Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HERSHEY FINANCIAL ADVISERS LLC 08-19-2024 06-30-2024 157 111,441,025
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ARISTA NETWORKS INC COM 101 $8,762 25 0.00 25 +Inf 06-30-2024
ISHARES TR U S EQUITY FACTR 102 $8,632 155 0.00 155 +Inf 06-30-2024
PACER FDS TR TRENDPILOT 100 103 $7,218 100 0.00 100 +Inf 06-30-2024
AMERICAN TOWER CORP NEW COM 104 $6,803 35 0.00 35 +Inf 06-30-2024
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