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:
72.02%
Gain -0.42%
Monthly
1.1%
Yearly
14.06%
Drawdown
21.46%
$507.25M
Equity
Holdings
$507.25M
Investment
$353.06M
$194.09M
Profit -$2.7M
Realized
$39.9M
Unrealized
$154.19M
Dividends
$36.29M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$2.7M
Win %
76%
This Week
Compared To Last Week
Gain
0.04%
Profit
$196,115.81
Win %
76%
This Month
Compared to last month
Gain
0.24%
Profit
$1.21M
Win %
76%
This Year
Compared to last year
Gain
0.13%
Profit
$738,745
Win %
76%
BAM
+83.31%
+$261.23 
AUR Aurora Innovation, Inc.
+4.75%
+$7,050 
T AT&T Inc.
+3.5%
+$85,136.22 
TPL Texas Pacific Land Corporation
+3.39%
+$21,384.33 
GM General Motors Company
+3.28%
+$12,528 
HPE Hewlett Packard Enterprise Company
+3.02%
+$12,392.49 
ICE Intercontinental Exchange, Inc.
+2.78%
+$10,263.74 
PEG Public Service Enterprise Group Incorporated
+2.78%
+$34,567.7 
VST Vistra Corp
+2.72%
+$17,071.11 
AVGO Broadcom Inc.
+2.67%
+$81,923.26 
NFG National Fuel Gas Company
+2.45%
+$8,302.14 
NVDA NVIDIA Corporation
+2.3%
+$544,148.43 
ED Consolidated Edison, Inc.
+2.08%
+$39,521.52 
JNJ Johnson & Johnson
+2%
+$76,640.34 
ALLE Allegion plc
+1.93%
+$15,497.2 
BA Boeing Company
+1.88%
+$30,418.85 
XOM Exxon Mobil Corporation
+1.81%
+$179,280.29 
D Dominion Energy, Inc.
+1.77%
+$4,988.52 
BLK BlackRock, Inc.
+1.77%
+$10,942.06 
CCI Crown Castle Inc.
+1.71%
+$10,943.4 
NEE NextEra Energy, Inc.
+1.68%
+$40,472.08 
MDLZ Mondelez International, Inc.
+1.67%
+$4,854 
TTE TotalEnergies SE
+1.65%
+$4,066.86 
AMT American Tower Corporation
+1.63%
+$18,690 
WMB The Williams Companies, Inc.
+1.54%
+$13,068.45 
AMD Advanced Micro Devices, Inc.
+1.45%
+$24,189.83 
LMT Lockheed Martin Corporation
+1.43%
+$23,074.99 
WM Waste Management, Inc.
+1.37%
+$6,518.42 
ADM Archer-Daniels-Midland Co
+1.3%
+$6,105.12 
XLE Energy Select Sector SPDR Fund
+1.2%
+$41,488.3 
PH Parker-Hannifin Corporation
+1.17%
+$6,870.65 
GS The Goldman Sachs Group, Inc.
+1.16%
+$23,067.89 
NUE Nucor Corporation
+1.16%
+$25,488 
F Ford Motor Company
+1.05%
+$4,148.85 
HSY The Hershey Company
+1%
+$7,021 
ETN Eaton Corporation plc
+0.98%
+$30,289.96 
ABT Abbott Laboratories
+0.9%
+$11,116.8 
JPM JPMorgan Chase & Co.
+0.86%
+$87,048.49 
EPD Enterprise Products Partners L.P.
+0.86%
+$2,226.51 
OKLO Oklo Inc.
+0.84%
+$1,739 
ITW Illinois Tool Works Inc.
+0.71%
+$2,231.01 
TRV The Travelers Companies, Inc.
+0.66%
+$1,715 
KHC The Kraft Heinz Company
+0.66%
+$1,436.5 
SHEL Shell plc
+0.65%
+$12,443.67 
RTX RTX Corporation
+0.62%
+$12,148.4 
PWR Quanta Services Inc.
+0.62%
+$1,674.5 
CFG Citizens Financial Group, Inc.
+0.61%
+$1,791.68 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.56%
+$2,685.84 
CTAS Cintas Corporation
+0.47%
+$14,337.4 
KMI Kinder Morgan, Inc.
