Latest Hibernia Wealth Partners, LLC Stock Portfolio

Hibernia Wealth Partners, LLC Performance:

2025 Q2: 3.76%YTD: 3.63%2024: 1.78%

Performance for 2025 Q2 is 3.76%, and YTD is 3.63%, and 2024 is 1.78%.

About Hibernia Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hibernia Wealth Partners, LLC reported an equity portfolio of $309.6 Millions as of 30 Jun, 2025.

The top stock holdings of Hibernia Wealth Partners, LLC are BIL, AMLX, AFLG. The fund has invested 16.3% of it's portfolio in SPDR SERIES TRUST and 11.4% of portfolio in AMPLIFY ETF TR.

The fund managers got completely rid off GLOBAL X FDS (AGNG) and TORM PLC stocks. Hibernia Wealth Partners, LLC opened new stock positions in BROADCOM INC (AVGO), NVIDIA CORPORATION (NVDA) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), APPLE INC (AAPL) and J P MORGAN EXCHANGE TRADED F.

Hibernia Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hibernia Wealth Partners, LLC made a return of 3.76% in the last quarter. In trailing 12 months, it's portfolio return was 8.71%.

New Buys

Ticker	$ Bought
broadcom inc	1,048,910
nvidia corporation	712,821
walmart inc	587,885
mastercard incorporated	503,007
abbott labs	428,087
meta platforms inc	426,843
american express co	426,513
amphenol corp new	421,684

New stocks bought by Hibernia Wealth Partners, LLC

Additions

Ticker	% Inc.
microsoft corp	271
apple inc	264
j p morgan exchange traded f	255
chevron corp new	253
jpmorgan chase & co.	250
mcdonalds corp	186
amazon com inc	150
invesco qqq tr	115

Additions to existing portfolio by Hibernia Wealth Partners, LLC

Reductions

None of the existing positions were reduced by Hibernia Wealth Partners, LLC

Sold off

Ticker	$ Sold
torm plc	-166,731
global x fds	-304,203

Hibernia Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Hibernia Wealth Partners, LLC has about 75.4% of it's holdings in Others sector.

Sector	%
Others	75.4
Healthcare	13.5
Utilities	3.1
Technology	2.8
Financial Services	1.5

Market Cap. Distribution

Hibernia Wealth Partners, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.4
MICRO-CAP	12.9
MEGA-CAP	4.8
LARGE-CAP	3.6
SMALL-CAP	3.2

Stocks belong to which Index?

About 24.1% of the stocks held by Hibernia Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.9
RUSSELL 2000	15.9
S&P 500	8.2

Top 5 Winners (%)		%
FUBO	fubotv inc	23.3 %
AVGO	broadcom inc	20.6 %
NVDA	nvidia corporation	20.3 %
META	meta platforms inc	17.7 %
MSFT	microsoft corp	15.7 %

Top 5 Winners ($)		$
AMLX	amplify etf tr	4.3 M
QQQ	invesco qqq tr	0.4 M
MSFT	microsoft corp	0.3 M
GLD	spdr gold tr	0.3 M
AVGO	broadcom inc	0.2 M

Top 5 Losers (%)		%
CODI	compass diversified	-14.9 %
MCD	mcdonalds corp	-6.3 %
MMC	marsh & mclennan cos inc	-3.6 %
ELV	elevance health inc	-3.5 %
AJG	gallagher arthur j & co	-2.6 %

Top 5 Losers ($)		$
MCD	mcdonalds corp	0.0 M
CVX	chevron corp new	0.0 M
CODI	compass diversified	0.0 M
AAPL	apple inc	0.0 M
MMC	marsh & mclennan cos inc	0.0 M

Hibernia Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hibernia Wealth Partners, LLC

Hibernia Wealth Partners, LLC has 103 stocks in it's portfolio. About 65.3% of the portfolio is in top 10 stocks. MCD proved to be the most loss making stock for the portfolio. AMLX was the most profitable stock for Hibernia Wealth Partners, LLC last quarter.

Last Reported on: 08 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr series trust	16.30	550,209	50,470,400	added	78.21
Historical Trend of SPDR SERIES TRUST Position Held By Hibernia Wealth Partners, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	AMLX	amplify etf tr	11.42	830,912	35,355,300	added	103

	AFLG	first tr exchng traded fd vi	10.30	1,003,200	31,901,900	added	98.84

	EMTL	ssga active tr	7.46	420,646	23,101,600	added	98.89

	EMTL	ssga active tr	5.78	692,390	17,891,500	added	94.35

	BIL	spdr series trust	3.77	120,061	11,678,800	added	99.49

	GLD	spdr gold tr	3.12	31,631	9,642,120	added	95.68

	BIL	spdr series trust	2.44	75,902	7,546,660	added	98.86

	BIL	spdr series trust	2.37	172,419	7,345,300	added	99.89

	AMPS	ishares tr	2.31	76,157	7,148,940	added	103

	BIL	spdr series trust	1.51	86,151	4,685,490	added	99.96

	BIL	spdr series trust	1.45	209,403	4,481,170	added	96.36

	BIL	spdr series trust	1.44	132,542	4,451,060	added	100

	QQQ	invesco qqq tr	1.14	6,403	3,533,250	added	115

	BIL	spdr series trust	1.08	175,092	3,351,150	added	93.57

		j p morgan exchange traded f	1.02	58,253	3,168,980	added	255

	GAL	ssga active etf tr	0.92	68,346	2,842,150	added	98.77

	BIL	spdr series trust	0.84	106,150	2,612,520	added	98.59

	MSFT	microsoft corp	0.74	4,614	2,295,950	added	271

	BIL	spdr series trust	0.71	86,164	2,205,740	added	91.03