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Jackie Berry

Hershey Financial Advisers, Llc

Assets Managed
$115.8M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-2.12%(2Q avg: -0.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hershey Financial Advisers, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Hershey Financial Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 115.8M in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of -0.36%. The portfolio is managed by Jackie Berry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ICVT
Ishares Convertible Bond Etf
Recent Activity
New Position
5.55%
$6.421M
63,082 shares@ $101.8 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 30.18%
4.88%
$5.647M
61,626 shares@ $91.64 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 25.48%
4.03%
$4.657M
50,884 shares@ $91.53 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
New Position
3.53%
$4.081M
142,113 shares@ $28.72 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
New Position
3.37%
$3.897M
37,673 shares@ $103.43 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
New Position
3.36%
$3.88M
38,724 shares@ $100.2 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -4.26%
3.28%
$3.791M
74,870 shares@ $50.63 avg price
AOM
Ishares Core Moderate Alloca
Recent Activity
New Position
3.27%
$3.781M
79,809 shares@ $47.37 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 326.52%
2.48%
$2.869M
56,470 shares@ $50.8 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -39.73%
2.3%
$2.66M
22,872 shares@ $116.3 avg price

1-10 of 80