Hibernia Wealth Partners, LLC Portfolio Holdings by Sector
Hibernia Wealth Partners, LLC
- $148 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL SPY DIVO XLSR BUFR FISR SPSM SPDW 63 stocks |
$138 Million
93.84% of portfolio
|
  40  
|
  22  
|
  13  
|
- |
1
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.44 Million
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$992,142
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$921,894
0.63% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
GSBD 1 stocks |
$844,223
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$796,924
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$725,156
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HWC 1 stocks |
$582,465
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRMD 1 stocks |
$354,596
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$334,108
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$327,805
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$286,971
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$281,201
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$267,316
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$237,949
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$228,844
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$222,550
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$202,664
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|