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

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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