Hershey Financial Advisers, LLC Portfolio Holdings

Hershey Financial Advisers, LLC

  • $111 Billion
  • Q2 2024

Hershey Financial Advisers, LLC has filed its 13F form on August 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 157 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 $28.5B, Spdr Bloomberg 3 12 Month T Bi with a value of $24.5B, Nvidia Corp with a value of $2.05B, Schwab Strategic Tr Us Large C with a value of $1.87B, and Carnival Corp with a value of $1.81B.

Examining the 13F form we can see an increase of $111B in the current position value.

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 $111 Billion
ETFs: $93.5 Billion
Technology: $7.64 Billion
Consumer Cyclical: $3.57 Billion
Industrials: $1.82 Billion
Utilities: $1.23 Billion
Energy: $314 Million
Financial Services: $152 Million
Basic Materials: $40 Million
Other: $44.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$348B
$2.05 Billion 1.84% of portfolio
16,624
Q2 2024 New
$28.6B
$1.81 Billion 1.63% of portfolio
96,889
Q2 2024 New
-
$1.78 Billion 1.6% of portfolio
-
Q2 2024 New
$87.5B
$1.74 Billion 1.56% of portfolio
5,275
Q2 2024 New
$60.7B
$1.6 Billion 1.43% of portfolio
10,007
Q2 2024 New
$94.1B
$1.52 Billion 1.36% of portfolio
944
Q2 2024 New
$14.5B
$1.46 Billion 1.31% of portfolio
13,705
Q2 2024 New
$142B
$1.23 Billion 1.1% of portfolio
17,360
Q2 2024 New
$91.8B
$904 Million 0.81% of portfolio
1,097
Q2 2024 New
$144B
$801 Million 0.72% of portfolio
3,394
Q2 2024 New
$28.1B
$684 Million 0.61% of portfolio
32,303
Q2 2024 New
$280B
$266 Million 0.24% of portfolio
1,700
Q2 2024 New
$29.1B
$85.7 Million 0.08% of portfolio
627
Q2 2024 New
$154B
$80.2 Million 0.07% of portfolio
364
Q2 2024 New
$19.4B
$57.6 Million 0.05% of portfolio
159
Q2 2024 New
$4.1T
$42.1 Million 0.04% of portfolio
200
Q2 2024 New
$28.1B
$40 Million 0.04% of portfolio
754
Q2 2024 New
$70B
$40.9 Million 0.04% of portfolio
32
Q2 2024 New
$443B
$46 Million 0.04% of portfolio
400
Q2 2024 New
$59.8B
$48 Million 0.04% of portfolio
185
Q2 2024 New
$25.7B
$44.7 Million 0.04% of portfolio
347
Q2 2024 New
$178B
$41.8 Million 0.04% of portfolio
210
Q2 2024 New
$141B
$30 Million 0.03% of portfolio
96
Q2 2024 New
$195B
$37.5 Million 0.03% of portfolio
83
Q2 2024 New
$186M
$18.2 Million 0.02% of portfolio
832
Q2 2024 New
$15.1B
$6.63 Million 0.01% of portfolio
624
Q2 2024 New
$20.1B
$10.2 Million 0.01% of portfolio
357
Q2 2024 New
$136B
$8.99 Million 0.01% of portfolio
122
Q2 2024 New
$7.33B
$9.58 Million 0.01% of portfolio
401
Q2 2024 New
$193B
$6 Million 0.01% of portfolio
18
Q2 2024 New
$131B
$5.6 Million 0.01% of portfolio
15
Q2 2024 New
$85.8B
$6.8 Million 0.01% of portfolio
35
Q2 2024 New
$54.7B
$6.32 Million 0.01% of portfolio
7
Q2 2024 New
$37B
$11.4 Million 0.01% of portfolio
125
Q2 2024 New
$34.8B
$8.76 Million 0.01% of portfolio
25
Q2 2024 New
-
$509,000 0.0% of portfolio
-
Q2 2024 New
$21.2B
$2.98 Million 0.0% of portfolio
22
Q2 2024 New
$3.24T
$1.34 Million 0.0% of portfolio
3
Q2 2024 New
$21.7B
$3.82 Million 0.0% of portfolio
49
Q2 2024 New
$45.1B
$2.04 Million 0.0% of portfolio
25
Q2 2024 New
$4.93B
$2.37 Million 0.0% of portfolio
68
Q2 2024 New
-
$4.07 Million 0.0% of portfolio
-
Q2 2024 New
$276B
$1.06 Million 0.0% of portfolio
6
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $111 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 157 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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