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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
+6.71%
-15.47%
3,153,849.0
Hardware
AVUS
Avantis U.S. Equity ETF
158,711
14,661.8
+8.05%
3.220
+0.24%
0.190
+17.88%
+6.17%
8,857.6
 
MSFT
Microsoft Corp
37,757
14,176.0
-0.91%
3.110
-0.03%
0.000
+29.81%
+19.87%
3,740,948.0
Software
NVDA
NVIDIA Corp
114,446
12,403.8
-4.52%
2.720
-0.16%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
V
Visa Inc
25,582
8,966.1
-4.45%
1.970
-0.08%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
MA
Mastercard Inc
16,049
8,797.2
-3.88%
1.930
-0.07%
0.000
+8.08%
+4.95%
499,608.6
Credit Services
LLY
Eli Lilly and Co
10,536
8,703.1
-8.54%
1.910
-0.17%
0.000
+8.50%
+3.11%
711,913.3
Drug Manufacturers
XOM
Exxon Mobil Corp
64,955
7,725.6
+4.42%
1.700
+0.07%
0.000
+12.95%
+9.26%
497,461.6
Oil & Gas
ABBV
AbbVie Inc
35,966
7,536.1
-4.71%
1.650
-0.07%
0.000
+10.96%
+10.33%
339,944.3
Drug Manufacturers
JPM
JPMorgan Chase & Co
30,396
7,456.9
+0.53%
1.640
+0.01%
0.000
+22.03%
+21.61%
797,211.0
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
$52.71
1.48%
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
$59.91
0.01%
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
$102.27
4.96%
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
$71.85
5.82%
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
$48.42
0.92%
Add 84.99%
46,034
21,149
AAPL
Apple Inc
2025-03-31
Add
Add
+0.20%
209.68 ($231.67) 247.1
$211.16
-8.85%
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
$67.67
5.90%
Add 19.88%
89,900
14,910
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.19%
167.43 ($211.65) 244.7
$274.38
29.64%
Reduce -27.52%
9,737
-3,697
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.18%
222.15 ($333.26) 428.22
$313.51
-5.93%
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
$793.01
-4.70%
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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