Herold Advisors, Inc. Purchases in Q3 2024

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 3.88%
$34.66 - $38.38 $60.3K - $66.8K
46.6K $1.77M
CCI
Crown Castle International Corp

Real Estate
579
+ 12.97%
$95.29 - $120.24 $55.2K - $69.6K
5.04K $598K
ORCL
Oracle Corp

Technology
3
+ 0.06%
$125.9 - $170.35 $378 - $511
5.31K $904K
CSCO
Cisco Systems, Inc.

Technology
115
+ 0.45%
$44.74 - $53.22 $5.15K - $6.12K
25.4K $1.35M
GILD
Gilead Sciences, Inc.

Healthcare
474
+ 6.55%
$66.59 - $83.99 $31.6K - $39.8K
7.72K $646K
NGG
National Grid PLC

Utilities
77
+ 0.71%
$57.14 - $70.48 $4.4K - $5.43K
10.9K $757K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.82K
+ 14.42%
$49.7 - $56.11 $140K - $158K
22.4K $1.23M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.17K
+ 8.86%
$51.45 - $52.96 $112K - $115K
26.6K $1.41M
RDVY
First Trust Rising Dividend Ac

ETFs
699
+ 3.11%
$53.68 - $59.24 $37.5K - $41.4K
23.2K $1.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.33K
+ 3.07%
$50.25 - $50.74 $117K - $118K
78.3K $3.97M
NFBK
Northfield Bancorp, Inc.

Financial Services
11.9K
New
$9.29 - $12.75 $111K - $152K
11.9K $138K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.4K
New
$7.86 - $8.77 $121K - $135K
15.4K $134K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.25K
+ 5.45%
$23.04 - $24.06 $74.9K - $78.2K
62.9K $1.51M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
466
+ 1.69%
$51.29 - $56.57 $23.9K - $26.4K
28K $1.58M
MLM
Martin Marietta Materials Inc

Basic Materials
240
+ 10.93%
$502.48 - $593.35 $121K - $142K
2.44K $1.31M
UPS
United Parcel Service Inc

Industrials
865
+ 41.53%
$123.32 - $147.38 $107K - $127K
2.95K $401K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.7K
+ 7.49%
$21.98 - $25.4 $37.4K - $43.2K
24.4K $620K
SCHG
Schwab Strategic Tr Us Large C

ETFs
570
+ 3.72%
$92.63 - $105.69 $52.8K - $60.2K
15.9K $1.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
803
+ 13.99%
$77.02 - $85.06 $61.8K - $68.3K
6.54K $552K
HYGV
Flexshares Tr High Yield Value

ETFs
1.87K
+ 9.43%
$40.11 - $41.67 $75.2K - $78.1K
21.7K $906K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
564
+ 3.41%
$50.02 - $54.5 $28.2K - $30.7K
17.1K $931K
BNDC
Flexshares Tr Core Select Bd F

ETFs
2.43K
+ 5.37%
$21.77 - $23.0 $52.8K - $55.8K
47.6K $1.09M
MS
Morgan Stanley

Financial Services
327
+ 4.34%
$92.07 - $106.96 $30.1K - $35K
7.85K $818K
DFAU
Dimensional ETF Tr

ETFs
286
+ 0.85%
$35.8 - $39.69 $10.2K - $11.4K
33.8K $1.34M
AVGO
Broadcom Inc.

Technology
12.9K
+ 862.67%
$136.27 - $1745.86 $1.76M - $22.6M
14.4K $2.49M
ACHR
Archer Aviation Inc.

Industrials
26.8K
New
$2.91 - $5.39 $78K - $144K
26.8K $81K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.29K
+ 12.88%
$47.95 - $49.61 $61.7K - $63.8K
11.3K $556K
AVEM
American Centy ETF Tr Avantis

ETFs
590
+ 5.4%
$57.2 - $65.59 $33.7K - $38.7K
11.5K $743K
QUAL
Ishares Msci Usa Quality Facto

ETFs
263
+ 8.27%
$162.64 - $179.3 $42.8K - $47.2K
3.45K $617K
MO
Altria Group, Inc.

Consumer Defensive
171
+ 1.53%
$45.95 - $54.71 $7.86K - $9.36K
11.4K $580K
WPC
W. P. Carey Inc.

Real Estate
366
+ 5.62%
$54.63 - $63.96 $20K - $23.4K
6.88K $428K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
74
+ 0.61%
$44.56 - $50.18 $3.3K - $3.71K
12.3K $613K
FTCS
First Trust Capital Strength E

ETFs
62
+ 0.69%
$83.58 - $90.94 $5.18K - $5.64K
9.1K $825K
AMD
Advanced Micro Devices Inc

Technology
325
+ 20.22%
$128.67 - $183.96 $41.8K - $59.8K
1.93K $317K
PEP
Pepsico Inc

Consumer Defensive
121
+ 1.85%
$161.9 - $179.3 $19.6K - $21.7K
6.65K $1.13M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
162
+ 1.98%
$67.66 - $75.54 $11K - $12.2K
8.34K $625K
KHC
Kraft Heinz CO

Consumer Defensive
800
+ 9.3%
$31.86 - $36.13 $25.5K - $28.9K
9.4K $329K
JPIE
J P Morgan Exchange Traded Fd
281
+ 0.67%
$45.17 - $46.39 $12.7K - $13K
42K $1.95M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
353
+ 2.76%
$44.24 - $49.47 $15.6K - $17.5K
13.1K $649K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.07K
+ 2.03%
$50.2 - $50.48 $53.9K - $54.2K
54K $2.71M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
370
+ 5.09%
$48.51 - $52.86 $17.9K - $19.6K
7.63K $403K
XLF
Financial Sector Spdr

ETFs
307
+ 3.92%
$40.84 - $45.74 $12.5K - $14K
8.14K $368K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.06%
$44.07 - $50.57 $176 - $202
6.19K $312K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
10.6K
New
$3.64 - $4.22 $38.6K - $44.7K
10.6K $38K
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.35%
$107.72 - $119.96 $1.94K - $2.16K
5.09K $609K
DIS
Walt Disney CO

Communication Services
758
+ 5.93%
$85.6 - $98.61 $64.9K - $74.7K
13.5K $1.3M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
300
+ 7.54%
$49.13 - $54.55 $14.7K - $16.4K
4.28K $231K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
1.92K
+ 11.09%
$10.66 - $11.16 $20.5K - $21.4K
19.2K $214K
PEY
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.08%
$19.4 - $21.93 $175 - $197
12K $262K
Activity Summary
Buys All Purchases 128 New Holdings 16 Increased Positions 112 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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