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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, XLSR, FISR, DIVO, and represent 49.91% of Hibernia Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XLSR (+$9.8M), BIL (+$8.8M), FISR (+$8.8M), GBIL (+$7.0M), BUFR (+$6.8M), SPDW (+$6.4M), DIVO, SPSM, TIPX, EBND.
Started 11 new stock positions in DFAU, DFUS, GWX, DFAC, XLSR, SPAB, EBND, FISR, JNK, BOIL. SRLN.
Reduced shares in these 10 stocks: , , , , SPYD (-$5.8M), , PGX (-$5.5M), IQDG, , .
Sold out of its positions in AMLP, SDOG, T, ARKK, ARKW, ABT, ABBV, ADBE, MSOS, AMD.
Hibernia Wealth Partners was a net seller of stock by $-15M.
Hibernia Wealth Partners has $133M in assets under management (AUM), dropping by -7.51%.
Central Index Key (CIK): 0001950637

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

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Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	17.1	$23M	+63%	250k	91.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	13.0	$17M	-3%	36k	475.32	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	7.4	$9.8M	NEW	215k	45.76	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	6.6	$8.8M	NEW	338k	26.02	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	5.9	$7.8M	+89%	214k	36.55	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.4	$7.3M	+711%	214k	34.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	5.3	$7.0M	+140604%	70k	99.74	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	5.1	$6.8M	+2542980%	254k	26.57	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	4.7	$6.2M	+109%	148k	42.18	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	2.2	$2.9M	+43%	59k	48.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.2	$2.9M		37k	78.03	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	2.0	$2.7M	+50053%	144k	18.59	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	1.6	$2.2M	NEW	102k	21.24	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.5	$2.0M	NEW	63k	31.76	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$1.7M	+854%	8.9k	191.17	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.2	$1.6M	NEW	17k	94.73	View chart
Apple (AAPL)	1.2	$1.6M	+10%	8.2k	192.55	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.0	$1.4M	NEW	33k	41.93	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.9	$1.2M	NEW	47k	25.64	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.9	$1.2M	+209063%	40k	29.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$860k	+121%	2.1k	409.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$859k	+7%	3.6k	237.28	View chart
Goldman Sachs Bdc SHS (GSBD)	0.6	$783k	+2%	53k	14.65	View chart
SYSCO Corporation (SYY)	0.5	$720k		9.8k	73.13	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.5	$663k	-30%	18k	37.49	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.5	$657k	-22%	12k	57.39	View chart
JPMorgan Chase & Co. (JPM)	0.5	$622k	+5%	3.7k	170.12	View chart
Hancock Holding Company (HWC)	0.5	$615k		13k	48.59	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.4	$590k	-38%	6.2k	95.89	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.4	$569k	-21%	7.6k	74.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$561k	+45%	2.6k	213.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$529k	+83%	2.3k	232.63	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$512k	-13%	13k	40.56	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$506k	-4%	8.6k	58.82	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$500k	-18%	9.7k	51.67	View chart
Proshares Tr Ii Ultra Bloomberg (BOIL)	0.3	$455k	NEW	16k	28.44	View chart
Torm Shs Cl A (TRMD)	0.3	$400k	+7283%	13k	30.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$399k	+138%	8.3k	47.90	View chart
NVIDIA Corporation (NVDA)	0.3	$381k	+125%	770.00	495.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$372k	+100%	9.0k	41.10	View chart
Tesla Motors (TSLA)	0.3	$367k	+2011%	1.5k	248.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$356k	+273%	815.00	436.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$350k	+47%	2.3k	149.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$345k	NEW	10k	33.25	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$314k	-11%	5.6k	55.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$308k	-26%	4.4k	69.34	View chart
UnitedHealth (UNH)	0.2	$304k	+1102%	577.00	526.14	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.2	$302k	-28%	7.2k	42.17	View chart
Microsoft Corporation (MSFT)	0.2	$289k	+250%	767.00	376.09	View chart
Raytheon Technologies Corp (RTX)	0.2	$288k		3.4k	84.15	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$268k	-32%	6.3k	42.25	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$263k	-43%	4.3k	60.68	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$260k	+533%	5.3k	49.37	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$252k		5.7k	44.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$245k	-3%	3.5k	70.35	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$245k	-14%	8.5k	28.88	View chart
Procter & Gamble Company (PG)	0.2	$241k	+2%	1.6k	146.52	View chart
Starbucks Corporation (SBUX)	0.2	$240k		2.5k	96.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$237k	+723%	856.00	277.18	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$231k	NEW	4.5k	51.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$231k	-4%	2.2k	105.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$221k	+5505%	13k	16.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$221k		2.1k	104.10	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$219k		10k	21.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$209k	NEW	7.1k	29.23	View chart

Past Filings by Hibernia Wealth Partners

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

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

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