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
+1.03%
+1.72%
45,030.1
 
DIVO 		Amplify CPW Enhanced Dividend Income ETF
407,798
16,625.9
+4.05%
11.810
+0.46%
0.400
-0.55%
+3.79%
4,328.0
 
SPY 		SPDR S&P 500 ETF Trust
29,574
15,935.0
New Holding
11.320
+11.32%
0.000
-0.51%
+0.87%
603,465.9
 
BUFR 		FT Vest Laddered Buffer ETF
504,537
14,979.7
+8.55%
10.640
+0.84%
0.230
-0.26%
+0.95%
6,579.6
 
XLSR 		SPDR SSGA U.S. Sector Rotation ETF
211,492
10,737.4
-3.20%
7.630
-0.24%
1.600
-2.69%
-1.35%
706.3
 
FISR 		SPDR SSGA Fixed Income Sector Rotation ETF
356,259
9,220.0
-1.52%
6.550
-0.09%
2.550
-0.94%
+1.76%
412.7
 
JNK 		SPDR Bloomberg High Yield Bond ETF
60,183
5,735.4
+109.73%
4.070
+2.13%
0.100
+0.41%
+2.72%
7,181.2
 
GLD 		SPDR Gold Shares ETF
16,165
4,657.8
+29.26%
3.310
+0.75%
0.000
+15.32%
+25.39%
97,667.1
 
BILS 		SPDR Bloomberg 3-12 Month T-Bill ETF
38,169
3,797.4
+95.61%
2.700
+1.32%
0.100
+0.99%
+1.69%
3,932.9
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
86,258
3,515.9
-25.38%
2.500
-0.86%
0.030
-5.44%
-8.16%
10,852.9
 

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 Trust2025-03-31New Buy
+11.32%
●
551.42 ($587.78) 612.93
$589.39
0.27%
New holding
29,574
29,574
JNK 		SPDR Bloomberg High Yield Bond ETF2025-03-31Add
+2.13%
●
94.86 ($96.18) 97.12
$95.91
-0.28%
Add 109.73%
60,183
31,488
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Reduce
-1.90%
●
91.45 ($91.59) 91.75
$91.74
0.16%
Reduce -9.36%
308,738
-31,883
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF2025-03-31Sold Out
-1.62%
●
99.85 ($100.02) 100.19
$100.16
0.14%
Sold Out
0
-24,936
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2025-03-31New Buy
+1.56%
●
32.5 ($32.96) 33.3
$33.26
0.91%
New holding
66,151
66,151
BILS 		SPDR Bloomberg 3-12 Month T-Bill ETF2025-03-31Add
+1.32%
●
99.16 ($99.33) 99.52
$99.44
0.11%
Add 95.61%
38,169
18,656
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-1.11%
●
33.84 ($36.14) 37.77
$39.81
10.15%
Reduce -75.45%
16,268
-49,998
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2025-03-31Reduce
-0.86%
●
40.03 ($44.05) 46.81
$41.10
-6.70%
Reduce -25.38%
86,258
-29,334
BUFR 		FT Vest Laddered Buffer ETF2025-03-31Add
+0.84%
●
29.34 ($30.56) 31.31
$30.76
0.65%
Add 8.55%
504,537
39,737
GLD 		SPDR Gold Shares ETF2025-03-31Add
+0.75%
●
243.19 ($264.45) 288.14
$303.60
14.80%
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

Size field:

Hibernia Wealth Partners, LLC's Holdings Bubble Chart

Hibernia Wealth Partners, LLC News

  • 1

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