Hibernia Wealth Partners, LLC Top Holdings and 13F Report (2024) About Hibernia Wealth Partners, LLCInvestment ActivityHibernia Wealth Partners, LLC has $309.59 million in total holdings as of September 30, 2024.Hibernia Wealth Partners, LLC owns shares of 104 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 52.65% of the portfolio was purchased this quarter.About 0.15% of the portfolio was sold this quarter.This quarter, Hibernia Wealth Partners, LLC has purchased 45 new stocks and bought additional shares in 43 stocks.Hibernia Wealth Partners, LLC sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $50,470,436Amplify CWP Enhanced Dividend Income ETF $35,355,299SPDR S&P 500 ETF Trust $35,224,398FT Vest Laddered Buffer ETF $31,901,873SPDR SSGA US Sector Rotation ETF $23,101,580 Largest New Holdings this Quarter 11135F101 - Broadcom $1,048,911 Holding67066G104 - NVIDIA $712,821 Holding931142103 - Walmart $587,885 Holding57636Q104 - Mastercard $503,007 Holding002824100 - Abbott Laboratories $428,087 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 241,471 shares (about $22.15M)Amplify CWP Enhanced Dividend Income ETF 423,114 shares (about $18.00M)SPDR S&P 500 ETF Trust 29,085 shares (about $17.47M)FT Vest Laddered Buffer ETF 498,667 shares (about $15.86M)SPDR SSGA US Sector Rotation ETF 209,154 shares (about $11.49M) 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 1-3 Month T-Bill ETF$50,470,436$22,150,031 ▲78.2%550,20916.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$35,355,299$18,003,497 ▲103.8%830,91211.4%ETFSPYSPDR S&P 500 ETF Trust$35,224,398$17,465,378 ▲98.3%58,65911.4%FinanceBUFRFT Vest Laddered Buffer ETF$31,901,873$15,857,604 ▲98.8%1,003,20410.3%ETFXLSRSPDR SSGA US Sector Rotation ETF$23,101,580$11,486,589 ▲98.9%420,6467.5%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$17,891,459$8,685,674 ▲94.4%692,3905.8%ETFJNKSPDR Bloomberg High Yield Bond ETF$11,678,813$5,824,572 ▲99.5%120,0613.8%FinanceGLDSPDR Gold Shares$9,642,121$4,714,522 ▲95.7%31,6313.1%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$7,546,658$3,751,654 ▲98.9%75,9022.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,345,296$3,670,582 ▲99.9%172,4192.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,148,942$3,633,094 ▲103.3%76,1572.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,685,492$2,342,229 ▲100.0%86,1511.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$4,481,172$2,199,081 ▲96.4%209,4031.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,451,055$2,229,557 ▲100.4%132,5421.4%ETFQQQInvesco QQQ$3,533,254$1,892,716 ▲115.4%6,4031.1%FinanceTIPXSPDR Bloomberg 1-10 Year TIPS ETF$3,351,146$1,619,954 ▲93.6%175,0921.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,168,981$2,278,774 ▲256.0%58,2531.0%ETFSRLNSPDR Blackstone Senior Loan ETF$2,842,152$1,412,260 ▲98.8%68,3460.9%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,612,515$1,297,004 ▲98.6%106,1500.8%ETFMSFTMicrosoft$2,295,952$1,677,428 ▲271.2%4,6140.7%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$2,205,742$1,051,058 ▲91.0%86,1640.7%ETFAAPLApple$1,398,600$1,015,149 ▲264.7%6,8170.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,339,364$680,655 ▲103.3%33,0780.4%ETFIVViShares Core S&P 500 ETF$1,316,010$686,560 ▲109.1%2,1200.4%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,294,856$648,092 ▲100.2%23,3960.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,207,722$604,439 ▲100.2%17,7730.4%ETFCVXChevron$1,126,423$807,719 ▲253.4%7,8640.4%EnergyJPMJPMorgan Chase & Co.$1,072,411$766,381 ▲250.4%3,6970.3%FinanceAVGOBroadcom$1,048,911$1,048,911 ▲New Holding3,8050.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,006,841$330,350 ▲48.8%16,4490.3%SHS BEN INTVBVanguard Small-Cap ETF$951,484$488,895 ▲105.7%4,0150.3%ETFSLViShares Silver Trust$852,864$426,432 ▲100.0%25,9940.3%ETFAMZNAmazon.com$838,478$504,272 ▲150.9%3,8210.3%Retail/WholesaleVOVanguard Mid-Cap ETF$738,410$376,060 ▲103.8%2,6390.2%ETFNVDANVIDIA$712,821$712,821 ▲New Holding4,5120.2%Computer and TechnologyGSBDGoldman Sachs BDC$686,580$260,956 ▲61.3%61,0290.2%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$676,988$340,554 ▲101.2%8,0530.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$667,034$334,585 ▲100.6%10,6200.2%ETFSPHQInvesco S&P 500 Quality ETF$643,620$236,868 ▲58.2%9,0320.2%ETFMCDMcDonald's$641,105$417,273 ▲186.4%2,1940.2%Retail/WholesaleWMTWalmart$587,885$587,885 ▲New Holding6,0110.