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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 $361,469,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 92,262 $17,764,580 4.91%
2.
Microsoft Corp
 MSFT 38,411 $14,446,053 3.99%
3.
American Centy Etf Tr
 134,258 $10,948,857 3.02%
4.
Visa Inc.
 V 29,183 $7,597,903 2.1%
5.
Mastercard Inc
 MA 17,199 $7,335,705 2.02%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)