Hibernia Wealth Partners, LLC Portfolio Holdings by Sector
Hibernia Wealth Partners, LLC
- $153 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL SPY DIVO BUFR XLSR FISR SPSM USMV 37 stocks |
$145 Million
95.52% of portfolio
|
  1  
|
  36  
|
  1  
|
- |
0
Calls
1
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$943,549
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$856,453
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$742,350
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HWC 1 stocks |
$692,806
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$657,576
0.43% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$567,396
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$538,541
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
GSBD 1 stocks |
$490,312
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$376,330
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$249,995
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$246,222
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$232,115
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$208,691
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
BLRX 1 stocks |
$2,140
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|