Hershey Financial Advisers

Hershey Financial Advisers as of June 30, 2026

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dell Technologies CL C (DELL) 4.8 $6.7M 16k 431.46
Spdr Series Trust State Street Spd (CWB) 4.1 $5.7M 53k 107.82
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.0 $5.5M 55k 100.81
Applied Materials (AMAT) 3.7 $5.1M 7.1k 723.00
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.0 $4.2M 85k 48.87
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.0 $4.1M 82k 50.57
Ishares Tr Core 40/60 Moder (AOM) 2.9 $4.1M 82k 49.89
Spdr Series Trust State Street Spd (BIL) 2.9 $4.1M 45k 91.63
Ishares Tr Core 30/70 Conse (AOK) 2.9 $4.0M 96k 41.48
Western Digital (WDC) 2.9 $4.0M 6.2k 638.72
Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.9 $4.0M 40k 100.16
Micron Technology (MU) 2.8 $3.9M 3.4k 1154.44
Advanced Micro Devices (AMD) 2.3 $3.3M 5.6k 580.91
Ishares Tr Morningstar Grwt (ILCG) 2.3 $3.2M 27k 117.02
Intel Corporation (INTC) 2.2 $3.1M 22k 139.63
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.9 $2.6M 23k 117.09
Spdr Series Trust State Street Spd (SPYG) 1.8 $2.5M 21k 118.99
Crowdstrike Hldgs Cl A (CRWD) 1.7 $2.4M 3.2k 763.14
Spdr Series Trust State Street Spd (BILS) 1.6 $2.3M 23k 99.48
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.6 $2.2M 17k 127.81
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.5 $2.1M 24k 90.10
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.4 $2.0M 24k 85.46
Ishares Tr U S Equity Factr (LRGF) 1.3 $1.9M 25k 75.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $1.9M 55k 33.84
Vanguard World Inf Tech Etf (VGT) 1.3 $1.9M 16k 119.52
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 1.3 $1.9M 11k 168.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.9M 2.7k 686.81
First Tr Exchange-traded A Com Shs (FEX) 1.3 $1.8M 13k 139.87
Vanguard World Industrial Etf (VIS) 1.2 $1.7M 4.8k 360.40
ON Semiconductor (ON) 1.2 $1.7M 18k 94.54
Vanguard World Health Car Etf (VHT) 1.2 $1.6M 5.5k 299.03
Ishares Tr Core Univrsl Usd (IUSB) 1.2 $1.6M 35k 46.15
Ishares Tr Esg Optimized (SUSA) 1.2 $1.6M 11k 154.30
Vanguard World Energy Etf (VDE) 1.2 $1.6M 11k 150.13
Vanguard World Materials Etf (VAW) 1.1 $1.6M 6.9k 228.80
Vanguard World Utilities Etf (VPU) 1.1 $1.5M 7.9k 195.73
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.5M 17k 87.91
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.5M 16k 96.43
Vanguard World Comm Srvc Etf (VOX) 1.1 $1.5M 8.1k 183.96
Vanguard World Consum Stp Etf (VDC) 1.0 $1.4M 6.4k 225.47
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $1.4M 15k 93.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.3M 6.1k 219.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.3M 16k 77.91
Comfort Systems USA (FIX) 0.9 $1.2M 604.00 1981.95
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.1M 12k 96.46
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.8 $1.1M 7.0k 161.54
Vanguard World Consum Dis Etf (VCR) 0.7 $1.0M 2.6k 396.63
J.B. Hunt Transport Services (JBHT) 0.7 $1.0M 3.6k 289.43
Vanguard World Financials Etf (VFH) 0.7 $1.0M 7.7k 131.60
Ishares Tr Core Intl Aggr (IAGG) 0.7 $922k 18k 50.60
Vanguard Bd Index Fds Long Term Bond (BLV) 0.6 $887k 13k 68.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $877k 11k 76.70
Spdr Index Shs Fds State Street Spd (SPDW) 0.5 $726k 14k 50.39
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.5 $697k 3.4k 206.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $697k 946.00 736.40
Vanguard Index Fds Growth Etf (VUG) 0.5 $693k 8.0k 86.14
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $689k 16k 44.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $658k 9.0k 73.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $602k 4.9k 124.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $579k 12k 50.23
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $575k 4.9k 117.51
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $555k 3.3k 170.14
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $534k 5.2k 103.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $530k 10k 52.60
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $524k 7.2k 72.28
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $514k 9.4k 54.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $487k 13k 36.87
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $479k 1.9k 246.21
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $444k 3.6k 122.29
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $415k 9.1k 45.76
First Tr Exchange-traded SHS (FVD) 0.3 $397k 8.2k 48.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $378k 7.5k 50.58
NVIDIA Corporation (NVDA) 0.3 $367k 1.8k 200.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $331k 4.2k 79.03
Spdr Series Trust State Street Spd (FLRN) 0.2 $327k 11k 30.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $325k 5.6k 58.20
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $315k 1.3k 236.62
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $297k 11k 26.52
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $277k 3.4k 81.06
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.2 $258k 2.2k 114.89
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $238k 4.6k 51.78
Apple (AAPL) 0.2 $225k 778.00 289.36
Marvell Technology (MRVL) 0.2 $221k 741.00 297.89
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $204k 2.2k 92.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $203k 569.00 357.37