Sponsored

The Analysis of Hibernia Wealth Partners, LLC's Holdings & P&L

Currently, Hibernia Wealth Partners, LLC holds 122 types of securities in its portfolio with a total value $338.2M. In the most recent quarter, they have increased their positions in DIVO (+30.1K shares, valued at $1.4M), BIL (+11.9K shares, valued at $1.1M), IEV (+15.9K shares, valued at $1.1M); decreased their positions in GLD (-7.2K shares, valued at $3.1M), USMV (-10.3K shares, valued at $952.6K), BUFR (-28.1K shares, valued at $947.9K); initiated new positions in IEV (+15.9K shares, valued at $1.1M), SPYG (+6.4K shares, valued at $628.0K), SPEM (+13.2K shares, valued at $621.3K).

1M P&L

+5.6M+1.76%

3M P&L

+4.4M+1.38%

HY P&L

+13.9M+4.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A291.2M

92.2%

2Oil & Gas Integrated2.2M

0.7%

3Software - Infrastructure2.1M

0.6%

Top Industries by Stock Count

1N/A57 stocks

52.8%

2Semiconductors3 stocks

2.8%

3Drug Manufacturers - General2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST530.0K shares2.29%2026-03-312026-05-04

DIVO AMPLIFY ETF TR870.4K shares3.58%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T55.9K shares-0.86%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI989.3K shares-2.76%2026-03-312026-05-04

XLSR SSGA ACTIVE TR414.6K shares-1.52%2026-03-312026-05-04

FISR SSGA ACTIVE TR759.1K shares4.61%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST132.8K shares3.24%2026-03-312026-05-04

GLD SPDR GOLD TR23.3K shares-23.63%2026-03-312026-05-04

Sponsored

SPSM SPDR SERIES TRUST183.8K shares1.26%2026-03-312026-05-04

BILS SPDR SERIES TRUST84.5K shares3.75%2026-03-312026-05-04

SPMD SPDR SERIES TRUST86.4K shares-2.24%2026-03-312026-05-04

SPIB SPDR SERIES TRUST151.8K shares7.06%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F91.3K shares8.70%2026-03-312026-05-04

USMV ISHARES TR53.1K shares-16.21%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR7.5K shares6.49%2026-03-312026-05-04

EBND SPDR SERIES TRUST197.2K shares-5.50%2026-03-312026-05-04

Sponsored

TIPX SPDR SERIES TRUST182.9K shares3.13%2026-03-312026-05-04

SRLN SSGA ACTIVE ETF TR77.8K shares4.37%2026-03-312026-05-04

EMHC SPDR SERIES TRUST118.0K shares4.86%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS52.2K shares42.24%2026-03-312026-05-04

MSFT MICROSOFT CORP4.9K shares18.07%2026-03-312026-05-04

AAPL APPLE INC7.2K shares9.78%2026-03-312026-05-04

SLV ISHARES SILVER TR26.5K shares2.11%2026-03-312026-05-04

IFRA ISHARES TR30.4K shares156.67%2026-03-312026-05-04

Sponsored

SMLF ISHARES TR23.0K shares0.10%2026-03-312026-05-04

EMGF ISHARES INC24.6K shares71.40%2026-03-312026-05-04

IVV ISHARES TR2.3K shares4.79%2026-03-312026-05-04

CVX CHEVRON CORPORATION7.1K shares7.41%2026-03-312026-05-04

AGG ISHARES TR14.0K shares85.89%2026-03-312026-05-04

DSTL ETF SER SOLUTIONS23.9K shares1.96%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO4.1K shares8.72%2026-03-312026-05-04

VB VANGUARD INDEX FDS4.6K shares10.30%2026-03-312026-05-04

Sponsored

SNTH TIDAL TRUST III42.6K shares0.00%2026-03-312026-05-04

IEV ISHARES TR15.9K sharesnew addition2026-03-312026-05-04

BROADCOM INC BROADCOM INC3.4K shares5.29%2026-03-312026-05-04

NVDA NVIDIA CORPORATION5.6K shares18.57%2026-03-312026-05-04

AMZN AMAZON COM INC4.4K shares32.15%2026-03-312026-05-04

SPAB SPDR SERIES TRUST33.0K shares-45.32%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares2.97%2026-03-312026-05-04

EFAV ISHARES TR8.8K shares4.10%2026-03-312026-05-04

Sponsored

WMT WALMART INC6.2K shares7.05%2026-03-312026-05-04

VO VANGUARD INDEX FDS2.6K shares-2.00%2026-03-312026-05-04

XOM EXXON MOBIL CORP4.2K shares11.05%2026-03-312026-05-04

APH AMPHENOL CORP5.6K shares-0.85%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares42.75%2026-03-312026-05-04

