Larry Herold Portfolio
Invests via Herold Advisors Inc. | Managed by Larry Herold
Invests via Herold Advisors Inc.
Managed by Larry Herold
Automatically Tracked
Larry Herold Profile
With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.
With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.
Investment Philosophy & Strategy
Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.
Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
85.85%
Gain +1.35%
Monthly
1.16%
Yearly
14.83%
Drawdown
21.46%
$516.16M
Equity
Holdings
$516.16M
Investment
$338.2M
$211.69M
Profit +$4.73M
Realized
$33.73M
Unrealized
$177.96M
Dividends
$37.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.35%
Profit
$4.73M
Win %
76%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$2.98M
Win %
76%
This Month
Compared to last month
Gain
-0.05%
Profit
-$231,924.59
Win %
76%
This Year
Compared to last year
Gain
13.44%
Profit
$61.16M
Win %
76%
HPE Hewlett Packard Enterprise Company
+9.13%
+$45,854 
COHR Coherent Corp.
+5.97%
+$25,007.5 
TECL Direxion Daily Technology Bull 3x Shares
+4.49%
+$25,356.1 
QCOM QUALCOMM Incorporated
+4.44%
+$102,207 
JBL Jabil Inc.
+4.18%
+$16,217.6 
INTC Intel Corporation
+3.84%
+$30,091.6 
ETN Eaton Corporation plc
+3.8%
+$122,673.95 
GEV GE Vernova Inc.
+3.8%
+$27,896.55 
APH Amphenol Corporation
+3.66%
+$479,666.88 
VRT Vertiv Holdings Co
+3.54%
+$33,074.26 
PWR Quanta Services Inc.
+3.25%
+$10,560.37 
ORCL Oracle Corporation
+3.18%
+$24,934.4 
GLW Corning Incorporated
+2.85%
+$55,768.16 
HUBB Hubbell Inc.
+2.78%
+$20,542.44 
EME EMCOR Group, Inc.
+2.56%
+$14,783.8 
CSCO Cisco Systems, Inc.
+2.49%
+$50,887.84 
BST BlackRock Science and Technology Trust
+2.4%
+$7,262.57 
SLV iShares Silver Trust
+2.38%
+$31,731.94 
AMT American Tower Corporation
+2.37%
+$23,718.5 
TMUS T-Mobile US, Inc.
+2.33%
+$18,292.8 
CAT Caterpillar Inc.
+2.31%
+$48,857.67 
BA Boeing Company
+2.2%
+$36,761.01 
META Meta Platforms Inc Class A
+2.19%
+$98,925.21 
IRM Iron Mountain Inc.
+2.17%
+$20,825 
CCI Crown Castle Inc.
+2.07%
+$12,720.42 
ISRG Intuitive Surgical, Inc.
+1.94%
+$45,021 
ACHR Archer Aviation Inc.
+1.92%
+$1,622.85 
AAPL Apple Inc.
+1.82%
+$497,816.73 
KLAC KLA Corporation
+1.81%
+$27,938.35 
GLD SPDR Gold Shares
+1.79%
+$44,553.56 
IAU iShares Gold Trust
+1.77%
+$3,866.4 
ABBV AbbVie Inc.
+1.67%
+$149,483.4 
GOOGL Alphabet Inc
+1.62%
+$133,999.66 
GOOG Alphabet Inc
+1.6%
+$36,564.7 
AMD Advanced Micro Devices, Inc.
+1.58%
+$25,488.12 
CEG Constellation Energy Corporation
+1.56%
+$3,964.92 
AMZN Amazon.com Inc
+1.56%
+$85,367.46 
AMAT Applied Materials, Inc.
+1.56%
+$14,893.16 
EBS Emergent BioSolutions Inc.
+1.53%
+$900 
F Ford Motor Company
+1.53%
+$6,788.72 
T AT&T Inc.
+1.47%
+$38,126.25 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+1.47%
+$7,782.13 
BX Blackstone Inc.
+1.46%
+$12,105.45 
BIP Brookfield Infrastructure Partners L.P.
+1.46%
+$49,931.83 
DOL WisdomTree International LargeCap Dividend Fund
+1.45%
+$9,950.06 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$4,491.66 
AVEM Avantis Emerging Markets Equity ETF
+1.45%
+$29,161.12 
DE Deere & Company
+1.44%
+$26,350.48 
AVGO Broadcom Inc.
+1.41%
+$41,762.68 
VGT Vanguard Information Technology ETF
+1.4%
+$6,479.21 
HD The Home Depot, Inc.
+1.32%
+$51,740.28 
BIPC Brookfield Infrastructure Partners L.P.
