Hibernia Wealth Partners, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $28.3B, Amplify ETF Tr Amplify Cwp Enh with a value of $16.6B, Spdr S&P 500 ETF Trust with a value of $15.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $15B, and Ssga Active Tr Spdr Ssga Us Se with a value of $10.7B.

Examining the 13F form we can see an decrease of $12.7B in the current position value, from $153B to 141B.

Hibernia Wealth Partners, LLC is based out at Baton Rouge, LA

Below you can find more details about Hibernia Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $136 Billion
Financial Services: $1.15 Billion
Technology: $882 Million
Energy: $539 Million
Consumer Cyclical: $529 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $141 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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