Hershey Financial Advisers, LLC - Portfolio overview

Hershey Financial Advisers, LLC has 114 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. CWB - SPDR SERIES TRUST, 3.60%
2. STIP - ISHARES TR, 3.01%
3. GBIL - GOLDMAN SACHS ETF TR, 3.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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