Hibernia Wealth Partners

Hibernia Wealth Partners as of March 31, 2024

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