Herold Advisors, Inc. Sells in Q4 2024

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-923
- 4.9%
$111.85 - $120.71 $103K - $111K
17.9K $2.06M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.12K
- 1.78%
$23.29 - $23.93 $26K - $26.7K
61.8K $1.45M
UPS
United Parcel Service Inc

Industrials
-234
- 7.94%
$122.65 - $138.35 $28.7K - $32.4K
2.71K $342K
KHC
Kraft Heinz CO

Consumer Defensive
-450
- 4.79%
$30.1 - $36.02 $13.5K - $16.2K
8.95K $274K
IBM
International Business Machines Corp

Technology
-134
- 0.65%
$204.9 - $238.04 $27.5K - $31.9K
20.6K $4.52M
ORCL
Oracle Corp

Technology
-198
- 3.73%
$165.41 - $192.43 $32.8K - $38.1K
5.11K $852K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-417
- 8.89%
$55.45 - $61.08 $23.1K - $25.5K
4.27K $236K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-140
- 0.9%
$30.48 - $34.2 $4.27K - $4.79K
15.4K $469K
NNY
Nuveen New York Municipal Value Fund

Financial Services
-2.37K
- 7.45%
$7.98 - $8.67 $18.9K - $20.5K
29.4K $236K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-246
- 3.98%
$47.77 - $51.75 $11.8K - $12.7K
5.94K $286K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-515
- 10.98%
$62.09 - $82.32 $32K - $42.4K
4.18K $279K
PYN
Pimco New York Municipal Income Fund Iii

Financial Services
-2.2K
- 17.66%
$5.63 - $6.3 $12.4K - $13.9K
10.3K $58K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-82
- 1.07%
$51.09 - $55.27 $4.19K - $4.53K
7.55K $386K
RDVY
First Trust Rising Dividend Ac

ETFs
-245
- 1.06%
$58.65 - $64.37 $14.4K - $15.8K
22.9K $1.36M
META
Meta Platforms, Inc.

Communication Services
-339
- 3.21%
$554.08 - $632.68 $188K - $214K
10.2K $6.03M
OXY
Occidental Petroleum Corp

Energy
-100
- 2.0%
$45.36 - $55.91 $4.54K - $5.59K
4.91K $242K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-250
- 1.62%
$8.17 - $8.66 $2.04K - $2.17K
15.1K $123K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-29
- 0.26%
$48.48 - $49.47 $1.41K - $1.43K
11.2K $547K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-400
- 2.25%
$59.58 - $63.93 $23.8K - $25.6K
17.4K $1.06M
CSCO
Cisco Systems, Inc.

Technology
-2.61K
- 10.24%
$52.45 - $60.02 $137K - $156K
22.8K $1.35M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-500
- 3.81%
$49.03 - $53.35 $24.5K - $26.7K
12.6K $647K
Flagstar Financial Inc
-1.9K
- 14.75%
N/A
11K $0
Gsk PLC
-139
- 1.35%
N/A
10.2K $0
Brookfield Corp
-2K
- 4.06%
N/A
47.3K $0
GIGB
Goldman Sachs ETF Access Invt
-485
- 8.36%
N/A
5.32K $0
VGT
Vanguard Information Technolog

ETFs
-10
- 2.56%
$571.78 - $647.97 $5.72K - $6.48K
381 $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.28%
$521.84 - $558.82 $1.04K - $1.12K
712 $383K
IYW
Ishares Dj Us Tech ETF

ETFs
-19
- 1.04%
$148.14 - $166.23 $2.81K - $3.16K
1.81K $289K
IVW
Ishares S&P 500 Growth ETF

ETFs
-35
- 0.44%
$94.43 - $105.47 $3.31K - $3.69K
8.01K $812K
C
Citigroup Inc

Financial Services
-150
- 1.6%
$61.31 - $72.5 $9.2K - $10.9K
9.24K $650K
ACHR
Archer Aviation Inc.

Industrials
-11.8K
- 44.03%
$2.94 - $11.33 $34.7K - $134K
15K $146K
BMY
Bristol Myers Squibb CO

Healthcare
-1.41K
- 3.87%
$51.92 - $59.94 $73.2K - $84.5K
35K $1.98M
BX
Blackstone Inc.

Financial Services
-216
- 3.1%
$148.45 - $199.05 $32.1K - $43K
6.75K $1.16M
KMI
Kinder Morgan, Inc.

Energy
-259
- 0.91%
$22.59 - $28.54 $5.85K - $7.39K
28.4K $776K
OKE
Oneok Inc

Energy
-942
- 3.01%
$92.28 - $117.05 $86.9K - $110K
30.4K $3.05M
MA
Mastercard Inc

Financial Services
-586
- 3.39%
$491.3 - $536.15 $288K - $314K
16.7K $8.79M
GOOG
Alphabet Inc.

Communication Services
-485
- 3.03%
$163.08 - $198.16 $79.1K - $96.1K
15.5K $2.96M
WMT
Walmart Inc.

Consumer Defensive
-2.17K
- 2.66%
$79.1 - $95.7 $172K - $208K
79.4K $7.17M
AVGO
Broadcom Inc.

Technology
-1.01K
- 6.97%
$159.67 - $250.0 $161K - $252K
13.4K $3.11M
JPM
Jpmorgan Chase & CO

Financial Services
-1.19K
- 3.79%
$205.18 - $250.29 $244K - $298K
30.2K $7.25M
GOOGL
Alphabet Inc.

Communication Services
-666
- 2.07%
$161.86 - $196.66 $108K - $131K
31.6K $5.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-584
- 2.06%
$180.88 - $232.93 $106K - $136K
27.8K $6.09M
V
Visa Inc.

Financial Services
-995
- 3.58%
$273.87 - $320.91 $273K - $319K
26.8K $8.46M
AAPL
Apple Inc.

Technology
-1.33K
- 1.37%
$221.69 - $259.02 $295K - $345K
95.6K $23.9M
NVDA
Nvidia Corp

Technology
-1K
- 0.83%
$117.0 - $148.88 $117K - $149K
120K $16.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-148
- 1.22%
$213.65 - $479.86 $31.6K - $71K
12K $4.85M
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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