Herold Advisors, Inc.

CIK

1891713

City

New York

State / Country

Stock

Top Portfolio Positions

172 positions · $306,759,905 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	83,949	$21,305,416	6.95%
NVDA	Nvidia Corp Technology	113,791	$19,845,150	6.47%
MSFT	Microsoft Corp Technology	36,636	$13,561,548	4.42%
XOM	Exxon Mobil Corp Energy	65,330	$11,083,887	3.61%
LLY	ELI LILLY & Co Healthcare	10,193	$9,375,215	3.06%
WMT	Walmart Inc. Consumer Defensive	70,475	$8,758,633	2.86%
JPM	Jpmorgan Chase & Co Financial Services	28,902	$8,501,812	2.77%
MA	Mastercard Inc Financial Services	15,793	$7,891,130	2.57%
ABBV	AbbVie Inc. Healthcare	35,090	$7,631,724	2.49%
GOOGL	Alphabet Inc. Communication Services	24,907	$7,162,256	2.33%

19 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,698	27,389	+4.1%	Shares	Sole	2026-05-15
2025-12-31	$225,299	26,320	+6.6%	Shares	Sole	2026-02-17
2025-09-30	$203,856	24,680	-8.8%	Shares	Sole	2025-11-13
2025-06-30	$219,553	27,072	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$222,747	26,967	-8.3%	Shares	Sole	2025-05-13
2024-12-31	$236,359	29,398	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$273,479	31,763	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$262,527	31,668	+10.8%	Shares	Sole	2024-07-24
2024-03-31	$237,727	28,573	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$236,079	28,512	+10.2%	Shares	Sole	2024-02-02
2023-09-30	$207,330	25,884	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$217,959	25,794	+4.0%	Shares	Sole	2023-07-17
2023-03-31	$216,573	24,808	+0.2%	Shares	Sole	2023-04-19
2022-12-31	$204,468	24,754	+5.6%	Shares	Sole	2023-02-14
2022-09-30	$191,303	23,444	+0.3%	Shares	Sole	2022-11-08
2022-06-30	$198,887	23,371	+0.3%	Shares	Sole	2022-07-15
2022-03-31	$210,211	23,305	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$229,373	23,263	+0.3%	Shares	Sole	2022-01-20
2021-09-30	$232,313	23,185	—	Shares	Sole	2021-11-03
No 13F history on record for this holder in this stock.