Hibernia Wealth Partners

Hibernia Wealth Partners as of June 30, 2025

Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 104 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 16.3 $51M 550k 91.73
Amplify Etf Tr Cwp Enhanced Div (DIVO) 11.4 $35M 831k 42.55
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 11.4 $35M 59k 600.49
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 10.3 $32M 1.0M 31.80
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 7.5 $23M 421k 54.92
Ssga Active Tr Spdr Ssga Fxd (FISR) 5.8 $18M 692k 25.84
Spdr Series Trust Bloomberg High Y (JNK) 3.8 $12M 120k 97.27
Spdr Gold Tr Gold Shs (GLD) 3.1 $9.6M 32k 304.83
Spdr Series Trust Bloomberg 3-12 M (BILS) 2.4 $7.5M 76k 99.43
Spdr Series Trust Portfolio S&p600 (SPSM) 2.4 $7.3M 172k 42.60
Ishares Tr Msci Usa Min Vol (USMV) 2.3 $7.1M 76k 93.87
Spdr Series Trust Portfolio S&p400 (SPMD) 1.5 $4.7M 86k 54.39
Spdr Series Trust Bloomberg Emergi (EBND) 1.4 $4.5M 209k 21.40
Spdr Series Trust Portfolio Intrmd (SPIB) 1.4 $4.5M 133k 33.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.5M 6.4k 551.81
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 1.1 $3.4M 175k 19.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.0 $3.2M 58k 54.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $2.8M 68k 41.58
Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.8 $2.6M 106k 24.61
Microsoft Corporation (MSFT) 0.7 $2.3M 4.6k 497.61
Spdr Series Trust Portfolio Agrgte (SPAB) 0.7 $2.2M 86k 25.60
Apple (AAPL) 0.5 $1.4M 6.8k 205.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.3M 33k 40.49
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 2.1k 620.76
Etf Ser Solutions Distillate Us (DSTL) 0.4 $1.3M 23k 55.35
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $1.2M 18k 67.95
Chevron Corporation (CVX) 0.4 $1.1M 7.9k 143.24
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 3.7k 290.08
Broadcom (AVGO) 0.3 $1.0M 3.8k 275.67
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.0M 16k 61.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $952k 4.0k 236.98
Ishares Silver Tr Ishares (SLV) 0.3 $853k 26k 32.81
Amazon (AMZN) 0.3 $839k 3.8k 219.44
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $738k 2.6k 279.81
NVIDIA Corporation (NVDA) 0.2 $713k 4.5k 157.98
Goldman Sachs Bdc SHS (GSBD) 0.2 $687k 61k 11.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $677k 8.1k 84.07
Ishares Msci Emerg Mrkt (EEMV) 0.2 $667k 11k 62.81
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $644k 9.0k 71.26
McDonald's Corporation (MCD) 0.2 $641k 2.2k 292.21
Wal-Mart Stores (WMT) 0.2 $588k 6.0k 97.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $550k 4.1k 135.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $535k 1.1k 486.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $505k 1.7k 304.01
Mastercard Incorporated Cl A (MA) 0.2 $503k 895.00 562.02
Abbott Laboratories (ABT) 0.1 $428k 3.1k 136.03
Meta Platforms Cl A (META) 0.1 $427k 579.00 737.21
American Express Company (AXP) 0.1 $427k 1.3k 319.01
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $426k 2.1k 204.76
Amphenol Corp Cl A (APH) 0.1 $422k 4.3k 98.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $415k 1.8k 226.53
Nextera Energy (NEE) 0.1 $412k 5.9k 69.42
Accenture Plc Ireland Shs Class A (ACN) 0.1 $410k 1.4k 298.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $405k 7.1k 57.01
Abbvie (ABBV) 0.1 $401k 2.2k 185.67
Lowe's Companies (LOW) 0.1 $387k 1.7k 221.90
Exxon Mobil Corporation (XOM) 0.1 $384k 3.6k 107.78
Philip Morris International (PM) 0.1 $381k 2.1k 182.12
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $375k 8.9k 42.01
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $371k 10k 37.18
Eaton Corp SHS (ETN) 0.1 $370k 1.0k 357.11
Honeywell International (HON) 0.1 $363k 1.6k 232.83
Valero Energy Corporation (VLO) 0.1 $360k 2.7k 134.42
Ishares Tr Core Msci Eafe (IEFA) 0.1 $354k 4.2k 83.47
Motorola Solutions Com New (MSI) 0.1 $349k 829.00 420.60
American Tower Reit (AMT) 0.1 $348k 1.6k 221.13
Palantir Technologies Cl A (PLTR) 0.1 $344k 2.5k 136.35
Phillips Edison & Co Common Stock (PECO) 0.1 $339k 9.7k 35.03
S&p Global (SPGI) 0.1 $334k 634.00 527.37
Roper Industries (ROP) 0.1 $332k 585.00 567.77
Cheniere Energy Com New (LNG) 0.1 $328k 1.3k 243.55
Linde SHS (LIN) 0.1 $326k 696.00 468.85
Procter & Gamble Company (PG) 0.1 $321k 2.0k 159.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $316k 5.1k 62.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $316k 1.8k 176.21
Johnson & Johnson (JNJ) 0.1 $315k 2.1k 152.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $300k 528.00 569.00
Analog Devices (ADI) 0.1 $299k 1.3k 238.38
TJX Companies (TJX) 0.1 $298k 2.4k 123.45
Arthur J. Gallagher & Co. (AJG) 0.1 $285k 892.00 319.93
Wec Energy Group (WEC) 0.1 $279k 2.7k 104.22
Marsh & McLennan Companies (MMC) 0.1 $271k 1.2k 218.49
Trane Technologies SHS (TT) 0.1 $266k 607.00 437.56
Zoetis Cl A (ZTS) 0.1 $264k 1.7k 155.98
Visa Com Cl A (V) 0.1 $260k 732.00 355.09
Caterpillar (CAT) 0.1 $256k 661.00 387.87
India Fund (IFN) 0.1 $248k 15k 16.53
Mondelez Intl Cl A (MDLZ) 0.1 $248k 3.7k 67.46
Ishares Core Msci Emkt (IEMG) 0.1 $239k 4.0k 60.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $236k 4.8k 49.46
At&t (T) 0.1 $228k 7.9k 28.94
Colgate-Palmolive Company (CL) 0.1 $227k 2.5k 90.93
Prologis (PLD) 0.1 $221k 2.1k 105.11
Bank of America Corporation (BAC) 0.1 $215k 4.5k 47.34
Etfis Ser Tr I Infrac Act Mlp (AMZA) 0.1 $215k 5.0k 43.34
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $215k 12k 18.32
Starbucks Corporation (SBUX) 0.1 $215k 2.3k 91.71
UnitedHealth (UNH) 0.1 $208k 663.00 312.94
Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $205k 3.6k 57.49
Anthem (ELV) 0.1 $205k 526.00 388.75
Comcast Corp Cl A (CMCSA) 0.1 $204k 5.7k 35.69
Compass Diversified Sh Ben Int (CODI) 0.0 $81k 13k 6.28
Fubotv (FUBO) 0.0 $61k 16k 3.86
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $20k 15k 1.34