HF
| |
Hershey Financial Advisers, LLC13F | |
| Hershey Financial Advisers, LLC | |
| Last update 2025-02-11 | 63 Stocks (18 new) |
| Value $114.00 Mil | Turnover 58 % |
Hershey Financial Advisers, LL... Top Holdings of 2024-12-31
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| 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 | +0.99% | +2.28% | 3,814.3 | ||
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 | +1.39% | +2.58% | 13,397.7 | ||
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 | +2.02% | +1.90% | 98.6 | ||
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 | +1.11% | +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% | +2.42% | 18,858.3 | ||
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 | +13.04% | +10.65% | 4,038.9 | ||
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 | +1.38% | +4.23% | 10,897.9 | ||
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 | +1.01% | +2.21% | 6,375.2 |
Hershey Financial Advisers, LLC's Historical Top Holdings Breakdowns
Hershey Financial Advisers, LLC's Top Stock Picks
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| 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 | $99.33 | 0.05% | 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 | $100.50 | 0.01% | 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 | $22.42 | -0.13% | 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 | $50.46 | 0.24% | 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 | $85.39 | 8.23% | 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 | $24.83 | 0.93% | 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 | $100.07 | 0.04% | 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 | $29.94 | 9.39% | Add 571.32% | 124,342 | 105,820 |
Hershey Financial Advisers, LLC Total Holding History ($B)
Hershey Financial Advisers, LLC's Asset Allocation
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
Hershey Financial Advisers, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hershey Financial Advisers, LLC's Holdings Heat Map
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Hershey Financial Advisers, LLC's Holdings Bubble Chart
Hershey Financial Advisers, LLC News
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