Hibernia Wealth Partners, LLC Top Holdings and 13F Report (2024) → Collapse of the Petrodollar (From Colonial Metals) (Ad) About Hibernia Wealth Partners, LLCInvestment ActivityHibernia Wealth Partners, LLC has $147.54 million in total holdings as of March 31, 2024.Hibernia Wealth Partners, LLC owns shares of 81 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.88% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, Hibernia Wealth Partners, LLC has purchased 65 new stocks and bought additional shares in 33 stocks.Hibernia Wealth Partners, LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $26,807,904SPDR S&P 500 ETF Trust $18,816,619Amplify YieldShares CWP Dividend & Option Income ETF $10,196,507SPDR SSGA US Sector Rotation ETF $10,184,518FT Vest Fund of Buffer ETFs $8,794,883 Largest New Holdings this Quarter Invesco S&P 500 Quality ETF $1,165,801 HoldingSPDR Bloomberg 3-12 Month T-Bill ETF $880,618 HoldingSPDR Bloomberg Emerging Markets USD Bond ETF $639,070 HoldingiShares Core S&P 500 ETF $503,873 HoldingJPMorgan Nasdaq Equity Premium Income ETF $486,232 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 42,062 shares (about $3.86M)Amplify YieldShares CWP Dividend & Option Income ETF 48,409 shares (about $1.88M)FT Vest Fund of Buffer ETFs 60,244 shares (about $1.68M)Invesco S&P 500 Quality ETF 19,295 shares (about $1.17M)SPDR Bloomberg 3-12 Month T-Bill ETF 8,858 shares (about $880.62K) Largest Sales this Quarter Goldman Sachs TreasuryAccess 0-1 Year ETF 25,015 shares (about $2.52M)SPDR Portfolio Developed World ex-US ETF 56,347 shares (about $2.02M)SPDR S&P International Small Cap ETF 22,235 shares (about $722.19K)SPDR Portfolio S&P 600 Small Cap ETF 15,059 shares (about $648.14K)SPDR SSGA US Sector Rotation ETF 10,707 shares (about $533.81K) 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$26,807,904$3,861,280 ▲16.8%292,02618.2%ETFSPYSPDR S&P 500 ETF Trust$18,816,619$230,154 ▼-1.2%35,97312.8%FinanceDIVOAmplify YieldShares CWP Dividend & Option Income ETF$10,196,507$1,882,141 ▲22.6%262,2566.9%ETFXLSRSPDR SSGA US Sector Rotation ETF$10,184,518$533,807 ▼-5.0%204,2796.9%ETFBUFRFT Vest Fund of Buffer ETFs$8,794,883$1,684,424 ▲23.7%314,5526.0%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$8,726,960$57,181 ▲0.7%340,4985.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,711,489$648,139 ▼-10.2%132,7023.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,638,383$2,019,476 ▼-26.4%157,3213.8%ETFGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$4,574,030$2,523,752 ▼-35.6%45,3373.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,107,289$28,752 ▲0.9%37,1772.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,902,947$249,202 ▼-7.9%54,4242.0%ETFGLDSPDR Gold Shares$2,302,414$467,395 ▲25.5%11,1921.6%FinanceJNKSPDR Bloomberg High Yield Bond ETF$2,178,482$541,883 ▲33.1%22,8831.5%FinanceTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$2,168,135$524,251 ▼-19.5%116,3161.5%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$2,050,894$38,602 ▼-1.8%100,0431.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,550,192$370,756 ▲31.4%61,3211.1%ETFAAPLApple$1,439,799$41,843 ▲3.0%8,3961.0%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$1,338,272$34,489 ▼-2.5%31,7800.9%ETFGWXSPDR S&P International Small Cap ETF$1,309,777$722,186 ▼-35.5%40,3260.9%ETFSPHQInvesco S&P 500 Quality ETF$1,165,801$1,165,801 ▲New Holding19,2950.8%ETFQQQInvesco QQQ$1,146,288$213,986 ▲23.0%2,5820.8%FinanceVTIVanguard Total Stock Market ETF$992,142$50,686 ▲5.4%3,8170.7%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$880,618$880,618 ▲New Holding8,8580.6%ETFGSBDGoldman Sachs BDC$844,223$43,726 ▲5.5%56,3570.6%FinanceSYYSysco$796,924$1,948 ▼-0.2%9,8170.5%Consumer StaplesJPMJPMorgan Chase & Co.