Top 50 Hershey Financial Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICVT | ISHARES TR | 5.55% | 63.1K | $6.4M | +425.95%(+51.09K) | $98.10(+19.70%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.88% | 61.6K | $5.6M | +30.17%(+14.29K) | $91.73(-0.31%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 4.02% | 50.9K | $4.7M | +25.47%(+10.33K) | $85.62(+21.92%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 3.52% | 142.1K | $4.1M | new | $29.05(+0.36%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.36% | 37.7K | $3.9M | new | $102.91(-1.63%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.35% | 38.7K | $3.9M | new | $100.10(-0.19%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.27% | 74.9K | $3.8M | -4.27%(-3.34K) | $50.53(-0.03%) | 2026-03-31 | |
| AOM | ISHARES TR | 3.26% | 79.8K | $3.8M | new | $47.22(+4.50%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 2.48% | 56.5K | $2.9M | +326.51%(+43.23K) | $46.70(+6.74%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.3% | 22.9K | $2.7M | -39.73%(-15.08K) | $112.08(+4.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.81% | +15.13% |
| Top 20 Holdings Unweighted | +5.91% | +18.81% |
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