Hershey Financial Advisers, LLC Purchases in Q4 2024

Hershey Financial Advisers, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
41.6K
New
$100.22 - $100.73 $4.17M - $4.19M
41.6K $4.17B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
181K
New
$22.28 - $22.66 $4.04M - $4.11M
181K $4.07B
TFLO
Ishares Treasury Floating Rate

ETFs
79.1K
New
$50.37 - $50.63 $3.98M - $4M
79.1K $3.99B
USFR
Wisdomtree Floating Rate Treas

ETFs
78.9K
New
$50.23 - $50.46 $3.96M - $3.98M
78.9K $3.97B
CWB
Spdr Bloomberg Convertible Sec

ETFs
50.9K
+ 97825.0%
$76.21 - $82.24 $3.88M - $4.18M
50.9K $3.97B
SCHR
Schwab Intermediate Term Us Tr

ETFs
159K
New
$24.19 - $50.58 $3.85M - $8.05M
159K $3.87B
GBIL
Goldman Sachs Access Treasury

ETFs
38.7K
New
$99.85 - $100.22 $3.86M - $3.88M
38.7K $3.86B
SPYG
Spdr Portfolio

ETFs
31.1K
+ 47829.23%
$81.74 - $91.38 $2.54M - $2.84M
31.2K $2.74B
Arista Networks Inc
21.2K
New
N/A
21.2K $2.34B
ILCG
Ishares Morningstar Growth ETF
21.3K
+ 97.6%
N/A
43.2K $3.87B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23K
New
$77.02 - $78.58 $1.77M - $1.81M
23K $1.78B
DE
Deere & CO

Industrials
4K
+ 26633.33%
$389.45 - $466.0 $1.56M - $1.86M
4.01K $1.7B
Labcorp Holdings Inc
7.34K
New
N/A
7.34K $1.68B
LRGF
Ishares Tr

ETFs
27.7K
+ 17878.06%
$58.25 - $63.26 $1.61M - $1.75M
27.9K $1.68B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
70.9K
+ 124459.65%
$22.01 - $66.82 $1.56M - $4.74M
71K $1.61B
SCHG
Schwab Strategic Tr Us Large C

ETFs
106K
+ 571.32%
$25.93 - $105.3 $2.74M - $11.1M
124K $3.47B
PKW
Invesco Exchange Traded Fd Tr

ETFs
13.9K
+ 92426.67%
$114.02 - $125.22 $1.58M - $1.74M
13.9K $1.6B
EL
Estee Lauder Companies Inc

Consumer Defensive
20.5K
New
$62.74 - $97.24 $1.29M - $1.99M
20.5K $1.54B
AXON
Axon Enterprise, Inc.

Industrials
2.48K
New
$399.22 - $689.78 $990K - $1.71M
2.48K $1.47B
ROL
Rollins Inc

Consumer Cyclical
28.6K
New
$46.35 - $51.59 $1.32M - $1.47M
28.6K $1.32B
FDLO
Fidelity Covington Tr Low Vola

ETFs
19.8K
New
$60.24 - $63.08 $1.19M - $1.25M
19.8K $1.2B
EQT
Eqt Corp

Energy
22.3K
New
$35.62 - $46.89 $793K - $1.04M
22.3K $1.03B
AOR
Ishares Tr Core Growth Allocat

ETFs
17.9K
New
$57.32 - $59.66 $1.03M - $1.07M
17.9K $1.03B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
12.2K
+ 117.33%
$70.54 - $79.61 $863K - $974K
22.7K $1.72B
PAYC
Paycom Software, Inc.

Technology
3.97K
New
$159.94 - $240.25 $634K - $953K
3.97K $813M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.44K
+ 224.8%
$521.84 - $558.82 $752K - $805K
2.08K $1.12B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.89K
New
$260.53 - $404.79 $492K - $765K
1.89K $722M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.9K
+ 166.03%
$45.07 - $47.1 $535K - $559K
19K $860M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.27K
+ 2852.55%
$65.67 - $69.79 $478K - $508K
7.53K $505M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.29K
+ 25433.33%
$201.32 - $217.44 $461K - $498K
2.3K $476M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.89K
+ 12143.08%
$56.7 - $62.15 $448K - $491K
7.96K $464M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.04K
+ 16810.0%
$90.66 - $99.46 $457K - $502K
5.07K $461M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.18K
+ 123.88%
$74.5 - $78.37 $386K - $406K
9.36K $699M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.9K
+ 120.7%
$48.33 - $49.08 $382K - $388K
14.4K $700M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.14K
New
$71.75 - $75.11 $368K - $386K
5.14K $369M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.48K
+ 156.84%
$49.87 - $52.46 $323K - $340K
10.6K $530M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.34K
+ 198.31%
$34.13 - $37.35 $285K - $311K
12.5K $428M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.36K
New
$51.58 - $52.91 $277K - $284K
5.36K $277M
MGK
Vanguard Mega Cap Growth ETF

ETFs
348
+ 6.97%
$316.94 - $357.88 $110K - $125K
5.34K $1.83B
VUG
Vanguard Growth ETF

ETFs
210
+ 5.09%
$378.79 - $428.11 $79.5K - $89.9K
4.33K $1.78B
VONE
Vanguard Russell 1000 ETF

ETFs
548
+ 12.87%
$257.18 - $277.76 $141K - $152K
4.81K $1.28B
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.52K
+ 16.59%
$107.41 - $115.71 $164K - $176K
10.7K $1.18B
VXF
Vanguard Extended Market ETF

ETFs
1.04K
+ 304.39%
$179.17 - $207.15 $187K - $216K
1.38K $263M
VV
Vanguard Large Cap ETF

ETFs
396
+ 9.72%
$260.27 - $280.65 $103K - $111K
4.47K $1.21B
Activity Summary
Buys All Purchases 45 New Holdings 19 Increased Positions 26 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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