Hibernia Wealth Partners

Hibernia Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Hibernia Wealth Partners

Hibernia Wealth Partners holds 49 positions in its portfolio as reported in the September 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) 15.7 $25M 268k 91.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.5 $20M 29k 666.15
Amplify Etf Tr Cwp Enhanced Div (DIVO) 11.7 $18M 410k 44.57
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 11.1 $17M 520k 33.42
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 8.4 $13M 219k 59.62
Ssga Active Tr Spdr Ssga Fxd (FISR) 5.9 $9.2M 351k 26.06
Spdr Series Trust Bloomberg High Y (JNK) 4.0 $6.2M 63k 97.98
Spdr Gold Tr Gold Shs (GLD) 3.7 $5.7M 16k 356.01
Spdr Series Trust Portfolio S&p600 (SPSM) 2.7 $4.2M 91k 46.33
Spdr Series Trust Bloomberg 3-12 M (BILS) 2.5 $4.0M 40k 99.52
Ishares Tr Msci Usa Min Vol (USMV) 2.3 $3.6M 38k 95.14
Spdr Series Trust Portfolio S&p400 (SPMD) 1.7 $2.6M 45k 57.19
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.5 $2.4M 41k 57.52
Spdr Series Trust Portfolio Intrmd (SPIB) 1.5 $2.3M 69k 33.89
Spdr Series Trust Bloomberg Emergi (EBND) 1.5 $2.3M 107k 21.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.1M 3.6k 600.35
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 1.1 $1.7M 86k 19.29
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $1.5M 36k 41.57
Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.9 $1.4M 56k 25.20
Spdr Series Trust Portfolio Agrgte (SPAB) 0.6 $1.0M 39k 25.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $806k 19k 42.83
Microsoft Corporation (MSFT) 0.5 $789k 1.5k 515.40
Ishares Tr Core S&p500 Etf (IVV) 0.4 $683k 1.0k 669.34
Etf Ser Solutions Distillate Us (DSTL) 0.4 $683k 12k 57.96
Exxon Mobil Corporation (XOM) 0.4 $675k 6.0k 112.68
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $673k 9.0k 74.35
Tidal Trust Iii Mrp Synthequity (SNTH) 0.4 $646k 21k 30.35
NVIDIA Corporation (NVDA) 0.4 $601k 3.3k 181.46
Apple (AAPL) 0.4 $600k 2.4k 251.54
Ishares Silver Tr Ishares (SLV) 0.4 $551k 13k 42.37
Vanguard Index Fds Small Cp Etf (VB) 0.3 $521k 2.0k 254.27
JPMorgan Chase & Co. (JPM) 0.3 $521k 1.7k 312.14
Amazon (AMZN) 0.3 $471k 2.2k 217.42
Chevron Corporation (CVX) 0.3 $466k 3.0k 154.47
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $380k 1.3k 293.76
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $357k 5.5k 65.00
Broadcom (AVGO) 0.2 $351k 1.0k 342.35
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $342k 4.0k 84.83
Ishares Msci Emerg Mrkt (EEMV) 0.2 $339k 5.3k 63.83
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $331k 4.5k 73.29
Neos Etf Trust Nasdaq 100 High (QQQI) 0.2 $314k 5.8k 54.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $312k 2.1k 145.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $298k 595.00 501.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $267k 814.00 328.21
McDonald's Corporation (MCD) 0.2 $246k 808.00 304.31
Goldman Sachs Bdc SHS (GSBD) 0.2 $235k 23k 10.17
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $225k 1.0k 215.72
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $223k 5.5k 40.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $213k 3.6k 59.92