Hershey Financial Advisers, LLC Purchases in Q3 2025

Hershey Financial Advisers, LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
108K
New
$33.26 - $34.01 $3.6M - $3.68M
108K $3.67B
IEF
Ishares Barclays

ETFs
37.7K
New
$93.91 - $97.26 $3.54M - $3.67M
37.7K $3.64B
WBD
Warner Bros. Discovery, Inc.

Communication Services
129K
New
$10.78 - $19.82 $1.39M - $2.55M
129K $2.51B
AMAT
Applied Materials Inc

Technology
11.3K
New
$156.25 - $204.95 $1.76M - $2.31M
11.3K $2.3B
ALL
Allstate Corp

Financial Services
9.32K
New
$192.0 - $214.65 $1.79M - $2M
9.32K $2B
PKW
Invesco Exchange Traded Fd Tr

ETFs
13.2K
New
$123.59 - $132.83 $1.63M - $1.75M
13.2K $1.75B
JHML
John Hancock Multifactor Large

ETFs
21.6K
New
$73.53 - $78.37 $1.59M - $1.69M
21.6K $1.69B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
24.4K
New
$64.14 - $69.37 $1.57M - $1.7M
24.4K $1.68B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.2K
New
$72.65 - $78.68 $1.54M - $1.67M
21.2K $1.66B
FQAL
Fidelity Covington Tr Quality

ETFs
21.7K
New
$69.69 - $74.72 $1.51M - $1.62M
21.7K $1.62B
FANG
Diamondback Energy, Inc.

Energy
9.13K
New
$134.53 - $152.5 $1.23M - $1.39M
9.13K $1.31B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9.43K
New
$126.64 - $135.65 $1.19M - $1.28M
9.43K $1.28B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.2K
New
$84.28 - $89.46 $1.2M - $1.27M
14.2K $1.26B
RMD
Resmed Inc

Healthcare
4.47K
New
$252.01 - $293.73 $1.13M - $1.31M
4.47K $1.22B
FTCS
First Trust Capital Strength E

ETFs
13.1K
New
$89.72 - $93.74 $1.17M - $1.22M
13.1K $1.22B
FDLO
Fidelity Covington Tr Low Vola

ETFs
18.4K
New
$62.44 - $65.87 $1.15M - $1.21M
18.4K $1.21B
DSI
Ishares Msci Kld 400 Social Et

ETFs
8.65K
New
$115.96 - $125.95 $1M - $1.09M
8.65K $1.09B
OMFL
Invesco Exchange Traded Self I

ETFs
18.1K
New
$57.41 - $60.45 $1.04M - $1.09M
18.1K $1.09B
Te Connectivity PLC
4.95K
New
N/A
4.95K $1.09B
TSLA
Tesla, Inc.

Consumer Cyclical
2.04K
New
$293.94 - $444.72 $598K - $905K
2.04K $905M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.5K
New
$23.82 - $25.84 $584K - $633K
24.5K $630M
SPYG
Spdr Portfolio

ETFs
4.53K
+ 27.4%
$94.33 - $105.31 $427K - $477K
21.1K $2.2B
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.29K
New
$91.28 - $97.59 $574K - $614K
6.29K $603M
VAW
Vanguard Materials ETF

ETFs
2.51K
+ 41.31%
$193.21 - $210.15 $485K - $528K
8.59K $1.76B
VDE
Vanguard Energy ETF

ETFs
4.03K
+ 40.61%
$118.37 - $129.65 $476K - $522K
13.9K $1.75B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.79K
+ 62.8%
$67.48 - $71.55 $526K - $558K
20.2K $1.43B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4.68K
New
$107.27 - $113.94 $502K - $533K
4.68K $532M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.7K
New
$28.15 - $30.13 $497K - $532K
17.7K $523M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.32K
New
$63.74 - $68.36 $467K - $501K
7.32K $497M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.05K
New
$108.97 - $121.65 $441K - $493K
4.05K $489M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.31K
New
$128.6 - $136.01 $426K - $450K
3.31K $448M
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.8K
New
$24.46 - $26.5 $412K - $446K
16.8K $443M
AAPL
Apple Inc.

Technology
1.17K
New
$202.38 - $256.87 $237K - $301K
1.17K $298M
SWK
Stanley Black & Decker, Inc.

Industrials
3.48K
New
$66.98 - $79.52 $233K - $277K
3.48K $259M
GOOGL
Alphabet Inc.

Communication Services
835
New
$174.36 - $254.72 $146K - $213K
835 $203M
VOX
Vanguard Communication Service

ETFs
74
+ 0.71%
$169.0 - $192.17 $12.5K - $14.2K
10.4K $1.96B
VCR
Vanguard Consumer Discretionar

ETFs
47
+ 1.01%
$359.61 - $401.35 $16.9K - $18.9K
4.72K $1.87B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.27K
+ 16.89%
$45.6 - $46.92 $149K - $153K
22.6K $1.06B
TCHP
T Rowe Price Exchange Traded F

Technology
2.44K
+ 25.91%
$44.9 - $49.35 $110K - $120K
11.9K $579M
NVDA
Nvidia Corp

Technology
546
+ 32.46%
$153.3 - $186.58 $83.7K - $102K
2.23K $416M
VPU
Vanguard Utilities ETF

ETFs
108
+ 1.1%
$175.25 - $189.41 $18.9K - $20.5K
9.93K $1.88B
VIS
Vanguard Industrial ETF

ETFs
60
+ 0.97%
$281.0 - $296.29 $16.9K - $17.8K
6.28K $1.86B
Ea Series Trust
442
+ 1.14%
N/A
39.2K $4.47B
MSFT
Microsoft Corp

Technology
148
+ 17.17%
$491.09 - $535.64 $72.7K - $79.3K
1.01K $523M
VHT
Vanguard Health Care ETF

ETFs
116
+ 2.43%
$239.12 - $259.95 $27.7K - $30.2K
4.89K $1.27B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.58K
+ 15.97%
$50.85 - $51.35 $80.3K - $81.1K
11.5K $588M
VFH
Vanguard Financial ETF

ETFs
168
+ 1.22%
$125.23 - $132.78 $21K - $22.3K
13.9K $1.83B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
760
+ 5.0%
$36.04 - $38.78 $27.4K - $29.5K
16K $616M
VNQ
Vanguard Specialized Funds Van

ETFs
316
+ 2.38%
$88.47 - $93.24 $28K - $29.5K
13.6K $1.24B
Activity Summary
Buys All Purchases 53 New Holdings 32 Increased Positions 21 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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