The Analysis of Hibernia Wealth Partners, LLC's Holdings


Currently, Hibernia Wealth Partners, LLC holds 108 types of securities in its portfolio with a total value $332.1M. In the most recent quarter, they have increased their positions in BIL (+250.4K shares, valued at $22.9M), DIVO (+430.0K shares, valued at $19.1M), SPY (+27.1K shares, valued at $18.5M); decreased their positions in XOM (-2.2K shares, valued at $267.7K); initiated new positions in EMGF (+14.4K shares, valued at $832.0K), APH (+5.7K shares, valued at $763.5K), AGG (+7.5K shares, valued at $750.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST518.1K shares93.58%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR56.4K shares92.89%2025-12-312026-02-12history
DIVO AMPLIFY ETF TR840.3K shares104.83%2025-12-312026-02-12history
BUFR FIRST TR EXCHNG TRADED FD VI1.0M shares95.73%2025-12-312026-02-12history
XLSR SSGA ACTIVE TR421.0K shares91.94%2025-12-312026-02-12history
FISR SSGA ACTIVE TR725.6K shares106.55%2025-12-312026-02-12history
SPDR SERIES TRUST SPDR SERIES TRUST128.7K shares103.36%2025-12-312026-02-12history
GLD SPDR GOLD TR30.5K shares89.14%2025-12-312026-02-12history
Sponsored
SPSM SPDR SERIES TRUST181.5K shares99.35%2025-12-312026-02-12history
BILS SPDR SERIES TRUST81.4K shares104.05%2025-12-312026-02-12history
USMV ISHARES TR63.4K shares66.08%2025-12-312026-02-12history
SPMD SPDR SERIES TRUST88.4K shares95.58%2025-12-312026-02-12history
JEPQ J P MORGAN EXCHANGE TRADED F84.0K shares104.79%2025-12-312026-02-12history
SPIB SPDR SERIES TRUST141.8K shares104.85%2025-12-312026-02-12history
EBND SPDR SERIES TRUST208.7K shares95.36%2025-12-312026-02-12history
INVESCO QQQ TR INVESCO QQQ TR7.0K shares96.64%2025-12-312026-02-12history
Sponsored
TIPX SPDR SERIES TRUST177.3K shares105.16%2025-12-312026-02-12history
SRLN SSGA ACTIVE ETF TR74.5K shares106.55%2025-12-312026-02-12history
EMHC SPDR SERIES TRUST112.6K shares100.84%2025-12-312026-02-12history
MSFT MICROSOFT CORP4.2K shares173.68%2025-12-312026-02-12history
AAPL APPLE INC6.6K shares175.22%2025-12-312026-02-12history
SMLF ISHARES TR23.0K shares154.29%2025-12-312026-02-12history
SLV ISHARES SILVER TR26.0K shares100.00%2025-12-312026-02-12history
SPDW SPDR INDEX SHS FDS36.7K shares95.19%2025-12-312026-02-12history
Sponsored
SPAB SPDR SERIES TRUST60.3K shares55.07%2025-12-312026-02-12history
IVV ISHARES TR2.2K shares110.77%2025-12-312026-02-12history
DSTL ETF SER SOLUTIONS23.4K shares98.85%2025-12-312026-02-12history
JPM JPMORGAN CHASE & CO.3.8K shares126.32%2025-12-312026-02-12history
SNTH TIDAL TRUST III42.6K shares100.00%2025-12-312026-02-12history
BROADCOM INC BROADCOM INC3.2K shares215.30%2025-12-312026-02-12history
VB VANGUARD INDEX FDS4.2K shares103.42%2025-12-312026-02-12history
CVX CHEVRON CORP NEW6.6K shares118.08%2025-12-312026-02-12history
Sponsored
NVDA NVIDIA CORPORATION4.7K shares42.07%2025-12-312026-02-12history
EMGF ISHARES INC14.4K sharesnew addition2025-12-312026-02-12history
AMZN AMAZON COM INC3.3K shares54.18%2025-12-312026-02-12history
APH AMPHENOL CORP NEW5.7K sharesnew addition2025-12-312026-02-12history
VO VANGUARD INDEX FDS2.6K shares101.00%2025-12-312026-02-12history
AGG ISHARES TR7.5K sharesnew addition2025-12-312026-02-12history
EFAV ISHARES TR8.4K shares109.54%2025-12-312026-02-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K sharesnew addition2025-12-312026-02-12history
Sponsored
MCD MCDONALDS CORP2.2K shares168.69%2025-12-312026-02-12history
WMT WALMART INC5.8K sharesnew addition2025-12-312026-02-12history
MA MASTERCARD INCORPORATED1.1K sharesnew addition2025-12-312026-02-12history
QQQI NEOS ETF TRUST11.6K shares100.02%2025-12-312026-02-12history
IFRA ISHARES TR11.9K sharesnew addition2025-12-312026-02-12history
ITOT ISHARES TR4.1K shares90.85%2025-12-312026-02-12history
IBIT ISHARES BITCOIN TRUST ETF11.7K shares112.78%2025-12-312026-02-12history
AXP AMERICAN EXPRESS CO1.6K sharesnew addition2025-12-312026-02-12history
Sponsored
VTI VANGUARD INDEX FDS1.7K shares104.30%2025-12-312026-02-12history
ABBV ABBVIE INC2.4K sharesnew addition2025-12-312026-02-12history
SPHQ INVESCO EXCHANGE TRADED FD T7.0K shares55.85%2025-12-312026-02-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares72.61%2025-12-312026-02-12history
