$129 Million is the total value of Hibernia Wealth Partners, LLC's 360 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 1 | Q3 2023 | 12.5% |
| SPDR SER TR | 1 | Q3 2023 | 10.9% |
| SPDR SER TR | 1 | Q3 2023 | 9.8% |
| SPDR SER TR | 1 | Q3 2023 | 7.5% |
| SPDR SER TR | 1 | Q3 2023 | 4.7% |
| SPDR SER TR | 1 | Q3 2023 | 4.5% |
| WISDOMTREE TR | 1 | Q3 2023 | 4.3% |
| INVESCO EXCH TRADED FD TR II | 1 | Q3 2023 | 4.2% |
| WISDOMTREE TR | 1 | Q3 2023 | 3.5% |
| FIRST TR EXCHANGE TRADED FD | 1 | Q3 2023 | 3.3% |
View Hibernia Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-12 |
View Hibernia Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.