Hibernia Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Hibernia Wealth Partners, LLC reported 90 stock positions worth $287.2 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 19.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.3%) and Amplify CWP Enhan Divid ETF (DIVO, 8.6%). Compared with Q1 2024, it opened 39 new positions, sold out of 30, added to 42 and reduced 9. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +153%) and the biggest sale Apple (AAPL, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0001950637
- Portfolio Value
- $287.2M (Q2 2024)
- SEC Filing
- 0001950637-24-000006 ↗ filed Jul 25, 2024
Holdings Value
Holdings 90 stocks · $287.2M
| BIL SS SPDR BB 1-3M T-Bill ETF | 19.09% | 597,374 | $54.8M | Add +104.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.34% | 75,623 | $41.2M | Add +116.8% |
| DIVO Amplify CWP Enhan Divid ETF | 8.57% | 636,102 | $24.6M | Add +142.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 8.02% | 796,512 | $23.0M | Add +153.2% |
| XLSR SS US Sector Rotation | 7.73% | 436,229 | $22.2M | Add +113.5% |
| FISR SS Fi Sector Rotation | 6.57% | 741,602 | $18.9M | Add +117.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.51% | 242,448 | $10.1M | Add +82.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.52% | 206,372 | $7.2M | Add +31.2% |
| GBIL Goldman Sachs Access Treasur | 2.49% | 71,381 | $7.1M | Add +57.5% |
| USMV iShares MSCI USA Min Vol Fac | 2.18% | 74,459 | $6.3M | Add +100.3% |
| GLD SPDR Gold Shares | 1.82% | 24,322 | $5.2M | Add +117.3% |
| JNK SS SPDR BB High Yield Bond | 1.74% | 52,895 | $5.0M | Add +131.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.60% | 89,650 | $4.6M | Add +64.7% |
| EBND State Street SPDR Bloomberg | 1.50% | 216,688 | $4.3M | Add +116.6% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.50% | 232,681 | $4.3M | Add +100.0% |
| SPAB SS SPDR P Agg Bond ETF | 1.17% | 134,012 | $3.4M | Add +118.5% |
| SRLN SS Blackstone Sr Loan ETF | 1.00% | 68,710 | $2.9M | Add +116.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 5,384 | $2.6M | Add +108.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.84% | 24,230 | $2.4M | Add +173.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.71% | 32,252 | $2.0M | Add +67.2% |
| GWX State Street SPDR S&P Intern | 0.69% | 62,134 | $2.0M | Add +54.1% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.62% | 74,164 | $1.8M | Add +180.5% |
| IVV iShares Core S&P 500 ETF | 0.51% | 2,652 | $1.5M | Add +176.8% |
| MSFT Microsoft Corp. | 0.47% | 3,043 | $1.4M | Add +290.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.43% | 45,211 | $1.2M | Add +86.8% |
| NVDA Nvidia Corp. | 0.42% | 9,731 | $1.2M | Add +28.0% |
| AAPL Apple Inc. | 0.41% | 5,642 | $1.2M | Reduce -32.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 20,411 | $1.1M | Add +127.7% |
| SMLF iShares US Smallcap Equity F | 0.36% | 16,981 | $1.0M | Add +100.2% |
| DSTL Distillate US Fundamental St | 0.34% | 19,218 | $988K | Add +110.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.33% | 33,769 | $946K | Add +209.3% |
| TRMD Torm PLC-A | 0.27% | 19,882 | $771K | Add +96.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 3,465 | $756K | Add +29.5% |
| GSBD Goldman Sachs BDC Inc. | 0.25% | 47,949 | $721K | Reduce -14.9% |
| AGG iShares Core U.S. Aggregate | 0.25% | 7,288 | $707K | Add +101.9% |
| CVX Chevron Corp. | 0.25% | 4,501 | $704K | Add +165.6% |
| PG The Procter & Gamble Co. | 0.23% | 4,040 | $666K | Add +128.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.22% | 11,201 | $641K | Add +100.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 2,549 | $617K | Reduce -0.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.20% | 8,334 | $578K | Add +101.3% |
| MLPA Global X MLP ETF | 0.19% | 11,399 | $553K | Add +100.4% |
| SLV iShares Silver Trust | 0.19% | 20,130 | $535K | Add +100.0% |
| AVGO Broadcom Inc. | 0.17% | 310 | $496K | New |
| JPM JPMorgan Chase & Co. | 0.17% | 2,421 | $490K | Reduce -33.1% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,056 | $482K | Add +104.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,730 | $463K | Reduce -54.7% |
| MCD McDonald's Corp. | 0.14% | 1,586 | $404K | New |
