Hershey Financial Advisers, LLC Portfolio Holdings

Hershey Financial Advisers, LLC

  • $117 Billion
  • Q3 2025

Hershey Financial Advisers, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $5.22B, Spdr Bloomberg 3 12 Month T Bi with a value of $4.56B, Ea Series Trust with a value of $4.47B, Ishares Tr Convertible Bond Et with a value of $4.46B, and Vaneck ETF Tr Fallen Angel Hig with a value of $3.95B.

Examining the 13F form we can see an increase of $4.96B in the current position value, from $112B to 117B.

Hershey Financial Advisers, LLC is based out at Lancaster, PA

Below you can find more details about Hershey Financial Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $94.5 Billion
Communication Services: $3.79 Billion
Technology: $3.54 Billion
Financial Services: $2 Billion
Industrials: $1.59 Billion
Energy: $1.31 Billion
Healthcare: $1.22 Billion
Consumer Cyclical: $905 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.22 Billion 4.47% of portfolio
56,895
Q3 2025 Reduced 6.75%
$0
$4.56 Billion 3.91% of portfolio
45,811
Q3 2025 Reduced 1.65%
Ea Series Trust
-
$4.47 Billion 3.83% of portfolio
-
Q3 2025 Added 1.14%
$0
$4.46 Billion 3.82% of portfolio
44,537
Q3 2025 Reduced 2.56%
$0
$3.95 Billion 3.39% of portfolio
132,906
Q3 2025 Reduced 1.78%
$0
$3.82 Billion 3.27% of portfolio
75,296
Q3 2025 Reduced 3.3%
$0
$3.77 Billion 3.23% of portfolio
34,146
Q3 2025 Reduced 2.2%
$0
$3.67 Billion 3.14% of portfolio
108,194
Q3 2025 New
$0
$3.64 Billion 3.12% of portfolio
37,704
Q3 2025 New
$0
$3.53 Billion 3.03% of portfolio
129,498
Q3 2025 Reduced 3.0%
$0
$2.89 Billion 2.48% of portfolio
90,705
Q3 2025 Reduced 17.11%
$55.9B
$2.51 Billion 2.15% of portfolio
128,504
Q3 2025 New
$197B
$2.3 Billion 1.98% of portfolio
11,255
Q3 2025 New
$0
$2.2 Billion 1.89% of portfolio
21,056
Q3 2025 Added 27.4%
$57.9B
$2 Billion 1.71% of portfolio
9,319
Q3 2025 New
$0
$1.96 Billion 1.68% of portfolio
10,430
Q3 2025 Added 0.71%
$0
$1.88 Billion 1.62% of portfolio
4,684
Q3 2025 Reduced 1.47%
$0
$1.88 Billion 1.61% of portfolio
9,926
Q3 2025 Added 1.1%
$0
$1.87 Billion 1.6% of portfolio
4,716
Q3 2025 Added 1.01%
$0
$1.86 Billion 1.59% of portfolio
6,275
Q3 2025 Added 0.97%
$0
$1.83 Billion 1.57% of portfolio
13,927
Q3 2025 Added 1.22%
$0
$1.76 Billion 1.51% of portfolio
8,590
Q3 2025 Added 41.31%
$0
$1.75 Billion 1.5% of portfolio
13,206
Q3 2025 New
$0
$1.75 Billion 1.5% of portfolio
13,936
Q3 2025 Added 40.61%
$0
$1.69 Billion 1.45% of portfolio
21,574
Q3 2025 New
$0
$1.68 Billion 1.44% of portfolio
24,441
Q3 2025 New
$0
$1.67 Billion 1.43% of portfolio
7,813
Q3 2025 Added 1.38%
$0
$1.66 Billion 1.42% of portfolio
21,195
Q3 2025 New
$0
$1.63 Billion 1.4% of portfolio
20,669
Q3 2025 Reduced 38.17%
$0
$1.62 Billion 1.39% of portfolio
21,680
Q3 2025 New
$0
$1.43 Billion 1.23% of portfolio
20,200
Q3 2025 Added 62.8%
$0
$1.42 Billion 1.22% of portfolio
18,220
Q3 2025 Reduced 14.42%
$16.1B
$1.33 Billion 1.14% of portfolio
10,954
Q3 2025 New
$26.5B
$1.31 Billion 1.12% of portfolio
9,130
Q3 2025 New
$0
$1.3 Billion 1.12% of portfolio
2,126
Q3 2025 Reduced 1.94%
$0
$1.28 Billion 1.1% of portfolio
9,425
Q3 2025 New
$0
$1.27 Billion 1.09% of portfolio
4,890
Q3 2025 Added 2.43%
$0
$1.26 Billion 1.08% of portfolio
14,192
Q3 2025 New
$0
$1.24 Billion 1.06% of portfolio
13,586
Q3 2025 Added 2.38%
$0
$1.22 Billion 1.05% of portfolio
13,064
Q3 2025 New
$35.8B
$1.22 Billion 1.05% of portfolio
4,472
Q3 2025 New
$0
$1.21 Billion 1.04% of portfolio
18,350
Q3 2025 New
-
$1.15 Billion 0.99% of portfolio
-
Q3 2025 Reduced 70.16%
$0
$1.09 Billion 0.93% of portfolio
18,076
Q3 2025 New
$0
$1.09 Billion 0.93% of portfolio
8,650
Q3 2025 New
Te Connectivity PLC
-
$1.09 Billion 0.93% of portfolio
-
Q3 2025 New
$31.2B
$1.08 Billion 0.92% of portfolio
6,583
Q3 2025 Reduced 0.24%
$0
$1.06 Billion 0.91% of portfolio
22,620
Q3 2025 Added 16.89%
$0
$1.03 Billion 0.88% of portfolio
8,811
Q3 2025 Reduced 37.81%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $117 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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