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Herold Advisors

Latest statistics and disclosures from Herold Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, AVUS, NVDA, LLY, and represent 17.04% of Herold Advisors's stock portfolio.
Added to shares of these 10 stocks: CTAS, AVGO, AVLC, QLC, AVIG, DUHP, EFV, EFG, DFCF, DFUS.
Started 16 new stock positions in DUHP, VOO, D, KR, EFV, ACHR, NFBK, EFG, GCV, NYCB. EXG, INSP, BNTX, EMXC, DFSU, FTCB.
Reduced shares in these 10 stocks: OMFL, SPGP, AMAT, DSTL, IVV, META, CVS, HSY, FEBW, MRNA.
Sold out of its positions in FEBW, AMAT, FSIG, JUST, HEFA, MRNA, New York Community Ban.
Herold Advisors was a net buyer of stock by $7.8M.
Herold Advisors has $461M in assets under management (AUM), dropping by 6.52%.
Central Index Key (CIK): 0001891713

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Portfolio Holdings for Herold Advisors

Herold Advisors holds 272 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$23M		97k	233.02	View chart
Microsoft Corporation (MSFT)	3.6	$16M		38k	430.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$15M		155k	95.15	View chart
NVIDIA Corporation (NVDA)	3.2	$15M		121k	121.44	View chart
Eli Lilly & Co. (LLY)	2.2	$10M	-2%	11k	886.02	View chart
Mastercard Incorporated Cl A (MA)	1.9	$8.5M		17k	493.82	View chart
Abbvie (ABBV)	1.7	$7.7M		39k	197.49	View chart
Visa Com Cl A (V)	1.7	$7.6M		28k	274.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$7.3M	+4%	76k	95.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$7.3M		41k	179.16	View chart
JPMorgan Chase & Co. (JPM)	1.4	$6.6M		31k	210.89	View chart
Wal-Mart Stores (WMT)	1.4	$6.6M		82k	80.75	View chart
Meta Platforms Cl A (META)	1.3	$6.0M	-7%	11k	572.49	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.3	$5.8M	-8%	103k	56.73	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.3	$5.8M	+14%	137k	42.51	View chart
Home Depot (HD)	1.2	$5.5M		14k	405.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$5.3M		32k	165.86	View chart
Amazon (AMZN)	1.1	$5.3M		28k	186.33	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$5.3M	+8%	122k	43.19	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.6M	+2%	40k	117.23	View chart
International Business Machines (IBM)	1.0	$4.6M		21k	221.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$4.3M		69k	62.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$4.2M	+9%	68k	62.20	View chart
Merck & Co (MRK)	0.9	$4.2M		37k	113.57	View chart
Cintas Corporation (CTAS)	0.9	$4.1M	+291%	20k	205.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$4.1M		54k	75.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$4.0M	+3%	78k	50.74	View chart
Procter & Gamble Company (PG)	0.8	$3.9M		23k	173.23	View chart
Chevron Corporation (CVX)	0.8	$3.8M	+3%	26k	147.28	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.8	$3.6M		102k	35.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$3.5M		31k	112.98	View chart
Phillips 66 (PSX)	0.7	$3.4M		26k	131.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$3.3M		122k	27.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.3M	+10%	7.1k	460.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$3.2M		36k	87.81	View chart
Tesla Motors (TSLA)	0.7	$3.2M	+7%	12k	261.63	View chart
Verizon Communications (VZ)	0.7	$3.2M	+7%	71k	44.92	View chart
Intuitive Surgical Com New (ISRG)	0.7	$3.2M		6.5k	491.27	View chart
Eaton Corp SHS (ETN)	0.7	$3.1M		9.4k	331.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$3.1M	+7%	52k	59.51	View chart
Intuit (INTU)	0.7	$3.0M		4.9k	621.00	View chart
S&p Global (SPGI)	0.6	$3.0M	-4%	5.8k	516.62	View chart
Johnson & Johnson (JNJ)	0.6	$3.0M		18k	162.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$2.9M	+2%	35k	83.21	View chart
