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Hershey Financial Advisers

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

Central Index Key (CIK): 0002034214

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Positions held by Hershey Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 157 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	25.6	$29M	311k	91.78	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	22.0	$25M	246k	99.37	View chart
NVIDIA Corporation (NVDA)	1.8	$2.1M	17k	123.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$1.9M	19k	100.84	View chart
Carnival Corp Unit 99/99/9999 (CCL)	1.6	$1.8M	97k	18.72	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$1.8M	3.1k	576.59	View chart
Vanguard World Comm Srvc Etf (VOX)	1.6	$1.8M	13k	138.20	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.6	$1.8M	22k	81.41	View chart
Trane Technologies SHS (TT)	1.6	$1.7M	5.3k	328.93	View chart
Vanguard World Utilities Etf (VPU)	1.5	$1.7M	12k	147.92	View chart
Vanguard World Energy Etf (VDE)	1.5	$1.7M	13k	127.57	View chart
Vanguard World Financials Etf (VFH)	1.5	$1.7M	17k	99.88	View chart
Vanguard World Industrial Etf (VIS)	1.5	$1.7M	7.1k	235.22	View chart
Vanguard World Materials Etf (VAW)	1.4	$1.6M	8.4k	192.63	View chart
Vanguard World Consum Stp Etf (VDC)	1.4	$1.6M	7.9k	203.03	View chart
Vanguard World Health Car Etf (VHT)	1.4	$1.6M	6.0k	266.00	View chart
Royal Caribbean Cruises (RCL)	1.4	$1.6M	10k	159.43	View chart
Vanguard World Consum Dis Etf (VCR)	1.4	$1.6M	5.1k	312.33	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$1.6M	5.0k	314.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$1.6M	19k	83.76	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$1.5M	4.1k	374.01	View chart
Broadcom (AVGO)	1.4	$1.5M	944.00	1605.53	View chart
Skyworks Solutions (SWKS)	1.3	$1.5M	14k	106.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$1.2M	13k	93.81	View chart
Nextera Energy (NEE)	1.1	$1.2M	17k	70.81	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.0	$1.2M	30k	38.72	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.0	$1.1M	24k	45.75	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.9	$1.0M	4.3k	246.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.0M	4.1k	249.62	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.9	$954k	9.2k	103.85	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.8	$922k	59k	15.72	View chart
Kla Corp Com New (KLAC)	0.8	$905k	1.1k	824.51	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$901k	15k	61.32	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.8	$884k	14k	65.01	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$829k	13k	64.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$809k	7.9k	102.78	View chart
Applied Materials (AMAT)	0.7	$801k	3.4k	235.99	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$729k	10k	69.93	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.6	$721k	8.0k	89.91	View chart
Hewlett Packard Enterprise (HPE)	0.6	$684k	32k	21.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$669k	7.2k	92.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$456k	2.1k	214.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$428k	894.00	479.11	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$417k	4.3k	96.58	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$324k	7.2k	45.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$321k	641.00	500.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$318k	6.5k	48.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$313k	4.2k	74.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$311k	3.6k	87.46	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$308k	4.4k	70.29	View chart
Vanguard World Extended Dur (EDV)	0.3	$289k	3.9k	73.41	View chart
Chevron Corporation (CVX)	0.2	$266k	1.7k	156.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$211k	3.9k	54.49	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$206k	4.1k	49.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$166k	1.5k	110.35	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$148k	2.5k	58.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$148k	4.2k	35.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$144k	943.00	152.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$133k	245.00	544.22	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$128k	2.1k	61.09	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.1	$94k	2.9k	32.42	View chart
Keysight Technologies (KEYS)	0.1	$86k	627.00	136.75	View chart
Lowe's Companies (LOW)	0.1	$80k	364.00	220.46	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$58k	1.8k	32.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$58k	342.00	168.79	View chart
Erie Indty Cl A (ERIE)	0.1	$58k	159.00	362.40	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$56k	1.9k	29.44	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.0	$51k	1.8k	28.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$50k	1.3k	37.67	View chart
Best Buy (BBY)	0.0	$48k	571.00	84.29	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$48k	185.00	259.31	View chart
Exxon Mobil Corporation (XOM)	0.0	$46k	400.00	115.12	View chart
NetApp (NTAP)	0.0	$45k	347.00	128.80	View chart
Apple (AAPL)	0.0	$42k	200.00	210.62	View chart
Qualcomm (QCOM)	0.0	$42k	210.00	199.18	View chart
TransDigm Group Incorporated (TDG)	0.0	$41k	32.00	1277.62	View chart
Dow (DOW)	0.0	$40k	754.00	53.05	View chart
