Herold Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Herold Advisors

Herold Advisors holds 244 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $18M 92k 192.54
 View chart
Microsoft Corporation (MSFT) 4.0 $14M -3% 38k 376.09
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 3.0 $11M +223% 134k 81.55
 View chart
Visa Com Cl A (V) 2.1 $7.6M 29k 260.35
 View chart
Mastercard Incorporated Cl A (MA) 2.0 $7.3M 17k 426.52
 View chart
NVIDIA Corporation (NVDA) 1.8 $6.5M 13k 495.23
 View chart
Eli Lilly & Co. (LLY) 1.8 $6.3M 11k 582.94
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $6.3M +1684% 40k 157.80
 View chart
Abbvie (ABBV) 1.7 $6.0M 39k 154.98
 View chart
JPMorgan Chase & Co. (JPM) 1.6 $5.9M 35k 170.12
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $5.2M +515% 57k 89.81
 View chart
Home Depot (HD) 1.3 $4.6M 13k 346.57
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.3 $4.6M 33k 139.69
 View chart
Wal-Mart Stores (WMT) 1.2 $4.2M 27k 157.66
 View chart
Merck & Co (MRK) 1.1 $4.1M +2% 38k 109.03
 View chart
Etf Ser Solutions Distillate Us (DSTL) 1.1 $4.0M +7% 81k 49.37
 View chart
Nike CL B (NKE) 1.1 $4.0M 37k 108.57
 View chart
Ishares Tr Core Div Grwth (DGRO) 1.1 $3.9M +225% 73k 53.82
 View chart
Procter & Gamble Company (PG) 1.1 $3.9M +2% 27k 146.56
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $3.8M +716% 52k 73.55
 View chart
Brookfield Infrast Partners Lp Int Unit (BIP) 1.0 $3.7M 118k 31.49
 View chart
Chevron Corporation (CVX) 1.0 $3.6M 25k 149.17
 View chart
International Business Machines (IBM) 1.0 $3.5M 22k 163.57
 View chart
Exxon Mobil Corporation (XOM) 1.0 $3.5M +3% 35k 99.99
 View chart
Phillips 66 (PSX) 1.0 $3.5M 26k 133.14
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $3.4M +773% 30k 110.66
 View chart
Oneok (OKE) 0.9 $3.3M 47k 70.22
 View chart
Intuit (INTU) 0.9 $3.2M 5.1k 625.03
 View chart
Johnson & Johnson (JNJ) 0.8 $3.1M 20k 156.75
 View chart
Cintas Corporation (CTAS) 0.8 $3.0M -2% 5.0k 602.66
 View chart
Select Sector Spdr Tr Energy (XLE) 0.8 $3.0M -2% 36k 83.84
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.8 $2.9M 57k 51.41
 View chart
Zoetis Cl A (ZTS) 0.8 $2.9M 15k 197.37
 View chart
S&p Global (SPGI) 0.8 $2.9M 6.6k 440.52
 View chart
Meta Platforms Cl A (META) 0.8 $2.9M 8.2k 353.96
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $2.8M NEW 115k 24.42
 View chart
Amazon (AMZN) 0.8 $2.8M +3% 18k 151.94
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $2.8M +11% 55k 50.23
 View chart
Amphenol Corp Cl A (APH) 0.8 $2.8M 28k 99.13
 View chart
Intuitive Surgical Com New (ISRG) 0.7 $2.7M 8.0k 337.36
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $2.6M 37k 70.28
 View chart
Eaton Corp SHS (ETN) 0.7 $2.5M 11k 240.83
 View chart
Chubb (CB) 0.7 $2.5M 11k 226.00
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.7 $2.4M NEW 65k 37.56
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $2.4M +7% 44k 54.98
 View chart
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $2.4M 60k 40.31
 View chart
Deere & Company (DE) 0.6 $2.3M 5.8k 399.92
 View chart
Verizon Communications (VZ) 0.6 $2.3M 60k 37.71
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.2M +15% 16k 140.93
 View chart
Comcast Corp Cl A (CMCSA) 0.6 $2.2M 49k 43.85
 View chart
Abbott Laboratories (ABT) 0.6 $2.1M -5% 19k 110.07
 View chart
UnitedHealth (UNH) 0.6 $2.1M 4.0k 526.50
 View chart
Tesla Motors (TSLA) 0.6 $2.0M 8.1k 248.48
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.0M +16% 39k 50.24
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $2.0M -66% 21k 93.81
 View chart
Prologis (PLD) 0.5 $1.9M 15k 133.30
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $1.9M +9% 42k 45.61
 View chart
Nucor Corporation (NUE) 0.5 $1.9M 11k 174.04
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $1.9M +2% 37k 51.99
 View chart
CVS Caremark Corporation (CVS) 0.5 $1.9M 24k 78.98
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.9M +698% 39k 48.45
 View chart
Pfizer (PFE) 0.5 $1.8M 64k 28.79
 View chart
Qualcomm (QCOM) 0.5 $1.8M 13k 144.64
 View chart
Consolidated Edison (ED) 0.5 $1.8M +3% 19k 90.99