| MA Mastercard Inc. Class A | 0.14% | 906 | $400K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 975 | $397K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 766 | $390K | Add +34.9% |
| AMZN Amazon.com Inc. | 0.14% | 2,011 | $389K | New |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 2,078 | $379K | New |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 2,175 | $371K | New |
| SMMV iShares MSCI USA Small-Cap M | 0.13% | 9,869 | $368K | New |
| VEA Vanguard Ftse Developed ETF | 0.12% | 6,682 | $330K | Reduce -24.9% |
| MSI Motorola Solutions Inc. | 0.11% | 845 | $326K | New |
| ACN Accenture PLC Class A | 0.11% | 1,023 | $310K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,172 | $303K | Reduce -25.3% |
| NEE Nextera Energy Inc. | 0.10% | 4,252 | $301K | New |
| HD Home Depot Inc. | 0.10% | 854 | $294K | New |
| ABBV Abbvie Inc. | 0.10% | 1,710 | $293K | New |
| XOM Exxon Mobil Corp. | 0.10% | 2,522 | $290K | New |
| ROP Roper Technologies Inc. | 0.10% | 501 | $283K | New |
| CODI Compass Diversified Holdings | 0.10% | 12,860 | $282K | New |
| GSUS Goldman Sachs Marketbeta US | 0.10% | 3,683 | $275K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,581 | $275K | New |
| SCHW Schwab (charles) Corp. | 0.10% | 3,717 | $274K | New |
| LIN Linde PLC | 0.09% | 606 | $265K | New |
| SDOG Alps Sector Dividend Dogs | 0.09% | 4,935 | $261K | New |
| ETN Eaton Corp. PLC | 0.09% | 831 | $261K | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,418 | $258K | New |
| DGRO iShares Core Dividend Growth | 0.09% | 4,480 | $258K | New |
| WMT Walmart Inc. | 0.09% | 3,761 | $255K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.09% | 5,503 | $249K | New |
| AXP American Express Co. | 0.08% | 1,048 | $242K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,165 | $238K | New |
| AMT American Tower Corp. | 0.08% | 1,159 | $225K | New |
| LNG Cheniere Energy Inc. | 0.08% | 1,274 | $223K | New |
| VOO Vanguard S&P 500 ETF | 0.08% | 438 | $219K | Reduce -50.5% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 2,333 | $216K | New |
| ZTS Zoetis Inc. | 0.07% | 1,228 | $213K | New |
| MRSH Marsh & McLennan Cos | 0.07% | 1,007 | $212K | New |
| ELV Elevance Health Inc. | 0.07% | 391 | $211K | New |
| PLD Prologis Inc. | 0.07% | 1,870 | $210K | New |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 4,768 | $209K | Reduce -48.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 772 | $200K | New |
| IEMG iShares Core MSCI Emerging | 0.07% | 3,739 | $200K | New |
| SIRI Sirius XM Holdings Inc. | 0.01% | 13,540 | $38K | New |
| NAK Northern Dynasty Minerals | 0.00% | 15,000 | $5K | New |
| BGXXQ Bright Green Corp. | 0.00% | 11,474 | $3K | New |
Portfolio Sells Q1 2024 → Q2 2024
| AAPL Apple Inc. | Reduce -32.8% | 0.41% | −0.57 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.54 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -54.7% | 0.16% | −0.51 |
| EZM Wisdomtree US Midcap Fund | Sold out | 0.00% | −0.48 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Sold out | 0.00% | −0.45 |
| FPX First Trust US Equity Opport | Sold out | 0.00% | −0.44 |
| CFA Victoryshares US 500 Volatil | Sold out | 0.00% | −0.43 |
| HWC Hancock Whitney Corp. | Sold out | 0.00% | −0.40 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.37 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.36 |
| GSBD Goldman Sachs BDC Inc. | Reduce -14.9% | 0.25% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -33.1% | 0.17% | −0.32 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.32 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.31 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.30 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.24 |
| RTX RTX Corp. | Sold out | 0.00% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.21% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -50.5% | 0.08% | −0.21 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.20 |
| FPXI First Trust International Eq | Sold out | 0.00% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.9% | 0.12% | −0.19 |
