Sponsored

The Analysis of Hershey Financial Advisers, LLC's Holdings & P&L

Currently, Hershey Financial Advisers, LLC holds 80 types of securities in its portfolio with a total value $115.8M. In the most recent quarter, they have increased their positions in ICVT (+63.1K shares, valued at $6.4M), ANGL (+142.1K shares, valued at $4.1M), STIP (+37.7K shares, valued at $3.9M); decreased their positions in BND (-57.6K shares, valued at $4.2M), MU (-5.6K shares, valued at $1.9M), BOXX (-15.1K shares, valued at $1.8M); initiated new positions in ICVT (+63.1K shares, valued at $6.4M), ANGL (+142.1K shares, valued at $4.1M), STIP (+37.7K shares, valued at $3.9M).

1M P&L

+3.7M+3.06%

3M P&L

-9.5M-7.14%

HY P&L

-868.3K-0.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A95.9M

85.2%

2Computer Hardware3.7M

3.3%

3Semiconductor Equipment & Materials2.3M

2.1%

Top Industries by Stock Count

1N/A66 stocks

84.6%

2Semiconductors2 stocks

2.6%

3Computer Hardware2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ICVT ISHARES TR63.1K sharesnew addition2026-03-312026-05-06

BIL SPDR SERIES TRUST61.6K shares30.17%2026-03-312026-05-06

CWB SPDR SERIES TRUST50.9K shares25.47%2026-03-312026-05-06

ANGL VANECK ETF TRUST142.1K sharesnew addition2026-03-312026-05-06

STIP ISHARES TR37.7K sharesnew addition2026-03-312026-05-06

GBIL GOLDMAN SACHS ETF TR38.7K sharesnew addition2026-03-312026-05-06

TFLO ISHARES TR74.9K shares-4.27%2026-03-312026-05-06

AOM ISHARES TR79.8K sharesnew addition2026-03-312026-05-06

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD56.5K shares326.51%2026-03-312026-05-06

BOXX EA SERIES TRUST22.9K shares-39.73%2026-03-312026-05-06

BILS SPDR SERIES TRUST24.6K shares-28.95%2026-03-312026-05-06

AMAT APPLIED MATLS INC6.8K shares5.36%2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC13.2K sharesnew addition2026-03-312026-05-06

JMOM J P MORGAN EXCHANGE TRADED F32.0K sharesnew addition2026-03-312026-05-06

ALB ALBEMARLE CORP12.1K shares4.80%2026-03-312026-05-06

SPHQ INVESCO EXCHANGE TRADED FD T28.3K shares28.83%2026-03-312026-05-06

Sponsored

VDE VANGUARD WORLD FD12.2K shares-9.50%2026-03-312026-05-06

ALGN ALIGN TECHNOLOGY INC10.7K shares3.63%2026-03-312026-05-06

APA CORPORATION APA CORPORATION42.3K sharesnew addition2026-03-312026-05-06

VUG VANGUARD INDEX FDS4.1K sharesnew addition2026-03-312026-05-06

VPU VANGUARD WORLD FD8.7K shares-8.93%2026-03-312026-05-06

GEV GE VERNOVA INC2.0K sharesnew addition2026-03-312026-05-06

VIS VANGUARD WORLD FD5.5K shares-9.30%2026-03-312026-05-06

VAW VANGUARD WORLD FD7.5K shares-9.11%2026-03-312026-05-06

Sponsored

VHT VANGUARD WORLD FD5.9K shares-8.62%2026-03-312026-05-06

FEX FIRST TR EXCHANGE-TRADED ALP13.2K sharesnew addition2026-03-312026-05-06

QQEW FIRST TR EXCHANGE-TRADED FD12.7K sharesnew addition2026-03-312026-05-06

WDC WESTERN DIGITAL CORP5.8K sharesnew addition2026-03-312026-05-06

VDC VANGUARD WORLD FD6.9K shares-8.63%2026-03-312026-05-06

GLW CORNING INC11.1K sharesnew addition2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares3.16%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS16.7K shares27.15%2026-03-312026-05-06

Sponsored

BSV VANGUARD BD INDEX FDS18.1K shares34.26%2026-03-312026-05-06

IUSB ISHARES TR29.7K shares25.00%2026-03-312026-05-06

JPUS J P MORGAN EXCHANGE TRADED F10.4K sharesnew addition2026-03-312026-05-06

RTX RTX CORPORATION6.3K shares1.90%2026-03-312026-05-06

FDLO FIDELITY COVINGTON TRUST18.7K sharesnew addition2026-03-312026-05-06

FDX FEDEX CORP3.4K sharesnew addition2026-03-312026-05-06

USMV ISHARES TR12.6K shares-29.50%2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD12.5K sharesnew addition2026-03-312026-05-06