+1.31%
+$4,208.64 
PH Parker-Hannifin Corporation
+1.3%
+$7,447.82 
IBM International Business Machines Corporation
+1.24%
+$57,082.56 
AVIV Avantis International Large Cap Value ETF
+1.18%
+$7,289.55 
FDVV Fidelity High Dividend ETF
+1.18%
+$3,716.89 
AVUQ Avantis U.S. Quality Equity ETF
+1.17%
+$8,245.23 
CTAS Cintas Corporation
+1.17%
+$35,061.73 
LRCX Lam Research Corporation
+1.16%
+$19,246.08 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+1.14%
+$3,039.68 
BLK BlackRock, Inc.
+1.14%
+$7,021.39 
CMPR Cimpress plc
+1.13%
+$10,365.9 
PSX Phillips 66
+1.13%
+$46,912.27 
DIVI Franklin International Core Dividend Tilt Index ETF
+1.12%
+$4,163.53 
KIO KKR Income Opportunities Fund
+1.12%
+$1,460.19 
FDRR Fidelity Dividend ETF for Rising Rates
+1.12%
+$8,563.75 
VUG Vanguard Growth ETF
+1.11%
+$13,583.88 
JPM JPMorgan Chase & Co.
+1.11%
+$113,296.13 
AVDE Avantis International Equity ETF
+1.08%
+$46,426 
NTSX WisdomTree U.S. Efficient Core Fund
+1.07%
+$15,120 
DFIV Dimensional International Value ETF
+1.07%
+$49,701.06 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
+1.06%
+$52,179.18 
VZ Verizon Communications Inc.
+1.06%
+$45,763.91 
CGGR Capital Group Growth ETF
+1.06%
+$3,233.51 
QGRW WisdomTree U.S. Quality Growth Fund
+1.06%
+$42,418.6 
ALLE Allegion plc
+1.05%
+$8,792.7 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$7,231.66 
RCL Royal Caribbean Group
+1.01%
+$4,014.03 
CGDV Capital Group Dividend Value ETF
+1.01%
+$25,661.29 
PM Philip Morris International Inc.
+1%
+$9,667.2 
LRGF iShares U.S. Equity Factor ETF
+0.99%
+$9,743.81 
JPEF JPMorgan Equity Focus ETF
+0.98%
+$16,570.74 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.98%
+$2,690 
IVV iShares Core S&P 500 ETF
+0.98%
+$5,903.89 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.97%
+$15,749.7 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$4,572.83 
EPS WisdomTree U.S. LargeCap Fund
+0.96%
+$11,069.55 
VOO Vanguard S&P 500 ETF
+0.95%
+$8,844.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.95%
+$27,258.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.95%
+$5,242.74 
DFUS Dimensional U.S. Equity Market ETF
+0.94%
+$102,365.87 
QLC FlexShares US Quality Large Cap Fund
+0.91%
+$47,097.52 
NEE NextEra Energy, Inc.
+0.9%
+$19,972.6 
DFAU Dimensional US Core Equity Market ETF
+0.9%
+$24,991.31 
D Dominion Energy, Inc.
+0.89%
+$2,333.34 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.89%
+$7,387.26 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.89%
+$15,029.76 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.88%
+$5,838.73 
GPIX S&P 500 Core Premium Income Fund
+0.87%
+$7,849.44 
GM General Motors Company
+0.86%
+$3,576 
GS The Goldman Sachs Group, Inc.
+0.86%
+$15,752.52 
AVLC Avantis U.S. Large Cap Equity ETF
+0.86%
+$70,657.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.86%
+$18,204.3 
IBN ICICI Bank Limited Sponsored ADR
+0.86%
+$7,179.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.86%
+$2,253.41 
INTU Intuit Inc.
+0.85%
+$11,284.7 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.84%
+$4,440.15 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.84%
+$21,766.5 
DUHP Dimensional US High Profitability ETF
+0.84%
+$7,675.5 
JNJ Johnson & Johnson
+0.84%
+$34,430.18 
NGG National Grid plc Sponsored ADR
+0.84%
+$8,082.56 
AVUS Avantis U.S. Equity ETF
+0.84%
+$90,646.15 
GINN Goldman Sachs Innovate Equity ETF
+0.82%
+$2,841.96 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$4,457.94 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.81%
+$2,590.32 
COWZ Pacer US Cash Cows 100 ETF
+0.81%
+$1,870.4 
VO Vanguard Mid-Cap ETF
+0.81%
+$3,177.2 
ACN Accenture plc Class A
+0.8%
+$2,902.9 
C Citigroup Inc.