$725,156$6,811 ▼-0.9%3,6200.5%FinanceEZMWisdomTree U.S. MidCap Fund$700,177$1,281 ▲0.2%11,4750.5%FinanceNVDANVIDIA$686,710$9,036 ▼-1.3%7600.5%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$676,096$434,274 ▼-39.1%24,1980.5%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$658,090$36,412 ▼-5.2%16,7540.4%ManufacturingFPXFirst Trust US Equity Opportunities ETF$639,801$11,427 ▼-1.8%6,0470.4%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$639,070$639,070 ▲New Holding26,4410.4%ETFVOVanguard Mid-Cap ETF$638,821$70,952 ▲12.5%2,5570.4%ETFCFAVictoryShares US 500 Volatility Wtd ETF$630,590$10,251 ▲1.7%7,7510.4%ManufacturingVBVanguard Small-Cap ETF$611,618$9,832 ▲1.6%2,6750.4%ETFHWCHancock Whitney$582,465$138 ▲0.0%12,6520.4%FinanceFVDFirst Trust Value Line Dividend Index Fund$539,361$6,672 ▲1.3%12,7720.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$539,297$7,503 ▼-1.4%8,4820.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$528,308$15,671 ▼-2.9%9,4060.4%ManufacturingIVViShares Core S&P 500 ETF$503,873$503,873 ▲New Holding9580.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$491,863$208,141 ▲73.4%9,1240.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$486,232$486,232 ▲New Holding8,9640.3%ETFDFAUDimensional US Core Equity Market ETF$466,428$87,585 ▲23.1%12,7650.3%ETFVTVVanguard Value ETF$461,173$80,282 ▲21.1%2,8320.3%ETFVEAVanguard FTSE Developed Markets ETF$446,256$28,797 ▲6.9%8,8950.3%ETFBNDVanguard Total Bond Market ETF$442,253$442,253 ▲New Holding6,0890.3%ETFVOOVanguard S&P 500 ETF$424,721$33,151 ▲8.5%8840.3%ETFIEFAiShares Core MSCI EAFE ETF$414,728$155,931 ▲60.3%5,5880.3%ETFVWOVanguard FTSE Emerging Markets ETF$383,488$5,848 ▲1.5%9,1810.3%ETFDFUSDimensional U.S. Equity ETF$355,081$100,963 ▲39.7%6,2320.2%ETFTRMDTORM$354,596$104,708 ▼-22.8%10,1460.2%TransportationAGGiShares Core U.S. Aggregate Bond ETF$353,611$353,611 ▲New Holding3,6100.2%FinanceRTXRTX$334,108$683 ▲0.2%3,4260.2%AerospaceMSFTMicrosoft$327,805$5,050 ▲1.6%7790.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$326,684$274,696 ▲528.4%5,3790.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$315,775$3,905 ▼-1.2%5,5800.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$307,701$307,701 ▲New Holding10,9190.2%ETFDFAIDimensional International Core Equity Market ETF$299,454$299,454 ▲New Holding9,9090.2%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$293,455$21,265 ▼-6.8%4,1400.2%ETFPGProcter & Gamble$286,971$19,953 ▲7.5%1,7690.2%Consumer StaplesUNHUnitedHealth Group$281,201$4,456 ▼-1.6%5680.2%MedicalFPXIFirst Trust International IPO ETF$280,678$12,422 ▼-4.2%6,0780.2%ManufacturingMLPAGlobal X MLP ETF$274,314$530 ▲0.2%5,6890.2%ETFVBRVanguard Small-Cap Value ETF$271,323$271,323 ▲New Holding1,4140.2%ETFCVXChevron$267,316$267,316 ▲New Holding1,6950.2%Oils/EnergyXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$251,754$2,327 ▲0.9%8,5460.2%FinanceCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$246,684$38,718 ▼-13.6%3,7400.2%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$245,055$3,516 ▼-1.4%2,0910.2%ManufacturingETNEaton$237,949$237,949 ▲New Holding7610.2%Industrial ProductsTXNTexas Instruments$235,184$235,184 ▲New Holding1,3500.2%Computer and TechnologyVTVanguard Total World Stock ETF$234,749$234,749 ▲New Holding2,1240.2%ETFQCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund$231,855$16,333 ▼-6.6%6,6860.2%ETFVOEVanguard Mid-Cap Value ETF$229,552$229,552 ▲New Holding1,4720.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$229,223$23,752 ▼-9.4%1,9880.2%ETFSLViShares Silver Trust$228,9790.0%10,0650.2%ETFSBUXStarbucks$228,8440.0%2,5040.2%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$228,348$351 ▲0.2%7,1470.2%ETFTSLATesla$222,550$37,267 ▼-14.3%1,2660.2%Auto/Tires/TrucksVVVanguard Large-Cap ETF$216,986$216,986 ▲New Holding9050.1%ETFVPLVanguard FTSE Pacific ETF$202,664$202,664 ▲New Holding2,6660.1%ETFVUGVanguard Growth ETF$201,883$201,883 ▲New Holding5870.1%ETFBOILProShares Ultra Bloomberg Natural Gas$0$454,528 ▼-100.0%00.0%ETFFPEFirst Trust Preferred Securities and Income ETF$0$221,173 ▼-100.0%00.0%ETF 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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