Hibernia Wealth Partners

Hibernia Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 54 positions in its portfolio as reported in the December 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) 20.3 $31M 341k 91.43
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 14.8 $23M 40k 564.83
Amplify Etf Tr Cwp Enhanced Div (DIVO) 10.3 $16M 392k 40.48
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 9.2 $14M 465k 30.47
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 7.6 $12M 219k 53.44
Ssga Active Tr Spdr Ssga Fxd (FISR) 6.0 $9.2M 362k 25.36
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.4 $5.2M 116k 44.92
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $3.3M 37k 88.79
Spdr Gold Tr Gold Shs (GLD) 2.0 $3.0M 13k 242.13
Spdr Ser Tr Bloomberg High Y (JNK) 1.8 $2.7M 29k 95.47
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $2.5M 25k 99.92
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.6 $2.4M 44k 54.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $2.3M 66k 34.13
Spdr Ser Tr Bloomberg Emergi (EBND) 1.4 $2.1M 110k 19.53
Spdr Ser Tr Bloomberg 3-12 M (BILS) 1.3 $1.9M 20k 99.15
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.3 $1.9M 105k 18.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $1.6M 63k 24.99
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $1.5M 36k 41.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.4M 2.8k 511.21
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.7 $1.1M 45k 23.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.0M 19k 56.38
NVIDIA Corporation (NVDA) 0.6 $944k 7.0k 134.29
JPMorgan Chase & Co. (JPM) 0.6 $857k 3.6k 239.70
SYSCO Corporation (SYY) 0.5 $742k 9.7k 76.46
Hancock Holding Company (HWC) 0.5 $693k 13k 54.72
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $646k 9.6k 67.03
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $617k 20k 30.99
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $600k 8.9k 67.50
Ishares Tr Core S&p500 Etf (IVV) 0.4 $600k 1.0k 588.93
Etf Ser Solutions Distillate Us (DSTL) 0.4 $594k 11k 54.93
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $594k 21k 27.88
Tesla Motors (TSLA) 0.4 $567k 1.4k 403.84
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $552k 10k 53.05
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $541k 21k 26.19
Apple (AAPL) 0.4 $539k 2.2k 250.37
Goldman Sachs Bdc SHS (GSBD) 0.3 $490k 41k 12.10
Vanguard Index Fds Small Cp Etf (VB) 0.3 $432k 1.8k 240.27
Crowdstrike Hldgs Cl A (CRWD) 0.3 $402k 1.2k 342.09
Procter & Gamble Company (PG) 0.2 $376k 2.2k 167.63
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $369k 3.8k 96.89
Ishares Silver Tr Ishares (SLV) 0.2 $342k 13k 26.33
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $337k 1.3k 264.06
Ishares Msci Emerg Mrkt (EEMV) 0.2 $307k 5.3k 57.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $289k 2.2k 128.62
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $288k 4.1k 70.70
Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $282k 5.7k 49.41
Microsoft Corporation (MSFT) 0.2 $256k 607.00 421.69
Chevron Corporation (CVX) 0.2 $250k 1.7k 144.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $246k 850.00 289.67
Amazon (AMZN) 0.2 $232k 1.1k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $209k 1.1k 189.37
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $205k 4.9k 41.46
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $204k 1.0k 195.87
Biolinerx Sponsored Ads 0.0 $2.1k 10k 0.21