+0.8%
+$10,145.81 
MLM Martin Marietta Materials, Inc.
+0.78%
+$3,186.65 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.78%
+$1,025.78 
NVST Envista Holdings Corporation
+0.77%
+$1,710 
TRV The Travelers Companies, Inc.
+0.76%
+$1,942.5 
VST Vistra Corp
+0.76%
+$4,243.53 
IWR iShares Russell Mid-Cap ETF
+0.75%
+$3,116 
JEPI JPMorgan Equity Premium Income Fund
+0.75%
+$25,149.18 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$24,476.37 
PG Procter & Gamble Co
+0.73%
+$24,330.57 
JQUA JPMorgan U.S. Quality Factor ETF
+0.72%
+$9,144.45 
GSK GSK plc Sponsored ADR
+0.71%
+$2,839.34 
SPGP Invesco S&P 500 GARP ETF
+0.7%
+$3,672.22 
NFLX Netflix, Inc.
+0.7%
+$6,609.1 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$6,289.38 
GE General Electric Company
+0.68%
+$10,148.32 
QLV FlexShares US Quality Low Volatility Index Fund
+0.68%
+$5,658.29 
AVSC Avantis U.S. Small Cap Equity ETF
+0.67%
+$2,643.37 
GCV Gabelli Convertible and Income Securities Fund Inc.
+0.66%
+$318.03 
BAC Bank of America Corporation
+0.66%
+$13,869.07 
PLD Prologis Inc.
+0.65%
+$9,746.61 
PLTR Palantir Technologies Inc.
+0.64%
+$2,802.64 
CWB SPDR Bloomberg Convertible Securities ETF
+0.64%
+$7,751.25 
XLU Utilities Select Sector SPDR Fund
+0.64%
+$1,325.7 
ITW Illinois Tool Works Inc.
+0.63%
+$1,932 
RDVY First Trust Rising Dividend Achievers ETF
+0.63%
+$8,442.59 
NVDA NVIDIA Corporation
+0.63%
+$155,893.67 
AVMV Avantis U.S. Mid Cap Value ETF
+0.62%
+$7,144.69 
SBUX Starbucks Corporation
+0.61%
+$1,939.03 
MSFT Microsoft Corp.
+0.61%
+$109,908 
TGT Target Corporation
+0.61%
+$2,814.21 
ITA iShares U.S. Aerospace & Defense ETF
+0.6%
+$1,496.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.59%
+$21,842.8 
CPER United States Copper Index Fund
+0.58%
+$2,430 
CVX Chevron Corporation
+0.56%
+$32,990.4 
AXP American Express Company
+0.52%
+$3,163.44 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.51%
+$3,622.97 
NKE Nike, Inc. - Class B
+0.51%
+$4,069.82 
OKE ONEOK, Inc.
+0.5%
+$10,569.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.48%
+$1,796.92 
WMT Walmart Inc.
+0.48%
+$35,942.25 
EXPD Expeditors International of Washington, Inc.
+0.47%
+$2,200 
DUK Duke Energy Corporation
+0.46%
+$1,256.22 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.45%
+$1,085.79 
DIS The Walt Disney Company
+0.44%
+$4,329.17 
MO Altria Group, Inc.
+0.44%
+$2,982.59 
MMM 3M Company
+0.44%
+$4,248 
TSLA Tesla, Inc.
+0.44%
+$16,193.6 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.44%
+$2,210.32 
TSCO Tractor Supply Company
+0.43%
+$2,277.95 
TPL Texas Pacific Land Corporation
+0.43%
+$2,445.84 
BWXT Bwx Technologies Inc.
+0.42%
+$1,991.73 
XLE Energy Select Sector SPDR Fund
+0.42%
+$16,079.85 
MS Morgan Stanley
+0.4%
+$7,024.48 
CMCSA Comcast Corp
+0.4%
+$1,975.3 
ICVT iShares Convertible Bond ETF
+0.4%
+$4,601.25 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.39%
+$1,143 
SHEL Shell plc
+0.39%
+$8,074.14 
KO The Coca-Cola Company
+0.38%
+$2,157.87 
PRU Prudential Financial, Inc.
+0.37%
+$1,025.64 
HSY The Hershey Company
+0.37%
+$2,724.48 
FALN iShares Fallen Angels USD Bond ETF
+0.36%
+$1,307.96 
XLF Financial Select Sector SPDR Fund
+0.35%
+$1,558.4 
MU Micron Technology, Inc.