+0.34%
+$2,826.12 
KO The Coca-Cola Company
+0.28%
+$1,586.54 
APD Air Products and Chemicals, Inc.
+0.21%
+$1,604.27 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.2%
+$1,307.4 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.16%
+$320 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$733.1 
TMUS T-Mobile US, Inc.
+0.09%
+$780.64 
BNDC FlexShares Core Select Bond Fund
+0.04%
+$127.54 
Q Qnity Electronics Inc.
+0.04%
+$76.9 
CSCO Cisco Systems, Inc.
+0.03%
+$545.55 
VO Vanguard Mid-Cap ETF
+0.03%
+$76.28 
GINN Goldman Sachs Innovate Equity ETF
+0.02%
+$81.81 
QLC FlexShares US Quality Large Cap Fund
+0.01%
+$841.03 
TGT Target Corporation
+0.01%
+$59.56 
PG Procter & Gamble Co
+0.01%
+$458.79 
MRK Merck & Co., Inc.
+0.01%
+$316.2 
AB AllianceBernstein Holding L.P.
0%
$0 
ACHR Archer Aviation Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGB Avantis Credit ETF
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
-$0.03 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVMV Avantis U.S. Mid Cap Value ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
-$0.01 
AVUQ Avantis U.S. Quality Equity ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.33 
AVUV Avantis U.S. Small Cap Value ETF
0%
+$0.06 
BAC Bank of America Corporation
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BN Brookfield Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BST BlackRock Science and Technology Trust
0%
$0 
BWXT Bwx Technologies Inc.
0%
+$0.01 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CCD Calamos Dynamic Convertible and Income Fund
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
+$0.06 
CGGR Capital Group Growth ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CMPR Cimpress plc
0%
$0 
COHR Coherent Corp.
0%
$0 
CPER United States Copper Index Fund
0%
$0 
CVX Chevron Corporation
0%
-$0.21 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DE Deere & Company
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.05 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DOL WisdomTree International LargeCap Dividend Fund
0%
$0 
DOW Dow Inc.
0%
$0 
DSTL Distillate U.S. Fundamental Stability & Value ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EBS Emergent BioSolutions Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.01 
EPS WisdomTree U.S. LargeCap Fund
0%
$0 
ET Energy Transfer L.P.
0%
$0 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FDRR Fidelity Dividend ETF for Rising Rates
0%
$0 
FDVV Fidelity High Dividend ETF
0%
-$0.01 
FMNY First Trust New York Municipal High Income ETF
0%
$0 
GCV Gabelli Convertible and Income Securities Fund Inc.
0%
$0 
GE General Electric Company
0%
-$0.05 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 
HUBB Hubbell Inc.
0%
+$0.02 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
0%
+$0.02 
IAU iShares Gold Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
INTU Intuit Inc.
0%
-$0.04 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
ITA iShares U.S. Aerospace & Defense ETF
0%
-$0.01 
IVV iShares Core S&P 500 ETF
0%
-$0.01 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JBL Jabil Inc.
0%
+$0.01 
JBND JPMorgan Active Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JFB Jfb Construction Holdings Inc.
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
JPEF JPMorgan Equity Focus ETF
0%
+$10.88 
JPIE JPMorgan Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KIO KKR Income Opportunities Fund
0%
$0 
KLAC KLA Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.16 
MLM Martin Marietta Materials, Inc.
0%
$0 
MMM 3M Company
0%
+$0.06 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MYN BlackRock MuniYield New York Quality Fund, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFBK Northfield Bancorp Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNY Nuveen New York Municipal Value Fund, Inc.
0%
$0 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
0%
$0 
NVST Envista Holdings Corporation
0%
$0 
OGS One Gas Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PEY Invesco High Yield Equity Dividend Achievers ETF
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNI PIMCO New York Municipal Income Fund II
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PUSA Aureus Greenway Holdings Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QDEF FlexShares Quality Dividend Defensive Index Fund
0%
$0 
QGRW WisdomTree U.S. Quality Growth Fund
0%
$0 
RCL Royal Caribbean Group
0%
+$0.02 
RDIV Invesco S&P Ultra Dividend Revenue ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
$0 
SLV iShares Silver Trust
0%
-$0.05 
SPGI S&P Global Inc.
