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Hershey Financial Advisers

Latest statistics and disclosures from Hershey Financial Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, BILS, MINT, AGZD, TFLO, and represent 24.76% of Hershey Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: MINT, AGZD, TFLO, USFR, CWB, SCHR, GBIL, SCHG, SPYG, Arista Networks.
Started 19 new stock positions in USFR, Arista Networks, MINT, EL, LH, AOR, MUNI, PAYC, BND, EQT. BSV, FDLO, AXON, AGZD, TFLO, LULU, ROL, GBIL, SCHR.
Reduced shares in these 10 stocks: BIL (-$19M), BILS (-$18M), NVDA, CCL, TT, , AVGO, , , XLG.
Sold out of its positions in ARKK, ARKG, ARKW, BCD, AMT, AMGN, BLOK, UYLD, AAPL, AMAT.
Hershey Financial Advisers was a net buyer of stock by $1.1M.
Hershey Financial Advisers has $114M in assets under management (AUM), dropping by 1.89%.
Central Index Key (CIK): 0002034214

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Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 63 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	8.5	$9.7M	-65%	106k	91.43	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	5.4	$6.2M	-74%	62k	99.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.7	$4.2M	NEW	42k	100.34	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	3.6	$4.1M	NEW	181k	22.46	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.5	$4.0M	NEW	79k	50.47	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.5	$4.0M	NEW	79k	50.32	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	3.5	$4.0M	+97825%	51k	77.89	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.4	$3.9M	+97%	43k	89.60	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.4	$3.9M	NEW	159k	24.29	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	3.4	$3.9M	NEW	39k	99.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$3.5M	+571%	124k	27.87	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.4	$2.7M	+47829%	31k	87.90	View chart
Arista Networks Com Shs	2.1	$2.3M	NEW	21k	110.53	View chart
Southwest Airlines (LUV)	1.7	$1.9M	+15892%	57k	33.62	View chart
Vanguard World Comm Srvc Etf (VOX)	1.7	$1.9M	-6%	12k	154.96	View chart
Vanguard World Financials Etf (VFH)	1.6	$1.9M	-5%	16k	118.07	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$1.8M	+6%	5.3k	343.41	View chart
Vanguard World Consum Dis Etf (VCR)	1.6	$1.8M	-4%	4.9k	375.38	View chart
Vanguard World Utilities Etf (VPU)	1.6	$1.8M	-4%	11k	163.42	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$1.8M	-7%	2.9k	621.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$1.8M	NEW	23k	77.27	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$1.8M	+5%	4.3k	410.44	View chart
Vanguard World Industrial Etf (VIS)	1.5	$1.7M	-2%	6.9k	254.39	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.5	$1.7M	+117%	23k	76.06	View chart
Deere & Company (DE)	1.5	$1.7M	+26633%	4.0k	423.70	View chart
Labcorp Holdings Com Shs (LH)	1.5	$1.7M	NEW	7.3k	229.32	View chart
Ishares Tr U S Equity Factr (LRGF)	1.5	$1.7M	+17878%	28k	60.35	View chart
Vanguard World Consum Stp Etf (VDC)	1.5	$1.7M		7.9k	211.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$1.7M		19k	89.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$1.6M	+124459%	71k	22.70	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	1.4	$1.6M	+92426%	14k	115.13	View chart
Lauder Estee Cos Cl A (EL)	1.4	$1.5M	NEW	21k	74.98	View chart
Axon Enterprise (AXON)	1.3	$1.5M	NEW	2.5k	594.32	View chart
Rollins (ROL)	1.2	$1.3M	NEW	29k	46.35	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.1	$1.3M	+12%	4.8k	266.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$1.2M	+9%	4.5k	269.71	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	1.1	$1.2M	NEW	20k	60.59	View chart
Ishares Tr Msci Kld400 Soc (DSI)	1.0	$1.2M	+16%	11k	110.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.1M	+224%	2.1k	538.81	View chart
Vanguard World Energy Etf (VDE)	1.0	$1.1M	-30%	9.2k	121.31	View chart
Vanguard World Materials Etf (VAW)	1.0	$1.1M	-29%	5.9k	187.84	View chart
Vanguard World Health Car Etf (VHT)	0.9	$1.1M	-29%	4.2k	253.69	View chart
EQT Corporation (EQT)	0.9	$1.0M	NEW	22k	46.11	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.9	$1.0M	NEW	18k	57.32	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$860k	+166%	19k	45.20	View chart
Paycom Software (PAYC)	0.7	$813k	NEW	4.0k	204.97	View chart
Lululemon Athletica (LULU)	0.6	$722k	NEW	1.9k	382.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$700k	+120%	14k	48.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$699k	+123%	9.4k	74.73	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.5	$537k	-35%	5.2k	103.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$530k	+156%	11k	49.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$526k	-61%	5.1k	103.30	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$525k	-58%	13k	42.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$505k	+2852%	7.5k	67.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$497k	-32%	4.9k	101.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$476k	+25433%	2.3k	206.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$467k	-6%	2.0k	235.27	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.4	$464k	+12143%	8.0k	58.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$461k	+16810%	5.1k	90.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$428k	+198%	13k	34.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$369k	NEW	5.1k	71.91	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$277k	NEW	5.4k	51.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$263k	+304%	1.4k	189.98	View chart

Past Filings by Hershey Financial Advisers

SEC 13F filings are viewable for Hershey Financial Advisers going back to 2024

Hershey Financial Advisers 2024 Q4 filed Feb. 11, 2025
Hershey Financial Advisers 2024 Q2 filed Aug. 19, 2024

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