+0.32%
+$5,900.06 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.3%
+$1,962.96 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
+0.3%
+$2,419.5 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.3%
+$13,769.4 
CCD Calamos Dynamic Convertible and Income Fund
+0.29%
+$2,318 
V Visa Inc. Class A
+0.29%
+$23,787.75 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.27%
+$13,554.52 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.25%
+$1,433.87 
MDLZ Mondelez International, Inc.
+0.24%
+$734.25 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.24%
+$566.85 
GILD Gilead Sciences Inc.
+0.23%
+$2,348.72 
XOM Exxon Mobil Corporation
+0.23%
+$25,152.05 
DFCF Dimensional Core Fixed Income ETF
+0.23%
+$16,529.33 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$7,016.27 
RTX RTX Corporation
+0.22%
+$4,465.12 
ED Consolidated Edison, Inc.
+0.21%
+$3,790.6 
APD Air Products and Chemicals, Inc.
+0.2%
+$1,608 
BN Brookfield Corporation
+0.19%
+$4,551.83 
AVIG Avantis Core Fixed Income ETF
+0.19%
+$13,083 
OGS One Gas Inc.
+0.18%
+$504 
PEG Public Service Enterprise Group Incorporated
+0.17%
+$1,893.62 
JBND JPMorgan Active Bond ETF
+0.16%
+$1,106.95 
KMI Kinder Morgan, Inc.
+0.16%
+$1,276.5 
BNDC FlexShares Core Select Bond Fund
+0.16%
+$853.01 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.15%
+$6,910.25 
AVGB Avantis Credit ETF
+0.14%
+$1,492.19 
NNY Nuveen New York Municipal Value Fund, Inc.
+0.14%
+$301.28 
PUSA Aureus Greenway Holdings Inc.
+0.14%
+$75 
WPC W. P. Carey Inc.
+0.12%
+$458.06 
PEP PepsiCo, Inc.
+0.11%
+$455.67 
MRK Merck & Co., Inc.
+0.1%
+$4,751.88 
FDX FedEx Corporation
+0.08%
+$136.8 
GUT The Gabelli Utility Trust
+0.08%
+$56.06 
BMY Bristol-Myers Squibb Company
+0.06%
+$1,439.08 
MA Mastercard Incorporated
+0.05%
+$4,264.11 
UNP Union Pacific Corporation
+0.04%
+$478.4 
JPIE JPMorgan Income ETF
+0.03%
+$504.88 
WMB The Williams Companies, Inc.
+0.03%
+$234.4 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$375.62 
SPGI S&P Global Inc.
+0.02%
+$362.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$123.18 
AMGN Amgen Inc.
+0.01%
+$173.95 
ADM Archer-Daniels-Midland Co
+0.01%
+$54.51 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$372.53 
MCD McDonald's Corporation
+0.01%
+$99.2 
IQV IQVIA Holdings Inc.
0%
$0 
NFBK Northfield Bancorp Inc.
0%
$0 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
0%
$0 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
+$0.64 
JFB Jfb Construction Holdings Inc.
0%
$0 BAM
BAM
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
OKLO Oklo Inc.
-6.68%
-$12,525.5 
ZTS Zoetis Inc.
-1.66%
-$3,000.8 
UNH UnitedHealth Group Incorporated
-1.14%
-$10,294.18 
NUE Nucor Corporation
-0.88%
-$21,192.8 
DOW Dow Inc.
-0.83%
-$3,766.39 
CAH Cardinal Health Inc.
-0.82%
-$5,335 
AB AllianceBernstein Holding L.P.
-0.74%
-$3,186 
SCHW Charles Schwab Corporation
-0.74%
-$7,530.28 
CG The Carlyle Group Inc.
-0.65%
-$1,260 
LMT Lockheed Martin Corporation
-0.61%
-$11,472.84 
ABT Abbott Laboratories
-0.61%
-$7,876.26 
ET Energy Transfer L.P.
-0.55%
-$1,598.4 
BEN Franklin Resources Inc.
-0.54%
-$1,575 
CVS CVS Health Corporation
-0.51%
-$4,595.86 
PNI PIMCO New York Municipal Income Fund II
-0.46%
-$341.55 
NMT Nuveen Massachusetts Quality Municipal Income Fund
-0.43%
-$798.4 
WM Waste Management, Inc.
-0.42%
-$1,832.4 
CB Chubb Limited
-0.4%
-$12,220.75 
PDI Pimco Dynamic Income Fund
-0.33%
-$1,070.99 
JOBY Joby Aviation, Inc.
-0.32%
-$200 
NET Cloudflare Inc.
-0.28%
-$1,337.6 
ICE Intercontinental Exchange, Inc.
