Filer Name: HEROLD ADVISORS, INC.
CIK: 1891713
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 275
Portfolio Value: $0.46B

Herold Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 95,594 $24M 5.22% -1.4% -
NVDA US NVIDIA CORP 119,866 $16M 3.51% -0.8% -
MSFT US MICROSOFT CORP 38,104 $16M 3.50% 0.1% -
AVUS US AVANTIS U.S. EQUITY ETF 146,881 $14M 3.10% -5.2% -
LLY US ELI LILLY & CO 11,520 $9M 1.94% 1.4% -
MA US MASTERCARD INC - A 16,696 $9M 1.92% -3.4% -
V US VISA INC-CLASS A SHARES 26,773 $8M 1.84% -3.6% -
JPM US JPMORGAN CHASE & CO 30,236 $7M 1.58% -3.8% -
WMT US WALMART INC 79,357 $7M 1.56% -2.7% -
AVUV US AVANTIS US SMALL CAP VALUE 73,545 $7M 1.55% -3.2% -
XOM US EXXON MOBIL CORP 62,204 $7M 1.46% 57.2% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 38,231 $7M 1.46% -5.9% -
ABBV US ABBVIE INC 37,742 $7M 1.46% -2.6% -
AMZN US AMAZON.COM INC 27,753 $6M 1.33% -2.1% -
META US META PLATFORMS INC-CLASS A 10,227 $6M 1.31% -3.2% -
GOOGL US ALPHABET INC-CL A 31,578 $6M 1.30% -2.1% -
AVIG US AVANTIS CORE FIXED INCOME 145,295 $6M 1.28% 6.4% -
DFCF US DIMENSIONAL CORE FIXED INC 135,551 $6M 1.22% 11.1% -
DSTL US DISTILLATE US FUNDAMENTAL ST 100,416 $6M 1.20% -2.2% -
HD US HOME DEPOT INC 13,138 $5M 1.11% -3.4% -
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