• 13F History

Hershey Financial Advisers, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$114M
Signature - Title
Jackie Berry - Compliance Assistant
Location
Lancaster, PA
Summary
This page shows a list of all the recent 13F filings made by Hershey Financial Advisers, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hershey Financial Advisers, LLC reported 63 stock holdings with total value $114M as of Q4 2024. Top holdings included BIL, BILS, MINT, AGZD, and TFLO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $114M +$65.9M -$64.8M +$1.11M BIL, BILS, MINT, AGZD, TFLO 13F-HR 2/11/2025, 03:37 PM
Q2 2024 154 $111M $0 $0 BIL, BILS, NVDA, SCHG, CCL 13F-HR 8/19/2024, 01:05 PM