Portfolio (Quarterly)
Guide ↗
Herold Advisors, Inc.
· CIK 0001891713| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 1,872 | $496K | 0.11% | SOLD |
| 2 | UBER | UBER TECHNOLOGIES INC | Technology | 3,100 | $253K | 0.06% | SOLD |
| 3 | URI | UNITED RENTALS INC | Industrials | 300 | $243K | 0.05% | SOLD |
| 4 | AXON | AXON ENTERPRISE INC | Industrials | 395 | $224K | 0.05% | SOLD |
| 5 | — | BLACKROCK MUNIHLDGS NY QLTY | — | 21,759 | $223K | 0.05% | SOLD |
| 6 | KHC | KRAFT HEINZ CO | Consumer Defensive | 9,000 | $218K | 0.05% | SOLD |
| 7 | QBTS | D-WAVE QUANTUM INC | Technology | 8,000 | $209K | 0.05% | SOLD |
Sector Allocation
Technology
26.7%
Financial Services
16.4%
Healthcare
12.6%
Energy
9.2%
Communication Services
8.2%
Industrials
8.0%
Consumer Defensive
6.3%
Consumer Cyclical
5.7%
Utilities
4.3%
Real Estate
1.5%