Hershey Financial Advisers, LLC Purchases in Q2 2024

Hershey Financial Advisers, LLC

  • $111 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ANET
Arista Networks, Inc.

Technology
25
New
$245.47 - $350.48 $6.14K - $8.76K
25 $8.76M
LRGF
Ishares Tr

ETFs
155
New
$50.75 - $56.08 $7.87K - $8.69K
155 $8.63M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
100
New
$66.23 - $72.41 $6.62K - $7.24K
100 $7.22M
AMT
American Tower Corp

Real Estate
35
New
$171.0 - $200.41 $5.99K - $7.01K
35 $6.8M
VTRS
Viatris Inc

Healthcare
624
New
$10.05 - $12.02 $6.27K - $7.5K
624 $6.63M
DFSD
Dimensional ETF Tr Short Durat

ETFs
137
New
$46.64 - $47.15 $6.39K - $6.46K
137 $6.44M
GWW
W.W. Grainger, Inc.

Industrials
7
New
$879.03 - $1014.83 $6.15K - $7.1K
7 $6.32M
CAT
Caterpillar Inc

Industrials
18
New
$321.47 - $379.3 $5.79K - $6.83K
18 $6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
77
New
$71.74 - $75.86 $5.52K - $5.84K
77 $5.7M
DE
Deere & CO

Industrials
15
New
$364.98 - $414.02 $5.47K - $6.21K
15 $5.6M
SPYG
Spdr Portfolio

ETFs
65
New
$68.71 - $80.95 $4.47K - $5.26K
65 $5.21M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
24
New
$170.63 - $199.67 $4.1K - $4.79K
24 $4.73M
INKM
Ssga Active ETF Tr

ETFs
154
New
$30.0 - $31.36 $4.62K - $4.83K
154 $4.72M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
84
New
$48.75 - $49.28 $4.1K - $4.14K
84 $4.14M
BLCN
Siren ETF Tr
156
New
N/A
156 $4.07M
FTCS
First Trust Capital Strength E

ETFs
48
New
$81.48 - $85.58 $3.91K - $4.11K
48 $4.03M
RDVY
First Trust Rising Dividend Ac

ETFs
71
New
$53.05 - $55.95 $3.77K - $3.97K
71 $3.89M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
75
New
$51.14 - $51.64 $3.84K - $3.87K
75 $3.87M
NRG
Nrg Energy, Inc.

Utilities
49
New
$68.6 - $86.0 $3.36K - $4.21K
49 $3.82M
ICVT
Ishares Tr Convertible Bond Et

ETFs
48
New
$76.13 - $79.59 $3.65K - $3.82K
48 $3.77M
CWB
Spdr Bloomberg Convertible Sec

ETFs
52
New
$69.6 - $72.8 $3.62K - $3.79K
52 $3.75M
DGRO
Ishares Core Dividend Growth E

ETFs
65
New
$55.23 - $58.55 $3.59K - $3.81K
65 $3.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
57
New
$57.57 - $63.3 $3.28K - $3.61K
57 $3.58M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
65
New
$49.47 - $54.06 $3.22K - $3.51K
65 $3.48M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
New
$154.56 - $173.19 $3.09K - $3.46K
20 $3.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
53
New
$58.7 - $64.78 $3.11K - $3.43K
53 $3.41M
Dimensional ETF Trust
61
New
N/A
61 $3.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
77
New
$40.79 - $41.97 $3.14K - $3.23K
77 $3.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
93
New
$30.09 - $32.37 $2.8K - $3.01K
93 $3M
XYL
Xylem Inc.

Industrials
22
New
$126.22 - $145.95 $2.78K - $3.21K
22 $2.98M
Dimensional ETF Trust
50
New
N/A
50 $2.98M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
57
New
$46.84 - $47.46 $2.67K - $2.71K
57 $2.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
30
New
$84.85 - $91.12 $2.55K - $2.73K
30 $2.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
32
New
$75.69 - $81.19 $2.42K - $2.6K
32 $2.54M
SEE
Sealed Air Corp

Consumer Cyclical
68
New
$31.13 - $40.06 $2.12K - $2.72K
68 $2.37M
ARKW
Ark Next Generation Internet E

ETFs
28
New
$72.82 - $82.11 $2.04K - $2.3K
28 $2.19M
OKE
Oneok Inc

Energy
25
New
$76.92 - $83.01 $1.92K - $2.08K
25 $2.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9
New
$173.58 - $198.8 $1.56K - $1.79K
9 $1.75M
DFIC
Dimensional ETF Tr Dimensional

ETFs
65
New
$25.73 - $27.44 $1.67K - $1.78K
65 $1.71M
VIG
Vanguard Dividend Appreciation

ETFs
9
New
$173.33 - $185.29 $1.56K - $1.67K
9 $1.64M
PKW
Invesco Exchange Traded Fd Tr

ETFs
15
New
$101.52 - $107.47 $1.52K - $1.61K
15 $1.56M
MSFT
Microsoft Corp

Technology
3
New
$389.33 - $452.85 $1.17K - $1.36K
3 $1.34M
SHV
Ishares Tr

ETFs
11
New
$110.04 - $110.51 $1.21K - $1.22K
11 $1.24M
AOK
Ishares Tr Core Conservative A

ETFs
33
New
$35.66 - $37.13 $1.18K - $1.23K
33 $1.22M
ARKG
Ark Genomic Revolution ETF (De

ETFs
48
New
$23.01 - $28.35 $1.1K - $1.36K
48 $1.13M
TMUS
T Mobile Us, Inc.

Communication Services
6
New
$159.79 - $180.69 $959 - $1.08K
6 $1.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17
New
$44.06 - $45.49 $749 - $773
17 $764K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25
New
$24.84 - $27.2 $621 - $680
25 $668K
UYLD
Angel Oak Fds Tr Ultrashort In
10
New
N/A
10 $509K
Activity Summary
Buys All Purchases 157 New Holdings 157 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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