Hershey Financial Advisers, LLC Portfolio Holdings

Hershey Financial Advisers, LLC

  • $114 Billion
  • Q4 2024

Hershey Financial Advisers, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $9.7B, Spdr Bloomberg 3 12 Month T Bi with a value of $6.18B, Pimco ETF Tr Enhanced Sht Matu with a value of $4.17B, Wisdom Tree Interest Rate Hedg with a value of $4.07B, and Ishares Treasury Floating Rate with a value of $3.99B.

Examining the 13F form we can see an increase of $2.11B in the current position value, from $111B to 114B.

Hershey Financial Advisers, LLC is based out at Lancaster, PA

Below you can find more details about Hershey Financial Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $94.6 Billion
Industrials: $5.09 Billion
Consumer Cyclical: $2.05 Billion
Consumer Defensive: $1.54 Billion
Energy: $1.03 Billion
Technology: $813 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.7 Billion 8.54% of portfolio
106,084
Q4 2024 Reduced 65.84%
$0
$6.18 Billion 5.44% of portfolio
62,334
Q4 2024 Reduced 74.7%
$0
$4.17 Billion 3.68% of portfolio
41,601
Q4 2024 New
$0
$4.07 Billion 3.58% of portfolio
181,235
Q4 2024 New
$0
$3.99 Billion 3.51% of portfolio
79,051
Q4 2024 New
$0
$3.97 Billion 3.5% of portfolio
78,893
Q4 2024 New
$0
$3.97 Billion 3.49% of portfolio
50,921
Q4 2024 Added 97,825.0%
-
$3.87 Billion 3.41% of portfolio
-
Q4 2024 Added 97.6%
$0
$3.87 Billion 3.4% of portfolio
159,163
Q4 2024 New
$0
$3.86 Billion 3.4% of portfolio
38,679
Q4 2024 New
$0
$3.47 Billion 3.05% of portfolio
124,342
Q4 2024 Added 571.32%
$0
$2.74 Billion 2.41% of portfolio
31,154
Q4 2024 Added 47,829.23%
Arista Networks Inc
-
$2.34 Billion 2.06% of portfolio
-
Q4 2024 New
$17.9B
$1.92 Billion 1.69% of portfolio
57,092
Q4 2024 Added 15,892.16%
$0
$1.88 Billion 1.65% of portfolio
12,118
Q4 2024 Reduced 6.79%
$0
$1.86 Billion 1.64% of portfolio
15,757
Q4 2024 Reduced 5.22%
$0
$1.83 Billion 1.61% of portfolio
4,870
Q4 2024 Reduced 4.04%
$0
$1.81 Billion 1.6% of portfolio
11,089
Q4 2024 Reduced 4.02%
$0
$1.8 Billion 1.58% of portfolio
2,893
Q4 2024 Reduced 7.28%
$0
$1.78 Billion 1.57% of portfolio
23,034
Q4 2024 New
$0
$1.78 Billion 1.57% of portfolio
4,333
Q4 2024 Added 5.09%
$0
$1.75 Billion 1.54% of portfolio
6,861
Q4 2024 Reduced 2.68%
$0
$1.72 Billion 1.52% of portfolio
22,667
Q4 2024 Added 117.33%
$143B
$1.7 Billion 1.5% of portfolio
4,010
Q4 2024 Added 26,633.33%
Labcorp Holdings Inc
-
$1.68 Billion 1.48% of portfolio
-
Q4 2024 New
$0
$1.68 Billion 1.48% of portfolio
27,866
Q4 2024 Added 17,878.06%
$0
$1.67 Billion 1.47% of portfolio
7,897
Q4 2024 Reduced 0.27%
$0
$1.66 Billion 1.46% of portfolio
18,642
Q4 2024 Reduced 0.25%
$0
$1.61 Billion 1.42% of portfolio
70,999
Q4 2024 Added 124,459.65%
$0
$1.6 Billion 1.41% of portfolio
13,879
Q4 2024 Added 92,426.67%
$16.4B
$1.54 Billion 1.35% of portfolio
20,504
Q4 2024 New
$48.2B
$1.47 Billion 1.3% of portfolio
2,479
Q4 2024 New
$24.6B
$1.32 Billion 1.17% of portfolio
28,576
Q4 2024 New
$0
$1.28 Billion 1.13% of portfolio
4,807
Q4 2024 Added 12.87%
$0
$1.21 Billion 1.06% of portfolio
4,471
Q4 2024 Added 9.72%
$0
$1.2 Billion 1.05% of portfolio
19,768
Q4 2024 New
$0
$1.18 Billion 1.04% of portfolio
10,710
Q4 2024 Added 16.59%
$0
$1.12 Billion 0.99% of portfolio
2,082
Q4 2024 Added 224.8%
$0
$1.11 Billion 0.98% of portfolio
9,186
Q4 2024 Reduced 30.18%
$0
$1.11 Billion 0.98% of portfolio
5,896
Q4 2024 Reduced 29.59%
$0
$1.07 Billion 0.95% of portfolio
4,237
Q4 2024 Reduced 29.68%
$0
$1.03 Billion 0.9% of portfolio
17,887
Q4 2024 New
$19.6B
$1.03 Billion 0.9% of portfolio
22,265
Q4 2024 New
$0
$860 Million 0.76% of portfolio
19,032
Q4 2024 Added 166.03%
$12.3B
$813 Million 0.72% of portfolio
3,967
Q4 2024 New
$48.9B
$722 Million 0.64% of portfolio
1,889
Q4 2024 New
$0
$699 Million 0.62% of portfolio
9,358
Q4 2024 Added 123.88%
$0
$700 Million 0.62% of portfolio
14,449
Q4 2024 Added 120.7%
$0
$537 Million 0.47% of portfolio
5,168
Q4 2024 Reduced 35.57%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $114 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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