Hibernia Wealth Partners

Hibernia Wealth Partners as of March 31, 2025

Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 20.1 $28M 309k 91.73
Amplify Etf Tr Cwp Enhanced Div (DIVO) 11.8 $17M 408k 40.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.3 $16M 30k 538.82
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 10.6 $15M 505k 29.69
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 7.6 $11M 212k 50.77
Ssga Active Tr Spdr Ssga Fxd (FISR) 6.6 $9.2M 356k 25.88
Spdr Ser Tr Bloomberg High Y (JNK) 4.1 $5.7M 60k 95.30
Spdr Gold Tr Gold Shs (GLD) 3.3 $4.7M 16k 288.14
Spdr Ser Tr Bloomberg 3-12 M (BILS) 2.7 $3.8M 38k 99.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.5 $3.5M 86k 40.76
Ishares Tr Msci Usa Min Vol (USMV) 2.5 $3.5M 38k 93.66
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.6 $2.2M 43k 51.18
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.6 $2.2M 66k 33.24
Spdr Ser Tr Bloomberg Emergi (EBND) 1.5 $2.1M 107k 20.07
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.2 $1.7M 91k 19.19
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $1.4M 34k 41.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.4M 3.0k 468.90
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.9 $1.3M 54k 24.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $1.2M 45k 25.54
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $847k 16k 51.78
Etf Ser Solutions Distillate Us (DSTL) 0.5 $634k 12k 54.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $592k 16k 36.41
Ishares Tr Core S&p500 Etf (IVV) 0.4 $570k 1.0k 562.10
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $552k 8.9k 62.16
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $517k 11k 46.81
Microsoft Corporation (MSFT) 0.3 $467k 1.2k 375.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $448k 841.00 532.58
Goldman Sachs Bdc SHS (GSBD) 0.3 $440k 38k 11.63
Vanguard Index Fds Small Cp Etf (VB) 0.3 $433k 2.0k 221.75
Apple (AAPL) 0.3 $415k 1.9k 222.15
Ishares Silver Tr Ishares (SLV) 0.3 $403k 13k 30.99
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $379k 5.7k 66.34
Chevron Corporation (CVX) 0.3 $372k 2.2k 167.28
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $335k 1.3k 258.60
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $312k 4.0k 77.91
Ishares Msci Emerg Mrkt (EEMV) 0.2 $309k 5.3k 58.34
Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $304k 5.7k 53.23
Amazon (AMZN) 0.2 $290k 1.5k 190.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $270k 2.2k 121.99
JPMorgan Chase & Co. (JPM) 0.2 $259k 1.1k 245.35
McDonald's Corporation (MCD) 0.2 $239k 766.00 312.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $224k 814.00 274.75
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $205k 5.0k 41.45
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $202k 1.0k 194.07
Torm Shs Cl A (TRMD) 0.1 $167k 10k 16.48