Oneok (OKE)	0.6	$2.9M		31k	91.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$2.7M		66k	41.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$2.7M	+2%	54k	50.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.7M		16k	167.20	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.6	$2.6M		49k	53.18	View chart
Amphenol Corp Cl A (APH)	0.6	$2.5M		39k	65.16	View chart
Broadcom (AVGO)	0.5	$2.5M	+862%	14k	172.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$2.4M		36k	67.03	View chart
UnitedHealth (UNH)	0.5	$2.4M	-2%	4.1k	584.76	View chart
Nike CL B (NKE)	0.5	$2.3M	-2%	27k	88.40	View chart
Flexshares Tr Us Quality Cap (QLC)	0.5	$2.3M	+47%	35k	65.04	View chart
Comcast Corp Cl A (CMCSA)	0.5	$2.2M	+3%	53k	41.77	View chart
Qualcomm (QCOM)	0.5	$2.2M		13k	170.06	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$2.1M	-8%	19k	112.94	View chart
Chubb (CB)	0.5	$2.1M		7.4k	288.43	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$2.0M	+5%	41k	48.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.0M		30k	65.83	View chart
Pfizer (PFE)	0.4	$2.0M	+9%	68k	28.94	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$1.9M		42k	46.39	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.9M		3.3k	584.56	View chart
Nextera Energy (NEE)	0.4	$1.9M		23k	84.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.9M		33k	57.83	View chart
Bristol Myers Squibb (BMY)	0.4	$1.9M	+5%	36k	51.75	View chart
At&t (T)	0.4	$1.8M	+8%	83k	22.00	View chart
Consolidated Edison (ED)	0.4	$1.8M		17k	104.15	View chart
Costco Wholesale Corporation (COST)	0.4	$1.8M	-4%	2.0k	886.52	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.4	$1.8M	+4%	57k	31.18	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.8M	+3%	47k	38.08	View chart
Prologis (PLD)	0.4	$1.8M		14k	126.28	View chart
Bank of America Corporation (BAC)	0.4	$1.7M		44k	39.68	View chart
Amgen (AMGN)	0.4	$1.7M		5.3k	322.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.7M	+17%	7.0k	243.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.7M	+3%	16k	104.18	View chart
Nucor Corporation (NUE)	0.4	$1.6M		11k	150.34	View chart
American Tower Reit (AMT)	0.3	$1.6M		6.9k	232.56	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.3	$1.6M	+18%	35k	45.62	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$1.6M		28k	56.57	View chart
McDonald's Corporation (MCD)	0.3	$1.5M		5.0k	304.51	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$1.5M	+5%	63k	24.05	View chart
BlackRock (BLK)	0.3	$1.4M	-5%	1.5k	949.51	View chart
Hershey Company (HSY)	0.3	$1.4M	-17%	7.5k	191.81	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.3	$1.4M	+9%	13k	109.56	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$1.4M	+8%	27k	52.82	View chart
Metropcs Communications (TMUS)	0.3	$1.4M	-5%	6.8k	206.36	View chart
Air Products & Chemicals (APD)	0.3	$1.4M		4.7k	297.74	View chart
Abbott Laboratories (ABT)	0.3	$1.4M		12k	114.01	View chart
Intercontinental Exchange (ICE)	0.3	$1.4M	-5%	8.7k	160.64	View chart
Shell Spon Ads (SHEL)	0.3	$1.4M		21k	65.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	691180.00	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$1.4M	+3%	23k	59.22	View chart
Cisco Systems (CSCO)	0.3	$1.4M		25k	53.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.3M		34k	39.69	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$1.3M	-51%	25k	52.99	View chart
Parker-Hannifin Corporation (PH)	0.3	$1.3M	-4%	2.1k	631.82	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.3M		54k	24.64	View chart
Martin Marietta Materials (MLM)	0.3	$1.3M	+10%	2.4k	538.25	View chart
Walt Disney Company (DIS)	0.3	$1.3M	+5%	14k	96.21	View chart
Hubbell (HUBB)	0.3	$1.3M	-2%	3.0k	428.35	View chart
Kla Corp Com New (KLAC)	0.3	$1.3M	-2%	1.7k	774.41	View chart
Public Service Enterprise (PEG)	0.3	$1.3M		14k	89.21	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M		11k	121.19	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.3	$1.3M		27k	46.99	View chart
Anthem (ELV)	0.3	$1.3M		2.4k	520.02	View chart
