 2025 Reduced 20.24%
$258B
$1.53 Million 0.34% of portfolio
21,798
Q2 2025 Added 4.1%
$95.3B
$1.53 Million 0.34% of portfolio
6,919
Q2 2025 Added 1.15%
$0
$1.51 Million 0.33% of portfolio
25,183
Q2 2025 Reduced 13.55%
$229B
$1.52 Million 0.33% of portfolio
10,432
Q2 2025 Reduced 0.46%
$293B
$1.49 Million 0.33% of portfolio
21,468
Q2 2025 Added 2.26%
$229B
$1.45 Million 0.32% of portfolio
10,640
Q2 2025 Reduced 13.78%
$141B
$1.47 Million 0.32% of portfolio
41,228
Q2 2025 Reduced 10.88%
$423B
$1.46 Million 0.32% of portfolio
2
Q2 2023 Added 100.0%
$261B
$1.47 Million 0.32% of portfolio
8,061
Q2 2025 Added 8.36%
$0
$1.43 Million 0.31% of portfolio
22,805
Q2 2025 Added 0.02%
$222B
$1.4 Million 0.31% of portfolio
4,785
Q2 2025 Reduced 12.31%
$0
$1.41 Million 0.31% of portfolio
114,950
Q2 2025 New
$0
$1.35 Million 0.3% of portfolio
27,000
Q3 2024 Reduced 0.37%
$94.4B
$1.37 Million 0.3% of portfolio
19,297
Q2 2025 Reduced 19.35%
$139B
$1.33 Million 0.29% of portfolio
6,331
Q2 2025 Reduced 13.98%
$684B
$1.28 Million 0.28% of portfolio
5,856
Q2 2025 Added 0.09%
$43.8B
$1.24 Million 0.27% of portfolio
14,715
Q4 2024 Added 1.95%
$218B
$1.24 Million 0.27% of portfolio
3,182
Q2 2025 Added 16.56%
$250B
$1.21 Million 0.26% of portfolio
8,572
Q2 2025 Added 6.33%

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
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