The Analysis of Hershey Financial Advisers, LLC's Holdings
Currently, Hershey Financial Advisers, LLC holds 76 types of securities in its portfolio with a total value $116.7M. In the most recent quarter, they have increased their positions in SPIB (+108.2K shares, valued at $3.7M), IEF (+37.7K shares, valued at $3.6M), WBD (+128.5K shares, valued at $2.5M); decreased their positions in ILCG (-26.0K shares, valued at $2.7M), ONEQ (-14.8K shares, valued at $1.3M), BSV (-12.8K shares, valued at $1.0M); initiated new positions in SPIB (+108.2K shares, valued at $3.7M), IEF (+37.7K shares, valued at $3.6M), WBD (+128.5K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST56.9K shares-6.75%2025-09-302025-11-17
BILS SPDR SERIES TRUST45.8K shares-1.65%2025-09-302025-11-17 BOXX EA SERIES TRUST39.2K shares1.14%2025-09-302025-11-17 ICVT ISHARES TR44.5K shares-2.56%2025-09-302025-11-17 ANGL VANECK ETF TRUST132.9K shares-1.78%2025-09-302025-11-17 JPST J P MORGAN EXCHANGE TRADED F75.3K shares-3.30%2025-09-302025-11-17 SHV ISHARES TR34.1K shares-2.20%2025-09-302025-11-17 SPIB SPDR SERIES TRUST108.2K sharesnew addition2025-09-302025-11-17 IEF ISHARES TR37.7K sharesnew addition2025-09-302025-11-17 BAB INVESCO EXCH TRADED FD TR II129.5K shares-3.00%2025-09-302025-11-17 SCHG SCHWAB STRATEGIC TR90.7K shares-17.11%2025-09-302025-11-17 WBD WARNER BROS DISCOVERY INC128.5K sharesnew addition2025-09-302025-11-17 AMAT APPLIED MATLS INC11.3K sharesnew addition2025-09-302025-11-17 SPYG SPDR SERIES TRUST21.1K shares27.40%2025-09-302025-11-17 ALL ALLSTATE CORP9.3K sharesnew addition2025-09-302025-11-17 VOX VANGUARD WORLD FD10.4K shares0.71%2025-09-302025-11-17 VGT VANGUARD WORLD FD2.6K shares-0.15%2025-09-302025-11-17 MGK VANGUARD WORLD FD4.7K shares-1.47%2025-09-302025-11-17 VPU VANGUARD WORLD FD9.9K shares1.10%2025-09-302025-11-17 VCR VANGUARD WORLD FD4.7K shares1.01%2025-09-302025-11-17 VIS VANGUARD WORLD FD6.3K shares0.97%2025-09-302025-11-17 VFH VANGUARD WORLD FD13.9K shares1.22%2025-09-302025-11-17 VAW VANGUARD WORLD FD8.6K shares41.31%2025-09-302025-11-17 VDE VANGUARD WORLD FD13.9K shares40.61%2025-09-302025-11-17 PKW INVESCO EXCHANGE TRADED FD T13.2K sharesnew addition2025-09-302025-11-17 JHML JOHN HANCOCK EXCHANGE TRADED21.6K sharesnew addition2025-09-302025-11-17 EPS WISDOMTREE TR24.4K sharesnew addition2025-09-302025-11-17 VDC VANGUARD WORLD FD7.8K shares1.38%2025-09-302025-11-17 SPYM SPDR SERIES TRUST21.2K sharesnew addition2025-09-302025-11-17 BSV VANGUARD BD INDEX FDS20.7K shares-38.17%2025-09-302025-11-17 FQAL FIDELITY COVINGTON TRUST21.7K sharesnew addition2025-09-302025-11-17 BLV VANGUARD BD INDEX FDS20.2K shares62.80%2025-09-302025-11-17 BIV VANGUARD BD INDEX FDS18.2K shares-14.42%2025-09-302025-11-17 BLDR BUILDERS FIRSTSOURCE INC11.0K sharesnew