Allegion Ord Shs (ALLE)	0.3	$1.2M	-5%	8.5k	145.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.2M	+14%	22k	54.93	View chart
Ingersoll Rand (IR)	0.3	$1.2M	-2%	13k	98.16	View chart
Cimpress Shs Euro (CMPR)	0.3	$1.2M		15k	81.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.2M	-29%	2.1k	576.96	View chart
Iqvia Holdings (IQV)	0.3	$1.2M	-7%	5.0k	236.97	View chart
Microchip Technology (MCHP)	0.2	$1.1M	+4%	14k	80.29	View chart
Tractor Supply Company (TSCO)	0.2	$1.1M		3.9k	291.00	View chart
Pepsi (PEP)	0.2	$1.1M		6.7k	170.06	View chart
CVS Caremark Corporation (CVS)	0.2	$1.1M	-26%	18k	62.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.1M	-3%	5.5k	198.11	View chart
Flexshares Tr Cre Slct Bd Fd (BNDC)	0.2	$1.1M	+5%	48k	22.79	View chart
Deere & Company (DE)	0.2	$1.1M		2.6k	417.37	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.1M		7.0k	153.15	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.1M	-15%	18k	60.04	View chart
Lam Research Corporation (LRCX)	0.2	$1.1M	+3%	1.3k	816.08	View chart
Iron Mountain (IRM)	0.2	$1.0M		8.8k	118.84	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$1.0M	+390%	16k	66.02	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$1.0M	-2%	43k	24.05	View chart
Union Pacific Corporation (UNP)	0.2	$1.0M		4.1k	246.48	View chart
Caterpillar (CAT)	0.2	$1.0M	-2%	2.6k	391.12	View chart
Boeing Company (BA)	0.2	$994k	-2%	6.5k	152.05	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$993k	-4%	12k	83.67	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	0.2	$952k	-4%	14k	66.50	View chart
Philip Morris International (PM)	0.2	$944k		7.8k	121.40	View chart
Old Dominion Freight Line (ODFL)	0.2	$939k	-6%	4.7k	198.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$936k		2.4k	383.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$932k	+3%	17k	54.49	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.2	$922k		30k	31.23	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$915k	-4%	2.6k	353.48	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.2	$906k	+9%	22k	41.67	View chart
Oracle Corporation (ORCL)	0.2	$905k		5.3k	170.40	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$904k	-7%	12k	76.59	View chart
D.R. Horton (DHI)	0.2	$897k		4.7k	190.78	View chart
Goldman Sachs (GS)	0.2	$879k		1.8k	495.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$871k	+17%	16k	53.72	View chart
Icici Bank Adr (IBN)	0.2	$864k		29k	29.85	View chart
Dick's Sporting Goods (DKS)	0.2	$846k		4.1k	208.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$826k		9.1k	90.85	View chart
Morgan Stanley Com New (MS)	0.2	$819k	+4%	7.9k	104.24	View chart
Charles Schwab Corporation (SCHW)	0.2	$808k	-26%	13k	64.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$770k	+49%	8.0k	95.75	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$758k		11k	69.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$743k	+5%	12k	64.60	View chart
3M Company (MMM)	0.2	$728k		5.3k	136.73	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.2	$725k		10k	71.51	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$709k	-2%	25k	28.41	View chart
Netflix (NFLX)	0.1	$689k		972.00	709.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$687k	NEW	20k	34.07	View chart
BP Sponsored Adr (BP)	0.1	$681k	+12%	22k	31.40	View chart
Zoetis Cl A (ZTS)	0.1	$665k		3.4k	195.38	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.1	$654k		10k	64.25	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$650k	+2%	13k	49.47	View chart
Gilead Sciences (GILD)	0.1	$647k	+6%	7.7k	83.85	View chart
Novo-nordisk A S Adr (NVO)	0.1	$637k		5.4k	119.07	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$635k		12k	51.50	View chart
Kinder Morgan (KMI)	0.1	$632k		29k	22.09	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.1	$625k		8.3k	75.00	View chart
