Hibernia Wealth Partners, LLC Top Holdings and 13F Report (2024) About Hibernia Wealth Partners, LLCInvestment ActivityHibernia Wealth Partners, LLC has $140.75 million in total holdings as of September 30, 2024.Hibernia Wealth Partners, LLC owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 16.19% of the portfolio was sold this quarter.This quarter, Hibernia Wealth Partners, LLC has purchased 54 new stocks and bought additional shares in 17 stocks.Hibernia Wealth Partners, LLC sold shares of 21 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $28,320,557Amplify YieldShares CWP Dividend & Option Income ETF $16,625,914SPDR S&P 500 ETF Trust $15,935,028FT Vest Laddered Buffer ETF $14,979,706SPDR SSGA US Sector Rotation ETF $10,737,437 Largest New Holdings this Quarter 78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $2,198,856 Holding084670702 - Berkshire Hathaway $447,899 Holding580135101 - McDonald's $239,397 HoldingG89479102 - TORM $166,731 Holding Largest Purchases this Quarter SPDR Bloomberg High Yield Bond ETF 31,488 shares (about $3.00M)SPDR Portfolio Intermediate Term Corporate Bond ETF 66,151 shares (about $2.20M)SPDR Bloomberg 3-12 Month T-Bill ETF 18,656 shares (about $1.86M)FT Vest Laddered Buffer ETF 39,737 shares (about $1.18M)SPDR Gold Shares 3,659 shares (about $1.05M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 10,750 shares (about $5.79M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 31,883 shares (about $2.92M)SPDR Portfolio Developed World ex-US ETF 49,998 shares (about $1.82M)SPDR Portfolio S&P 600 Small Cap ETF 29,334 shares (about $1.20M)JPMorgan Chase & Co. 2,518 shares (about $617.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHibernia Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$28,320,557$2,924,630 ▼-9.4%308,73820.1%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$16,625,914$647,223 ▲4.1%407,79811.8%ETFSPYSPDR S&P 500 ETF Trust$15,935,028$5,792,302 ▼-26.7%29,57411.3%FinanceBUFRFT Vest Laddered Buffer ETF$14,979,706$1,179,792 ▲8.5%504,53710.6%ETFXLSRSPDR SSGA US Sector Rotation ETF$10,737,437$354,425 ▼-3.2%211,4927.6%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$9,219,965$142,366 ▼-1.5%356,2596.6%ETFJNKSPDR Bloomberg High Yield Bond ETF$5,735,452$3,000,813 ▲109.7%60,1834.1%FinanceGLDSPDR Gold Shares$4,657,788$1,054,305 ▲29.3%16,1653.3%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$3,797,387$1,856,063 ▲95.6%38,1692.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,515,872$1,195,652 ▼-25.4%86,2582.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,507,948$4,589 ▲0.1%37,4542.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,205,066$65,970 ▼-2.9%43,0851.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,198,856$2,198,856 ▲New Holding66,1511.6%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$2,140,272$61,293 ▼-2.8%106,6411.5%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$1,735,769$270,981 ▼-13.5%90,4521.2%ETFSRLNSPDR Blackstone Senior Loan ETF$1,414,241$46,723 ▼-3.2%34,3851.0%ETFQQQInvesco QQQ$1,394,053$72,211 ▲5.5%2,9731.0%FinanceEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$1,291,437$202,712 ▲18.6%53,4510.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,152,012$463,885 ▼-28.7%45,1060.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$847,332$111,586 ▼-11.6%16,3640.6%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$633,871$47,028 ▲8.0%11,6860.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$592,330$1,820,464 ▼-75.5%16,2680.4%ETFIVViShares Core S&P 500 ETF$569,970$2,811 ▼-0.5%1,0140.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$551,849$1,057 ▼-0.2%8,8780.4%ETFISHARES BITCOIN TRUST ETF$517,344$29,912 ▲6.1%11,0520.4%SHS BEN INTMSFTMicrosoft$466,653$238,770 ▲104.8%1,2430.3%Computer and TechnologyBRK.BBerkshire Hathaway$447,899$447,899 ▲New Holding8410.3%FinanceGSBDGoldman Sachs BDC$440,002$31,273 ▼-6.6%37,8330.3%FinanceVBVanguard Small-Cap ETF$432,860$34,150 ▲8.6%1,9520.3%ETFAAPLApple$415,207$62,648 ▼-13.1%1,8690.3%Computer and TechnologySLViShares Silver Trust$402,7770.0%12,9970.3%ETFSPHQInvesco S&P 500 Quality ETF$378,669$260,849 ▼-40.8%5,7080.3%ETFCVXChevron$372,193$83,472 ▲28.9%2,2250.3%EnergyVOVanguard Mid-Cap ETF$334,884$5,172 ▲1.6%1,2950.2%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$311,804$5,454 ▼-1.7%4,0020.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$308,7710.0%5,2930.2%ETFMLPAGlobal X MLP ETF$304,203$106 ▲0.0%5,7150.2%ETFAMZNAmazon.com$289,766$88,471 ▲44.0%1,5230.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$270,206$3,660 ▼-1.3%2,2150.2%ETFJPMJPMorgan Chase & Co.$258,844$617,791 ▼-70.5%1,0550.2%FinanceMCDMcDonald's$239,397$239,397 ▲New Holding7660.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$223,646$9,891 ▼-4.2%8140.2%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$205,360$249 ▲0.1%4,9540.1%ETFVIGVanguard Dividend Appreciation ETF$201,6430.0%1,0390.1%ETFTRMDTORM$166,731$166,731 ▲New Holding10,1170.1%TransportationGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$2,491,579 ▼-100.0%00.0%ETFNVDANVIDIA$0$943,549 ▼-100.0%00.0%Computer and TechnologySYYSysco$0$742,350 ▼-100.0%00.0%Consumer StaplesHWCHancock Whitney$0$692,806 ▼-100.0%00.0%FinanceGWXSPDR S&P International Small Cap ETF$0$617,269 ▼-100.0%00.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$0$593,985 ▼-100.0%00.0%ETFTSLATesla$0$567,396 ▼-100.0%00.0%Auto/Tires/TrucksSPTLSPDR Portfolio Long Term Treasury ETF$0$541,075 ▼-100.0%00.0%ETFCRWDCrowdStrike$0$401,612 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$376,330 ▼-100.0%00.0%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$0$369,349 ▼-100.0%00.0%FinanceGOOGLAlphabet$0$208,691 ▼-100.0%00.0%Computer and TechnologyBLRXBioLineRx$0$2,140 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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