Hibernia Wealth Partners, LLC

data from 30/09/2025

Capitalization

$ 156.070 M -49.59 %

Average holding period

4 ans

Performance

$ 32.616 M 16.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Hibernia Wealth Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 15.73% 24.554 M $ 267627 2023/09/30 11.004 K $ 0.02 %
2025/09/30 SPY SPDR S&P 500 ETF TR 12.47% 19.461 M $ 29215 2025/03/31 0.000 $ 0.00 %
2025/09/30 DIVO AMPLIFY ETF TR 11.72% 18.284 M $ 410234 2023/09/30 1.678 M $ 4.75 %
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 11.13% 17.371 M $ 519808 2023/09/30 1.625 M $ 5.09 %
2025/09/30 XLSR SSGA ACTIVE TR 8.38% 13.075 M $ 219325 2023/12/31 1.973 M $ 8.54 %
2025/09/30 FISR SSGA ACTIVE TR 5.87% 9.153 M $ 351293 2023/12/31 152.325 K $ 0.85 %
2025/09/30 JNK SPDR SERIES TRUST 3.97% 6.199 M $ 63267 2023/12/31 86.443 K $ 0.74 %
2025/09/30 GLD SPDR GOLD TR 3.68% 5.739 M $ 16119 2023/09/30 1.602 M $ 16.61 %
2025/09/30 SPSM SPDR SERIES TRUST 2.70% 4.217 M $ 91029 2023/09/30 641.398 K $ 8.73 %
2025/09/30 BILS SPDR SERIES TRUST 2.54% 3.972 M $ 39910 2024/03/31 6.831 K $ 0.09 %
2025/09/30 USMV ISHARES TR 2.33% 3.631 M $ 38162 2023/09/30 96.719 K $ 1.35 %
2025/09/30 SPMD SPDR SERIES TRUST 1.66% 2.585 M $ 45203 2023/09/30 242.084 K $ 5.17 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 1.51% 2.359 M $ 41020 2023/09/30 181.749 K $ 5.74 %
2025/09/30 SPIB SPDR SERIES TRUST 1.50% 2.346 M $ 69209 2025/03/31 41.088 K $ 0.92 %
2025/09/30 EBND SPDR SERIES TRUST 1.46% 2.282 M $ 106817 2023/12/31 -8.376 K $ -0.19 %
2025/09/30 QQQ INVESCO QQQ TR 1.37% 2.141 M $ 3567 2023/09/30 312.018 K $ 8.83 %
2025/09/30 TIPX SPDR SERIES TRUST 1.07% 1.667 M $ 86426 2023/09/30 26.263 K $ 0.78 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.96% 1.500 M $ 36082 2023/12/31 -683.000 $ -0.02 %
2025/09/30 EMHC SPDR SERIES TRUST 0.90% 1.412 M $ 56041 2024/03/31 61.567 K $ 2.36 %
2025/09/30 SPAB SPDR SERIES TRUST 0.64% 1.005 M $ 38862 2023/12/31 21.541 K $ 0.98 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.52% 805.651 K $ 18809 2023/09/30 76.079 K $ 5.68 %
2025/09/30 MSFT MICROSOFT CORP 0.51% 789.085 K $ 1531 2023/09/30 94.771 K $ 4.13 %
2025/09/30 IVV ISHARES TR 0.44% 683.399 K $ 1021 2023/09/30 102.607 K $ 7.80 %
2025/09/30 DSTL ETF SER SOLUTIONS 0.44% 683.198 K $ 11787 2023/09/30 61.063 K $ 4.72 %
2025/09/30 XOM EXXON MOBIL CORP 0.43% 674.702 K $ 5988 2025/06/30 17.646 K $ 4.59 %
2025/09/30 SMLF ISHARES TR 0.43% 672.575 K $ 9046 2023/09/30 113.747 K $ 9.42 %
2025/09/30 TIDAL TRUST III 0.41% 646.074 K $ 21284 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.38% 600.465 K $ 3309 2023/09/30 128.998 K $ 18.10 %
2025/09/30 AAPL APPLE INC 0.38% 599.934 K $ 2385 2023/09/30 337.168 K $ 24.11 %
2025/09/30 SLV ISHARES SILVER TR 0.35% 550.683 K $ 12997 2023/09/30 248.502 K $ 29.14 %
2025/09/30 VB VANGUARD INDEX FDS 0.33% 520.747 K $ 2048 2023/09/30 69.459 K $ 7.30 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.33% 520.645 K $ 1668 2023/09/30 94.347 K $ 8.80 %
2025/09/30 AMZN AMAZON COM INC 0.30% 471.140 K $ 2167 2024/06/30 687.000 $ 0.08 %
2025/09/30 CVX CHEVRON CORP NEW 0.30% 465.567 K $ 3014 2023/09/30 95.154 K $ 8.45 %
2025/09/30 VO VANGUARD INDEX FDS 0.24% 380.422 K $ 1295 2023/09/30 36.708 K $ 4.97 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.23% 357.045 K $ 5493 2024/12/31 62.341 K $ 6.19 %
2025/09/30 AVGO BROADCOM INC 0.23% 351.251 K $ 1026 2025/06/30 206.459 K $ 19.68 %
2025/09/30 EFAV ISHARES TR 0.22% 341.595 K $ 4027 2023/09/30 6.200 K $ 0.92 %
2025/09/30 EEMV ISHARES INC 0.22% 338.985 K $ 5311 2023/09/30 10.938 K $ 1.64 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.21% 330.976 K $ 4516 2024/03/31 18.334 K $ 2.85 %
2025/09/30 QQQI NEOS ETF TRUST 0.20% 314.322 K $ 5799 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITOT ISHARES TR 0.20% 312.046 K $ 2142 2023/09/30 43.172 K $ 7.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.19% 298.226 K $ 595 2024/06/30 18.667 K $ 3.49 %
2025/09/30 VTI VANGUARD INDEX FDS 0.17% 267.163 K $ 814 2023/09/30 40.238 K $ 7.97 %
2025/09/30 MCD MCDONALDS CORP 0.16% 245.884 K $ 808 2024/06/30 25.713 K $ 4.01 %
2025/09/30 GSBD GOLDMAN SACHS BDC INC 0.15% 235.088 K $ 23116 2023/09/30 -65.911 K $ -9.60 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.14% 224.994 K $ 1043 2024/06/30 23.107 K $ 5.43 %
2025/09/30 GWX SPDR INDEX SHS FDS 0.14% 222.461 K $ 5534 2023/12/31 29.934 K $ 8.07 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.14% 213.133 K $ 3557 2025/06/30 20.695 K $ 5.10 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 IFN INDIA FD INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 IJH ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LOW LOWES COS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PAA PLAINS ALL AMERN PIPELINE L 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SBUX STARBUCKS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SDOG ALPS ETF TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 FUBO FUBOTV INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AMZA ETFIS SER TR I 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NAK NORTHERN DYNASTY MINERALS LT 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VLO VALERO ENERGY CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 V VISA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LNG CHENIERE ENERGY INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 IEFA ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 IEMG ISHARES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 APH AMPHENOL CORP NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PLD PROLOGIS INC. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ETN EATON CORP PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CMCSA COMCAST CORP NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CODI COMPASS DIVERSIFIED 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SMMV ISHARES TR 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ADI ANALOG DEVICES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TJX TJX COS INC NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %