HW

Hibernia Wealth Partners, LLC

13F
Hibernia Wealth Partners, LLC
Last update 2025-04-24 45 Stocks (5 new)
Value $141.00 Mil Turnover 20 %
Countries:
Top Holdings: BIL(20.12%)DIVO(11.81%)SPY(11.32%)BUFR(10.64%)XLSR(7.63%)
Summary Stock Picks Current Portfolio
Hibernia Wealth Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
308,738
28,320.6
-9.36%
20.120
-1.90%
0.060
+1.05%
+2.34%
41,778.1
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
407,798
16,625.9
+4.05%
11.810
+0.46%
0.400
+11.86%
+9.72%
4,739.2
 
SPY
SPDR S&P 500 ETF Trust
29,574
15,935.0
New Holding
11.320
+11.32%
0.000
+18.80%
+8.86%
654,366.5
 
BUFR
FT Vest Laddered Buffer ETF
504,537
14,979.7
+8.55%
10.640
+0.84%
0.230
+12.37%
+6.10%
7,077.0
 
XLSR
SPDR SSGA U.S. Sector Rotation ETF
211,492
10,737.4
-3.20%
7.630
-0.24%
1.600
+16.58%
+5.10%
770.7
 
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
SPDR SSGA Fixed Income Sector Rotation ETF
356,259
9,220.0
-1.52%
6.550
-0.09%
2.550
+1.41%
+2.76%
404.2
 
JNK
SPDR Bloomberg High Yield Bond ETF
60,183
5,735.4
+109.73%
4.070
+2.13%
0.100
+4.98%
+5.14%
8,045.5
 
GLD
SPDR Gold Shares ETF
16,165
4,657.8
+29.26%
3.310
+0.75%
0.000
+2.81%
+28.93%
102,799.3
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
38,169
3,797.4
+95.61%
2.700
+1.32%
0.100
+0.99%
+2.28%
3,814.3
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
86,258
3,515.9
-25.38%
2.500
-0.86%
0.030
+16.99%
-0.19%
11,909.5
 

Hibernia Wealth Partners, LLC's Historical Top Holdings Breakdowns

Hibernia Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
New Buy
New Buy
+11.32%
●
551.42 ($587.78) 612.93
$634.21
7.90%
New holding
29,574
29,574
JNK
SPDR Bloomberg High Yield Bond ETF
2025-03-31
Add
Add
+2.13%
●
94.86 ($96.18) 97.12
$97.08
0.94%
Add 109.73%
60,183
31,488
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-1.90%
●
91.45 ($91.59) 91.75
$91.68
0.10%
Reduce -9.36%
308,738
-31,883
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
Sold Out
Sold Out
-1.62%
●
99.85 ($100.02) 100.19
$100.07
0.05%
Sold Out
0
-24,936
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
New Buy
New Buy
+1.56%
●
32.5 ($32.96) 33.3
$33.48
1.58%
New holding
66,151
66,151
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Add
Add
+1.32%
●
99.16 ($99.33) 99.52
$99.33
0%
Add 95.61%
38,169
18,656
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-1.11%
●
33.84 ($36.14) 37.77
$41.58
15.05%
Reduce -75.45%
16,268
-49,998
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Reduce
Reduce
-0.86%
●
40.03 ($44.05) 46.81
$44.47
0.95%
Reduce -25.38%
86,258
-29,334
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+0.84%
●
29.34 ($30.56) 31.31
$32.33
5.79%
Add 8.55%
504,537
39,737
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.75%
●
243.19 ($264.45) 288.14
$312.18
18.05%
Add 29.26%
16,165
3,659

Hibernia Wealth Partners, LLC Total Holding History ($B)

To

Hibernia Wealth Partners, LLC's Asset Allocation

To

Hibernia Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Hibernia Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Hibernia Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hibernia Wealth Partners, LLC's Holdings Heat Map

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Hibernia Wealth Partners, LLC's Holdings Bubble Chart

Hibernia Wealth Partners, LLC News

  • 1

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