Hershey Financial Advisers

Hershey Financial Advisers as of Sept. 30, 2025

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 76 positions in its portfolio as reported in the September 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) 4.5 $5.2M 57k 91.75
Spdr Series Trust Bloomberg 3-12 M (BILS) 3.9 $4.6M 46k 99.53
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.8 $4.5M 39k 113.86
Ishares Tr Conv Bd Etf (ICVT) 3.8 $4.5M 45k 100.05
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.4 $4.0M 133k 29.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.3 $3.8M 75k 50.73
Ishares Tr Short Treas Bd (SHV) 3.2 $3.8M 34k 110.49
Spdr Series Trust Portfolio Intrmd (SPIB) 3.1 $3.7M 108k 33.89
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.1 $3.6M 38k 96.46
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 3.0 $3.5M 130k 27.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $2.9M 91k 31.91
Warner Bros Discovery Com Ser A (WBD) 2.2 $2.5M 129k 19.53
Applied Materials (AMAT) 2.0 $2.3M 11k 204.74
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.9 $2.2M 21k 104.51
Allstate Corporation (ALL) 1.7 $2.0M 9.3k 214.65
Vanguard World Comm Srvc Etf (VOX) 1.7 $2.0M 10k 187.73
Vanguard World Inf Tech Etf (VGT) 1.7 $1.9M 2.6k 746.64
Vanguard World Mega Grwth Ind (MGK) 1.6 $1.9M 4.7k 402.42
Vanguard World Utilities Etf (VPU) 1.6 $1.9M 9.9k 189.40
Vanguard World Consum Dis Etf (VCR) 1.6 $1.9M 4.7k 396.16
Vanguard World Industrial Etf (VIS) 1.6 $1.9M 6.3k 296.30
Vanguard World Financials Etf (VFH) 1.6 $1.8M 14k 131.24
Vanguard World Materials Etf (VAW) 1.5 $1.8M 8.6k 204.87
Vanguard World Energy Etf (VDE) 1.5 $1.8M 14k 125.86
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 1.5 $1.7M 13k 132.48
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 1.4 $1.7M 22k 78.37
Wisdomtree Tr Us Largecap Fund (EPS) 1.4 $1.7M 24k 68.94
Vanguard World Consum Stp Etf (VDC) 1.4 $1.7M 7.8k 213.74
Spdr Series Trust Portfolio S&p500 (SPYM) 1.4 $1.7M 21k 78.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $1.6M 21k 78.91
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 1.4 $1.6M 22k 74.72
Vanguard Bd Index Fds Long Term Bond (BLV) 1.2 $1.4M 20k 70.85
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $1.4M 18k 78.09
Builders FirstSource (BLDR) 1.1 $1.3M 11k 121.25
Diamondback Energy (FANG) 1.1 $1.3M 9.1k 143.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.3M 2.1k 612.38
Ishares Tr Esg Optimized (SUSA) 1.1 $1.3M 9.4k 135.65
Vanguard World Health Car Etf (VHT) 1.1 $1.3M 4.9k 259.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.3M 14k 88.96
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 14k 91.42
ResMed (RMD) 1.0 $1.2M 4.5k 273.73
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $1.2M 13k 93.64
Fidelity Covington Trust Low Volity Etf (FDLO) 1.0 $1.2M 18k 65.87
Ishares Tr Morningstar Grwt (ILCG) 1.0 $1.2M 11k 104.30
Ishares Tr Esg Msci Kld 400 (DSI) 0.9 $1.1M 8.7k 125.95
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.9 $1.1M 18k 60.26
Te Connectivity Ord Shs (TEL) 0.9 $1.1M 4.9k 219.53
Live Nation Entertainment (LYV) 0.9 $1.1M 6.6k 163.40
Ishares Tr Core Total Usd (IUSB) 0.9 $1.1M 23k 46.71
First Tr Exchange-traded A Com Shs (FEX) 0.9 $1.0M 8.8k 116.82
Tesla Motors (TSLA) 0.8 $905k 2.0k 444.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $630k 25k 25.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $616k 16k 38.57
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $603k 6.3k 95.89
Ishares Tr Core Intl Aggr (IAGG) 0.5 $588k 12k 51.23
T Rowe Price Etf Price Blue Chip (TCHP) 0.5 $579k 12k 48.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $551k 11k 50.63
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.5 $532k 4.7k 113.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $523k 18k 29.64
Microsoft Corporation (MSFT) 0.4 $523k 1.0k 517.95
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $505k 9.1k 55.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $501k 12k 42.79
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.4 $497k 7.3k 67.90
Vanguard Index Fds Growth Etf (VUG) 0.4 $495k 1.0k 479.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $489k 4.1k 120.72
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $477k 5.4k 89.13
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $448k 3.3k 135.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $443k 17k 26.34
NVIDIA Corporation (NVDA) 0.4 $416k 2.2k 186.58
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $412k 3.4k 121.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $323k 1.5k 209.34
Apple (AAPL) 0.3 $298k 1.2k 254.63
Stanley Black & Decker (SWK) 0.2 $259k 3.5k 74.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $217k 2.9k 74.37
Alphabet Cap Stk Cl A (GOOGL) 0.2 $203k 835.00 243.10
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $140k 10k 13.43