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Hershey Financial Advisers, LLC

Portfolio Manager
Hershey Financial Advisers, LLC
Performance
-0.19% (2026 Q1)
AUM (13F)
$115.80M
# of Holdings
80
Performance Rank
Allocation (Top 20)
54.07%

Hershey Financial Advisers, LLC Holdings Map

Top 50 Hershey Financial Advisers, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ICVT
ISHARES TR
5.55%63.1K$6.4M
+425.95%(+51.09K)
2025-Q1: 0 shares2025-Q2: 45.7K shares2025-Q3: 44.5K shares2025-Q4: 12.0K shares2026-Q1: 63.1K shares
$98.10(+19.70%)
2026-03-31
BIL
SPDR SERIES TRUST
4.88%61.6K$5.6M
+30.17%(+14.29K)
2025-Q1: 0 shares2025-Q2: 61.0K shares2025-Q3: 56.9K shares2025-Q4: 47.3K shares2026-Q1: 61.6K shares
$91.73(-0.31%)
2026-03-31
CWB
SPDR SERIES TRUST
4.02%50.9K$4.7M
+25.47%(+10.33K)
2025-Q1: 0 shares2025-Q2: 16.5K shares2025-Q3: 0 shares2025-Q4: 40.6K shares2026-Q1: 50.9K shares
$85.62(+21.92%)
2026-03-31
ANGL
VANECK ETF TRUST
3.52%142.1K$4.1Mnew2025-Q1: 0 shares2025-Q2: 135.3K shares2025-Q3: 132.9K shares2025-Q4: 0 shares2026-Q1: 142.1K shares
$29.05(+0.36%)
2026-03-31
STIP
ISHARES TR
3.36%37.7K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 37.7K shares
$102.91(-1.63%)
2026-03-31
GBIL
GOLDMAN SACHS ETF TR
3.35%38.7K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 38.7K shares
$100.10(-0.19%)
2026-03-31
TFLO
ISHARES TR
3.27%74.9K$3.8M
-4.27%(-3.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 22.6K shares2025-Q4: 78.2K shares2026-Q1: 74.9K shares
$50.53(-0.03%)
2026-03-31
AOM
ISHARES TR
3.26%79.8K$3.8Mnew2025-Q1: 0 shares2025-Q2: 7.8K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 79.8K shares
$47.22(+4.50%)
2026-03-31
FDL
FIRST TR EXCHANGE-TRADED FD
2.48%56.5K$2.9M
+326.51%(+43.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.2K shares2026-Q1: 56.5K shares
$46.70(+6.74%)
2026-03-31
BOXX
EA SERIES TRUST
2.3%22.9K$2.7M
-39.73%(-15.08K)
2025-Q1: 0 shares2025-Q2: 38.8K shares2025-Q3: 39.2K shares2025-Q4: 38.0K shares2026-Q1: 22.9K shares
$112.08(+4.58%)
2026-03-31

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