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$549,626$250,432 ▲83.7%4,0690.2%ETFBRK.BBerkshire Hathaway$534,793$125,919 ▲30.8%1,1000.2%FinanceVTIVanguard Total Stock Market ETF$504,664$257,196 ▲103.9%1,6600.2%ETFMAMastercard$503,007$503,007 ▲New Holding8950.2%Business ServicesABTAbbott Laboratories$428,087$428,087 ▲New Holding3,1470.1%MedicalMETAMeta Platforms$426,843$426,843 ▲New Holding5790.1%Computer and TechnologyAXPAmerican Express$426,513$426,513 ▲New Holding1,3370.1%FinanceVIGVanguard Dividend Appreciation ETF$425,486$212,743 ▲100.0%2,0780.1%ETFAPHAmphenol$421,684$421,684 ▲New Holding4,2700.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$414,551$414,551 ▲New Holding1,8300.1%Computer and TechnologyNEENextEra Energy$412,147$412,147 ▲New Holding5,9370.1%UtilitiesACNAccenture$410,302$410,302 ▲New Holding1,3730.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$405,446$405,446 ▲New Holding7,1120.1%ETFABBVAbbVie$400,483$400,483 ▲New Holding2,1570.1%MedicalLOWLowe's Companies$387,431$387,431 ▲New Holding1,7460.1%Retail/WholesaleXOMExxon Mobil$384,236$384,236 ▲New Holding3,5650.1%EnergyPMPhilip Morris International$380,993$380,993 ▲New Holding2,0920.1%Consumer StaplesSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$375,426$167,295 ▲80.4%8,9360.1%ETFGWXSPDR S&P International Small Cap ETF$370,982$370,982 ▲New Holding9,9780.1%ETFETNEaton$370,321$370,321 ▲New Holding1,0370.1%IndustrialsHONHoneywell International$363,448$363,448 ▲New Holding1,5610.1%Multi-Sector ConglomeratesVLOValero Energy$360,246$360,246 ▲New Holding2,6800.1%EnergyIEFAiShares Core MSCI EAFE ETF$353,668$353,668 ▲New Holding4,2370.1%ETFMSIMotorola Solutions$348,676$348,676 ▲New Holding8290.1%Computer and TechnologyAMTAmerican Tower$348,057$348,057 ▲New Holding1,5740.1%FinancePALANTIR TECHNOLOGIES INC$343,466$343,466 ▲New Holding2,5190.1%CL APECOPhillips Edison & Company, Inc.$338,460$338,460 ▲New Holding9,6620.1%FinanceSPGIS&P Global$334,350$334,350 ▲New Holding6340.1%FinanceROPRoper Technologies$332,147$332,147 ▲New Holding5850.1%Computer and TechnologyCHENIERE ENERGY INC$327,814$327,814 ▲New Holding1,3460.1%COM NEWLINDE PLC$326,320$326,320 ▲New Holding6960.1%SHSPGProcter & Gamble$320,455$320,455 ▲New Holding2,0100.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$316,401$316,401 ▲New Holding5,1010.1%ETFGOOGLAlphabet$316,127$316,127 ▲New Holding1,7940.1%Computer and TechnologyJNJJohnson & Johnson$314,450$314,450 ▲New Holding2,0570.1%MedicalVOOVanguard S&P 500 ETF$300,430$300,430 ▲New Holding5280.1%ETFADIAnalog Devices$298,695$298,695 ▲New Holding1,2530.1%Computer and TechnologyTJXTJX Companies$298,385$298,385 ▲New Holding2,4170.1%Retail/WholesaleAJGArthur J. Gallagher & Co.$285,380$285,380 ▲New Holding8920.1%FinanceWECWEC Energy Group$278,470$278,470 ▲New Holding2,6720.1%UtilitiesMMCMarsh & McLennan Companies$270,485$270,485 ▲New Holding1,2380.1%FinanceTTTrane Technologies$265,596$265,596 ▲New Holding6070.1%ConstructionZTSZoetis$263,914$263,914 ▲New Holding1,6920.1%MedicalVVisa$259,925$259,925 ▲New Holding7320.1%Business ServicesCATCaterpillar$256,383$256,383 ▲New Holding6610.1%IndustrialsIFNIndia Fund$248,258$248,258 ▲New Holding15,0180.1%FinanceMDLZMondelez International$248,050$248,050 ▲New Holding3,6770.1%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$239,355$239,355 ▲New Holding3,9880.1%ETFVWOVanguard FTSE Emerging Markets ETF$236,118$236,118 ▲New Holding4,7740.1%ETFTAT&T$227,887$227,887 ▲New Holding7,8740.1%Computer and TechnologyCLColgate-Palmolive$226,682$226,682 ▲New Holding2,4930.1%Consumer StaplesPLDPrologis$221,364$221,364 ▲New Holding2,1060.1%FinanceBACBank of America$215,281$215,281 ▲New Holding4,5480.1%FinanceAMZAInfraCap MLP ETF$215,134$215,134 ▲New Holding4,9640.1%ETFPAAPlains All American Pipeline$214,832$214,832 ▲New Holding11,7270.1%EnergySBUXStarbucks$214,609$214,609 ▲New Holding2,3400.1%Retail/WholesaleUNHUnitedHealth Group$207,481$207,481 ▲New Holding6630.1%MedicalSDOGALPS Sector Dividend Dogs ETF$205,352$205,352 ▲New Holding3,5720.1%ETFELVElevance Health$204,483$204,483 ▲New Holding5260.1%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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