Hibernia Wealth Partners, LLC Portfolio Holdings by Sector
Hibernia Wealth Partners, LLC
- $156 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL SPY DIVO BUFR XLSR FISR JNK GLD 33 stocks |
$148 Million
96.4% of portfolio
|
  1  
|
  32  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.14 Million
0.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$951,716
0.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$789,085
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$599,934
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$520,645
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$471,140
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$298,226
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$267,163
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$245,884
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GSBD 1 stocks |
$235,088
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|