 View chart
Broadcom (AVGO) 0.5 $1.7M -3% 1.6k 1116.62
 View chart
Boeing Company (BA) 0.5 $1.7M 6.4k 260.70
 View chart
Bristol Myers Squibb (BMY) 0.5 $1.6M -5% 32k 51.32
 View chart
Bank of America Corporation (BAC) 0.4 $1.6M 47k 33.67
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.6M -5% 3.3k 477.63
 View chart
Lockheed Martin Corporation (LMT) 0.4 $1.6M 3.4k 453.24
 View chart
Cisco Systems (CSCO) 0.4 $1.5M -3% 30k 50.52
 View chart
American Tower Reit (AMT) 0.4 $1.4M 6.7k 215.88
 View chart
McDonald's Corporation (MCD) 0.4 $1.4M -2% 4.9k 296.51
 View chart
Waste Management (WM) 0.4 $1.4M 7.9k 179.11
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $1.4M +3% 29k 47.86
 View chart
Spdr Ser Tr Portfli High Yld (SPHY) 0.4 $1.4M NEW 59k 23.38
 View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $1.4M +4% 14k 98.04
 View chart
Shell Spon Ads (SHEL) 0.4 $1.4M 21k 65.80
 View chart
Nextera Energy (NEE) 0.4 $1.4M 23k 60.74
 View chart
Air Products & Chemicals (APD) 0.4 $1.3M -3% 4.8k 273.80
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $1.3M -5% 26k 51.67
 View chart
Hershey Company (HSY) 0.4 $1.3M +39% 6.9k 186.46
 View chart
Flexshares Tr Iboxx 3r Targt (TDTT) 0.3 $1.3M 54k 23.62
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.3M -3% 21k 60.43
 View chart
Iqvia Holdings (IQV) 0.3 $1.2M -3% 5.4k 231.38
 View chart
BlackRock (BLK) 0.3 $1.2M 1.5k 811.80
 View chart
Brookfield Renewable Partner Partnership Unit (BEP) 0.3 $1.2M -4% 47k 26.28
 View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.3 $1.2M 53k 23.08
 View chart
Cimpress Shs Euro (CMPR) 0.3 $1.2M -3% 15k 80.05
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.2M 14k 82.96
 View chart
At&t (T) 0.3 $1.2M +5% 70k 16.78
 View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $1.1M NEW 22k 51.15
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.1M 6.0k 191.17
 View chart
Pepsi (PEP) 0.3 $1.1M 6.5k 169.86
 View chart
Walt Disney Company (DIS) 0.3 $1.1M 12k 90.31
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.1M 2.00 542625.00
 View chart
Anthem (ELV) 0.3 $1.1M -2% 2.3k 471.71
 View chart
Wisdomtree Tr Us Efficient Cor (NTSX) 0.3 $1.1M 27k 39.30
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 3.0k 356.66
 View chart
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $1.1M 21k 50.12
 View chart
Lam Research Corporation (LRCX) 0.3 $1.0M 1.3k 783.26
 View chart
Flexshares Tr Cre Slct Bd Fd (BNDC) 0.3 $1.0M +13% 46k 22.37
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 0.3 $1.0M -7% 25k 40.95
 View chart
Union Pacific Corporation (UNP) 0.3 $1.0M 4.1k 245.62
 View chart
Flexshares Tr Us Qt Lw Vlty (QLV) 0.3 $1.0M +4% 18k 56.21
 View chart
Diamondback Energy (FANG) 0.3 $1.0M 6.5k 155.08
 View chart
Costco Wholesale Corporation (COST) 0.3 $995k -11% 1.5k 660.08
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.3 $987k 13k 78.59
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $964k 5.7k 170.43
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $960k 13k 72.15
 View chart
Blackstone Group Inc Com Cl A (BX) 0.3 $959k -4% 7.3k 130.95
 View chart
Icici Bank Adr (IBN) 0.3 $952k 40k 23.84
 View chart
Public Service Enterprise (PEG) 0.3 $945k 16k 61.15
 View chart
Thermo Fisher Scientific (TMO) 0.3 $918k +16% 1.7k 530.82
 View chart
Dick's Sporting Goods (DKS) 0.3 $912k 6.2k 146.95
 View chart
Raytheon Technologies Corp (RTX) 0.3 $905k -52% 11k 84.17
 View chart
Tractor Supply Company (TSCO) 0.2 $902k -19% 4.2k 215.07
 View chart
United Parcel Service CL B (UPS) 0.2 $857k -14% 5.4k 157.25
 View chart
Lowe's Companies (LOW) 0.2 $838k 3.8k 222.55
 View chart
Old Dominion Freight Line (ODFL) 0.2 $835k 2.1k 405.33
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $828k 2.4k 350.91
 View chart
Intel Corporation (INTC) 0.2 $818k 16k 50.26
 View chart
Philip Morris International (PM) 0.2 $800k -7% 8.5k 94.08
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $770k NEW 13k 59.67
 View chart
First Tr Exchange-traded Growth Strength (FTGS) 0.2 $767k +17% 28k 27.24
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $765k 2.5k 310.88
