Long-term investor
Herold Advisors, Inc. @heroldadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001891713).
Record
- Tracked since 2025-06-30 (446 days), 122 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.7% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- 25434V401 · 2.4% · long · since 2025-06-30
- 025072885 · 2.1% · long · since 2025-06-30
- 025072158 · 1.9% · long · since 2025-06-30
- JPM · 1.9% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- XOM · 1.8% · long · since 2025-06-30
- ABBV · 1.7% · long · since 2025-06-30
- MA · 1.6% · long · since 2025-06-30