HA
| |
Herold Advisors, Inc.13F | |
| Herold Advisors, Inc. | |
| Last update 2025-05-13 | 282 Stocks (16 new) |
| Value $455.00 Mil | Turnover 6 % |
Herold Advisors, Inc. Top Holdings of 2025-03-31
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| 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
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| 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)
Herold Advisors, Inc.'s Asset Allocation
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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