Hershey Financial Advisers, LLC Top Holdings and 13F Report (2024) About Hershey Financial Advisers, LLCInvestment ActivityHershey Financial Advisers, LLC has $111.44 million in total holdings as of June 30, 2024.Hershey Financial Advisers, LLC owns shares of 157 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $28,502,051SPDR Bloomberg 3-12 Month T-Bill ETF $24,479,201NVIDIA $2,053,729Schwab U.S. Large-Cap Growth ETF $1,867,758Carnival Co. & $1,813,762 Sector AllocationMap of 500 Largest Holdings ofHershey Financial Advisers, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$28,502,051310,54725.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$24,479,201246,34422.0%ETFNVDANVIDIA$2,053,72916,6241.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,867,75818,5221.7%ETFCCLCarnival Co. &$1,813,76296,8891.6%Consumer DiscretionaryVGTVanguard Information Technology ETF$1,798,9613,1201.6%ETFVOXVanguard Communication Services ETF$1,796,73813,0011.6%ETFILCGiShares Morningstar Growth ETF$1,780,03021,8651.6%ETFTTTrane Technologies$1,735,1065,2751.6%ConstructionVPUVanguard Utilities ETF$1,709,06811,5541.5%ETFVDEVanguard Energy ETF$1,678,43813,1571.5%ETFVFHVanguard Financials ETF$1,660,50516,6251.5%ETFVISVanguard Industrials ETF$1,658,3017,0501.5%ETFVAWVanguard Materials ETF$1,613,0848,3741.4%ETFVDCVanguard Consumer Staples ETF$1,607,5927,9181.4%ETFVHTVanguard Health Care ETF$1,602,6506,0251.4%ETFRCLRoyal Caribbean Cruises$1,595,41610,0071.4%Consumer DiscretionaryVCRVanguard Consumer Discretionary ETF$1,585,0755,0751.4%ETFMGKVanguard Mega Cap Growth ETF$1,568,5364,9921.4%ETFVNQVanguard Real Estate ETF$1,565,30718,6881.4%ETFVUGVanguard Growth ETF$1,542,0434,1231.4%ETFAVGOBroadcom$1,515,6209441.4%Computer and TechnologySWKSSkyworks Solutions$1,460,67913,7051.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,244,85913,2701.1%ETFNEENextEra Energy$1,229,26217,3601.1%UtilitiesTCHPT. Rowe Price Blue Chip Growth ETF$1,158,81229,9281.0%ETFXLGInvesco S&P 500 Top 50 ETF$1,112,91524,3261.0%ETFVONEVanguard Russell 1000$1,048,0124,2590.9%ETFVVVanguard Large-Cap ETF$1,017,2024,0750.9%ETFDSIiShares MSCI KLD 400 Social ETF$953,9669,1860.9%ETFMDIVFirst Trust Multi-Asset Diversified Income Index Fund$922,29758,6740.8%ManufacturingKLACKLA$904,4871,0970.8%Computer and TechnologyFQALFidelity Quality Factor ETF$900,72914,6890.8%ETFJHMLJohn Hancock Multifactor Large Cap ETF$883,68113,5930.8%ETFSPLGSPDR Portfolio S&P 500 ETF$828,48012,9450.7%ETFSPGPInvesco S&P 500 GARP ETF$809,2907,8740.7%ETFAMATApplied Materials$800,9503,3940.7%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$729,37010,4300.7%ETFFDGAmerican CenturyFocused Dynamic Growth ETF$721,1688,0210.6%ETFHPEHewlett Packard Enterprise$683,85532,3030.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$668,7877,2270.6%ETFIWYiShares Russell Top 200 Growth ETF$455,8552,1250.4%ETFQQQInvesco QQQ$428,3248940.4%FinanceIOOiShares Global 100 ETF$417,4194,3220.4%ETFIUSBiShares Core Total USD Bond Market ETF$323,5047,1540.3%ManufacturingVOOVanguard S&P 500 ETF$320,5836410.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$317,7916,5470.3%ManufacturingBIVVanguard Intermediate-Term Bond ETF$313,0404,1800.3%ETFSPMOInvesco S&P 500 Momentum ETF$310,5703,5510.3%ETFBLVVanguard Long-Term Bond ETF$307,8004,3790.3%ETFEDVVanguard Extended Duration Treasury ETF$288,9423,9360.3%ETFCVXChevron$265,9141,7000.2%Oils/EnergyCOWZPacer US Cash Cows 100 ETF$211,0403,8730.2%ETFIAGGiShares Core International Aggregate Bond ETF$206,3194,1330.2%ETFIWPiShares Russell Mid-Cap Growth ETF$166,1871,5060.1%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$148,3322,5330.1%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$147,4764,2040.1%ETFIWNiShares Russell 2000 Value ETF$143,6199430.1%ETFSPYSPDR S&P 500 ETF Trust$133,3342450.1%FinancePSPInvesco Global Listed Private Equity ETF$127,4952,0870.1%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$94,1152,9030.1%ETFKEYSKeysight Technologies$85,7426270.1%Computer and TechnologyLOWLowe's Companies$80,2473640.1%Retail/WholesaleCGGRCapital Group Growth ETF$58,0181,7640.1%ETFVXFVanguard Extended Market ETF$57,7263420.1%ETFERIEErie Indemnity$57,6221590.1%FinanceCGGOCapital Group Global Growth Equity ETF$55,4941,8850.0%ETFFAARFirst Trust Alternative Absolute Return Strategy ETF$50,9961,7950.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$49,4611,3130.0%ETFBBYBest Buy$48,1305710.0%Retail/WholesaleAJGArthur J. Gallagher & Co.$47,9721850.0%FinanceXOMExxon Mobil$46,0484000.0%Oils/EnergyNTAPNetApp$44,6943470.0%Computer and TechnologyAAPLApple$42,1242000.0%Computer and TechnologyQCOMQUALCOMM$41,8282100.0%Computer and TechnologyTDGTransDigm Group$40,884320.0%AerospaceDOWDOW$40,0007540.0%Basic MaterialsGSThe Goldman Sachs Group$37,543830.0%FinanceCGDVCapital Group Dividend Value ETF$36,2011,0970.0%ETFMGCVanguard Mega Cap ETF$35,5121800.0%ETFARKKARK Innovation ETF$31,5527170.0%ETFJPSTJPMorgan Ultra-Short Income ETF$30,4336030.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$30,3206310.0%ManufacturingAMGNAmgen$29,995960.0%MedicalOEFiShares S&P 100 ETF$28,5441080.0%ETFGSYInvesco Ultra Short Duration ETF$26,2475260.0%ETFIUSGiShares Core S&P U.S. Growth ETF$25,1141970.0%ManufacturingVOOGVanguard S&P 500 Growth ETF$22,341670.0%ETFMEDMedifast$18,1548320.0%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$16,2032550.0%ETFFTSLFirst Trust Senior Loan ETF$13,8043020.0%ManufacturingDGRWWisdomTree U.S. Quality Dividend Growth Fund$12,7221630.0%ManufacturingFMHIFirst Trust Municipal High Income ETF$12,5632600.0%ManufacturingIRIngersoll Rand$11,3551250.0%Industrial ProductsLUVSouthwest Airlines$10,2143570.0%TransportationUSMViShares MSCI USA Min Vol Factor ETF$9,8231170.0%ETFGPSGAP$9,5804010.0%Consumer CyclicalMOATVanEck Morningstar Wide Moat ETF$9,5271100.0%ETFSCHDSchwab US Dividend Equity ETF$9,4871220.0%ETFSCHWCharles Schwab$8,9901220.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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