Herold Advisors, Inc. Sells in Q3 2025

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-680
- 18.18%
$156.25 - $204.95 $106K - $139K
3.06K $626K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-1.34K
- 21.22%
$66.8 - $74.06 $89.4K - $99.1K
4.97K $366K
BNDC
Flexshares Tr Core Select Bd F

ETFs
-2.97K
- 8.2%
$21.95 - $22.62 $65.2K - $67.2K
33.3K $748K
ELV
Elevance Health, Inc.

Healthcare
-21
- 2.84%
$274.66 - $395.76 $5.77K - $8.31K
719 $232K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.65K
- 7.5%
$84.28 - $89.46 $223K - $237K
32.7K $2.91M
UBER
Uber Technologies, Inc

Technology
-700
- 18.42%
$86.91 - $99.57 $60.8K - $69.7K
3.1K $303K
PFE
Pfizer Inc

Healthcare
-5.63K
- 7.42%
$23.29 - $25.88 $131K - $146K
70.2K $1.79M
ZTS
Zoetis Inc.

Healthcare
-98
- 2.83%
$141.13 - $159.19 $13.8K - $15.6K
3.36K $491K
XLF
Financial Sector Spdr

ETFs
-1.12K
- 12.42%
$51.37 - $54.25 $57.4K - $60.6K
7.88K $424K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-943
- 11.16%
$82.72 - $89.22 $78K - $84.1K
7.51K $666K
PEG
Public Service Enterprise Group Inc

Utilities
-326
- 2.22%
$79.99 - $90.14 $26.1K - $29.4K
14.4K $1.2M
PRU
Prudential Financial Inc

Financial Services
-205
- 6.98%
$100.68 - $109.89 $20.6K - $22.5K
2.73K $283K
SBUX
Starbucks Corp

Consumer Cyclical
-122
- 4.34%
$81.9 - $96.86 $9.99K - $11.8K
2.69K $227K
ET
Energy Transfer LP

Energy
-836
- 5.91%
$17.11 - $18.16 $14.3K - $15.2K
13.3K $228K
HYGV
Flexshares Tr High Yield Value

ETFs
-745
- 3.5%
$40.55 - $41.28 $30.2K - $30.8K
20.5K $846K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-93
- 15.79%
$546.99 - $602.2 $50.9K - $56K
496 $297K
IHDG
Wisdomtree Tr

ETFs
-591
- 9.5%
$43.81 - $46.31 $25.9K - $27.4K
5.63K $259K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-1.5K
- 8.64%
$64.14 - $69.37 $96.2K - $104K
15.9K $1.09M
GM
General Motors CO

Consumer Cyclical
-1.4K
- 24.56%
$48.89 - $61.24 $68.4K - $85.7K
4.3K $262K
IRM
Iron Mountain Inc

Real Estate
-108
- 1.23%
$89.46 - $104.46 $9.66K - $11.3K
8.65K $881K
ED
Consolidated Edison Inc

Utilities
-193
- 1.11%
$95.57 - $105.36 $18.4K - $20.3K
17.2K $1.73M
NNY
Nuveen New York Municipal Value Fund

Financial Services
-2.39K
- 8.84%
$7.99 - $8.41 $19.1K - $20.1K
24.7K $204K
MMM
3 M CO

Industrials
-219
- 3.39%
$144.41 - $160.2 $31.6K - $35.1K
6.25K $969K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-999
- 2.03%
$52.55 - $54.37 $52.5K - $54.3K
48.3K $2.61M
USFR
Wisdomtree Floating Rate Treas

ETFs
-234
- 0.4%
$50.23 - $50.48 $11.8K - $11.8K
58.6K $2.95M
QDEF
Flexshares Quality Div Defensi

ETFs
-952
- 8.79%
$74.4 - $79.98 $70.8K - $76.1K
9.88K $790K
WPC
W. P. Carey Inc.

Real Estate
-559
- 9.45%
$61.29 - $68.7 $34.3K - $38.4K
5.36K $361K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
-1.18K
- 9.35%
$9.17 - $9.93 $10.8K - $11.7K
11.5K $113K
D
Dominion Energy, Inc

Utilities
-460
- 9.66%
$56.32 - $62.1 $25.9K - $28.6K
4.3K $263K
JBL
Jabil Inc

Technology
-20
- 1.54%
$202.08 - $234.45 $4.04K - $4.69K
1.28K $277K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-322
- 6.26%
$107.27 - $113.94 $34.5K - $36.7K
4.82K $547K
KHC
Kraft Heinz CO

Consumer Defensive
-250
- 2.4%
$25.63 - $28.94 $6.41K - $7.24K
10.2K $264K
AMD
Advanced Micro Devices Inc

Technology
-450
- 12.49%
$134.8 - $184.42 $60.7K - $83K
3.15K $510K
Gsk PLC
-1.55K
- 14.84%
N/A
8.89K $0
Brookfield Infrastructure CO
-530
- 5.36%
N/A
9.36K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-139
- 2.65%
N/A
5.11K $0
Ishares Bitcoin Trust ETF
-388
- 10.73%
N/A
3.23K $0
Brookfield Corp
-4.09K
- 8.74%
N/A
42.7K $0
GIGB
Goldman Sachs ETF Access Invt
-224
- 4.81%
N/A
4.43K $0
Brookfield Asset Managmt LTD
-1.5K
- 11.72%
N/A
11.3K $0
Lam Research Corp
-677
- 7.95%
N/A
7.84K $0
HPE
Hewlett Packard Enterprise CO

Technology
-1.86K
- 16.96%
$19.81 - $25.24 $36.8K - $46.8K
9.09K $223K
Blackrock Inc
-16
- 1.44%
N/A
1.1K $0
GUNR
Flexshares Tr Morningstar Glob

ETFs
-378
- 7.2%
$40.15 - $43.86 $15.2K - $16.6K
4.87K $213K
CVS
Cvs Health Corp

Healthcare
-867
- 7.9%
$58.75 - $76.5 $50.9K - $66.3K
10.1K $762K
INTC
Intel Corp

Technology
-4.6K
- 32.12%
$19.31 - $35.5 $88.9K - $163K
9.73K $326K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-837
- 3.07%
$20.12 - $21.74 $16.8K - $18.2K
26.4K $556K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-76
- 7.02%
$201.83 - $230.93 $15.3K - $17.6K
1.01K $223K
ITW
Illinois Tool Works Inc

Industrials
-16
- 1.37%
$252.31 - $269.41 $4.04K - $4.31K
1.15K $299K
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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