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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Hershey Financial Advisers, LLC's latest available filing here is Q3 2025.
Hershey Financial Advisers, LLC
•CIK: 2034214•Filing: Q3 2025
**Hershey Financial Advisers, LLC** manages $117M across a diversified portfolio of 76 positions. The firm exhibits notable allocations to fixed income and structured credit, with top holdings including BIL ($5.2M), BILS ($4.6M), and BOXX ($4.5M). Significant weightings are also observed in ICVT ($4.5M) and ANGL ($4.0M), suggesting a focus on defensive and yield-oriented strategies. This concentration highlights active management within core fixed income and related credit markets.
Total AUM
$116.7M
QoQ Performance
+4.4%
Positions
37
Top 10 Concentration
35.2%
Latest Filing
Q3 2025
Top Holdings Allocation
BIL4.5%
BILS3.9%
BOXX3.8%
ICVT3.8%
ANGL3.4%
JPST3.3%
SHV3.2%
SPIB3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.8%
Technology1.2%
ETF1.1%
Healthcare1.0%
Consumer0.8%
🚪 Exited Positionssold since Q2 2025
+20 more exited positions
Changes from Q2 2025
NEW32 new positions
↑21 increased
↓23 decreased
Historical Filings
Q3 2025Q2 2025Q4 2024Q2 2024