Calamos (CCD)	0.1	$620k	+7%	24k	25.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$618k	+8%	3.4k	179.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$614k		12k	49.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$610k		5.1k	119.71	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$606k		13k	47.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$605k		2.3k	263.83	View chart
Crown Castle Intl (CCI)	0.1	$598k	+12%	5.0k	118.63	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$594k		4.7k	125.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$592k	+37%	6.0k	98.10	View chart
Citigroup Com New (C)	0.1	$588k	-6%	9.4k	62.60	View chart
Corning Incorporated (GLW)	0.1	$587k		13k	45.15	View chart
Altria (MO)	0.1	$580k		11k	51.05	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$570k	-59%	5.4k	104.67	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$557k	+12%	11k	49.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$553k	+13%	6.5k	84.54	View chart
Waste Management (WM)	0.1	$548k		2.6k	207.66	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$548k		16k	34.89	View chart
Ge Aerospace Com New (GE)	0.1	$542k	-13%	2.9k	188.61	View chart
Coca-Cola Company (KO)	0.1	$523k		7.3k	71.87	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$517k	-19%	13k	41.25	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$515k	-30%	8.6k	59.91	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$513k		16k	33.03	View chart
American Express Company (AXP)	0.1	$503k	-13%	1.9k	271.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$498k	+58%	868.00	573.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$495k	NEW	8.6k	57.53	View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC)	0.1	$492k		11k	43.48	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$481k		12k	41.50	View chart
Adobe Systems Incorporated (ADBE)	0.1	$457k	-2%	882.00	517.79	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$455k	-14%	8.4k	54.02	View chart
Ford Motor Company (F)	0.1	$447k	+16%	42k	10.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$447k	NEW	4.2k	107.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$441k		5.0k	88.14	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.1	$433k	-6%	39k	11.20	View chart
Wp Carey (WPC)	0.1	$429k	+5%	6.9k	62.31	View chart
GSK Sponsored Adr (GSK)	0.1	$421k	-3%	10k	40.89	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$415k		5.3k	78.81	View chart
Dow (DOW)	0.1	$408k		7.5k	54.64	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$404k	+5%	7.6k	52.86	View chart
United Parcel Service CL B (UPS)	0.1	$402k	+41%	2.9k	136.39	View chart
Wisdomtree Tr Yield Enhanced (SHAG)	0.1	$395k	-9%	8.2k	47.98	View chart
Dupont De Nemours (DD)	0.1	$387k		4.3k	89.13	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$384k		6.3k	61.04	View chart
Franklin Resources (BEN)	0.1	$378k	-5%	19k	20.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$377k	NEW	714.00	528.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$377k	-31%	1.3k	283.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$369k	+3%	8.1k	45.32	View chart
Prudential Financial (PRU)	0.1	$355k		2.9k	121.13	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$338k	-4%	7.4k	45.70	View chart
Kraft Heinz (KHC)	0.1	$330k	+9%	9.4k	35.11	View chart
Archer Daniels Midland Company (ADM)	0.1	$329k	-4%	5.5k	59.74	View chart
Expeditors International of Washington (EXPD)	0.1	$329k		2.5k	131.40	View chart
FedEx Corporation (FDX)	0.1	$318k		1.2k	273.68	View chart
Advanced Micro Devices (AMD)	0.1	$317k	+20%	1.9k	164.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$313k		6.2k	50.57	View chart
Intel Corporation (INTC)	0.1	$309k	-11%	13k	23.46	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.1	$306k		11k	28.35	View chart
Lamb Weston Hldgs (LW)	0.1	$304k		4.7k	64.74	View chart
Illinois Tool Works (ITW)	0.1	$301k		1.2k	262.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$301k	-10%	1.3k	237.21	View chart
