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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.5 Billion 25.58% of portfolio
310,547
Q2 2024 New
$0
$24.5 Billion 21.97% of portfolio
246,344
Q2 2024 New
$297B
$2.05 Billion 1.84% of portfolio
16,624
Q2 2024 New
$0
$1.87 Billion 1.68% of portfolio
18,522
Q2 2024 New
$19.2B
$1.81 Billion 1.63% of portfolio
96,889
Q2 2024 New
$0
$1.8 Billion 1.61% of portfolio
3,120
Q2 2024 New
$0
$1.8 Billion 1.61% of portfolio
13,001
Q2 2024 New
-
$1.78 Billion 1.6% of portfolio
-
Q2 2024 New
$84.4B
$1.74 Billion 1.56% of portfolio
5,275
Q2 2024 New
$0
$1.71 Billion 1.53% of portfolio
11,554
Q2 2024 New
$0
$1.68 Billion 1.51% of portfolio
13,157
Q2 2024 New
$0
$1.66 Billion 1.49% of portfolio
7,050
Q2 2024 New
$0
$1.66 Billion 1.49% of portfolio
16,625
Q2 2024 New
$0
$1.61 Billion 1.45% of portfolio
8,374
Q2 2024 New
$0
$1.61 Billion 1.44% of portfolio
7,918
Q2 2024 New
$0
$1.6 Billion 1.44% of portfolio
6,025
Q2 2024 New
$0
$1.59 Billion 1.42% of portfolio
5,075
Q2 2024 New
$0
$1.57 Billion 1.41% of portfolio
4,992
Q2 2024 New
$0
$1.57 Billion 1.4% of portfolio
18,688
Q2 2024 New
$0
$1.54 Billion 1.38% of portfolio
4,123
Q2 2024 New
$67.9B
$1.52 Billion 1.36% of portfolio
944
Q2 2024 New
$16.4B
$1.46 Billion 1.31% of portfolio
13,705
Q2 2024 New
$0
$1.24 Billion 1.12% of portfolio
13,270
Q2 2024 New
$166B
$1.23 Billion 1.1% of portfolio
17,360
Q2 2024 New
$0
$1.16 Billion 1.04% of portfolio
29,928
Q2 2024 New
$0
$1.11 Billion 1.0% of portfolio
24,326
Q2 2024 New
$0
$1.05 Billion 0.94% of portfolio
4,259
Q2 2024 New
$0
$1.02 Billion 0.91% of portfolio
4,075
Q2 2024 New
$0
$954 Million 0.86% of portfolio
9,186
Q2 2024 New
$0
$922 Million 0.83% of portfolio
58,674
Q2 2024 New
$106B
$904 Million 0.81% of portfolio
1,097
Q2 2024 New
$0
$901 Million 0.81% of portfolio
14,689
Q2 2024 New
$0
$884 Million 0.79% of portfolio
13,593
Q2 2024 New
$0
$828 Million 0.74% of portfolio
12,945
Q2 2024 New
$0
$809 Million 0.73% of portfolio
7,874
Q2 2024 New
$162B
$801 Million 0.72% of portfolio
3,394
Q2 2024 New
$0
$721 Million 0.65% of portfolio
8,021
Q2 2024 New
$0
$729 Million 0.65% of portfolio
10,430
Q2 2024 New
$22.1B
$684 Million 0.61% of portfolio
32,303
Q2 2024 New
$0
$669 Million 0.6% of portfolio
7,227
Q2 2024 New
$0
$456 Million 0.41% of portfolio
2,125
Q2 2024 New
$0
$428 Million 0.38% of portfolio
894
Q2 2024 New
$0
$417 Million 0.37% of portfolio
4,322
Q2 2024 New
$0
$318 Million 0.29% of portfolio
6,547
Q2 2024 New
$0
$321 Million 0.29% of portfolio
641
Q2 2024 New
$0
$324 Million 0.29% of portfolio
7,154
Q2 2024 New
$0
$311 Million 0.28% of portfolio
3,551
Q2 2024 New
$0
$308 Million 0.28% of portfolio
4,379
Q2 2024 New
$0
$313 Million 0.28% of portfolio
4,180
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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