Herold Advisors, Inc. Incresed Positions in Q3 2025

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
1.4K
+ 17.6%
$91.03 - $98.69 $127K - $138K
9.36K $893K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.09K
+ 3.26%
$53.81 - $57.52 $58.4K - $62.5K
34.4K $1.98M
COST
Costco Wholesale Corp

Consumer Defensive
314
+ 15.51%
$915.95 - $994.57 $288K - $312K
2.34K $2.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.45K
+ 40.85%
$92.26 - $97.51 $134K - $141K
5K $482K
NKE
Nike, Inc.

Consumer Cyclical
2.53K
+ 13.12%
$69.24 - $79.24 $175K - $201K
21.8K $1.52M
MLM
Martin Marietta Materials Inc

Basic Materials
155
+ 25.83%
$546.36 - $631.12 $84.7K - $97.8K
755 $475K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.41K
+ 22.7%
$34.31 - $38.09 $82.5K - $91.6K
13K $493K
CWB
Spdr Bloomberg Convertible Sec

ETFs
317
+ 2.7%
$82.29 - $90.77 $26.1K - $28.8K
12.1K $1.09M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.85K
+ 8.37%
$35.76 - $37.93 $66.2K - $70.2K
24K $905K
PG
Procter & Gamble CO

Consumer Defensive
1.48K
+ 6.3%
$150.47 - $161.22 $223K - $239K
25.1K $3.85M
PEP
Pepsico Inc

Consumer Defensive
98
+ 1.68%
$133.81 - $152.16 $13.1K - $14.9K
5.93K $833K
AVSC
American Centy ETF Tr Avantis
275
+ 4.8%
$51.33 - $58.63 $14.1K - $16.1K
6.01K $343K
HUBB
Hubbell Inc

Industrials
10
+ 0.57%
$410.51 - $450.93 $4.11K - $4.51K
1.76K $758K
PDI
Pimco Dynamic Income Fund

Financial Services
1.64K
+ 14.23%
$18.85 - $20.07 $30.9K - $32.9K
13.2K $260K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 13.46%
$20.38 - $21.7 $30.8K - $32.8K
12.7K $268K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
323
+ 8.37%
$58.7 - $62.94 $19K - $20.3K
4.18K $260K
SHEL
Shell PLC

Energy
8
+ 0.04%
$69.82 - $73.93 $559 - $591
21.8K $1.56M
VST
Vistra Corp.

Utilities
94
+ 3.36%
$182.0 - $217.92 $17.1K - $20.5K
2.9K $567K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
458
+ 4.16%
$48.72 - $50.73 $22.3K - $23.2K
11.5K $564K
VRT
Vertiv Holdings CO

Industrials
239
+ 5.57%
N/A
4.53K $392K
KIO
Kkr Income Opportunities Fund

Financial Services
1.37K
+ 13.03%
$12.34 - $12.82 $16.9K - $17.6K
11.9K $150K
AXON
Axon Enterprise, Inc.

Industrials
75
+ 23.44%
$698.02 - $870.97 $52.4K - $65.3K
395 $283K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
156
+ 0.45%
$9.43 - $10.26 $1.47K - $1.6K
34.6K $353K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.07%
$47.56 - $49.7 $190 - $199
5.95K $294K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
73
+ 0.45%
$8.89 - $9.98 $649 - $729
16.2K $160K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
93
+ 0.3%
$9.32 - $10.2 $867 - $949
31.3K $318K
WMB
Williams Companies, Inc.

Energy
15
+ 0.13%
$56.52 - $64.01 $848 - $960
11.2K $711K
DOW
Dow Inc.

Basic Materials
1.45K
+ 18.96%
$20.87 - $30.37 $30.2K - $43.9K
9.07K $207K
American Centy ETF Tr
6.82K
+ 11.8%
N/A
64.7K $0
Wisdomtree Tr
3.09K
+ 6.32%
N/A
52K $0
SHAG
Wisdomtree Yield Enhanced U.S.
500
+ 6.92%
N/A
7.73K $0
American Centy ETF Tr
6.2K
+ 92.37%
N/A
12.9K $0
American Centy ETF Tr
3.31K
+ 79.2%
N/A
7.49K $0
Goldman Sachs ETF Tr
307
+ 5.21%
N/A
6.2K $0
J P Morgan Exchange Traded F
977
+ 6.38%
N/A
16.3K $0
Flagstar Financial Inc
17
+ 0.17%
N/A
10.1K $0
Ge Vernova Inc
201
+ 35.96%
N/A
760 $0
TGT
Target Corp

Consumer Defensive
215
+ 7.98%
$86.56 - $107.43 $18.6K - $23.1K
2.91K $261K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.44K
+ 1.51%
$29.81 - $34.07 $42.8K - $48.9K
96.6K $3.18M
ACHR
Archer Aviation Inc.

Industrials
300
+ 2.0%
$8.25 - $13.4 $2.48K - $4.02K
15.3K $146K
NGG
National Grid PLC

Utilities
27
+ 0.23%
$67.98 - $74.38 $1.84K - $2.01K
11.7K $846K
BMY
Bristol Myers Squibb CO

Healthcare
558
+ 1.5%
$43.31 - $48.98 $24.2K - $27.3K
37.8K $1.7M
SPGI
S&P Global Inc.

Financial Services
181
+ 3.89%
$484.94 - $564.15 $87.8K - $102K
4.84K $2.35M
Activity Summary
Buys All Purchases 99 New Holdings 5 Increased Positions 94 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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