Notify me when Herold Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 247 | $447,483,993 | +$21,119,501 | -$14,025,537 | +$7,093,964 | AAPL, NVDA, MSFT, LLY, JPM | 13F-HR | 17 Feb 2026, 16:08 |
| Q3 2025 | 248 | $431,510,740 | +$26,671,352 | -$100,569,332 | -$73,897,980 | AAPL, NVDA, MSFT, JPM, MA | 13F-HR | 13 Nov 2025, 14:37 |
| Q2 2025 | 311 | $476,988,096 | +$30,943,485 | -$39,437,870 | -$8,494,385 | AAPL, MSFT, AVUS, NVDA, V | 13F-HR | 14 Aug 2025, 12:09 |
| Q1 2025 | 282 | $455,372,087 | +$25,289,060 | -$21,669,375 | +$3,619,685 | AAPL, AVUS, MSFT, NVDA, V | 13F-HR | 13 May 2025, 11:52 |
| Q4 2024 | 275 | $458,899,084 | +$21,396,736 | -$17,834,502 | +$3,562,234 | AAPL, NVDA, MSFT, AVUS, LLY | 13F-HR | 14 Feb 2025, 13:37 |
| Q3 2024 | 272 | $460,534,369 | +$18,849,915 | -$11,076,636 | +$7,773,279 | AAPL, MSFT, AVUS, NVDA, LLY | 13F-HR | 14 Nov 2024, 14:40 |
| Q2 2024 | 263 | $432,346,699 | +$39,113,062 | -$11,476,112 | +$27,636,950 | AAPL, MSFT, NVDA, AVUS, LLY | 13F-HR | 24 Jul 2024, 16:24 |
| Q1 2024 | 265 | $413,413,965 | +$49,505,160 | -$23,967,068 | +$25,538,092 | AAPL, MSFT, AVUS, NVDA, LLY | 13F-HR | 10 May 2024, 13:22 |
| Q4 2023 | 244 | $361,469,524 | +$45,955,475 | -$43,738,637 | +$2,216,838 | AAPL, MSFT, AVUS, V, MA | 13F-HR | 02 Feb 2024, 13:52 |
| Q3 2023 | 246 | $328,716,683 | +$27,268,912 | -$14,541,977 | +$12,726,935 | AAPL, MSFT, GSUS, MA, V | 13F-HR | 08 Nov 2023, 14:48 |
| Q2 2023 | 239 | $326,689,143 | +$27,395,087 | -$6,152,858 | +$21,242,229 | AAPL, MSFT, GSUS, V, GSLC | 13F-HR | 14 Jul 2023, 18:48 |
| Q1 2023 | 230 | $289,326,589 | +$57,275,969 | -$15,832,348 | +$41,443,621 | AAPL, MSFT, GSUS, V, GSLC | 13F-HR | 19 Apr 2023, 09:04 |
| Q4 2022 | 204 | $236,159,035 | +$21,652,384 | -$11,195,315 | +$10,457,069 | AAPL, MSFT, MA, V, ABBV | 13F-HR | 14 Feb 2023, 14:17 |
| Q3 2022 | 188 | $205,753,000 | +$10,699,818 | -$9,478,143 | +$1,221,675 | AAPL, MSFT, MA, V, ABBV | 13F-HR | 08 Nov 2022, 13:48 |
| Q2 2022 | 192 | $220,825,000 | +$9,962,507 | -$32,116,176 | -$22,153,669 | AAPL, MSFT, V, MA, ABBV | 13F-HR | 15 Jul 2022, 11:08 |
| Q1 2022 | 719 | $280,891,387 | +$50,372,942 | -$16,720,363 | +$33,652,579 | AAPL, MSFT, MA, V, BIP | 13F-HR | 09 May 2022, 15:22 |
| Q4 2021 | 205 | $257,455,000 | +$8,562,644 | -$30,173,635 | -$21,610,991 | AAPL, MSFT, MA, V, NKE | 13F-HR | 20 Jan 2022, 09:05 |
| Q3 2021 | 710 | $256,973,000 | $0 | $0 | $0 | AAPL, MSFT, MA, V, BIP | 13F-HR | 03 Nov 2021, 15:34 |