Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Hibernia Wealth Partners LLC
  City: Baton Rouge
  State: LA
  Zip: 70806
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $288,518,000
  Total Value Change : $1,346,000
  Securities Held Change : 34
   
All Securities Held : 124
  New Positions : 12
  Closed Positions : 6
  Increased Positions : 79
  Unchanged Positions : 5
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 71 New $49.79 $435,000 8,660 0.15% 435,000 8,660 0.001    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 77 New $307.45 $392,000 1,398 0.14% 392,000 1,398 0.001    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 85 New $81.53 $334,000 3,991 0.12% 334,000 3,991 0    Closed - End Fund - Debt
   (CARR)1 Year Chart         CARR Carrier Global Corp 103 New $73.60 $256,000 3,185 0.09% 256,000 3,185 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 108 New $0.00 $236,000 6,924 0.08% 236,000 6,924 0.001    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 115 New $379.24 $215,000 549 0.07% 215,000 549 0    Farm & Construction M...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 116 New $485.94 $214,000 415 0.07% 214,000 415 0    Publishing
   (PM)1 Year Chart         PM Philip Morris International... 119 New $132.11 $205,000 1,691 0.07% 205,000 1,691 0    Cigarettes & Other To...
   (ABT)1 Year Chart         ABT Abbott Laboratories 121 New $114.45 $204,000 1,793 0.07% 204,000 1,793 0    Drug Manufacturers - ...
   (CL)1 Year Chart         CL Colgate Palmolive Co 120 New $94.66 $204,000 1,960 0.07% 204,000 1,960 0    Personal Products
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 122 New $42.24 $203,000 4,872 0.07% 203,000 4,872 0    CATV Systems
   (FUBO)1 Year Chart         FUBO fuboTV Inc 123 New $1.81 $27,000 19,354 0.01% 27,000 19,354 0.007    N/A

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results