Sponsored

VOX VANGUARD WORLD FD6.3K shares-36.94%2026-03-312026-05-06

DHS WISDOMTREE TR10.2K sharesnew addition2026-03-312026-05-06

VGT VANGUARD WORLD FD1.6K shares-36.44%2026-03-312026-05-06

FCVT FIRST TR EXCHANGE-TRADED FD24.3K shares3.60%2026-03-312026-05-06

VCR VANGUARD WORLD FD2.9K shares-36.16%2026-03-312026-05-06

ILCG ISHARES TR10.9K shares19.36%2026-03-312026-05-06

VFH VANGUARD WORLD FD8.5K shares-36.67%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS12.6K shares-19.71%2026-03-312026-05-06

Sponsored

BLV VANGUARD BD INDEX FDS14.1K shares-19.08%2026-03-312026-05-06

HGER HARBOR ETF TRUST27.7K sharesnew addition2026-03-312026-05-06

VTIP VANGUARD MALVERN FDS15.5K shares83.49%2026-03-312026-05-06

IAGG ISHARES TR15.3K shares27.94%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS9.7K shares-85.63%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS13.5K shares-0.19%2026-03-312026-05-06

DFAC DIMENSIONAL ETF TRUST15.8K shares-2.00%2026-03-312026-05-06

MUNI PIMCO ETF TR11.1K shares170.00%2026-03-312026-05-06

Sponsored

MTUM ISHARES TR2.2K shares5.25%2026-03-312026-05-06

DGCB DIMENSIONAL ETF TRUST9.8K shares8.10%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS6.4K sharesnew addition2026-03-312026-05-06

FLRN SPDR SERIES TRUST16.4K sharesnew addition2026-03-312026-05-06

IJK ISHARES TR5.0K sharesnew addition2026-03-312026-05-06

VGSH VANGUARD SCOTTSDALE FDS8.6K sharesnew addition2026-03-312026-05-06

IWY ISHARES TR2.0K sharesnew addition2026-03-312026-05-06

SPMO INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2026-03-312026-05-06

Sponsored

PWB INVESCO EXCHANGE TRADED FD T3.7K shares-54.96%2026-03-312026-05-06

XMMO INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-05-06

JQUA J P MORGAN EXCHANGE TRADED F7.4K shares-54.86%2026-03-312026-05-06

MINO PIMCO ETF TR10.1K sharesnew addition2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR13.2K shares-12.31%2026-03-312026-05-06

VXF VANGUARD INDEX FDS1.8K shares2.09%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC1.0K shares-84.74%2026-03-312026-05-06

NVDA NVIDIA CORPORATION1.8K shares-34.65%2026-03-312026-05-06

Sponsored

VTEB VANGUARD MUN BD FDS6.1K shares0.15%2026-03-312026-05-06

PYLD PIMCO ETF TR11.1K sharesnew addition2026-03-312026-05-06

MSFT MICROSOFT CORP736 shares-26.18%2026-03-312026-05-06

EDV VANGUARD WORLD FD4.1K shares-31.34%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2026-03-312026-05-06

FVD FIRST TR EXCHANGE-TRADED FD5.1K sharesnew addition2026-03-312026-05-06

BOND PIMCO ETF TR2.5K sharesnew addition2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS4.3K sharesnew addition2026-03-312026-05-06

