Herold Advisors, Inc.
- SEC CIK
- 0001891713
- 最新申報
- 2026/7/22
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/3 申報。只含多頭部位。
- 持股檔數
- 710
- 2021 年第 2 季沒有申報
- 總值
- $2.57 億
- 2021 年第 2 季沒有申報
Herold Advisors, Inc. 沒有申報 2021 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Paramount Global92556H107 | CL A | 500 | $2.10 萬 | <0.1% | – | – | – |
| SPRUSpruce Power Holding Corp | COM CL A | 3,500 | $2.10 萬 | <0.1% | – | – | 歷史 |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 388 | $2.10 萬 | <0.1% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 150 | $2.20 萬 | <0.1% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 200 | $2.20 萬 | <0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 200 | $2.20 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 174 | $2.20 萬 | <0.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 600 | $2.20 萬 | <0.1% | – | – | – |
| IPInternational Paper Co | COM | 400 | $2.20 萬 | <0.1% | – | – | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 750 | $2.20 萬 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 300 | $2.20 萬 | <0.1% | – | – | – |
| CORCencora, Inc. | Stock | 200 | $2.30 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 250 | $2.30 萬 | <0.1% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 900 | $2.30 萬 | <0.1% | – | – | – |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 1,504 | $2.30 萬 | <0.1% | – | – | – |
| ETXEaton Vance Municipal Income 2028 Term Trust | SHS | 1,060 | $2.30 萬 | <0.1% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 250 | $2.40 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 900 | $2.40 萬 | <0.1% | – | – | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 500 | $2.40 萬 | <0.1% | – | – | – |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 2,000 | $2.40 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 200 | $2.50 萬 | <0.1% | – | – | – |
| SRESempra | Stock | 200 | $2.50 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 507 | $2.50 萬 | <0.1% | – | – | – |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 1,000 | $2.50 萬 | <0.1% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 1,300 | $2.60 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 200 | $2.60 萬 | <0.1% | – | – | – |
| TDToronto Dominion Bank | Stock | 400 | $2.60 萬 | <0.1% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 100 | $2.60 萬 | <0.1% | – | – | 歷史 |
| Barrick Gold Corp067901108 | COM | 1,450 | $2.60 萬 | <0.1% | – | – | – |
| EVVEaton Vance Ltd Duration Income Fund | COM | 2,000 | $2.60 萬 | <0.1% | – | – | 歷史 |
| MNDTMandiant, Inc. | COM | 1,500 | $2.60 萬 | <0.1% | – | – | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 1,808 | $2.60 萬 | <0.1% | – | – | 歷史 |
| THWabrdn World Healthcare Fund | BEN INT SHS | 1,600 | $2.60 萬 | <0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 230 | $2.70 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F409 | INCOME OPPRTNTES | 1,100 | $2.70 萬 | <0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 578 | $2.70 萬 | <0.1% | – | – | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 2,000 | $2.70 萬 | <0.1% | – | – | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,000 | $2.70 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 1,300 | $2.80 萬 | <0.1% | – | – | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 1,060 | $2.80 萬 | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 250 | $2.80 萬 | <0.1% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 572 | $2.80 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E610 | KBW HIG DV YLD | 1,400 | $2.80 萬 | <0.1% | – | – | – |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 1,000 | $2.80 萬 | <0.1% | – | – | 歷史 |
| BYRNByrna Technologies Inc. | COM NEW | 1,300 | $2.80 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 500 | $2.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 500 | $2.90 萬 | <0.1% | – | – | – |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 1,250 | $2.90 萬 | <0.1% | – | – | 歷史 |
| TVRDTvardi Therapeutics, Inc. | COM | 1,900 | $2.90 萬 | <0.1% | – | – | 歷史 |
| PBCTPeople's United Financial, Inc. | COM | 1,681 | $2.90 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 100 | $2.90 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 200 | $3.00 萬 | <0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 500 | $3.00 萬 | <0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 600 | $3.00 萬 | <0.1% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 2,000 | $3.10 萬 | <0.1% | – | – | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 100 | $3.10 萬 | <0.1% | – | – | 歷史 |
| HPIJohn Hancock Preferred Income Fund | SH BEN INT | 1,455 | $3.10 萬 | <0.1% | – | – | 歷史 |
| ELANElanco Animal Health Inc | COM | 1,000 | $3.10 萬 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 300 | $3.10 萬 | <0.1% | – | – | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 2,285 | $3.10 萬 | <0.1% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 600 | $3.20 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 500 | $3.20 萬 | <0.1% | – | – | 歷史 |
| JBLUJetBlue Airways Corp | COM | 2,100 | $3.20 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 200 | $3.20 萬 | <0.1% | – | – | – |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 400 | $3.20 萬 | <0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 300 | $3.30 萬 | <0.1% | – | – | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 2,016 | $3.30 萬 | <0.1% | – | – | 歷史 |
| TOLToll Brothers, Inc. | COM | 600 | $3.30 萬 | <0.1% | – | – | 歷史 |
| WDCWestern Digital Corp | COM | 600 | $3.30 萬 | <0.1% | – | – | 歷史 |
| GLPGlobal Partners LP | COM UNITS | 1,600 | $3.30 萬 | <0.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 435 | $3.40 萬 | <0.1% | – | – | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 850 | $3.40 萬 | <0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 795 | $3.40 萬 | <0.1% | – | – | – |
| HRTGHeritage Insurance Holdings, Inc. | COM | 5,000 | $3.40 萬 | <0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 200 | $3.40 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 900 | $3.50 萬 | <0.1% | – | – | – |
| VTRSViatris Inc | Stock | 2,604 | $3.50 萬 | <0.1% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 650 | $3.50 萬 | <0.1% | – | – | 歷史 |
| BARGraniteShares Gold Trust | SHS BEN INT | 2,030 | $3.50 萬 | <0.1% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 100 | $3.60 萬 | <0.1% | – | – | 歷史 |
| CECelanese Corp | Stock | 245 | $3.60 萬 | <0.1% | – | – | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 800 | $3.60 萬 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 285 | $3.70 萬 | <0.1% | – | – | – |
| FISVFiserv Inc | Stock | 350 | $3.70 萬 | <0.1% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 500 | $3.70 萬 | <0.1% | – | – | 歷史 |
| AJRDAerojet Rocketdyne Holdings, Inc. | COM | 850 | $3.70 萬 | <0.1% | – | – | 歷史 |
| HPSJohn Hancock Preferred Income Fund III | COM | 1,986 | $3.70 萬 | <0.1% | – | – | 歷史 |
| Nuveen Corporate Incm Noveme67077N106 | COM | 4,000 | $3.70 萬 | <0.1% | – | – | – |
| CSXCSX Corp | Stock | 1,290 | $3.80 萬 | <0.1% | – | – | 歷史 |
| CNKCinemark Holdings, Inc. | COM | 2,000 | $3.80 萬 | <0.1% | – | – | 歷史 |
| NTRNutrien Ltd. | COM | 600 | $3.80 萬 | <0.1% | – | – | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 500 | $3.80 萬 | <0.1% | – | – | 歷史 |
| EVNEaton Vance Municipal Income Trust | SH BEN INT | 2,806 | $3.80 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 400 | $3.80 萬 | <0.1% | – | – | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 1,800 | $3.80 萬 | <0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 481 | $3.90 萬 | <0.1% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 100 | $3.90 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 695 | $3.90 萬 | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 195 | $3.90 萬 | <0.1% | – | – | 歷史 |