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Herold Advisors

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
132806151
SEC advisor number
801-11216
FINRA CRD number
105090
AUM ?
$276.16M (as of 23 Mar 21)
Accounts
255 (as of 23 Mar 21)
Employees
8 (7 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 709 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$11.61M 82.04K
$9.25M 32.81K
$6.21M 17.88K
$6.16M 27.66K
$4.52M 80.55K
$4.5M 30.96K
$4.3M 26.27K
$3.32M 30.81K
$3.3M 10.07K
$3.25M 60.65K
$3.17M 7.47K
$2.81M 10.6K
$2.79M 20.03K
$2.79M 17.25K
$2.65M 18.95K
$2.63M 2.65K
$2.55M 12.31K
$2.48M 12.76K
$2.42M 17.45K
$2.41M 4.47K
$2.36M 27.42K
$2.29M 49.55K
$2.29M 42.48K
$2.22M 9.61K
$2.21M 6.52K
$2.21M 38.1K
$2.1M 20.67K
$2.07M 28.41K
$2.01M 49.03K
$2M 4.46K
$1.92M 34.41K
$1.87M 50.16K
$1.86M 7.03K
$1.83M 49.63K
$1.8M 34.61K
$1.79M 4.71K
$1.79M 66.27K
$1.79M 30.35K
$1.78M 32.68K
$1.71M 21.72K
$1.68M 13.42K
$1.67M 14.17K
Wisdomtree TR U S Efficient Core FD
$1.67M 40.94K
$1.66M 19.1K
$1.66M 22.64K
$1.64M 7.74K
$1.6M 27.07K
$1.6M 5.72K
$1.6M 4.77K
$1.59M 9.65K
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings