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| Happy Holidays!! thanks for using AUM13F!! |
| Herold Advisors Inc
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| CRD # | 105090 |
| SEC # | 801-11216 |
| CIK # | 0001891713 |
| AUM | $489.7 M (2025-06-25) |
| Employees | 9 (89% Investors, 100% Brokers) |
| Phone | 212-371-3950 |
| Address | 845 Third Avene Suite 1703 New York, NY 10022-7513 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001891713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.5 | ||
| Microsoft Corp | 16.2 | ||
| Nvidia Corp | 14.6 | ||
| VISA Inc | 8.7 | ||
| Mastercard Inc | 8.4 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Lilly Eli & Co | 7.6 | ||
| Exxon Mobil Corp | 7.4 | ||
| Facebook Inc | 6.9 | ||
| Wal Mart Stores Inc | 6.4 | ||
| AbbVie Inc | 6.3 | ||
| International Business Machines Corp | 6.2 | ||
| Amazon Com Inc | 5.9 | ||
| Alphabet Inc | 5.0 | ||
| Home Depot Inc | 4.1 | ||
| Chevron Corp | 4.0 | ||
| Verizon Communications Inc | 3.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 131.3 |
| (b) Individuals (high net worth individuals) | 102 | 328.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 16.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 489.7 |
| By Discretionary | ||
| Discretionary | 523 | 489.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 489.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.5 | |
| United States Persons | 477.2 | |
| Total | 523 | 489.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001891713] |
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