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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, BUFR, XLSR, and represent 54.95% of Hibernia Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BIL, DIVO, SPY, BUFR, AAPL, SYY, VTI, PRFZ, SPSM, SPMD.
Started 40 new stock positions in DUHP, SBUX, XSOE, CFA, PRFZ, VCIT, HWC, VUG, VBR, VOE.
Reduced shares in these 10 stocks: GBIL, SPHQ, SPDW, GWX, FISR, SPAB, GSUS, TIPX, ELV, .
Sold out of its positions in ELV, BGXX, GSUS, IEMG, SIRI.
Hibernia Wealth Partners was a net buyer of stock by $36M.
Hibernia Wealth Partners has $334M in assets under management (AUM), dropping by 16.41%.
Central Index Key (CIK): 0001950637

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Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 125 positions in its portfolio as reported in the September 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)	17.6	$59M	+7%	640k	91.81	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	13.7	$46M	+5%	80k	573.99	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	8.9	$30M	+13%	725k	41.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	7.8	$26M	+10%	876k	29.89	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.9	$23M	+2%	446k	51.84	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	5.8	$19M		728k	26.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	3.5	$12M	+6%	258k	45.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$7.3M	-5%	195k	37.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.0	$6.8M		75k	91.31	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$6.2M	+5%	26k	243.06	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.8	$6.0M	-16%	60k	100.29	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.7	$5.6M	+14%	102k	54.69	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.6	$5.3M	+3%	55k	97.81	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	1.4	$4.6M		218k	21.27	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	1.2	$4.2M	-5%	219k	18.95	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$3.2M	-7%	123k	26.14	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.9	$3.0M	+26%	31k	99.61	View chart
Apple (AAPL)	0.9	$2.9M	+123%	13k	233.01	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.9	$2.9M		70k	41.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.7M	+2%	5.5k	488.19	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.6	$2.0M	+9%	81k	25.11	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.5	$1.7M	-17%	51k	34.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$1.6M	+42%	29k	54.93	View chart
NVIDIA Corporation (NVDA)	0.5	$1.6M	+31%	13k	121.44	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M	+16%	3.6k	430.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.5M	-30%	22k	67.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.5M	-2%	2.6k	576.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M	+156%	4.4k	283.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.2M	+84%	4.7k	263.77	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$1.2M	-6%	42k	29.07	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M	+133%	5.6k	210.87	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$1.1M	+5%	20k	56.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.1M	+37%	4.8k	237.20	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$1.1M	+15%	39k	29.07	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$1.1M		17k	66.35	View chart
Goldman Sachs Bdc SHS (GSBD)	0.3	$987k	+49%	72k	13.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$973k	+175%	18k	52.81	View chart
UnitedHealth (UNH)	0.2	$803k	+79%	1.4k	584.54	View chart
SYSCO Corporation (SYY)	0.2	$780k	NEW	10k	78.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$746k		7.4k	101.28	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$743k	NEW	18k	41.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$723k	+217%	15k	47.85	View chart
Torm Shs Cl A (TRMD)	0.2	$717k	+5%	21k	34.19	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$704k	+23%	25k	28.41	View chart
Procter & Gamble Company (PG)	0.2	$694k		4.0k	173.17	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$691k	NEW	11k	62.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$687k	NEW	3.9k	174.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$678k	+193%	1.3k	527.75	View chart
Chevron Corporation (CVX)	0.2	$675k		4.6k	147.25	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$671k	-4%	11k	62.69	View chart
