| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 12 | Q2 2024 | 5.6% |
| MICROSOFT CORP COM | 12 | Q2 2024 | 4.3% |
| MASTERCARD INCORPORATED | 12 | Q2 2024 | 2.6% |
| VISA INC COM CL A | 12 | Q2 2024 | 2.5% |
| ABBVIE INC COM | 12 | Q2 2024 | 2.3% |
| NVIDIA CORPORATION | 12 | Q2 2024 | 3.4% |
| JP MORGAN CHASE & CO COM ISIN#US46625H1005 | 12 | Q2 2024 | 1.7% |
| LILLY ELI & CO COM | 12 | Q2 2024 | 2.4% |
| BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISINBMG162521014 | 12 | Q2 2024 | 2.1% |
| NIKE INC CL B | 12 | Q2 2024 | 2.0% |
View Herold Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-08 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-15 |
View Herold Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.