Cardinal Health (CAH)	0.1	$287k		2.6k	110.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$287k		587.00	488.84	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$287k	NEW	4.7k	61.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$278k	-9%	1.8k	151.62	View chart
Dominion Resources (D)	0.1	$275k	NEW	4.8k	57.79	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$275k	-26%	5.8k	47.32	View chart
Texas Pacific Land Corp (TPL)	0.1	$274k	-6%	310.00	884.74	View chart
Nuveen NY Municipal Value (NNY)	0.1	$274k		32k	8.61	View chart
One Gas (OGS)	0.1	$268k		3.6k	74.42	View chart
Biontech Se Sponsored Ads (BNTX)	0.1	$267k	NEW	2.3k	118.77	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$263k		12k	21.93	View chart
Devon Energy Corporation (DVN)	0.1	$262k	+7%	6.7k	39.12	View chart
Uber Technologies (UBER)	0.1	$259k		3.5k	75.16	View chart
Occidental Petroleum Corporation (OXY)	0.1	$258k	+13%	5.0k	51.54	View chart
Coherent Corp (COHR)	0.1	$254k		2.9k	88.91	View chart
Chipotle Mexican Grill (CMG)	0.1	$254k		4.4k	57.62	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$243k		3.3k	73.67	View chart
Target Corporation (TGT)	0.1	$242k		1.6k	155.96	View chart
General Motors Company (GM)	0.1	$238k		5.3k	44.84	View chart
National Fuel Gas (NFG)	0.1	$236k		3.9k	60.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$234k		378.00	618.85	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$231k	+7%	4.3k	53.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$229k		391.00	586.52	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$228k	NEW	11k	21.63	View chart
ConocoPhillips (COP)	0.0	$226k		2.2k	105.28	View chart
Kroger (KR)	0.0	$224k	NEW	3.9k	57.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$221k		2.2k	101.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$220k		835.00	263.29	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.0	$217k	-4%	2.9k	74.83	View chart
BlackRock MuniHoldings New York Insured (MHN)	0.0	$215k	+11%	19k	11.16	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$212k	NEW	5.7k	37.18	View chart
Inspire Med Sys (INSP)	0.0	$211k	NEW	1.0k	211.05	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$207k	-27%	2.0k	103.58	View chart
Hess (HES)	0.0	$204k		1.5k	135.80	View chart
Hewlett Packard Enterprise (HPE)	0.0	$204k		9.9k	20.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$194k		12k	16.05	View chart
Eaton Vance New York Municipal Bond Fund (ENX)	0.0	$158k		16k	9.96	View chart
New York Cmnty Bancorp Com New (NYCB)	0.0	$144k	NEW	13k	11.23	View chart
Northfield Bancorp (NFBK)	0.0	$138k	NEW	12k	11.60	View chart
Nuveen Massachusetts Pre Income Mun (NMT)	0.0	$135k		12k	11.68	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$134k	NEW	15k	8.72	View chart
Pimco NY Muni Income Fund II (PNI)	0.0	$133k		17k	7.89	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$106k		10k	10.26	View chart
Emergent BioSolutions (EBS)	0.0	$84k		10k	8.35	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$81k	NEW	27k	3.03	View chart
Pimco NY Muni. Income Fund III (PYN)	0.0	$79k		13k	6.30	View chart
Gabelli Convertible & Income Securities (GCV)	0.0	$39k	NEW	11k	3.67	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$18k		13k	1.37	View chart

Past Filings by Herold Advisors

SEC 13F filings are viewable for Herold Advisors going back to 2021

Herold Advisors 2024 Q3 filed Nov. 14, 2024
Herold Advisors 2024 Q2 filed July 24, 2024
Herold Advisors 2024 Q1 filed May 10, 2024
Herold Advisors 2023 Q4 filed Feb. 2, 2024
Herold Advisors 2023 Q3 filed Nov. 8, 2023
Herold Advisors 2023 Q2 filed July 17, 2023
Herold Advisors 2023 Q1 filed April 19, 2023
Herold Advisors 2022 Q4 filed Feb. 14, 2023
Herold Advisors 2022 Q3 filed Nov. 8, 2022
Herold Advisors 2022 Q2 filed July 15, 2022
Herold Advisors 2022 Q1 filed May 9, 2022
Herold Advisors 2021 Q4 filed Jan. 20, 2022
Herold Advisors 2021 Q3 filed Nov. 3, 2021

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