| VWO Vanguard Ftse Emerging Marke | Reduce -48.1% | 0.07% | −0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.18 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -25.3% | 0.11% | −0.18 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Sold out | 0.00% | −0.17 |
| CFO Victoryshares US 500 Enhance | Sold out | 0.00% | −0.17 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.17 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.16 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.16 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.16 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.16 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.16 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.15 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.14 |
Portfolio Buys Q1 2024 → Q2 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Add +153.2% | 8.02% | +2.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +116.8% | 14.34% | +1.92 |
| DIVO Amplify CWP Enhan Divid ETF | Add +142.6% | 8.57% | +1.63 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +104.6% | 19.09% | +0.85 |
| XLSR SS US Sector Rotation | Add +113.5% | 7.73% | +0.80 |
| FISR SS Fi Sector Rotation | Add +117.8% | 6.57% | +0.63 |
| GLD SPDR Gold Shares | Add +117.3% | 1.82% | +0.25 |
| JNK SS SPDR BB High Yield Bond | Add +131.2% | 1.74% | +0.25 |
| MSFT Microsoft Corp. | Add +290.6% | 0.47% | +0.25 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +173.5% | 0.84% | +0.24 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +180.5% | 0.62% | +0.18 |
| AVGO Broadcom Inc. | New | 0.17% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +176.8% | 0.51% | +0.16 |
| MCD McDonald's Corp. | New | 0.14% | +0.14 |
| MA Mastercard Inc. Class A | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | New | 0.14% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | New | 0.13% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | New | 0.13% | +0.13 |
| SMMV iShares MSCI USA Small-Cap M | New | 0.13% | +0.13 |
| SPTI SS SPDR P Int Term TSY ETF | Add +209.3% | 0.33% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +108.5% | 0.90% | +0.12 |
| SPAB SS SPDR P Agg Bond ETF | Add +118.5% | 1.17% | +0.12 |
| MSI Motorola Solutions Inc. | New | 0.11% | +0.11 |
| ACN Accenture PLC Class A | New | 0.11% | +0.11 |
| EBND State Street SPDR Bloomberg | Add +116.6% | 1.50% | +0.11 |
| NEE Nextera Energy Inc. | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | New | 0.10% | +0.10 |
| XOM Exxon Mobil Corp. | New | 0.10% | +0.10 |
| ROP Roper Technologies Inc. | New | 0.10% | +0.10 |
| CODI Compass Diversified Holdings | New | 0.10% | +0.10 |
| GSUS Goldman Sachs Marketbeta US | New | 0.10% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| SCHW Schwab (charles) Corp. | New | 0.10% | +0.10 |
| LIN Linde PLC | New | 0.09% | +0.09 |
| SDOG Alps Sector Dividend Dogs | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | New | 0.09% | +0.09 |
| DGRO iShares Core Dividend Growth | New | 0.09% | +0.09 |
| SRLN SS Blackstone Sr Loan ETF | Add +116.2% | 1.00% | +0.09 |
| WMT Walmart Inc. | New | 0.09% | +0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.09% | +0.09 |
| AXP American Express Co. | New | 0.08% | +0.08 |
| TJX TJX Companies Inc. | New | 0.08% | +0.08 |
| AMT American Tower Corp. | New | 0.08% | +0.08 |
| LNG Cheniere Energy Inc. | New | 0.08% | +0.08 |
| IVW iShares S&P 500 Growth ETF | New | 0.08% | +0.08 |
| ZTS Zoetis Inc. | New | 0.07% | +0.07 |
| MRSH Marsh & McLennan Cos | New | 0.07% | +0.07 |
| ELV Elevance Health Inc. | New | 0.07% | +0.07 |
Options Activity Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 1,100 | $575Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $184.6M | BIL, SPY, DIVO, BUFR, XLSR |
| Q1 2026 | 122 | $338.2M | BIL, DIVO, SPY, BUFR, XLSR |
| Q4 2025 | 108 | $332.1M | BIL, SPY, DIVO, BUFR, XLSR |
| Q3 2025 | 49 | $156.1M | BIL, SPY, DIVO, BUFR, XLSR |
| Q2 2025 | 103 | $274.4M | BIL, DIVO, BUFR, XLSR, FISR |
| Q1 2025 | 45 | $140.7M | BIL, DIVO, SPY, BUFR, XLSR |
| Q4 2024 | 53 | $130.7M | BIL, DIVO, BUFR, XLSR, FISR |
| Q3 2024 | 124 | $288.5M | BIL, DIVO, BUFR, XLSR, FISR |
| Q2 2024 | 90 | $287.2M | BIL, SPY, DIVO, BUFR, XLSR |
| Q1 2024 | 81 | $147.0M | BIL, SPY, DIVO, XLSR, BUFR |