Hershey Financial Advisers, LLC Portfolio Holdings
Q3 2025•76 long positions•$116.7M portfolio value
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Holding101 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $5.2M 4.47% | -$378.0K Sold | — 56.9K shares | 61.0K → 56.9K −$378.0K | -6.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.6M 3.91% | -$76.4K Sold | — 45.8K shares | 46.6K → 45.8K −$76.4K | -1.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.5M 3.83% | +$50.3K Bought | — 39.2K shares | 38.8K → 39.2K +$50.3K | +1.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.5M 3.82% | -$117.3K Sold | — 44.5K shares | 45.7K → 44.5K −$117.3K | -2.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.0M 3.39% | -$71.7K Sold | — 132.9K shares | 135.3K → 132.9K −$71.7K | -1.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.8M 3.27% | -$130.4K Sold | — 75.3K shares | 77.9K → 75.3K −$130.4K | -3.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.8M 3.23% | -$84.7K Sold | — 34.1K shares | 34.9K → 34.1K −$84.7K | -2.2% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.7M 3.14% | +$3.7M New | — 108.2K shares | 0 → 108.2K +$3.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 3.12% | +$3.6M New | — 37.7K shares | 0 → 37.7K +$3.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.5M 3.03% | -$109.3K Sold | — 129.5K shares | 133.5K → 129.5K −$109.3K | -3.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 2.48% | -$597.4K Sold | — 90.7K shares | 109.4K → 90.7K −$597.4K | -17.11% | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $2.5M 2.15% | +$2.5M New | 0.005% 128.5K shares | 0 → 128.5K +$2.5M | New | $48.4B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $2.3M 1.98% | +$1.6M Bought | 0.001% 11.3K shares | 3.4K → 11.3K +$1.6M | +231.61% | $163.10B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 1.89% | +$473.2K Bought | — 21.1K shares | 16.5K → 21.1K +$473.2K | +27.4% | — — | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | $2.0M 1.71% | +$2.0M New | 0.004% 9.3K shares | 0 → 9.3K +$2.0M | New | $56.6B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 1.68% | +$13.9K Bought | — 10.4K shares | 10.4K → 10.4K +$13.9K | +0.71% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.66% | -$3.0K Sold | — 2.6K shares | 2.6K → 2.6K −$3.0K | -0.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.62% | -$28.2K Sold | — 4.7K shares | 4.8K → 4.7K −$28.2K | -1.47% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.61% | +$20.5K Bought | — 9.9K shares | 9.8K → 9.9K +$20.5K | +1.1% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.6% | +$18.6K Bought | — 4.7K shares | 4.7K → 4.7K +$18.6K | +1.01% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.59% | +$17.8K Bought | — 6.3K shares | 6.2K → 6.3K +$17.8K | +0.97% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.57% | +$22.0K Bought | — 13.9K shares | 13.8K → 13.9K +$22.0K | +1.22% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.51% | +$514.4K Bought | — 8.6K shares | 6.1K → 8.6K +$514.4K | +41.31% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.5% | +$506.6K Bought | — 13.9K shares | 9.9K → 13.9K +$506.6K | +40.61% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 1.5% | -$89.2K Sold | — 13.2K shares | 13.9K → 13.2K −$89.2K | -4.85% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.45% | +$625.5K Bought | — 21.6K shares | 13.6K → 21.6K +$625.5K | +58.71% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.44% | +$1.7M New | — 24.4K shares | 0 → 24.4K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.43% | +$22.7K Bought | — 7.8K shares | 7.7K → 7.8K +$22.7K | +1.38% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 1.42% | +$646.3K Bought | — 21.2K shares | 12.9K → 21.2K +$646.3K | +63.73% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 1.4% | -$1.0M Sold | — 20.7K shares | 33.4K → 20.7K −$1.0M | -38.17% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 1.39% | +$522.4K Bought | — 21.7K shares | 14.7K → 21.7K +$522.4K | +47.59% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 1.23% | +$552.1K Bought | — 20.2K shares | 12.4K → 20.2K +$552.1K | +62.8% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.22% | -$239.8K Sold | — 18.2K shares | 21.3K → 18.2K −$239.8K | -14.42% | — — | Q2 2025 Held for 5 months | |
Construction Industrials | $1.3M 1.14% | +$1.3M New | 0.01% 11.0K shares | 0 → 11.0K +$1.3M | New | $13.4B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $1.3M 1.12% | +$1.3M New | 0.003% 9.1K shares | 0 → 9.1K +$1.3M | New | $41.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 1.12% | -$25.7K Sold | — 2.1K shares | 2.2K → 2.1K −$25.7K | -1.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.1% | +$1.3M New | — 9.4K shares | 0 → 9.4K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 1.09% | +$30.1K Bought | — 4.9K shares | 4.8K → 4.9K +$30.1K | +2.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.08% | +$1.2M Bought | — 14.2K shares | 163.0 → 14.2K +$1.2M | +8,606.75% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 1.06% | +$28.9K Bought | — 13.6K shares | 13.3K → 13.6K +$28.9K | +2.38% | — — | Q2 2025 Held for 5 months | |
Medical - Instruments & Supplies Healthcare | $1.2M 1.05% | +$1.2M New | 0.003% 4.5K shares | 0 → 4.5K +$1.2M | New | $40.1B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 1.05% | +$1.2M Bought | — 13.1K shares | 48.0 → 13.1K +$1.2M | +27,116.67% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 1.04% | -$93.4K Sold | — 18.4K shares | 19.8K → 18.4K −$93.4K | -7.17% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.986% | -$2.7M Sold | — 11.0K shares | 37.0K → 11.0K −$2.7M | -70.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.934% | -$259.4K Sold | — 8.7K shares | 10.7K → 8.7K −$259.4K | -19.23% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.934% | +$1.1M New | — 18.1K shares | 0 → 18.1K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $1.1M 0.931% | +$1.1M New | 0.002% 4.9K shares | 0 → 4.9K +$1.1M | New | $64.9B Large Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $1.1M 0.922% | -$2.6K Sold | 0.003% 6.6K shares | 6.6K → 6.6K −$2.6K | -0.24% | $37.9B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.906% | +$152.6K Bought | — 22.6K shares | 19.4K → 22.6K +$152.6K | +16.89% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.882% | -$625.7K Sold | — 8.8K shares | 14.2K → 8.8K −$625.7K | -37.81% | — — | Q2 2025 Held for 5 months |
