Hershey Financial Advisers, LLC

Q3 2025 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
76
Total value ($000)
$116,676
Net value change ($000)
+4,962 (4.4%)
New positions
32
Sold out positions
25
Turnover %
65.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/18/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPIB 3,667 NEW
IEF 3,637 NEW
WBD 2,510 NEW
AMAT 2,304 NEW
ALL 2,000 NEW
PKW 1,750 NEW
JHML 1,691 NEW
EPS 1,685 NEW
SPYM 1,660 NEW
FQAL 1,620 NEW
Top Reduces (Value $000, Stocks/ETFs)
FALN -3,752 -100.0%
IEI -3,726 -100.0%
ILCG -2,433 -67.9%
VONG -2,127 -100.0%
PWR -2,002 -100.0%
ON -2,001 -100.0%
MCHP -1,691 -100.0%
LRGF -1,612 -100.0%
VV -1,600 -100.0%
BA -1,372 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type