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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 $458,899,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 95,594 $23,940,580 5.21%
2.
Nvidia Corp
 NVDA 119,866 $16,096,953 3.5%
3.
Microsoft Corp
 MSFT 38,104 $16,064,350 3.5%
4.
American Centy Etf Tr
 146,881 $14,237,261 3.1%
5.
Eli Lilly & Co
 LLY 11,520 $8,894,487 1.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)