MCD MCDONALDS CORP2.2K shares0.18%2026-03-312026-05-04

SPYG SPDR SERIES TRUST6.4K sharesnew addition2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR6.3K shares99.90%2026-03-312026-05-04

Sponsored

SPEM SPDR INDEX SHS FDS13.2K sharesnew addition2026-03-312026-05-04

GWX SPDR INDEX SHS FDS13.9K shares27.62%2026-03-312026-05-04

ITOT ISHARES TR4.0K shares-2.74%2026-03-312026-05-04

MA MASTERCARD INCORPORATED1.1K shares1.34%2026-03-312026-05-04

NEE NEXTERA ENERGY INC6.0K shares-1.78%2026-03-312026-05-04

TJX TJX COS INC NEW3.4K shares6.53%2026-03-312026-05-04

VTI VANGUARD INDEX FDS1.7K shares-0.66%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC1.2K shares2.98%2026-03-312026-05-04

Sponsored

AXP AMERICAN EXPRESS CO1.6K shares4.53%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF12.7K shares8.78%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T6.5K shares-8.01%2026-03-312026-05-04

QQQI NEOS ETF TRUST9.7K shares-16.68%2026-03-312026-05-04

CAT CATERPILLAR INC675 shares10.66%2026-03-312026-05-04

HON HONEYWELL INTL INC2.1K shares11.88%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.3K shares7.55%2026-03-312026-05-04

META META PLATFORMS INC818 shares27.61%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC1.6K shares57.53%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC2.6K shares-2.41%2026-03-312026-05-04

IEFA ISHARES TR4.8K shares10.48%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS6.7K shares0.00%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON1.7K shares25.41%2026-03-312026-05-04

ABBV ABBVIE INC1.9K shares-20.56%2026-03-312026-05-04

PLD PROLOGIS INC.3.1K shares2.54%2026-03-312026-05-04

Sponsored

LINDE PLC LINDE PLC816 shares7.09%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.4K shares3.25%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC3.1K sharesnew addition2026-03-312026-05-04

IJH ISHARES TR5.6K shares6.48%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS626 shares2.62%2026-03-312026-05-04

PECO PHILLIPS EDISON & CO INC9.9K shares0.69%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC832 shares-1.54%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP497 shares0.61%2026-03-312026-05-04

Sponsored

SBUX STARBUCKS CORP3.7K shares41.53%2026-03-312026-05-04

VLO VALERO ENERGY CORP1.3K shares0.30%2026-03-312026-05-04

SPTL SPDR SERIES TRUST12.4K sharesnew addition2026-03-312026-05-04

SPTI SPDR SERIES TRUST11.3K sharesnew addition2026-03-312026-05-04

SPGI S&P GLOBAL INC754 shares3.29%2026-03-312026-05-04

CERY SPDR SERIES TRUST8.9K sharesnew addition2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC2.6K shares29.01%2026-03-312026-05-04

EFA ISHARES TR3.0K shares-5.51%2026-03-312026-05-04

Sponsored

MMC MARSH & MCLENNAN COS INC1.7K shares3.27%2026-03-312026-05-04

IEMG ISHARES INC4.2K shares-3.15%2026-03-312026-05-04

DHR DANAHER CORP DEL1.5K shares-3.50%2026-03-312026-05-04

PAA PLAINS ALL AMERN PIPELINE L12.5K shares2.11%2026-03-312026-05-04

UNP UNION PAC CORP1.1K shares5.65%2026-03-312026-05-04

ABT ABBOTT LABORATORIES2.7K shares-14.49%2026-03-312026-05-04

VODAFONE GROUP PLC VODAFONE GROUP PLC18.2K shares35.50%2026-03-312026-05-04

AMT AMERICAN TOWER CORP1.6K shares6.16%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC1.1K shares-11.99%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares4.48%2026-03-312026-05-04

T AT&T INC9.1K shares4.50%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2026-03-312026-05-04

UTES ETFIS SER TR I3.2K shares0.19%2026-03-312026-05-04

GOVT ISHARES TR11.0K sharesnew addition2026-03-312026-05-04

ADI ANALOG DEVICES INC776 sharesnew addition2026-03-312026-05-04

SW SMURFIT WESTROCK PLC6.0K shares2.02%2026-03-312026-05-04

Sponsored

SDOG ALPS ETF TR3.6K shares0.17%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR2.6K sharesnew addition2026-03-312026-05-04

ARW ARROW ELECTRS INC1.6K sharesnew addition2026-03-312026-05-04

SPYV SPDR SERIES TRUST4.0K sharesnew addition2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY781 shares3.17%2026-03-312026-05-04

PG PROCTER & GAMBLE CO1.5K sharesnew addition2026-03-312026-05-04

FDX FEDEX CORP624 sharesnew addition2026-03-312026-05-04

NDAQ NASDAQ INC2.6K shares7.39%2026-03-312026-05-04

Sponsored

XLK SELECT SECTOR SPDR TR1.7K sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.5K shares-2.41%2026-03-312026-05-04

