Herold Advisors, Inc. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$455.4B

Holdings

282

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (282 positions)

StockValue
GINNGOLDMAN SACHS ETF TR
$371.1M
NVONOVO-NORDISK A S
$368.0M
IHDGWISDOMTREE TR
$355.2M
GEVGE VERNOVA INC
$348.3M
SHAGWISDOMTREE TR
$344.1M
CPERUNITED STS COMMODITY INDEX F
$341.3M
EFVISHARES TR
$337.0M
AMDADVANCED MICRO DEVICES INC
$330.1M
PRUPRUDENTIAL FINL INC
$327.8M
NFGNATIONAL FUEL GAS CO
$324.7M
VOOVANGUARD INDEX FDS
$322.1M
ELVELEVANCE HEALTH INC
$321.9M
MHNBLACKROCK MUNIHLDGS NY QLTY
$317.5M
IAU*ISHARES GOLD TR
$309.2M
DDDUPONT DE NEMOURS INC
$309.0M
VSTVISTRA CORP
$303.1M
EXPDEXPEDITORS INTL WASH INC
$300.6M
ADBEADOBE INC
$299.9M
OGSONE GAS INC
$298.6M
AIRRFIRST TR EXCHANGE TRADED FD
$298.6M
SPHDINVESCO EXCH TRADED FD TR II
$298.5M
CIBRFIRST TR EXCHANGE TRADED FD
$296.8M
THROBLACKROCK ETF TRUST
$285.5M
ITWILLINOIS TOOL WKS INC
$285.2M
VRTVERTIV HOLDINGS CO
$284.7M
NFBKNORTHFIELD BANCORP INC DEL
$282.9M
JPIBJ P MORGAN EXCHANGE TRADED F
$279.0M
UBERUBER TECHNOLOGIES INC
$276.9M
VBVANGUARD INDEX FDS
$276.7M
IRINGERSOLL RAND INC
$276.3M
NDQINVESCO QQQ TR
$275.8M
IYWISHARES TR
$272.9M
KHCKRAFT HEINZ CO
$272.3M
VGTVANGUARD WORLD FD
$270.9M
DHID R HORTON INC
$269.9M
JMSTJ P MORGAN EXCHANGE TRADED F
$269.5M
DDOMINION ENERGY INC
$266.9M
ADMARCHER DANIELS MIDLAND CO
$266.5M
INTCINTEL CORP
$266.3M
ETENERGY TRANSFER L P
$262.6M
EFGISHARES TR
$260.2M
GSUSGOLDMAN SACHS ETF TR
$259.0M
FDXFEDEX CORP
$258.4M
GMGENERAL MTRS CO
$249.3M
DOWDOW INC
$246.9M
PEYINVESCO EXCHANGE TRADED FD T
$240.6M
HESHESS CORP
$239.6M
CMGCHIPOTLE MEXICAN GRILL INC
$228.5M
MDLZMONDELEZ INTL INC
$223.9M
NNYNUVEEN N Y MUN VALUE FD
$222.8M
AGGISHARES TR
$219.8M
DOLWISDOMTREE TR
$219.2M
DKSDICKS SPORTING GOODS INC
$218.1M
IEMGISHARES INC
$215.3M
DVNDEVON ENERGY CORP NEW
$215.1M
SBUXSTARBUCKS CORP
$214.8M
VVVANGUARD INDEX FDS
$214.6M
GIGBGOLDMAN SACHS ETF TR
$213.2M
DYHTARGET CORP
$211.3M
MINTPIMCO ETF TR
$211.3M
GUNRFLEXSHARES TR
$209.5M
COPCONOCOPHILLIPS
$204.9M
BNTXBIONTECH SE
$204.9M
BINCBLACKROCK ETF TRUST II
$204.5M
DFSUDIMENSIONAL ETF TRUST
$204.0M
EMXCISHARES INC
$202.5M
BSTBLACKROCK SCIENCE & TECHNOLO
$202.3M
DUKDUKE ENERGY CORP NEW
$201.9M
BBUSJ P MORGAN EXCHANGE TRADED F
$201.8M
KLMNINVESCO EXCH TRADED FD TR II
$200.8M
NMTNUVEEN MASSACHUSETS QLT MUN
$189.4M
HPEHEWLETT PACKARD ENTERPRISE C
$168.9M
XENWXEATON VANCE NEW YORK MUN BD
$152.2M
QC10FLAGSTAR FINANCIAL INC
$125.4M
MYNBLACKROCK MUNIYIELD N Y QUAL
$123.6M
XEXGXEATON VANCE TAX-MANAGED GLOB
$120.1M
PNIPIMCO NEW YORK MUN FD II
$119.6M
ACHRARCHER AVIATION INC
$106.7M
PNIPIMCO NEW YORK MUN INCOME FD
$57.9M
EBSEMERGENT BIOSOLUTIONS INC
$48.6M
GCVGABELLI CONV & INC SECS FD I
$39.6M
CHPTCHARGEPOINT HOLDINGS INC
$7.9M
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