Herold Advisors, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $459M
Signature - Title: Larry Herold - Chief Operating Officer
Location: New York, NY
Summary: This page shows a list of all the recent 13F filings made by Herold Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Herold Advisors, Inc. reported 275 stock holdings with total value $459M as of Q4 2024. Top holdings included AAPL, NVDA, MSFT, AVUS, and LLY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	275	$459M	+$21.4M	-$17.8M	+$3.56M	AAPL, NVDA, MSFT, AVUS, LLY	13F-HR	2/14/2025, 01:37 PM
Q3 2024	272	$461M	+$18.8M	-$11.1M	+$7.77M	AAPL, MSFT, AVUS, NVDA, LLY	13F-HR	11/14/2024, 02:40 PM
Q2 2024	263	$432M	+$39.1M	-$11.5M	+$27.6M	AAPL, MSFT, NVDA, AVUS, LLY	13F-HR	7/24/2024, 04:24 PM
Q1 2024	265	$413M	+$49.5M	-$24M	+$25.5M	AAPL, MSFT, AVUS, NVDA, LLY	13F-HR	5/10/2024, 01:22 PM
Q4 2023	244	$361M	+$46M	-$43.7M	+$2.22M	AAPL, MSFT, AVUS, V, MA	13F-HR	2/2/2024, 01:52 PM
Q3 2023	260	$329M	+$27.3M	-$14.5M	+$12.7M	AAPL, MSFT, GSUS, MA, V	13F-HR	11/8/2023, 02:48 PM
Q2 2023	239	$327M	+$27.4M	-$3.56M	+$23.8M	AAPL, MSFT, GSUS, V, GSLC	13F-HR	7/14/2023, 06:48 PM
Q1 2023	230	$289M	+$57.3M	-$9.2M	+$48.1M	AAPL, MSFT, GSUS, V, GSLC	13F-HR	4/19/2023, 09:04 AM
Q4 2022	204	$236M	+$21.7M	-$5.88M	+$15.8M	AAPL, MSFT, MA, V, ABBV	13F-HR	2/14/2023, 01:17 PM
Q3 2022	189	$208M	+$10.7M	-$1.35M	+$9.35M	AAPL, MSFT, MA, V, ABBV	13F-HR	11/8/2022, 12:48 PM
Q2 2022	194	$224M	+$13.5M	-$1.17M	+$12.3M	AAPL, MSFT, V, MA, ABBV	13F-HR	7/15/2022, 11:08 AM
Q1 2022	723	$281M	+$50.6M	-$7.57M	+$43.1M	AAPL, MSFT, MA, V, BIP	13F-HR	5/9/2022, 03:22 PM
Q4 2021	205	$257M	+$8.56M	-$3.78M	+$4.78M	AAPL, MSFT, MA, V, NKE	13F-HR	1/20/2022, 08:05 AM
Q3 2021	707	$257M	$0	$0		AAPL, MSFT, MA, V, BIP	13F-HR	11/3/2021, 03:34 PM