Hershey Financial Advisers Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$3.64M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.6M |
| 3 |
Applied Materials
AMAT
|
+$2.04M |
| 4 |
Allstate
ALL
|
+$1.88M |
| 5 |
Warner Bros
WBD
|
+$1.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$3.75M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.73M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
+$2.61M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.13M |
| 5 |
Quanta Services
PWR
|
+$2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.97% |
| 2 | Communication Services | 3.25% |
| 3 | Financials | 1.71% |
| 4 | Industrials | 1.36% |
| 5 | Energy | 1.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| – | – |
-23,335
| Closed | -$1.22M |
|
Similar funds
Hershey Financial Advisers's Q3 2025 Portfolio in Review
As of Q3 2025, Hershey Financial Advisers held 101 positions worth $117M, up 4.4% from $112M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Hershey Financial Advisers's Q3 2025 filing shows 32 new, 21 increased, 23 reduced and 25 closed positions. Its largest new stake was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF: 108,194 shares worth $3.67M. The largest sale was iShares Fallen Angels USD Bond ETF, an estimated $3.75M.
By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 6.6% a quarter earlier, followed by Communication Services and Financials.
- Hershey Financial Advisers's largest Q3 2025 buy was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF: 108,194 shares worth $3.67M.
- Hershey Financial Advisers added most to Vanguard Long-Term Bond ETF in Q3 2025, an estimated $541K increase.
- Hershey Financial Advisers's biggest Q3 2025 reduction was iShares Morningstar Growth ETF, cutting an estimated $2.61M.
- Hershey Financial Advisers fully exited iShares Fallen Angels USD Bond ETF in Q3 2025, selling an estimated $3.75M.
- Hershey Financial Advisers's ten largest holdings make up 35% of its $117M portfolio in Q3 2025.
- Hershey Financial Advisers opened 32 new positions and closed 25 in Q3 2025.
- Hershey Financial Advisers's portfolio value rose 4.4% quarter-over-quarter to $117M.
Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.