SPMB SPDR SERIES TRUST9.5K sharesnew addition2026-03-312026-05-04

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-05-04

ARES ARES MANAGEMENT CORPORATION1.9K shares2.73%2026-03-312026-05-04

CMCSA COMCAST CORP NEW7.0K shares2.85%2026-03-312026-05-04

ZTS ZOETIS INC1.7K shares-10.81%2026-03-312026-05-04

ETHA ISHARES ETHEREUM TR10.4K sharesnew addition2026-03-312026-05-04

Sponsored

HNST HONEST CO INC12.5K shares0.00%2026-03-312026-05-04

NAK NORTHERN DYNASTY MINERALS LT15.0K shares0.00%2026-03-312026-05-04

BIL

SPDR SERIES TRUST

2.29%

Shares530.0K

Event2026-03-31

Filed2026-05-04

DIVO

AMPLIFY ETF TR

3.58%

Shares870.4K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-0.86%

Shares55.9K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.76%

Shares989.3K

Event2026-03-31

Filed2026-05-04

XLSR

SSGA ACTIVE TR

-1.52%

Shares414.6K

Event2026-03-31

Filed2026-05-04

FISR

SSGA ACTIVE TR

4.61%

Shares759.1K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

3.24%

Shares132.8K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-23.63%

Shares23.3K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

1.26%

Shares183.8K

Event2026-03-31

Filed2026-05-04

BILS

SPDR SERIES TRUST

3.75%

Shares84.5K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

-2.24%

Shares86.4K

Event2026-03-31

Filed2026-05-04

SPIB

SPDR SERIES TRUST

7.06%

Shares151.8K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

8.70%

Shares91.3K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-16.21%

Shares53.1K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

6.49%

Shares7.5K

Event2026-03-31

Filed2026-05-04

EBND

SPDR SERIES TRUST

-5.50%

Shares197.2K

Event2026-03-31

Filed2026-05-04

TIPX

SPDR SERIES TRUST

3.13%

Shares182.9K

Event2026-03-31

Filed2026-05-04

SRLN

SSGA ACTIVE ETF TR

4.37%

Shares77.8K

Event2026-03-31

Filed2026-05-04

EMHC

SPDR SERIES TRUST

4.86%

Shares118.0K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

42.24%

Shares52.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

18.07%

Shares4.9K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

9.78%

Shares7.2K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

2.11%

Shares26.5K

Event2026-03-31

Filed2026-05-04

IFRA

ISHARES TR

156.67%

Shares30.4K

Event2026-03-31

Filed2026-05-04

SMLF

ISHARES TR

0.10%

Shares23.0K

Event2026-03-31

Filed2026-05-04

EMGF

ISHARES INC

71.40%

Shares24.6K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

4.79%

Shares2.3K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

7.41%

Shares7.1K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

85.89%

Shares14.0K

Event2026-03-31

Filed2026-05-04

DSTL

ETF SER SOLUTIONS

1.96%

Shares23.9K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

8.72%

Shares4.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

10.30%

Shares4.6K

Event2026-03-31

Filed2026-05-04

SNTH

TIDAL TRUST III

0.00%

Shares42.6K

Event2026-03-31

Filed2026-05-04

IEV

ISHARES TR

New

Shares15.9K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

5.29%

Shares3.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

18.57%

Shares5.6K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

32.15%

Shares4.4K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

-45.32%

Shares33.0K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.97%

Shares2.4K

Event2026-03-31

Filed2026-05-04

EFAV

ISHARES TR

4.10%

Shares8.8K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

7.05%

Shares6.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-2.00%

Shares2.6K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

11.05%

Shares4.2K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

-0.85%

Shares5.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

42.75%

Shares1.5K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

0.18%

Shares2.2K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

New

Shares6.4K

Event2026-03-31

Filed2026-05-04

GBIL

GOLDMAN SACHS ETF TR

99.90%

Shares6.3K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

New

Shares13.2K

Event2026-03-31

Filed2026-05-04

GWX

SPDR INDEX SHS FDS

27.62%

Shares13.9K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

-2.74%

Shares4.0K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

1.34%

Shares1.1K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-1.78%

Shares6.0K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

6.53%

Shares3.4K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-0.66%

Shares1.7K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

2.98%

Shares1.2K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

4.53%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

8.78%

Shares12.7K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

-8.01%

Shares6.5K

Event2026-03-31

Filed2026-05-04

QQQI

NEOS ETF TRUST

-16.68%

Shares9.7K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

10.66%

Shares675

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

11.88%

Shares2.1K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

7.55%

Shares1.3K

Event2026-03-31

Filed2026-05-04