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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39B
$780 Million 0.23% of portfolio
9,988
Q3 2024 New
$135B
$483 Million 0.14% of portfolio
1,456
Q3 2024 Added 75.21%
$89.4B
$477 Million 0.14% of portfolio
2,763
Q3 2024 Added 791.29%
$171B
$423 Million 0.13% of portfolio
3,490
Q3 2024 New
$77.8B
$392 Million 0.12% of portfolio
1,398
Q3 2024 New
$101B
$379 Million 0.11% of portfolio
3,887
Q3 2024 New
$141B
$340 Million 0.1% of portfolio
4,026
Q3 2024 Reduced 5.32%
$55.7B
$291 Million 0.09% of portfolio
522
Q3 2024 Added 4.19%
$57.3B
$256 Million 0.08% of portfolio
3,185
Q3 2024 New
$85.5B
$262 Million 0.08% of portfolio
1,126
Q3 2024 Reduced 2.85%
$78.4B
$272 Million 0.08% of portfolio
604
Q3 2024 Reduced 28.52%
$95.4B
$231 Million 0.07% of portfolio
1,830
Q3 2024 Reduced 2.14%
$135B
$234 Million 0.07% of portfolio
3,616
Q3 2024 Reduced 2.72%
$105B
$218 Million 0.07% of portfolio
977
Q3 2024 Reduced 2.98%
$59.5B
$220 Million 0.07% of portfolio
782
Q3 2024 Added 1.3%
$77.2B
$240 Million 0.07% of portfolio
1,228
Q2 2024 New
$52.2B
$229 Million 0.07% of portfolio
1,274
Q2 2024 New
$168B
$203 Million 0.06% of portfolio
4,872
Q3 2024 New
$76.8B
$204 Million 0.06% of portfolio
1,960
Q3 2024 New
$193B
$215 Million 0.06% of portfolio
549
Q3 2024 New
$193B
$205 Million 0.06% of portfolio
1,691
Q3 2024 New
$160B
$214 Million 0.06% of portfolio
415
Q3 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
Track This Portfolio

Track Hibernia Wealth Partners, LLC Portfolio

Follow Hibernia Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hibernia Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hibernia Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email