Portfolio (Quarterly)
Guide ↗
Herold Advisors, Inc.
· CIK 0001891713| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZTS | ZOETIS INC | Healthcare | 2,480 | $293K | 0.06% | SOLD |
| 2 | SHAG | WISDOMTREE TR | — | 5,427 | $258K | 0.06% | SOLD |
| 3 | IHDG | WISDOMTREE TR | — | 5,152 | $248K | 0.05% | SOLD |
| 4 | CEG | CONSTELLATION ENERGY CORP | Utilities | 888 | $248K | 0.05% | SOLD |
| 5 | GUNR | FLEXSHARES TR | — | 4,258 | $235K | 0.05% | SOLD |
| 6 | CG | CARLYLE GROUP INC | Financial Services | 4,500 | $218K | 0.05% | SOLD |
| 7 | COWZ | PACER FDS TR | — | 3,340 | $209K | 0.05% | SOLD |
| 8 | FDX | FEDEX CORP | Industrials | 570 | $203K | 0.04% | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
16.2%
Healthcare
12.8%
Industrials
8.0%
Communication Services
7.7%
Energy
7.3%
Consumer Defensive
5.6%
Consumer Cyclical
5.6%
Utilities
4.1%
Real Estate
1.5%