HoldingsChannel.com
Herold Advisors Inc. Top Holdings
As of  09/30/2022, below is a summary of the Herold Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Herold Advisors Inc.. In the Herold Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Herold Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Herold Advisors Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC COM 83,526 +405 $11,543
     AAPL83,526+405$11,543
MICROSOFT CORP COM 34,961 +1,795 $8,142
     MSFT34,961+1,795$8,142
MASTERCARD INC CL A 17,580 +45 $4,998
     MA17,580+45$4,998
VISA INC COM CL A 27,634 -799 $4,909
     V27,634-799$4,909
ABBVIE INC COM 32,398 +289 $4,348
     ABBV32,398+289$4,348
BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISINBMG162521014 120,250 +95 $4,316
     BIP120,250+95$4,316
JPMORGAN CHASE & CO COM 29,732 +679 $3,107
     JPM29,732+679$3,107
HOME DEPOT INC COM 11,126 UNCH $3,070
     HD11,126UNCH$3,070
CHEVRON CORP NEW COM 21,232 +107 $3,050
     CVX21,232+107$3,050
WALMART INC COM 22,743 +1 $2,949
     WMT22,743+1$2,949
LILLY ELI & CO COM 9,009 -560 $2,913
     LLY9,009-560$2,913
CVS HEALTH CORP COM 30,441 -170 $2,903
     CVS30,441-170$2,903
EXXON MOBIL CORP COM 33,039 -187 $2,884
     XOM33,039-187$2,884
JOHNSON & JOHNSON COM 17,469 +251 $2,853
     JNJ17,469+251$2,853
PROCTER & GAMBLE CO COM 22,422 +4 $2,830
     PG22,422+4$2,830
NIKE INC CL B 33,976 -216 $2,824
     NKE33,976-216$2,824
SELECT SECTOR SPDR TR ENERGY (XLE) 37,621 +576 $2,709
     XLE37,621+576$2,709
MERCK & CO INC NEW COM 28,769 +3,944 $2,477
     MRK28,769+3,944$2,477
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISINCA1125851040 59,340 UNCH $2,426
     BAM59,340UNCH$2,426
COSTCO WHOLESALE CORP NEW COM 5,057 +42 $2,388
     COST5,057+42$2,388
INTERNATIONAL BUSINESS MACHS CORP COM 19,723 +945 $2,343
     IBM19,723+945$2,343
AMERICAN TOWER CORP NEW COM 10,600 UNCH $2,275
     AMT10,600UNCH$2,275
WASTE MGMT INC DEL COM 13,812 +105 $2,212
     WM13,812+105$2,212
VERIZON COMMUNICATIONS INC COM 57,903 +1,992 $2,198
     VZ57,903+1,992$2,198
ONEOK INC NEW COM 41,962 +204 $2,150
     OKE41,962+204$2,150
BRISTOL MYERS SQUIBB CO COM 29,823 -127 $2,120
     BMY29,823-127$2,120
ZOETIS INC COM 13,843 -250 $2,052
     ZTS13,843-250$2,052
INVESCO EXCHANGE TRADED SELF INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF (OMFL) 51,839 +1,527 $2,024
     OMFL51,839+1,527$2,024
W P CAREY INC COM 28,526 +12 $1,991
     WPC28,526+12$1,991
INTUIT COM 5,120 UNCH $1,983
     INTU5,120UNCH$1,983
ETF SER SOLUTIONS DISTILLATE U S FUNDAMENTAL STABILITY & VALUE ETF (DSTL) 51,724 +1,364 $1,908
     DSTL51,724+1,364$1,908
GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF (GSLC) 26,825 +5 $1,905
     GSLC26,825+5$1,905
CINTAS CORP COM 4,755 UNCH $1,845
     CTAS4,755UNCH$1,845
NVIDIA CORP COM 15,024 +53 $1,823
     NVDA15,024+53$1,823
CHUBB LTD COM ISINCH0044328745 9,891 -45 $1,799
     CB9,891-45$1,799
DEERE & CO COM 5,294 -25 $1,767
     DE5,294-25$1,767
AMPHENOL CORP NEW CL A 25,824 UNCH $1,729
     APH25,824UNCH$1,729
NEXTERA ENERGY INC COM 21,724 +1 $1,703
     NEE21,724+1$1,703
PHILLIPS 66 COM 20,847 +20,847 $1,682
     PSX20,847+20,847$1,682
UNITEDHEALTH GROUP INC COM 3,270 UNCH $1,651
     UNH3,270UNCH$1,651
AMAZON COM INC COM 13,780 +260 $1,557
     AMZN13,780+260$1,557
BROOKFIELD RENEWABLE PARTNERS LP ISINBMG162581083 49,556 +10 $1,551
     BEP49,556+10$1,551
ABBOTT LABS COM 15,942 -494 $1,542
     ABT15,942-494$1,542
TESLA INC COM 5,750 +3,915 $1,525
     TSLA5,750+3,915$1,525
AVERY DENNISON CORP COM 9,279 +1,292 $1,509
     AVY9,279+1,292$1,509
NUCOR CORP COM 14,030 UNCH $1,501
     NUE14,030UNCH$1,501
INTUITIVE SURGICAL INC COM NEW 7,950 UNCH $1,490
     ISRG7,950UNCH$1,490
HENRY JACK & ASSOC INC COM 8,120 UNCH $1,480
     JKHY8,120UNCH$1,480
PFIZER INC COM 32,101 +319 $1,404
     PFE32,101+319$1,404
QUALCOMM INC COM 12,377 +652 $1,398
     QCOM12,377+652$1,398

See Full List: All Stocks Held By Herold Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Herold Advisors Inc.

Size ($ in 1000's)
At 09/30/2022: $208,018
At 06/30/2022: $224,374

Herold Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Herold Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Herold Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.