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Home > Institutional Investor > Herold Advisors, Inc. > Profile

Instuitional Investor - Herold Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Herold Advisors, Inc.
Portfolio Value $455,372,087
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 99,670 $22,141,564 4.86%
2.
American Centy Etf Tr - US EQT ETF
 158,711 $14,661,800 3.22%
3.
Microsoft Corp
 MSFT 37,757 $14,175,977 3.11%
4.
Nvidia Corp
 NVDA 114,446 $12,403,840 2.72%
5.
Visa Inc.
 V 25,582 $8,966,143 1.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)