addition2025-09-302025-11-17 FANG DIAMONDBACK ENERGY INC9.1K sharesnew addition2025-09-302025-11-17 VOO VANGUARD INDEX FDS2.1K shares-1.94%2025-09-302025-11-17 SUSA ISHARES TR9.4K sharesnew addition2025-09-302025-11-17 VHT VANGUARD WORLD FD4.9K shares2.43%2025-09-302025-11-17 DGRW WISDOMTREE TR14.2K sharesnew addition2025-09-302025-11-17 VNQ VANGUARD INDEX FDS13.6K shares2.38%2025-09-302025-11-17 RMD RESMED INC4.5K sharesnew addition2025-09-302025-11-17 FTCS FIRST TR EXCHANGE-TRADED FD13.1K sharesnew addition2025-09-302025-11-17 FDLO FIDELITY COVINGTON TRUST18.4K sharesnew addition2025-09-302025-11-17 ILCG ISHARES TR11.0K shares-70.16%2025-09-302025-11-17 DSI ISHARES TR8.7K sharesnew addition2025-09-302025-11-17 OMFL INVESCO EXCH TRD SLF IDX FD18.1K sharesnew addition2025-09-302025-11-17 TEL TE CONNECTIVITY PLC4.9K sharesnew addition2025-09-302025-11-17 LYV LIVE NATION ENTERTAINMENT IN6.6K shares-0.24%2025-09-302025-11-17 IUSB ISHARES TR22.6K shares16.89%2025-09-302025-11-17 FEX FIRST TR EXCHANGE-TRADED ALP8.8K shares-37.81%2025-09-302025-11-17 TSLA TESLA INC2.0K sharesnew addition2025-09-302025-11-17 SCHB SCHWAB STRATEGIC TR24.5K sharesnew addition2025-09-302025-11-17 DFAC DIMENSIONAL ETF TRUST16.0K shares5.00%2025-09-302025-11-17 IJK ISHARES TR6.3K sharesnew addition2025-09-302025-11-17 IAGG ISHARES TR11.5K shares15.97%2025-09-302025-11-17 TCHP T ROWE PRICE ETF INC11.9K shares25.91%2025-09-302025-11-17 VTIP VANGUARD MALVERN FDS10.9K shares-30.83%2025-09-302025-11-17 SPGP INVESCO EXCHANGE TRADED FD T4.7K sharesnew addition2025-09-302025-11-17 SCHM SCHWAB STRATEGIC TR17.7K sharesnew addition2025-09-302025-11-17 MSFT MICROSOFT CORP1.0K shares17.17%2025-09-302025-11-17 DGCB DIMENSIONAL ETF TRUST9.1K shares-0.01%2025-09-302025-11-17 SPDW SPDR INDEX SHS FDS11.7K shares0.69%2025-09-302025-11-17 JMOM J P MORGAN EXCHANGE TRADED F7.3K sharesnew addition2025-09-302025-11-17 VUG VANGUARD INDEX FDS1.0K shares-12.55%2025-09-302025-11-17 IVW ISHARES TR4.1K sharesnew addition2025-09-302025-11-17 ONEQ FIDELITY COMWLTH TR5.4K shares-73.43%2025-09-302025-11-17 XMMO INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2025-09-302025-11-17 SCHX SCHWAB STRATEGIC TR16.8K sharesnew addition2025-09-302025-11-17 NVDA NVIDIA CORPORATION2.2K shares32.46%2025-09-302025-11-17 SPMO INVESCO EXCH TRADED FD TR II3.4K shares-31.93%2025-09-302025-11-17 VXF VANGUARD INDEX FDS1.5K shares-4.46%2025-09-302025-11-17 AAPL APPLE INC1.2K sharesnew addition2025-09-302025-11-17 SWK STANLEY BLACK & DECKER INC3.5K sharesnew addition2025-09-302025-11-17 BND VANGUARD BD INDEX FDS2.9K shares0.24%2025-09-302025-11-17 GOOGL ALPHABET INC835 sharesnew addition2025-09-302025-11-17 PDBC INVESCO ACTVELY MNGD ETC FD10.4K shares-2.18%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available