Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hibernia Wealth Partners

Latest statistics and disclosures from Hibernia Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, SPY, DIVO, XLSR, BUFR, and represent 50.70% of Hibernia Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BIL, DIVO, BUFR, SPHQ, BILS, EMHC, JNK, IVV, JEPQ, GLD.
Started 18 new stock positions in IVV, VV, AGG, VBR, VOE, VPL, VUG, CVX, BND, ETN. TXN, JEPQ, VT, BILS, EMHC, SPTI, DFAI, SPHQ.
Reduced shares in these 10 stocks: GBIL, SPDW, GWX, SPSM, XLSR, TIPX, BOIL, SPTL, SPMD, SPY.
Sold out of its positions in FPE, BOIL.
Hibernia Wealth Partners was a net buyer of stock by $8.5M.
Hibernia Wealth Partners has $148M in assets under management (AUM), dropping by 10.56%.
Central Index Key (CIK): 0001950637

Tip: Access up to 7 years of quarterly data

Positions held by Hibernia Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 81 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	18.2	$27M	+16%	292k	91.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.8	$19M		36k	523.08	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	6.9	$10M	+22%	262k	38.88	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.9	$10M	-4%	204k	49.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	6.0	$8.8M	+23%	315k	27.96	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	5.9	$8.7M		341k	25.63	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	3.9	$5.7M	-10%	133k	43.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.8	$5.6M	-26%	157k	35.84	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	3.1	$4.6M	-35%	45k	100.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.1	$3.1M		37k	83.58	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	2.0	$2.9M	-7%	54k	53.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$2.3M	+25%	11k	205.72	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.5	$2.2M	+33%	23k	95.20	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	1.5	$2.2M	-19%	116k	18.64	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	1.4	$2.1M		100k	20.50	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.1	$1.6M	+31%	61k	25.28	View chart
Apple (AAPL)	1.0	$1.4M	+2%	8.4k	171.49	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.9	$1.3M	-2%	32k	42.11	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.9	$1.3M	-35%	40k	32.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$1.2M	NEW	19k	60.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.1M	+22%	2.6k	443.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$992k	+5%	3.8k	259.93	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.6	$881k	NEW	8.9k	99.42	View chart
Goldman Sachs Bdc SHS (GSBD)	0.6	$844k	+5%	56k	14.98	View chart
SYSCO Corporation (SYY)	0.5	$797k		9.8k	81.18	View chart
JPMorgan Chase & Co. (JPM)	0.5	$725k		3.6k	200.32	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.5	$700k		12k	61.02	View chart
NVIDIA Corporation (NVDA)	0.5	$687k		760.00	903.57	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$676k	-39%	24k	27.94	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$658k	-5%	17k	39.28	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$640k		6.0k	105.80	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.4	$639k	NEW	26k	24.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$639k	+12%	2.6k	249.83	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.4	$631k		7.8k	81.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$612k		2.7k	228.66	View chart
Hancock Holding Company (HWC)	0.4	$582k		13k	45.98	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$539k		13k	42.23	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$539k		8.5k	63.58	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$528k	-2%	9.4k	56.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$504k	NEW	958.00	525.96	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$492k	+73%	9.1k	53.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$486k	NEW	9.0k	54.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$466k	+23%	13k	36.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$461k	+21%	2.8k	162.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$446k	+6%	8.9k	50.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$442k	NEW	6.1k	72.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$425k	+8%	884.00	480.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$415k	+60%	5.6k	74.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$384k		9.2k	41.77	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$355k	+39%	6.2k	56.98	View chart
Torm Shs Cl A (TRMD)	0.2	$355k	-22%	10k	34.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$354k	NEW	3.6k	97.95	View chart
Raytheon Technologies Corp (RTX)	0.2	$334k		3.4k	97.52	View chart
Microsoft Corporation (MSFT)	0.2	$328k		779.00	420.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$327k	+528%	5.4k	60.73	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$316k		5.6k	56.59	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$308k	NEW	11k	28.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$300k	NEW	9.9k	30.22	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$294k	-6%	4.1k	70.88	View chart
Procter & Gamble Company (PG)	0.2	$287k	+7%	1.8k	162.22	View chart
UnitedHealth (UNH)	0.2	$281k		568.00	495.07	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$281k	-4%	6.1k	46.18	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$274k		5.7k	48.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$271k	NEW	1.4k	191.88	View chart
Chevron Corporation (CVX)	0.2	$267k	NEW	1.7k	157.71	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$252k		8.5k	29.46	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$247k	-13%	3.7k	65.96	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$245k		2.1k	117.20	View chart
Eaton Corp SHS (ETN)	0.2	$238k	NEW	761.00	312.68	View chart
Texas Instruments Incorporated (TXN)	0.2	$235k	NEW	1.4k	174.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$235k	NEW	2.1k	110.52	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.2	$232k	-6%	6.7k	34.68	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$230k	NEW	1.5k	155.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$229k	-9%	2.0k	115.30	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$229k		10k	22.75	View chart
Starbucks Corporation (SBUX)	0.2	$229k		2.5k	91.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$228k		7.1k	31.95	View chart
Tesla Motors (TSLA)	0.2	$223k	-14%	1.3k	175.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$217k	NEW	905.00	239.76	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$203k	NEW	2.7k	76.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$202k	NEW	587.00	343.92	View chart

Past Filings by Hibernia Wealth Partners

SEC 13F filings are viewable for Hibernia Wealth Partners going back to 2023

Hibernia Wealth Partners 2024 Q1 filed May 7, 2024
Hibernia Wealth Partners 2023 Q4 filed Jan. 19, 2024
Hibernia Wealth Partners 2023 Q3 filed Oct. 12, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z