Hibernia Wealth Partners

Hibernia Wealth Partners as of Dec. 31, 2023

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