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Herold Advisors, Inc.

13F
Herold Advisors, Inc.
Last update 2025-05-13 282 Stocks (16 new)
Value $455.00 Mil Turnover 6 %
Countries:
Herold Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
99,670
22,141.6
+4.26%
4.860
+0.20%
0.000
+11.92%
-14.80%
3,178,844.1
Hardware
AVUS
Avantis U.S. Equity ETF
158,711
14,661.8
+8.05%
3.220
+0.24%
0.190
+20.39%
+6.82%
8,911.3
 
MSFT
Microsoft Corp
37,757
14,176.0
-0.91%
3.110
-0.03%
0.000
+31.72%
+19.41%
3,726,519.2
Software
NVDA
NVIDIA Corp
114,446
12,403.8
-4.52%
2.720
-0.16%
0.000
+52.37%
+22.07%
3,996,998.7
Semiconductors
V
Visa Inc
25,582
8,966.1
-4.45%
1.970
-0.08%
0.000
+10.10%
+13.28%
697,038.2
Credit Services
MA
Mastercard Inc
16,049
8,797.2
-3.88%
1.930
-0.07%
0.000
+13.19%
+7.67%
512,557.9
Credit Services
LLY
Eli Lilly and Co
10,536
8,703.1
-8.54%
1.910
-0.17%
0.000
+10.45%
+3.32%
713,354.2
Drug Manufacturers
XOM
Exxon Mobil Corp
64,955
7,725.6
+4.42%
1.700
+0.07%
0.000
+15.85%
+8.58%
494,358.7
Oil & Gas
ABBV
AbbVie Inc
35,966
7,536.1
-4.71%
1.650
-0.07%
0.000
+13.40%
+12.22%
345,746.9
Drug Manufacturers
JPM
JPMorgan Chase & Co
30,396
7,456.9
+0.53%
1.640
+0.01%
0.000
+27.16%
+21.85%
798,745.1
Banks

Herold Advisors, Inc.'s Historical Top Holdings Breakdowns

Herold Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.26%
50.82 ($51.94) 52.7
$52.91
1.88%
Add 110.9%
42,362
22,276
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-03-31
Add
Add
+0.25%
59.78 ($59.9) 60.03
$59.90
0%
Add 193.95%
29,130
19,220
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+0.24%
90.7 ($97.44) 101.57
$102.89
5.59%
Add 8.05%
158,711
11,830
AVLC
Avantis U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.23%
63.18 ($67.9) 70.87
$72.27
6.43%
Add 47.36%
50,117
16,108
SKOR
FlexShares Credit-Scored US Corporate Bond Index
FlexShares Credit-Scored US Corporate Bond Index
2025-03-31
Add
Add
+0.23%
47.35 ($47.98) 48.46
$48.52
1.13%
Add 84.99%
46,034
21,149
AAPL
Apple Inc
2025-03-31
Add
Add
+0.20%
209.68 ($231.67) 247.1
$212.83
-8.13%
Add 4.26%
99,670
4,076
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.20%
59.61 ($63.9) 66.74
$68.05
6.49%
Add 19.88%
89,900
14,910
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.19%
167.43 ($211.65) 244.7
$274.79
29.83%
Reduce -27.52%
9,737
-3,697
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.18%
222.15 ($333.26) 428.22
$306.83
-7.93%
Reduce -17.22%
9,934
-2,066
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-0.17%
725.72 ($832.09) 929.72
$794.62
-4.50%
Reduce -8.54%
10,536
-984

Herold Advisors, Inc. Total Holding History ($B)

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Herold Advisors, Inc.'s Asset Allocation

To

Herold Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Herold Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Herold Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Herold Advisors, Inc.'s Holdings Heat Map

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Herold Advisors, Inc.'s Holdings Bubble Chart

Herold Advisors, Inc. News

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