0%
-$0.04 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
0%
$0 
TSCO Tractor Supply Company
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VTN Invesco Trust for Investment Grade New York Municipals
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-6.7%
-$9,977.4 
PLTR Palantir Technologies Inc.
-6.1%
-$22,198.96 
AXON Axon Enterprise, Inc.
-3.85%
-$7,872 
PLD Prologis Inc.
-3.5%
-$57,886.28 
CAH Cardinal Health Inc.
-2.88%
-$18,012.49 
INTC Intel Corporation
-2.68%
-$21,341.03 
META Meta Platforms Inc Class A
-2.58%
-$120,789.76 
CVS CVS Health Corporation
-2.28%
-$20,971.44 
PANW Palo Alto Networks, Inc.
-2.01%
-$7,213.49 
AMAT Applied Materials, Inc.
-1.88%
-$20,569.03 
GOOGL Alphabet Inc
-1.46%
-$126,803.35 
TSLA Tesla, Inc.
-1.3%
-$50,577.5 
MU Micron Technology, Inc.
-1.17%
-$17,928.56 
UNH UnitedHealth Group Incorporated
-1.16%
-$11,052.74 
MO Altria Group, Inc.
-1.12%
-$7,967.94 
ABBV AbbVie Inc.
-1.09%
-$98,344.75 
AMZN Amazon.com Inc
-1.09%
-$58,290.3 
LLY Eli Lilly and Company
-1.05%
-$130,820.32 
TECL Direxion Daily Technology Bull 3x Shares
-0.78%
-$2,362.48 
BEN Franklin Resources Inc.
-0.77%
-$2,187.5 
V Visa Inc. Class A
-0.68%
-$53,311.42 
EXPD Expeditors International of Washington, Inc.
-0.63%
-$2,825 
AXP American Express Company
-0.58%
-$3,722.82 
AAPL Apple Inc.
-0.56%
-$152,785.95 
ACN Accenture plc Class A
-0.55%
-$1,938.86 
VUG Vanguard Growth ETF
-0.52%
-$6,529.95 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$3,605.49 
PSX Phillips 66
-0.41%
-$13,624.12 
PDI Pimco Dynamic Income Fund
-0.37%
-$1,556.88 
VGT Vanguard Information Technology ETF
-0.34%
-$1,499.17 
DIS The Walt Disney Company
-0.28%
-$2,324.97 
SPG Simon Property Group, Inc.
-0.25%
-$569.99 
COST Costco Wholesale Corporation
-0.21%
-$4,946.82 
NFLX Netflix, Inc.
-0.2%
-$2,068.08 
APH Amphenol Corporation
-0.19%
-$12,233.1 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.18%
-$230.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$858.99 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.15%
-$2,346.54 
CAG Conagra Brands Inc.
-0.14%
-$264 
MCD McDonald's Corporation
-0.13%
-$1,681.3 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$547.25 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.11%
-$240.32 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$1,202.04 
LRGF iShares U.S. Equity Factor ETF
-0.1%
-$1,640.48 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.09%
-$368.82 
CAT Caterpillar Inc.
-0.07%
-$1,645.31 
HD The Home Depot, Inc.
-0.04%
-$1,952.68 
QLV FlexShares US Quality Low Volatility Index Fund
-0.03%
-$151.68 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
-0.03%
-$418.16 
NTSX WisdomTree U.S. Efficient Core Fund
-0.01%
-$115 Events
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Dividends
Dividend Analysis
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| Trades 4996 | Longs Won 2661/4996 53% | Profit Factor 7.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,345.55 |
| Average Win $84,340.33 | Best Trade (Jul 27) $10.95M | Sharpe Ratio -13 |
| Average Loss -$12,993.34 | Worst Trade (Jul 24) -$1.33M | Z-Score -11.22 (84.37%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $38,849.06 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
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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 - $3.31M, Apple Inc - $2.81M, Eli Lilly and Company - $2.04M, and Microsoft Corp - $2.04M. 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 - $941,658.2, Skyworks Solutions Inc - $661,454.8, PayPal Holdings Inc - $624,269.82, Comcast Corp - $613,690.29, 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 $36.29M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.03M, JPMorgan Equity Premium Income Fund - $879,154.65, Verizon Communications Inc - $840,967.95, Exxon Mobil Corporation - $807,944.6, and Brookfield Infrastructure Partners L.P - $799,286.18. 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.