-0.28%
-$1,186.37 
LLY Eli Lilly and Company
-0.27%
-$30,579 
NFG National Fuel Gas Company
-0.23%
-$817 
CAG Conagra Brands Inc.
-0.1%
-$199.5 
PFE Pfizer Inc.
-0.09%
-$1,875.75 
BP BP p.l.c. Sponsored ADR
-0.07%
-$710.16 
UPS United Parcel Service, Inc.
-0.02%
-$121.74 
COST Costco Wholesale Corporation
-0.01%
-$341.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$24.01 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4779 | Longs Won 2819/4779 58% | Profit Factor 7.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $327,941.82 |
| Average Win $87,284.72 | Best Trade (Sep 03) $12.49M | Sharpe Ratio -13.5 |
| Average Loss -$17,531.52 | Worst Trade (Sep 10) -$1.39M | Z-Score -1.52 (87.68%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 5d | Expectancy $44,296.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 83,949 | $12.7M | $27.91M | - | $15.21M | 119.72% | +1.816% |
| AB AllianceBernstein Holding L.P. | 11,800 | $568,511.8 | $426,098 | - | -$142,413.8 | -25.05% | -0.742% |
| ABBV AbbVie Inc. | 35,090 | $4.39M | $9.1M | - | $4.71M | 107.15% | +1.671% |
| ABT Abbott Laboratories | 12,502 | $1.33M | $1.28M | - | -$41,424.64 | -3.12% | -0.61% |
| ACHR Archer Aviation Inc. | 15,500 | $49,358 | $86,020.35 | - | $36,662.35 | 74.28% | +1.923% |
| ACN Accenture plc Class A | 2,030 | $577,872.04 | $364,060.2 | - | -$213,811.84 | -37% | +0.804% |
| ADM Archer-Daniels-Midland Co | 5,451 | $383,269.51 | $473,800.92 | - | $90,531.41 | 23.62% | +0.012% |
| ALLE Allegion plc | 5,530 | $744,316.18 | $845,315.8 | - | $100,999.62 | 13.57% | +1.051% |
| AMAT Applied Materials, Inc. | 2,104 | $320,360.68 | $970,130.2 | - | $649,769.52 | 202.82% | +1.559% |
| AMD Advanced Micro Devices, Inc. | 3,194 | $457,726.94 | $1.63M | - | $1.18M | 256.98% | +1.585% |
| AMGN Amgen Inc. | 3,624 | $1.05M | $1.39M | - | $336,532.95 | 32.06% | +0.013% |
| AMT American Tower Corporation | 5,785 | $1.5M | $1.02M | - | -$477,029.48 | -31.77% | +2.37% |
| AMZN Amazon.com Inc | 21,722 | $3.35M | $5.56M | - | $2.2M | 65.66% | +1.56% |
| APD Air Products and Chemicals, Inc. | 2,680 | $703,401.3 | $788,590 | - | $85,188.7 | 12.11% | +0.204% |
| APH Amphenol Corporation | 163,152 | $2.31M | $13.57M | - | $11.26M | 486.89% | +3.664% |
| AVDE Avantis International Equity ETF | 46,426 | $2.99M | $4.32M | - | $1.33M | 44.57% | +1.085% |
| AVEM Avantis Emerging Markets Equity ETF | 21,442 | $1.41M | $2.05M | - | $637,376.09 | 45.19% | +1.445% |
| AVGB Avantis Credit ETF | 21,317 | $1.08M | $1.07M | - | -$13,910.02 | -1.29% | +0.14% |
| AVGO Broadcom Inc. | 8,221 | $748,751.41 | $3.01M | - | $2.26M | 301.75% | +1.408% |
| AVIG Avantis Core Fixed Income ETF | 174,440 | $7.22M | $7M | - | -$216,688.26 | -3% | +0.187% |
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FAQ
Which stocks have generated the highest profits for Larry Herold?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.29M, Avantis U.S. Equity ETF - $3.2M, Apple Inc - $2.63M, Microsoft Corp - $2.07M, and Eli Lilly and Company - $2.06M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $946,772.87, PayPal Holdings Inc - $671,504.82, Skyworks Solutions Inc - $661,454.8, Comcast Corp - $557,123.21, and Advance Auto Parts Inc - $541,834.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Larry Herold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.6M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.09M, JPMorgan Equity Premium Income Fund - $915,604.7, Verizon Communications Inc - $902,058.45, Exxon Mobil Corporation - $875,234.5, and Brookfield Infrastructure Partners L.P - $784,872.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Larry Herold's monthly returns?
Larry Herold's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Larry Herold's strategy be considered aggressive or moderate?
Larry Herold's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Larry Herold's strategy?
Larry Herold's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
