Hershey Financial Advisers, LLC Portfolio Holdings

Hershey Financial Advisers, LLC

  • $112 Billion
  • Q2 2025

Hershey Financial Advisers, LLC has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 69 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 $5.6B, Spdr Bloomberg 3 12 Month T Bi with a value of $4.63B, Ea Series Trust with a value of $4.37B, Ishares Tr Convertible Bond Et with a value of $4.12B, and Vaneck ETF Tr Fallen Angel Hig with a value of $3.96B.

Examining the 13F form we can see an decrease of $1.84B in the current position value, from $114B to 112B.

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 $112 Billion
ETFs: $89.5 Billion
Technology: $7.36 Billion
Industrials: $3.37 Billion
Energy: $1.29 Billion
Communication Services: $998 Million
Consumer Cyclical: $293 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $112 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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