Hibernia Wealth Partners, LLC Portfolio Holdings by Sector
Hibernia Wealth Partners, LLC
- $141 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
BIL DIVO SPY BUFR XLSR FISR JNK GLD 33 stocks |
$136 Million
97.61% of portfolio
|
14
|
16
|
2
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$466,653
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$447,899
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
GSBD 1 stocks |
$440,002
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$415,207
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$372,193
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$289,766
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$258,844
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$239,397
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$223,646
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRMD 1 stocks |
$166,731
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|