Herold Advisors, Inc. Sells in Q4 2024

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-1K
- 2.59%
$164.99 - $203.87 $165K - $204K
37.7K $6.71M
MCHP
Microchip Technology Inc

Technology
-7.63K
- 53.8%
$55.51 - $79.05 $424K - $603K
6.55K $375K
ELV
Elevance Health, Inc.

Healthcare
-973
- 40.27%
$365.96 - $514.62 $356K - $501K
1.44K $533K
UNH
Unitedhealth Group Inc

Healthcare
-718
- 17.72%
$485.52 - $625.25 $349K - $449K
3.34K $1.69M
OMFL
Invesco Exchange Traded Self I

ETFs
-12.6K
- 50.3%
$52.49 - $56.58 $663K - $715K
12.5K $677K
MRK
Merck & Co., Inc.

Healthcare
-1.03K
- 2.77%
$96.31 - $114.76 $99.4K - $118K
36.2K $3.61M
CTAS
Cintas Corp

Industrials
-916
- 4.65%
$182.7 - $226.47 $167K - $207K
18.8K $3.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.4K
- 5.9%
$174.22 - $187.62 $417K - $449K
38.2K $6.7M
PSX
Phillips 66

Energy
-1.01K
- 3.97%
$110.35 - $138.93 $112K - $141K
24.5K $2.79M
CVS
Cvs Health Corp

Healthcare
-5.08K
- 29.1%
$43.78 - $67.46 $222K - $343K
12.4K $555K
AVUS
American Centy ETF Tr Avantis

ETFs
-8.09K
- 5.22%
$94.36 - $102.06 $763K - $825K
147K $14.2M
IQV
Iqvia Holdings Inc.

Healthcare
-1.1K
- 22.0%
$190.97 - $236.63 $210K - $260K
3.9K $766K
CMCSA
Comcast Corp

Communication Services
-4.74K
- 8.94%
$37.39 - $45.14 $177K - $214K
48.3K $1.81M
AMGN
Amgen Inc

Healthcare
-296
- 5.59%
$258.78 - $328.31 $76.6K - $97.2K
5K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
-461
- 3.39%
$385.02 - $431.37 $177K - $199K
13.1K $5.11M
XLE
Energy Sector Spdr

ETFs
-3.39K
- 9.36%
$83.32 - $97.27 $283K - $330K
32.9K $2.82M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-937
- 0.92%
$30.42 - $36.45 $28.5K - $34.2K
101K $3.22M
LMT
Lockheed Martin Corp

Industrials
-17
- 0.51%
$479.66 - $614.62 $8.15K - $10.4K
3.3K $1.6M
KLAC
Kla Corp

Technology
-139
- 8.33%
$614.46 - $829.55 $85.4K - $115K
1.53K $964K
JNJ
Johnson & Johnson

Healthcare
-9
- 0.05%
$143.34 - $165.86 $1.29K - $1.49K
18.2K $2.64M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.61K
- 5.25%
$60.73 - $64.94 $219K - $234K
65.1K $3.99M
DSTL
ETF Ser Solution Distillate Us

ETFs
-2.24K
- 2.18%
$54.74 - $58.88 $123K - $132K
100K $5.51M
SPGI
S&P Global Inc.

Financial Services
-400
- 6.91%
$480.36 - $529.17 $192K - $212K
5.39K $2.68M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-6.56K
- 52.33%
$36.15 - $41.9 $237K - $275K
5.98K $217K
CMPR
Cimpress PLC

Communication Services
-2K
- 13.42%
$69.01 - $83.53 $138K - $167K
12.9K $925K
ALLE
Allegion PLC

Industrials
-1.16K
- 13.54%
$130.63 - $153.36 $151K - $177K
7.38K $964K
NVO
Novo Nordisk A S

Healthcare
-950
- 17.76%
$85.0 - $120.04 $80.8K - $114K
4.4K $378K
CAT
Caterpillar Inc

Industrials
-510
- 19.68%
$360.37 - $416.88 $184K - $213K
2.08K $754K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.06K
- 12.27%
$148.29 - $166.93 $157K - $177K
7.6K $1.13M
IR
Ingersoll Rand Inc.

Industrials
-1.79K
- 14.32%
$90.46 - $105.35 $162K - $189K
10.7K $969K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-832
- 17.61%
$176.4 - $231.84 $147K - $193K
3.89K $686K
HUBB
Hubbell Inc

Industrials
-447
- 14.72%
$418.89 - $472.12 $187K - $211K
2.59K $1.08M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.46K
- 3.24%
$94.37 - $106.41 $232K - $262K
73.5K $7.1M
PH
Parker Hannifin Corp

Industrials
-312
- 14.81%
$621.74 - $709.46 $194K - $221K
1.79K $1.14M
MLM
Martin Marietta Materials Inc

Basic Materials
-241
- 9.9%
$516.5 - $619.58 $124K - $149K
2.19K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
-216
- 10.67%
$873.59 - $994.69 $189K - $215K
1.81K $1.66M
TMUS
T Mobile Us, Inc.

Communication Services
-1.07K
- 15.75%
$206.1 - $246.94 $220K - $264K
5.71K $1.26M
ACN
Accenture PLC

Technology
-333
- 12.86%
$343.9 - $376.86 $115K - $125K
2.26K $793K
ETN
Eaton Corp PLC

Industrials
-381
- 4.03%
$326.96 - $377.52 $125K - $144K
9.06K $3.01M
DOW
Dow Inc.

Basic Materials
-197
- 2.64%
$39.1 - $55.34 $7.7K - $10.9K
7.26K $291K
INTU
Intuit Inc

Technology
-242
- 4.94%
$602.01 - $706.25 $146K - $171K
4.65K $2.92M
ADBE
Adobe Inc.

Technology
-100
- 11.34%
$437.39 - $552.96 $43.7K - $55.3K
782 $347K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-363
- 6.02%
$87.1 - $98.49 $31.6K - $35.8K
5.67K $494K
GE
General Electric CO

Industrials
-186
- 6.48%
$159.95 - $194.23 $29.8K - $36.1K
2.69K $447K
GLD
Spdr Gold Trust

ETFs
-321
- 4.6%
$236.59 - $257.5 $75.9K - $82.7K
6.66K $1.61M
BEN
Franklin Resources Inc

Financial Services
-4K
- 21.33%
$19.35 - $22.76 $77.4K - $91K
14.8K $299K
SHEL
Shell PLC

Energy
-91
- 0.43%
$60.63 - $70.23 $5.52K - $6.39K
20.9K $1.31M
WPC
W. P. Carey Inc.

Real Estate
-234
- 3.4%
$53.44 - $61.33 $12.5K - $14.4K
6.64K $361K
INTC
Intel Corp

Technology
-1.01K
- 7.67%
$19.07 - $26.23 $19.3K - $26.5K
12.2K $243K
Activity Summary
Buys All Purchases 129 New Holdings 14 Increased Positions 115 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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