TJX TJX COS INC NEW3.2K sharesnew addition2025-12-312026-02-12history
NEE NEXTERA ENERGY INC6.1K sharesnew addition2025-12-312026-02-12history
VIG VANGUARD SPECIALIZED FUNDS2.1K shares100.00%2025-12-312026-02-12history
XOM EXXON MOBIL CORP3.8K shares-37.14%2025-12-312026-02-12history
Sponsored
GWX SPDR INDEX SHS FDS10.9K shares96.69%2025-12-312026-02-12history
MSI MOTOROLA SOLUTIONS INC1.1K sharesnew addition2025-12-312026-02-12history
PM PHILIP MORRIS INTL INC2.7K sharesnew addition2025-12-312026-02-12history
META META PLATFORMS INC641 sharesnew addition2025-12-312026-02-12history
VEA VANGUARD TAX-MANAGED FDS6.7K shares87.85%2025-12-312026-02-12history
ABT ABBOTT LABS3.2K sharesnew addition2025-12-312026-02-12history
EATON CORP PLC EATON CORP PLC1.2K sharesnew addition2025-12-312026-02-12history
IEFA ISHARES TR4.3K sharesnew addition2025-12-312026-02-12history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS610 sharesnew addition2025-12-312026-02-12history
PLD PROLOGIS INC.3.0K sharesnew addition2025-12-312026-02-12history
SPGI S&P GLOBAL INC730 sharesnew addition2025-12-312026-02-12history
HON HONEYWELL INTL INC1.9K sharesnew addition2025-12-312026-02-12history
DHR DANAHER CORPORATION1.6K sharesnew addition2025-12-312026-02-12history
CAT CATERPILLAR INC610 sharesnew addition2025-12-312026-02-12history
PECO PHILLIPS EDISON & CO INC9.8K sharesnew addition2025-12-312026-02-12history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K sharesnew addition2025-12-312026-02-12history
Sponsored
IJH ISHARES TR5.2K sharesnew addition2025-12-312026-02-12history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.3K sharesnew addition2025-12-312026-02-12history
TT TRANE TECHNOLOGIES PLC845 sharesnew addition2025-12-312026-02-12history
LINDE PLC LINDE PLC762 sharesnew addition2025-12-312026-02-12history
ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-02-12history
GBIL GOLDMAN SACHS ETF TR3.1K sharesnew addition2025-12-312026-02-12history
LOW LOWES COS INC1.3K sharesnew addition2025-12-312026-02-12history
EFA ISHARES TR3.2K sharesnew addition2025-12-312026-02-12history
Sponsored
MMC MARSH & MCLENNAN COS INC1.6K sharesnew addition2025-12-312026-02-12history
ARES ARES MANAGEMENT CORPORATION1.8K sharesnew addition2025-12-312026-02-12history
IEMG ISHARES INC4.3K sharesnew addition2025-12-312026-02-12history
NOC NORTHROP GRUMMAN CORP494 sharesnew addition2025-12-312026-02-12history
JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-12-312026-02-12history
PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-12-312026-02-12history
ELV ELEVANCE HEALTH INC FORMERLY757 sharesnew addition2025-12-312026-02-12history
AMT AMERICAN TOWER CORP NEW1.5K sharesnew addition2025-12-312026-02-12history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F4.8K sharesnew addition2025-12-312026-02-12history
UTES ETFIS SER TR I3.2K sharesnew addition2025-12-312026-02-12history
UNP UNION PAC CORP1.1K sharesnew addition2025-12-312026-02-12history
ZTS ZOETIS INC1.9K sharesnew addition2025-12-312026-02-12history
CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-02-12history
NDAQ NASDAQ INC2.4K sharesnew addition2025-12-312026-02-12history
ROP ROPER TECHNOLOGIES INC522 sharesnew addition2025-12-312026-02-12history
SW SMURFIT WESTROCK PLC5.8K sharesnew addition2025-12-312026-02-12history
Sponsored
PAA PLAINS ALL AMERN PIPELINE L12.3K sharesnew addition2025-12-312026-02-12history
SBUX STARBUCKS CORP2.6K sharesnew addition2025-12-312026-02-12history
SDOG ALPS ETF TR3.6K sharesnew addition2025-12-312026-02-12history
VLO VALERO ENERGY CORP1.3K sharesnew addition2025-12-312026-02-12history
T AT&T INC8.7K sharesnew addition2025-12-312026-02-12history
IWF ISHARES TR443 sharesnew addition2025-12-312026-02-12history
CMCSA COMCAST CORP NEW6.8K sharesnew addition2025-12-312026-02-12history
AMZA ETFIS SER TR I5.1K sharesnew addition2025-12-312026-02-12history
Sponsored
VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW13.5K sharesnew addition2025-12-312026-02-12history
HNST HONEST CO INC12.5K sharesnew addition2025-12-312026-02-12history
FUBO FUBOTV INC12.8K sharesnew addition2025-12-312026-02-12history
NAK NORTHERN DYNASTY MINERALS LT15.0K sharesnew addition2025-12-312026-02-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available