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Ea Series Trust shares owned by Hershey Financial Advisers

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Hershey Financial Advisers from 13F filings

Historical chart of Hershey Financial Advisers investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Hershey Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 39k 113.86
2025-06-30 $4.4M 39k 112.68

More positions owned by Hershey Financial Advisers

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Conv Bd Etf (ICVT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Warner Bros Discovery Com Ser A (WBD)
Applied Materials (AMAT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Allstate Corporation (ALL)

View all positions for Hershey Financial Advisers

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Mariner Wealth Advisors
Ethos Financial Group
HighTower Advisors
CWM
Pennington Partners & Co
Kathmere Capital Management
Bravias Capital Group
Whitcomb & Hess
Empowered Funds

View all funds holding Ea Series Trust