Hershey Financial Advisers

Hershey Financial Advisers as of Dec. 31, 2024

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