Herold Advisors, Inc.
- SEC CIK
- 0001891713
- Latest filing
- Jul 22, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 3, 2021. Long positions only.
- Positions
- 710
- No filing for Q2 2021
- Portfolio value
- $257.0M
- No filing for Q2 2021
Herold Advisors, Inc. did not file a 13F for Q2 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FUBOFuboTV Inc. | COM | 400 | $9.00K | <0.1% | – | – | History |
| ARRYArray Technologies, Inc. | COM SHS | 500 | $9.00K | <0.1% | – | – | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 310 | $9.00K | <0.1% | – | – | – |
| EPREpr Properties | COM SH BEN INT | 200 | $9.00K | <0.1% | – | – | History |
| PKPark Hotels & Resorts Inc. | COM | 500 | $9.00K | <0.1% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 174 | $9.00K | <0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 155 | $9.00K | <0.1% | – | – | – |
| Nuveen PFD & Incm Securties67072C105 | COM | 1,000 | $9.00K | <0.1% | – | – | – |
| GDOWestern Asset Global Corporate Opportunity Fund Inc. | COM | 500 | $9.00K | <0.1% | – | – | History |
| CCJCameco Corp | Stock | 500 | $10.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 200 | $10.0K | <0.1% | – | – | – |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 500 | $10.0K | <0.1% | – | – | History |
| iShares Tr46435G474 | FALN ANGLS USD | 360 | $10.0K | <0.1% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 300 | $10.0K | <0.1% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 400 | $10.0K | <0.1% | – | – | History |
| LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc. | COM | 400 | $10.0K | <0.1% | – | – | History |
| MFICMidCap Financial Investment Corp | COM NEW | 833 | $10.0K | <0.1% | – | – | History |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 500 | $10.0K | <0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 200 | $10.0K | <0.1% | – | – | History |
| DNMRDanimer Scientific, Inc. | COM CL A | 650 | $10.0K | <0.1% | – | – | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 700 | $10.0K | <0.1% | – | – | – |
| HumanCo Acquisition Corp.44487N208 | UNIT 12/08/2023 | 1,000 | $10.0K | <0.1% | – | – | – |
| LESLLeslie's, Inc. | COM | 500 | $10.0K | <0.1% | – | – | History |
| MBIOMustang Bio, Inc. | COM | 4,000 | $10.0K | <0.1% | – | – | History |
| Pieris Pharmaceuticals Inc720795103 | COM | 2,000 | $10.0K | <0.1% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 100 | $11.0K | <0.1% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 97 | $11.0K | <0.1% | – | – | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 250 | $11.0K | <0.1% | – | – | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 500 | $12.0K | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 25 | $12.0K | <0.1% | – | – | History |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 200 | $12.0K | <0.1% | – | – | – |
| AEMAgnico Eagle Mines Ltd | Stock | 250 | $12.0K | <0.1% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 200 | $12.0K | <0.1% | – | – | History |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 1,300 | $12.0K | <0.1% | – | – | History |
| iShares Tr46434V282 | U S EQUITY FACTR | 300 | $12.0K | <0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 210 | $12.0K | <0.1% | – | – | – |
| IIFMorgan Stanley India Investment Fund, Inc. | COM | 464 | $12.0K | <0.1% | – | – | History |
| SAPSAP SE | ADR | 100 | $13.0K | <0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 127 | $13.0K | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 250 | $13.0K | <0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 250 | $13.0K | <0.1% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 205 | $13.0K | <0.1% | – | – | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 1,512 | $13.0K | <0.1% | – | – | History |
| BGTBlackRock Floating Rate Income Trust | COM | 1,033 | $13.0K | <0.1% | – | – | History |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | COM | 1,000 | $13.0K | <0.1% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 150 | $14.0K | <0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 100 | $14.0K | <0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 200 | $14.0K | <0.1% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 185 | $14.0K | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 100 | $14.0K | <0.1% | – | – | – |
| UALUnited Airlines Holdings, Inc. | COM | 300 | $14.0K | <0.1% | – | – | History |
| TRGPTarga Resources Corp. | COM | 300 | $14.0K | <0.1% | – | – | History |
| NANNuveen New York Quality Municipal Income Fund | COM | 1,007 | $14.0K | <0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 165 | $14.0K | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 125 | $14.0K | <0.1% | – | – | – |
| Nuveen N Y Select Tax Free I67063V104 | SH BEN INT | 1,011 | $14.0K | <0.1% | – | – | – |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 1,500 | $14.0K | <0.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 137 | $15.0K | <0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 75 | $15.0K | <0.1% | – | – | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 400 | $15.0K | <0.1% | – | – | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 2,000 | $15.0K | <0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 290 | $15.0K | <0.1% | – | – | – |
| EODAllspring Global Dividend Opportunity Fund | COM | 2,753 | $15.0K | <0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 150 | $15.0K | <0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 134 | $15.0K | <0.1% | – | – | – |
| ProShares Tr74348A145 | PET CARE ETF | 200 | $15.0K | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 100 | $16.0K | <0.1% | – | – | – |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 1,000 | $16.0K | <0.1% | – | – | History |
| CVMCel Sci Corp | COM PAR NEW | 1,500 | $16.0K | <0.1% | – | – | History |
| EOIEaton Vance Enhanced Equity Income Fund | COM | 900 | $16.0K | <0.1% | – | – | History |
| Iclick Interactive Asia Grou45113Y104 | SPONSORED ADR | 3,000 | $16.0K | <0.1% | – | – | – |
| WYWeyerhaeuser Co | COM NEW | 500 | $17.0K | <0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 200 | $17.0K | <0.1% | – | – | – |
| GATXGatx Corp | COM | 200 | $17.0K | <0.1% | – | – | History |
| SNAPSnap Inc | Stock | 250 | $18.0K | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 300 | $18.0K | <0.1% | – | – | History |
| RBLXRoblox Corp | Stock | 250 | $18.0K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 250 | $18.0K | <0.1% | – | – | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 720 | $18.0K | <0.1% | – | – | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,237 | $18.0K | <0.1% | – | – | History |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 1,044 | $18.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 250 | $18.0K | <0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 620 | $18.0K | <0.1% | – | – | – |
| KSMDWS Strategic Municipal Income Trust | COM | 1,500 | $18.0K | <0.1% | – | – | History |
| HEPHolly Energy Partners LP | COM UT LTD PTN | 1,000 | $18.0K | <0.1% | – | – | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 1,110 | $18.0K | <0.1% | – | – | History |
| UPWheels Up Experience Inc. | COMMON STOCK | 2,780 | $18.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,328 | $19.0K | <0.1% | – | – | – |
| Graniteshares ETF Tr38747R603 | XOUT US LRG CP | 465 | $19.0K | <0.1% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 300 | $20.0K | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 115 | $20.0K | <0.1% | – | – | – |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 1,050 | $20.0K | <0.1% | – | – | – |
| MYNBlackRock Muniyield New York Quality Fund, Inc. | COM | 1,500 | $20.0K | <0.1% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 1,000 | $20.0K | <0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 60 | $20.0K | <0.1% | – | – | History |
| JFRNuveen Floating Rate Income Fund | COM | 2,000 | $20.0K | <0.1% | – | – | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 800 | $20.0K | <0.1% | – | – | – |
| EDITEditas Medicine, Inc. | COM | 500 | $20.0K | <0.1% | – | – | History |
| DGDollar General Corp | COM | 100 | $21.0K | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 500 | $21.0K | <0.1% | – | – | History |