Hancock Holding Company (HWC)	0.2	$669k	NEW	13k	51.17	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.2	$656k	NEW	7.6k	86.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$649k	NEW	8.6k	75.11	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$622k	-2%	8.1k	76.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$621k	NEW	16k	39.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$593k	+82%	7.6k	78.05	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$576k	NEW	13k	45.49	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$558k	NEW	9.4k	59.21	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$548k		11k	47.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$511k		4.1k	125.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$506k	NEW	1.3k	384.07	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$501k	NEW	4.5k	110.19	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$493k	NEW	7.9k	62.20	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$487k	NEW	6.2k	78.39	View chart
McDonald's Corporation (MCD)	0.1	$486k		1.6k	304.24	View chart
Eaton Corp SHS (ETN)	0.1	$483k	+75%	1.5k	331.44	View chart
Broadcom (AVGO)	0.1	$477k	+791%	2.8k	172.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$475k	+5%	1.0k	460.26	View chart
Tesla Motors (TSLA)	0.1	$470k	NEW	1.8k	261.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$455k	NEW	14k	31.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$447k	NEW	2.2k	200.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$435k	NEW	8.7k	50.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$435k	-2%	880.00	493.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$423k	NEW	3.5k	121.14	View chart
Amazon (AMZN)	0.1	$413k	+10%	2.2k	186.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$412k		2.1k	198.06	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$403k		9.9k	40.80	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$392k	NEW	1.4k	280.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$388k		2.2k	179.30	View chart
Starbucks Corporation (SBUX)	0.1	$379k	NEW	3.9k	97.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$367k	NEW	5.9k	62.32	View chart
Home Depot (HD)	0.1	$348k		859.00	405.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$343k	-5%	969.00	353.57	View chart
Nextera Energy (NEE)	0.1	$340k	-5%	4.0k	84.54	View chart
Abbvie (ABBV)	0.1	$339k		1.7k	197.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$334k	NEW	4.0k	83.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$330k	NEW	2.0k	167.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$304k	NEW	1.2k	263.29	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$304k	+17%	6.4k	47.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$303k	+2%	2.6k	117.18	View chart
Wal-Mart Stores (WMT)	0.1	$298k	-2%	3.7k	80.76	View chart
Roper Industries (ROP)	0.1	$291k	+4%	522.00	557.46	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$290k		4.9k	58.97	View chart
Compass Diversified Sh Ben Int (CODI)	0.1	$285k		13k	22.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$284k	NEW	2.4k	119.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$284k		4.5k	62.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$279k	NEW	2.1k	131.90	View chart
Linde SHS (LIN)	0.1	$279k	-3%	585.00	476.04	View chart
American Express Company (AXP)	0.1	$275k	-3%	1.0k	270.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$273k	+15%	1.6k	165.91	View chart
Motorola Solutions Com New (MSI)	0.1	$272k	-28%	604.00	449.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$264k	-3%	1.5k	173.68	View chart
American Tower Reit (AMT)	0.1	$262k	-2%	1.1k	232.56	View chart
Carrier Global Corporation (CARR)	0.1	$256k	NEW	3.2k	80.49	View chart
TJX Companies (TJX)	0.1	$249k	-2%	2.1k	117.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$247k	NEW	7.2k	34.29	View chart
Zoetis Cl A (ZTS)	0.1	$240k		1.2k	195.38	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.1	$238k	NEW	3.4k	69.78	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$236k	NEW	6.9k	34.07	View chart
Charles Schwab Corporation (SCHW)	0.1	$234k	-2%	3.6k	64.81	View chart
Prologis (PLD)	0.1	$231k	-2%	1.8k	126.29	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$230k	NEW	4.8k	48.37	View chart
Cheniere Energy Com New (LNG)	0.1	$229k		1.3k	179.84	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$220k		782.00	281.35	View chart
Marsh & McLennan Companies (MMC)	0.1	$218k	-2%	977.00	222.86	View chart
Caterpillar (CAT)	0.1	$215k	NEW	549.00	390.71	View chart
S&p Global (SPGI)	0.1	$214k	NEW	415.00	516.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$211k	-5%	2.2k	95.72	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$209k	NEW	6.3k	33.03	View chart
Philip Morris International (PM)	0.1	$205k	NEW	1.7k	121.33	View chart
Abbott Laboratories (ABT)	0.1	$204k	NEW	1.8k	114.01	View chart
Colgate-Palmolive Company (CL)	0.1	$204k	NEW	2.0k	103.84	View chart
Comcast Corp Cl A (CMCSA)	0.1	$203k	NEW	4.9k	41.75	View chart
Fubotv (FUBO)	0.0	$28k	NEW	19k	1.42	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$5.0k		15k	0.33	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 Q3 filed Oct. 24, 2024
Hibernia Wealth Partners 2024 Q2 filed July 25, 2024
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

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