Herold Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$432M
Signature - Title
Larry Herold - Chief Operating Officer
Location
845 Third Avenue, 17 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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