Hibernia Wealth Partners, LLC Portfolio Holdings

Hibernia Wealth Partners, LLC

  • $334 Billion
  • Q3 2024

Hibernia Wealth Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $334 Billion distributed in 125 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 $58.7B, Amplify ETF Tr Amplify Cwp Enh with a value of $29.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $26.2B, Ssga Active Tr Spdr Ssga Us Se with a value of $23.1B, and Ssga Active Tr Spdr Ssga Fixed with a value of $19.3B.

Examining the 13F form we can see an increase of $47.1B in the current position value, from $287B to 334B.

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 $334 Billion
ETFs: $308 Billion
Technology: $7.77 Billion
Financial Services: $4.92 Billion
Consumer Cyclical: $2.34 Billion
Consumer Defensive: $2.18 Billion
Industrials: $1.95 Billion
Energy: $1.92 Billion
Healthcare: $1.59 Billion
Other: $1.34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.5B
$717 Million 0.21% of portfolio
20,974
Q3 2024 Added 5.49%
$1.72B
$285 Million 0.09% of portfolio
12,860
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $334 Billion
  • Prior Value $287 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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