Goldman Sachs (GS)	0.0	$38k	83.00	452.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$36k	1.1k	33.00	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$36k	180.00	197.29	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$32k	717.00	44.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$30k	603.00	50.47	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$30k	631.00	48.05	View chart
Amgen (AMGN)	0.0	$30k	96.00	312.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$29k	108.00	264.30	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.0	$26k	526.00	49.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$25k	197.00	127.48	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$22k	67.00	333.45	View chart
Medifast (MED)	0.0	$18k	832.00	21.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$16k	255.00	63.54	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$14k	302.00	45.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$13k	163.00	78.05	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$13k	260.00	48.32	View chart
Ingersoll Rand (IR)	0.0	$11k	125.00	90.84	View chart
Southwest Airlines (LUV)	0.0	$10k	357.00	28.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$9.8k	117.00	83.96	View chart
Gap (GAP)	0.0	$9.6k	401.00	23.89	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$9.5k	110.00	86.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$9.5k	122.00	77.76	View chart
Charles Schwab Corporation (SCHW)	0.0	$9.0k	122.00	73.69	View chart
Arista Networks (ANET)	0.0	$8.8k	25.00	350.48	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$8.6k	155.00	55.69	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$7.2k	100.00	72.18	View chart
American Tower Reit (AMT)	0.0	$6.8k	35.00	194.37	View chart
Viatris (VTRS)	0.0	$6.6k	624.00	10.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$6.4k	137.00	47.00	View chart
W.W. Grainger (GWW)	0.0	$6.3k	7.00	902.29	View chart
Caterpillar (CAT)	0.0	$6.0k	18.00	333.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$5.7k	77.00	74.08	View chart
Deere & Company (DE)	0.0	$5.6k	15.00	373.60	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$5.3k	148.00	35.47	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$5.2k	65.00	80.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$4.7k	24.00	197.12	View chart
Ssga Active Etf Tr Incom Allo Etf (INKM)	0.0	$4.7k	154.00	30.67	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$4.1k	84.00	49.25	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.0	$4.1k	156.00	26.11	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$4.0k	48.00	84.04	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$3.9k	71.00	54.75	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$3.9k	75.00	51.64	View chart
Nrg Energy Com New (NRG)	0.0	$3.8k	49.00	77.86	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$3.8k	48.00	78.62	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$3.7k	52.00	72.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$3.7k	65.00	57.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$3.6k	57.00	62.88	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$3.5k	65.00	53.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$3.4k	20.00	170.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$3.4k	53.00	64.25	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$3.2k	61.00	52.52	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$3.2k	77.00	41.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$3.0k	93.00	32.24	View chart
Xylem (XYL)	0.0	$3.0k	22.00	135.64	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$3.0k	50.00	59.52	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$2.7k	57.00	47.37	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$2.7k	30.00	89.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.5k	32.00	79.50	View chart
Sealed Air (SEE)	0.0	$2.4k	68.00	34.79	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$2.2k	28.00	78.04	View chart
Oneok (OKE)	0.0	$2.0k	25.00	81.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.8k	9.00	194.89	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.7k	65.00	26.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.6k	9.00	182.56	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$1.6k	15.00	103.93	View chart
Microsoft Corporation (MSFT)	0.0	$1.3k	3.00	447.00	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$1.2k	11.00	113.00	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$1.2k	33.00	36.94	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$1.1k	48.00	23.48	View chart
Metropcs Communications (TMUS)	0.0	$1.1k	6.00	176.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$764.000400	17.00	44.94	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$668.000000	25.00	26.72	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.0	$509.000000	10.00	50.90	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$289.999800	9.00	32.22	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$278.000000	2.00	139.00	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$175.000000	7.00	25.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$95.000000	2.00	47.50	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$0	0	0.00	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$0	0	0.00	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$0	0	0.00	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 Q2 filed Aug. 19, 2024

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