 View chart
National Grid Sponsored Adr Ne (NGG) 0.2 $753k +6% 11k 68.02
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $749k +22% 14k 52.00
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $748k -2% 9.3k 80.06
 View chart
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.2 $737k +10% 18k 40.87
 View chart
FedEx Corporation (FDX) 0.2 $698k -5% 2.8k 252.97
 View chart
Goldman Sachs (GS) 0.2 $685k 1.8k 385.77
 View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $678k +107% 13k 51.69
 View chart
Morgan Stanley Com New (MS) 0.2 $675k 7.2k 93.25
 View chart
Franklin Resources (BEN) 0.2 $651k 22k 29.79
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $623k +20% 13k 49.93
 View chart
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $616k -3% 10k 59.07
 View chart
Iron Mountain (IRM) 0.2 $613k 8.8k 69.98
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $612k -9% 2.6k 232.67
 View chart
Oracle Corporation (ORCL) 0.2 $612k -7% 5.8k 105.43
 View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $607k 6.7k 90.40
 View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $598k 15k 40.37
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $597k 1.0k 596.60
 View chart
Gilead Sciences (GILD) 0.2 $591k -12% 7.3k 81.03
 View chart
Wp Carey (WPC) 0.2 $585k -68% 9.0k 64.82
 View chart
3M Company (MMM) 0.2 $575k +12% 5.3k 109.34
 View chart
Flexshares Tr M Star Dev Mkt (TLTD) 0.2 $574k +5% 8.4k 68.30
 View chart
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $565k -3% 4.8k 117.49
 View chart
Ishares Silver Tr Ishares (SLV) 0.2 $559k 26k 21.78
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $547k +16% 6.4k 84.89
 View chart
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $541k 12k 43.91
 View chart
Amgen (AMGN) 0.1 $540k -9% 1.9k 288.10
 View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $537k 12k 43.71
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $523k -2% 13k 41.99
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $517k +108% 5.0k 103.45
 View chart
Citigroup Com New (C) 0.1 $514k +3% 10k 51.44
 View chart
Ford Motor Company (F) 0.1 $503k -4% 41k 12.19
 View chart
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $502k -26% 17k 28.88
 View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.1 $497k -7% 14k 35.28
 View chart
Kinder Morgan (KMI) 0.1 $487k -2% 28k 17.64
 View chart
Corning Incorporated (GLW) 0.1 $483k -3% 16k 30.45
 View chart
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $481k 16k 31.03
 View chart
Netflix (NFLX) 0.1 $473k 972.00 486.88
 View chart
Wisdomtree Tr Yield Enhanced (SHAG) 0.1 $463k 9.8k 47.34
 View chart
BP Sponsored Adr (BP) 0.1 $462k +4% 13k 35.41
 View chart
Dow (DOW) 0.1 $460k 8.4k 54.85
 View chart
Altria (MO) 0.1 $459k -15% 11k 40.35
 View chart
Global X Fds S&p 500 Covered (XYLD) 0.1 $457k 12k 39.44
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $457k 1.9k 237.30
 View chart
Flexshares Tr Int Qltdvdynam (IQDY) 0.1 $450k +19% 16k 27.90
 View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $444k 9.2k 48.33
 View chart
New York Community Ban (NYCB) 0.1 $441k +16% 43k 10.23
 View chart
Aptar (ATR) 0.1 $433k -50% 3.5k 123.62
 View chart
Crown Castle Intl (CCI) 0.1 $430k -12% 3.7k 115.20
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $429k NEW 10k 42.41
 View chart
Calamos (CCD) 0.1 $424k +8% 21k 19.78
 View chart
American Express Company (AXP) 0.1 $422k 2.3k 187.38
 View chart
Archer Daniels Midland Company (ADM) 0.1 $415k 5.8k 72.22
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $413k +22% 8.0k 51.83
 View chart
Caterpillar (CAT) 0.1 $399k +17% 1.4k 295.67
 View chart
Archer Aviation Com Cl A (ACHR) 0.1 $399k +280% 65k 6.14
 View chart
GSK Sponsored Adr (GSK) 0.1 $396k +5% 11k 37.07
 View chart
One Gas (OGS) 0.1 $395k 6.2k 63.72
 View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $390k -8% 37k 10.53
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $389k 5.0k 77.73
 View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $379k -96% 5.8k 65.35
 View chart
Coca-Cola Company (KO) 0.1 $378k -8% 6.4k 58.94
