Hershey Financial Advisers

Hershey Financial Advisers as of June 30, 2025

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 69 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 5.0 $5.6M 61k 91.73
Spdr Series Trust Bloomberg 3-12 M (BILS) 4.1 $4.6M 47k 99.43
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.9 $4.4M 39k 112.68
Ishares Tr Conv Bd Etf (ICVT) 3.7 $4.1M 46k 90.10
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.5 $4.0M 135k 29.28
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.5 $3.9M 78k 50.68
Ishares Tr Short Treas Bd (SHV) 3.5 $3.9M 35k 110.42
Ishares Tr Faln Angls Usd (FALN) 3.4 $3.8M 138k 27.14
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.3 $3.7M 31k 119.09
Ishares Tr Morningstar Grwt (ILCG) 3.2 $3.6M 37k 96.90
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 3.2 $3.5M 134k 26.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $3.2M 109k 29.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $2.6M 33k 78.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.9 $2.1M 20k 109.20
Quanta Services (PWR) 1.8 $2.0M 5.3k 378.08
ON Semiconductor (ON) 1.8 $2.0M 38k 52.41
Vanguard World Comm Srvc Etf (VOX) 1.6 $1.8M 10k 171.03
Vanguard World Financials Etf (VFH) 1.6 $1.8M 14k 127.30
Vanguard World Mega Grwth Ind (MGK) 1.6 $1.7M 4.8k 366.17
Vanguard World Industrial Etf (VIS) 1.6 $1.7M 6.2k 280.08
Vanguard World Utilities Etf (VPU) 1.6 $1.7M 9.8k 176.50
Vanguard World Inf Tech Etf (VGT) 1.5 $1.7M 2.6k 663.29
Vanguard World Consum Dis Etf (VCR) 1.5 $1.7M 4.7k 362.33
Microchip Technology (MCHP) 1.5 $1.7M 24k 70.37
Vanguard World Consum Stp Etf (VDC) 1.5 $1.7M 7.7k 219.01
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.6M 21k 77.34
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.4 $1.6M 20k 80.10
Ishares Tr U S Equity Factr (LRGF) 1.4 $1.6M 25k 64.13
Vanguard Index Fds Large Cap Etf (VV) 1.4 $1.6M 5.6k 285.31
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $1.6M 17k 95.32
First Tr Exchange-traded A Com Shs (FEX) 1.4 $1.6M 14k 109.96
Boeing Company (BA) 1.2 $1.4M 6.5k 209.53
Advanced Micro Devices (AMD) 1.2 $1.3M 9.4k 141.90
Schlumberger Com Stk (SLB) 1.2 $1.3M 38k 33.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.2M 2.2k 568.03
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $1.2M 23k 52.10
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.1 $1.2M 4.3k 280.88
Ishares Tr Rus Top 200 Etf (IWL) 1.1 $1.2M 7.8k 153.12
Vanguard World Health Car Etf (VHT) 1.1 $1.2M 4.8k 248.35
Vanguard World Materials Etf (VAW) 1.1 $1.2M 6.1k 194.84
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 13k 89.06
Vanguard World Energy Etf (VDE) 1.1 $1.2M 9.9k 119.12
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $1.1M 18k 60.05
Spdr Series Trust Msci Usa Strtgic (QUS) 0.9 $1.1M 6.5k 163.09
Nortonlifelock (GEN) 0.9 $1.0M 36k 29.40
Live Nation Entertainment (LYV) 0.9 $998k 6.6k 151.28
American Centy Etf Tr Focused Dynamic (FDG) 0.9 $997k 9.1k 109.26
Ishares Tr Core Total Usd (IUSB) 0.8 $895k 19k 46.23
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $863k 12k 69.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $791k 16k 50.27
Monolithic Power Systems (MPWR) 0.5 $593k 810.00 731.42
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $562k 5.0k 112.47
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $561k 3.7k 150.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $545k 15k 35.84
American Centy Etf Tr Us Quality Grow (QGRO) 0.5 $540k 5.0k 109.12
Vanguard Index Fds Growth Etf (VUG) 0.5 $517k 1.2k 438.40
Ishares Tr Core Intl Aggr (IAGG) 0.5 $506k 9.9k 51.09
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $494k 9.1k 54.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $471k 12k 40.49
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $470k 2.0k 240.32
Ishares Tr Global 100 Etf (IOO) 0.4 $458k 4.2k 107.81
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $447k 3.1k 144.91
Microsoft Corporation (MSFT) 0.4 $429k 862.00 497.41
T Rowe Price Etf Price Blue Chip (TCHP) 0.4 $427k 9.4k 45.35
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $311k 1.6k 192.71
Lululemon Athletica (LULU) 0.3 $293k 1.2k 237.58
NVIDIA Corporation (NVDA) 0.2 $266k 1.7k 157.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $214k 2.9k 73.63
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $139k 11k 13.04