Hershey Financial Advisers, LLC
RIA/Wealth
Hershey Financial Advisers, LLC is a RIA/Wealth based in Lancaster, PA led by Matthew Dawson Berry, reporting $123.0M in AUM as of Q3 2025 with 87% ETF concentration.
PartnerMatthew Dawson Berry
- Portfolio Value
- $116.7M
- Positions
- 76
- Top Holding
- BIL at 4.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hershey Financial Advisers, LLC's portfolio (35.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.2M | 4.47% | -$378.0K Sold | — 56.9K shares | |
ETF ETF | $4.6M | 3.91% | -$76.4K Sold | — 45.8K shares | |
ETF ETF | $4.5M | 3.83% | +$50.3K Bought | — 39.2K shares | |
ETF ETF | $4.5M | 3.82% | -$117.3K Sold | — 44.5K shares | |
ETF ETF | $4.0M | 3.39% | -$71.7K Sold | — 132.9K shares | |
ETF ETF | $3.8M | 3.27% | -$130.4K Sold | — 75.3K shares | |
ETF ETF | $3.8M | 3.23% | -$84.7K Sold | — 34.1K shares | |
ETF ETF | $3.7M | 3.14% | +$3.7M New | — 108.2K shares | |
ETF ETF | $3.6M | 3.12% | +$3.6M New | — 37.7K shares | |
ETF ETF | $3.5M | 3.03% | -$109.3K Sold | — 129.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hershey Financial Advisers, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Hershey Financial Advisers, LLC
GthenA