Thomas J. Herzfeld Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    miami beach, FL
  • Num holdings

    104

  • Value ($000)

    $291,714

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001509510
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PDX
PDX

PIMCO Dynamic Income Strategy Fund

COM SH BEN INT
$39.14 M
13 %

1,569,891

HFRO
HFRO

Highland Floating Rate Opportunities Fund

SHS BEN INT
$17.76 M
6 %

2,796,339

SABA
SABA

Saba Capital Income & Opport II

COM
$16.30 M
6 %

1,787,446

CUBA
CUBA

Herzfeld Credit Income Fund, Inc.

COM
$14.52 M
5 %

6,100,753

---

PGIM ETF TR

AAA CLO ETF
$10.59 M
4 %

205,593

JFR
JFR

Nuveen Floating Rate Income

COM
$10.53 M
4 %

1,287,853

RA
RA

Brookfield Real Assets Incom

SHS BEN INT
$9.68 M
3 %

724,706

PFIX
PFIX

Simplify Exchange Traded Fun

SIMPLIFY INTERST
$9.23 M
3 %

191,613

BRW
BRW

Saba Capital Income & Opport

SHS NEW
$9.13 M
3 %

1,175,007

---

ASA Gold and Precious Metals Ltd

SHS
$8.27 M
3 %

180,645

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