Herold Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HA Herold Advisors, Inc. | Institutional Filer | ▲ 1.76% | $455.3M | 263 |
Current Portfolio Holdings
Showing all 263 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 84K | $21.3M | 4.68% |
| 2 | NVDA | NVIDIA Corporation | Technology | 114K | $19.8M | 4.36% |
| 3 | MSFT | Microsoft Corporation | Technology | 37K | $13.6M | 2.98% |
| 4 | XOM | Exxon Mobil Corporation | Energy | 65K | $11.1M | 2.43% |
| 5 | LLY | Eli Lilly and Company | Healthcare | 10K | $9.4M | 2.06% |
| 6 | AVUS | AMERICAN CENTY ETF TR | — | 84K | $9.4M | 2.06% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | — | 132K | $9.4M | 2.06% |
| 8 | WMT | Walmart Inc. | Consumer Defensive | 70K | $8.8M | 1.92% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 29K | $8.5M | 1.87% |
| 10 | MA | Mastercard Incorporated | Financial Services | 16K | $7.9M | 1.73% |
| 11 | ABBV | AbbVie Inc. | Healthcare | 35K | $7.6M | 1.68% |
| 12 | DFCF | DIMENSIONAL ETF TRUST | — | 174K | $7.3M | 1.61% |
| 13 | AVIG | AMERICAN CENTY ETF TR | — | 174K | $7.2M | 1.59% |
| 14 | GOOGL | Alphabet Inc. | Technology | 25K | $7.2M | 1.57% |
| 15 | AVLC | AMERICAN CENTY ETF TR | — | 91K | $7.0M | 1.54% |
Showing 1 to 15 of 263 holdings