Hibernia Wealth Partners, LLC Portfolio Holdings
Q3 2025•48 long positions•$155.4M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $24.6M 15.8% | -$25.9M Sold | — 267.6K shares | 550.2K → 267.6K −$25.9M | -51.36% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $19.5M 12.52% | +$19.5M Bought | — 29.2K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $18.3M 11.76% | -$18.7M Sold | — 410.2K shares | 830.9K → 410.2K −$18.7M | -50.63% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $17.4M 11.18% | -$16.2M Sold | — 519.8K shares | 1.0M → 519.8K −$16.2M | -48.19% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $13.1M 8.41% | -$12.0M Sold | — 219.3K shares | 420.6K → 219.3K −$12.0M | -47.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.2M 5.89% | -$8.9M Sold | — 351.3K shares | 692.4K → 351.3K −$8.9M | -49.26% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 3.99% | -$5.6M Sold | — 63.3K shares | 120.1K → 63.3K −$5.6M | -47.3% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $5.7M 3.69% | -$5.5M Sold | — 16.1K shares | 31.6K → 16.1K −$5.5M | -49.04% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.2M 2.71% | -$3.8M Sold | — 91.0K shares | 172.4K → 91.0K −$3.8M | -47.2% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.0M 2.56% | -$3.6M Sold | — 39.9K shares | 75.9K → 39.9K −$3.6M | -47.42% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.6M 2.34% | -$3.6M Sold | — 38.2K shares | 76.2K → 38.2K −$3.6M | -49.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 1.66% | -$2.3M Sold | — 45.2K shares | 86.2K → 45.2K −$2.3M | -47.53% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.4M 1.52% | -$991.2K Sold | — 41.0K shares | 58.3K → 41.0K −$991.2K | -29.58% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.3M 1.51% | -$2.1M Sold | — 69.2K shares | 132.5K → 69.2K −$2.1M | -47.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.3M 1.47% | -$2.2M Sold | — 106.8K shares | 209.4K → 106.8K −$2.2M | -48.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 1.38% | -$1.7M Sold | — 3.6K shares | 6.4K → 3.6K −$1.7M | -44.29% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.7M 1.07% | -$1.7M Sold | — 86.4K shares | 175.1K → 86.4K −$1.7M | -50.64% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.5M 0.965% | -$1.3M Sold | — 36.1K shares | 68.3K → 36.1K −$1.3M | -47.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.909% | -$1.3M Sold | — 56.0K shares | 106.2K → 56.0K −$1.3M | -47.21% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.0M 0.646% | -$1.2M Sold | — 38.9K shares | 86.2K → 38.9K −$1.2M | -54.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $805.7K 0.518% | -$611.2K Sold | — 18.8K shares | 33.1K → 18.8K −$611.2K | -43.14% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $789.1K 0.508% | -$1.6M Sold | 0.0% 1.5K shares | 4.6K → 1.5K −$1.6M | -66.82% | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $683.4K 0.44% | -$735.6K Sold | — 1.0K shares | 2.1K → 1.0K −$735.6K | -51.84% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $683.2K 0.44% | -$672.9K Sold | — 11.8K shares | 23.4K → 11.8K −$672.9K | -49.62% | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Integrated Energy | $674.7K 0.434% | +$273.0K Bought | 0.0% 6.0K shares | 3.6K → 6.0K +$273.0K | +67.97% | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $672.6K 0.433% | -$648.9K Sold | — 9.0K shares | 17.8K → 9.0K −$648.9K | -49.1% | — — | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $600.5K 0.386% | -$218.3K Sold | 0.0% 3.3K shares | 4.5K → 3.3K −$218.3K | -26.66% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $599.9K 0.386% | -$1.1M Sold | 0.0% 2.4K shares | 6.8K → 2.4K −$1.1M | -65.01% | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $550.7K 0.354% | -$550.7K Sold | — 13.0K shares | 26.0K → 13.0K −$550.7K | -50.0% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $520.7K 0.335% | -$500.2K Sold | — 2.0K shares | 4.0K → 2.0K −$500.2K | -48.99% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $520.6K 0.335% | -$633.3K Sold | 0.0% 1.7K shares | 3.7K → 1.7K −$633.3K | -54.88% | $867.35B Mega Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $471.1K 0.303% | -$359.6K Sold | 0.0% 2.2K shares | 3.8K → 2.2K −$359.6K | -43.29% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $465.6K 0.3% | -$749.2K Sold | 0.0% 3.0K shares | 7.9K → 3.0K −$749.2K | -61.67% | $312.88B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $380.4K 0.245% | -$394.8K Sold | — 1.3K shares | 2.6K → 1.3K −$394.8K | -50.93% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $357.0K 0.23% | -$712.1K Sold | — 5.5K shares | 16.4K → 5.5K −$712.1K | -66.61% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $351.3K 0.226% | -$951.4K Sold | 0.0% 1.0K shares | 3.8K → 1.0K −$951.4K | -73.04% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $341.6K 0.22% | -$341.5K Sold | — 4.0K shares | 8.1K → 4.0K −$341.5K | -49.99% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $339.0K 0.218% | -$338.9K Sold | — 5.3K shares | 10.6K → 5.3K −$338.9K | -49.99% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $331.0K 0.213% | -$331.0K Sold | — 4.5K shares | 9.0K → 4.5K −$331.0K | -50.0% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $314.3K 0.202% | +$314.3K New | — 5.8K shares | 0 → 5.8K +$314.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $312.0K 0.201% | -$280.7K Sold | — 2.1K shares | 4.1K → 2.1K −$280.7K | -47.36% | — — | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $298.2K 0.192% | -$253.1K Sold | 0.0% 595.0 shares | 1.1K → 595.0 −$253.1K | -45.91% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $267.2K 0.172% | -$277.7K Sold | — 814.0 shares | 1.7K → 814.0 −$277.7K | -50.96% | — — | Q3 2023 Held for 2y 2m | |
Restaurants Consumer Cyclical | $245.9K 0.158% | -$421.8K Sold | 0.0% 808.0 shares | 2.2K → 808.0 −$421.8K | -63.17% | $216.86B Mega Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $235.1K 0.151% | -$385.6K Sold | 0.02% 23.1K shares | 61.0K → 23.1K −$385.6K | -62.12% | $1.2B Small Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $225.0K 0.145% | -$223.3K Sold | — 1.0K shares | 2.1K → 1.0K −$223.3K | -49.81% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $222.5K 0.143% | -$178.6K Sold | — 5.5K shares | 10.0K → 5.5K −$178.6K | -44.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $213.1K 0.137% | -$213.0K Sold | — 3.6K shares | 7.1K → 3.6K −$213.0K | -49.99% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$298.7K Sold | — - shares | 1.3K → 0 −$298.7K | Sold | $116.61B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$239.4K Sold | — - shares | 4.0K → 0 −$239.4K | Sold | — — | Q2 2025 Held for 5 months |