 View chart
General Electric Com New (GE) 0.1 $367k +4% 2.9k 127.63
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $363k -7% 3.7k 98.88
 View chart
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $361k NEW 8.6k 41.83
 View chart
Dupont De Nemours (DD) 0.1 $360k -3% 4.7k 76.94
 View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.1 $356k 7.7k 46.31
 View chart
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.1 $349k 12k 28.79
 View chart
Prudential Financial (PRU) 0.1 $330k -13% 3.2k 103.73
 View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.1 $330k 6.3k 52.49
 View chart
Expeditors International of Washington (EXPD) 0.1 $318k 2.5k 127.20
 View chart
Advanced Micro Devices (AMD) 0.1 $316k NEW 2.1k 147.41
 View chart
Kraft Heinz (KHC) 0.1 $314k 8.5k 36.98
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $314k NEW 9.1k 34.36
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $308k +2% 2.1k 147.20
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $304k 8.1k 37.60
 View chart
Illinois Tool Works (ITW) 0.1 $303k 1.2k 261.94
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $302k 1.4k 213.33
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $281k -27% 5.4k 52.10
 View chart
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $273k -20% 4.7k 57.86
 View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $265k 13k 21.14
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $265k -95% 8.1k 32.66
 View chart
Dollar General (DG) 0.1 $263k -58% 1.9k 135.95
 View chart
Cardinal Health (CAH) 0.1 $262k 2.6k 100.80
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $262k 6.2k 42.42
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $261k 549.00 475.31
 View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.1 $261k 11k 24.14
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $254k NEW 3.3k 76.16
 View chart
Occidental Petroleum Corporation (OXY) 0.1 $251k 4.2k 59.72
 View chart
Starbucks Corporation (SBUX) 0.1 $247k +6% 2.6k 96.03
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $241k 587.00 410.03
 View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.1 $236k 2.8k 85.89
 View chart
Nuveen NY Municipal Value (NNY) 0.1 $236k +10% 29k 8.28
 View chart
Travelers Companies (TRV) 0.1 $229k NEW 1.2k 190.49
 View chart
Biogen Idec (BIIB) 0.1 $226k 875.00 258.77
 View chart
Uber Technologies (UBER) 0.1 $225k NEW 3.7k 61.57
 View chart
Devon Energy Corporation (DVN) 0.1 $222k 4.9k 45.30
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $222k -12% 2.9k 77.39
 View chart
ConocoPhillips (COP) 0.1 $221k -11% 1.9k 116.07
 View chart
Target Corporation (TGT) 0.1 $220k NEW 1.5k 142.44
 View chart
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $218k NEW 6.0k 36.58
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $217k 3.0k 72.43
 View chart
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $217k +7% 11k 18.97
 View chart
Biontech Se Sponsored Ads (BNTX) 0.1 $216k +2% 2.1k 105.54
 View chart
Hess (HES) 0.1 $216k 1.5k 144.16
 View chart
Public Storage (PSA) 0.1 $215k -22% 705.00 305.00
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $209k NEW 1.7k 122.75
 View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $204k -30% 3.0k 67.97
 View chart
Inspire Med Sys (INSP) 0.1 $203k NEW 1.0k 203.43
 View chart
Hewlett Packard Enterprise (HPE) 0.1 $202k -5% 12k 16.98
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $167k 12k 13.80
 View chart
Eaton Vance New York Municipal Bond Fund (ENX) 0.0 $133k 14k 9.65
 View chart
Nuveen Massachusetts Pre Income Mun (NMT) 0.0 $122k NEW 12k 10.51
 View chart
Pimco NY Muni Income Fund II (PNI) 0.0 $113k +37% 15k 7.59
 View chart
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $98k NEW 10k 9.53
 View chart
Joby Aviation Common Stock (JOBY) 0.0 $97k NEW 15k 6.65
 View chart
Pimco NY Muni. Income Fund III (PYN) 0.0 $67k NEW 11k 5.96
 View chart
Chargepoint Holdings Com Cl A (CHPT) 0.0 $30k 13k 2.34
 View chart
Emergent BioSolutions (EBS) 0.0 $24k 10k 2.40
 View chart

Past Filings by Herold Advisors

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