Sponsored

ICVT

ISHARES TR

New

Shares63.1K

Event2026-03-31

Filed2026-05-06

BIL

SPDR SERIES TRUST

30.17%

Shares61.6K

Event2026-03-31

Filed2026-05-06

CWB

SPDR SERIES TRUST

25.47%

Shares50.9K

Event2026-03-31

Filed2026-05-06

ANGL

VANECK ETF TRUST

New

Shares142.1K

Event2026-03-31

Filed2026-05-06

STIP

ISHARES TR

New

Shares37.7K

Event2026-03-31

Filed2026-05-06

GBIL

GOLDMAN SACHS ETF TR

New

Shares38.7K

Event2026-03-31

Filed2026-05-06

TFLO

ISHARES TR

-4.27%

Shares74.9K

Event2026-03-31

Filed2026-05-06

AOM

ISHARES TR

New

Shares79.8K

Event2026-03-31

Filed2026-05-06

FDL

FIRST TR EXCHANGE-TRADED FD

326.51%

Shares56.5K

Event2026-03-31

Filed2026-05-06

BOXX

EA SERIES TRUST

-39.73%

Shares22.9K

Event2026-03-31

Filed2026-05-06

BILS

SPDR SERIES TRUST

-28.95%

Shares24.6K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

5.36%

Shares6.8K

Event2026-03-31

Filed2026-05-06

DELL

DELL TECHNOLOGIES INC

New

Shares13.2K

Event2026-03-31

Filed2026-05-06

JMOM

J P MORGAN EXCHANGE TRADED F

New

Shares32.0K

Event2026-03-31

Filed2026-05-06

ALB

ALBEMARLE CORP

4.80%

Shares12.1K

Event2026-03-31

Filed2026-05-06

SPHQ

INVESCO EXCHANGE TRADED FD T

28.83%

Shares28.3K

Event2026-03-31

Filed2026-05-06

VDE

VANGUARD WORLD FD

-9.50%

Shares12.2K

Event2026-03-31

Filed2026-05-06

ALGN

ALIGN TECHNOLOGY INC

3.63%

Shares10.7K

Event2026-03-31

Filed2026-05-06

APA CORPORATION

New

Shares42.3K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

New

Shares4.1K

Event2026-03-31

Filed2026-05-06

VPU

VANGUARD WORLD FD

-8.93%

Shares8.7K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

VIS

VANGUARD WORLD FD

-9.30%

Shares5.5K

Event2026-03-31

Filed2026-05-06

VAW

VANGUARD WORLD FD

-9.11%

Shares7.5K

Event2026-03-31

Filed2026-05-06

VHT

VANGUARD WORLD FD

-8.62%

Shares5.9K

Event2026-03-31

Filed2026-05-06

FEX

FIRST TR EXCHANGE-TRADED ALP

New

Shares13.2K

Event2026-03-31

Filed2026-05-06

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares12.7K

Event2026-03-31

Filed2026-05-06

WDC

WESTERN DIGITAL CORP

New

Shares5.8K

Event2026-03-31

Filed2026-05-06

VDC

VANGUARD WORLD FD

-8.63%

Shares6.9K

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

New

Shares11.1K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

3.16%

Shares2.5K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

27.15%

Shares16.7K

Event2026-03-31

Filed2026-05-06

BSV

VANGUARD BD INDEX FDS

34.26%

Shares18.1K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

25.00%

Shares29.7K

Event2026-03-31

Filed2026-05-06

JPUS

J P MORGAN EXCHANGE TRADED F

New

Shares10.4K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

1.90%

Shares6.3K

Event2026-03-31

Filed2026-05-06

FDLO

FIDELITY COVINGTON TRUST

New

Shares18.7K

Event2026-03-31

Filed2026-05-06

FDX

FEDEX CORP

New

Shares3.4K

Event2026-03-31

Filed2026-05-06

USMV

ISHARES TR

-29.50%

Shares12.6K

Event2026-03-31

Filed2026-05-06

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares12.5K

Event2026-03-31

Filed2026-05-06

VOX

VANGUARD WORLD FD

-36.94%

Shares6.3K

Event2026-03-31

Filed2026-05-06

DHS

WISDOMTREE TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-36.44%

Shares1.6K

Event2026-03-31

Filed2026-05-06

FCVT

FIRST TR EXCHANGE-TRADED FD

3.60%

Shares24.3K

Event2026-03-31

Filed2026-05-06

VCR

VANGUARD WORLD FD

-36.16%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ILCG

ISHARES TR

19.36%

Shares10.9K

Event2026-03-31

Filed2026-05-06

VFH

VANGUARD WORLD FD

-36.67%

Shares8.5K

Event2026-03-31

Filed2026-05-06

BIV

VANGUARD BD INDEX FDS

-19.71%

Shares12.6K

Event2026-03-31

Filed2026-05-06

BLV

VANGUARD BD INDEX FDS

-19.08%

Shares14.1K

Event2026-03-31

Filed2026-05-06

HGER

HARBOR ETF TRUST

New

Shares27.7K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD MALVERN FDS

83.49%

Shares15.5K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

27.94%

Shares15.3K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-85.63%

Shares9.7K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

-0.19%

Shares13.5K

Event2026-03-31

Filed2026-05-06

DFAC

DIMENSIONAL ETF TRUST

-2.00%

Shares15.8K

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO ETF TR

170.00%

Shares11.1K

Event2026-03-31

Filed2026-05-06

MTUM

ISHARES TR

5.25%

Shares2.2K

Event2026-03-31

Filed2026-05-06

DGCB

DIMENSIONAL ETF TRUST

8.10%

Shares9.8K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-06

FLRN

SPDR SERIES TRUST

New

Shares16.4K

Event2026-03-31

Filed2026-05-06

IJK

ISHARES TR

New

Shares5.0K

Event2026-03-31

Filed2026-05-06

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares8.6K

Event2026-03-31

Filed2026-05-06

IWY

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares4.2K

Event2026-03-31

Filed2026-05-06

PWB

INVESCO EXCHANGE TRADED FD T

-54.96%

Shares3.7K

Event2026-03-31

Filed2026-05-06

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares3.2K

Event2026-03-31

Filed2026-05-06

JQUA

J P MORGAN EXCHANGE TRADED F

-54.86%

Shares7.4K

Event2026-03-31

Filed2026-05-06

MINO

PIMCO ETF TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-12.31%

Shares13.2K

Event2026-03-31

Filed2026-05-06

VXF

VANGUARD INDEX FDS

2.09%

Shares1.8K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

-84.74%

Shares1.0K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-34.65%

Shares1.8K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

0.15%

Shares6.1K

Event2026-03-31

Filed2026-05-06

PYLD

PIMCO ETF TR

New

Shares11.1K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-26.18%

Shares736

Event2026-03-31

Filed2026-05-06

EDV

VANGUARD WORLD FD

-31.34%

Shares4.1K

Event2026-03-31

Filed2026-05-06

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares4.9K

Event2026-03-31

Filed2026-05-06

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares5.1K

Event2026-03-31

Filed2026-05-06

BOND

PIMCO ETF TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

New

Shares4.3K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available