Thomas J. Herzfeld Advisors, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco Energy & Tactical Credit Opportunities Fund with a value of $39.1B, Fs Cr Opportunities Corp Com with a value of $23.4B, Herzfeld Caribbean Basin Fund Inc with a value of $16.4B, Saba Capital Income & Opport with a value of $16.1B, and Highland Income Fund\Ma with a value of $13.5B.
Examining the 13F form we can see an decrease of $13.6B in the current position value, from $294B to 280B.
Thomas J. Herzfeld Advisors, Inc. is based out at Miami Beach, FL
Below you can find more details about Thomas J. Herzfeld Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$280 Billion
Financial Services: $153 Billion
N/A: $43.2 Billion
ETFs: $34.2 Billion
Consumer Cyclical: $615 Million
Communication Services: $208 Million
Basic Materials: $85.2 Million
Financial: $4.21 Million
Stock Holdings Table Market Cap. of Under $50 Millions
