HF

Hershey Financial Advisers, LLC

13F
Hershey Financial Advisers, LLC
Last update 2025-02-11 63 Stocks (18 new)
Value $114.00 Mil Turnover 58 %
Countries:
Hershey Financial Advisers, LL... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
106,084
9,699.2
-65.84%
8.540
-16.84%
0.030
+1.05%
+2.34%
41,778.1
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
62,334
6,180.4
-74.70%
5.440
-16.41%
0.180
+0.97%
+2.29%
3,814.7
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
41,601
4,174.2
New Holding
3.680
+3.68%
0.030
+1.32%
+2.60%
13,400.3
 
AGZD
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
181,235
4,070.5
New Holding
3.580
+3.58%
2.970
+2.07%
+1.67%
98.2
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
79,051
3,989.7
New Holding
3.510
+3.51%
0.060
+1.09%
+2.43%
6,736.0
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
78,893
3,969.9
New Holding
3.500
+3.50%
0.020
+1.15%
+2.44%
18,862.0
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
50,921
3,966.2
+97,825.00%
3.490
+3.49%
0.090
+11.77%
+10.52%
4,034.2
 
JKE
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
43,206
3,871.3
+97.60%
3.410
+1.68%
-
+28.54%
+10.55%
0
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
159,163
3,866.1
New Holding
3.400
+3.40%
0.040
+0.77%
+4.15%
10,889.1
 
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
38,679
3,864.8
New Holding
3.400
+3.40%
0.070
+0.98%
+2.20%
6,374.6
 

Hershey Financial Advisers, LLC's Historical Top Holdings Breakdowns

Hershey Financial Advisers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2024-12-31
Reduce
Reduce
-16.84%
91.29 ($91.59) 91.8
$91.68
0.10%
Reduce -65.84%
106,084
-204,463
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2024-12-31
Reduce
Reduce
-16.41%
99 ($99.28) 99.5
$99.34
0.06%
Reduce -74.7%
62,334
-184,010
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2024-12-31
New Buy
New Buy
+3.68%
100.27 ($100.49) 100.73
$100.52
0.03%
New holding
41,601
41,601
AGZD
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
WisdomTree Barclays U.S. Aggregate Bond Zero Durat
2024-12-31
New Buy
New Buy
+3.58%
22.28 ($22.45) 22.66
$22.37
-0.36%
New holding
181,235
181,235
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2024-12-31
New Buy
New Buy
+3.51%
50.37 ($50.51) 50.63
$50.61
0.20%
New holding
79,051
79,051
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2024-12-31
New Buy
New Buy
+3.50%
50.24 ($50.34) 50.46
$50.47
0.26%
New holding
78,893
78,893
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
2024-12-31
Add
Add
+3.49%
76.21 ($78.9) 82.24
$85.29
8.10%
Add 97825%
50,921
50,869
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2024-12-31
New Buy
New Buy
+3.40%
24.19 ($24.6) 25.25
$24.81
0.85%
New holding
159,163
159,163
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2024-12-31
New Buy
New Buy
+3.40%
99.85 ($100.03) 100.22
$100.06
0.03%
New holding
38,679
38,679
SCHG
Schwab U.S. Large-Cap Growth ETF
2024-12-31
Add
Add
+2.60%
25.71 ($27.37) 29.1
$30.06
9.83%
Add 571.32%
124,342
105,820

Hershey Financial Advisers, LLC Total Holding History ($B)

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Hershey Financial Advisers, LLC's Asset Allocation

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Hershey Financial Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Hershey Financial Advisers, LLC's Hypothetical Growth since 2024-12-31

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