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  Name: Hibernia Wealth Partners LLC
  City: Baton Rouge
  State: LA
  Zip: 70806
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $146,968,000
  Total Value Change : $14,568,000
  Securities Held Change : 16
   
All Securities Held : 81
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 42
  Unchanged Positions : 2
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 20 New $61.32 $1,166,000 19,295 0.79% 1,166,000 19,295 0.019    Closed - End Fund - Debt
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 23 New $0.00 $881,000 8,858 0.6% 881,000 8,858 0.007    N/A
   (EMHC)1 Year Chart         EMHC Spdr Bloomberg Emerging Mar... 32 New $0.00 $639,000 26,441 0.43% 639,000 26,441 0.309    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 46 New $72.11 $442,000 6,089 0.3% 442,000 6,089 0.001    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 52 New $97.19 $354,000 3,610 0.24% 354,000 3,610 0    Closed - End Fund - E...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 58 New $0.00 $299,000 9,909 0.2% 299,000 9,909 0.008    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 69 New $337.96 $238,000 761 0.16% 238,000 761 0    Diversified Machinery
   (TXN)1 Year Chart         TXN Texas Instruments Inc 71 New $195.53 $235,000 1,350 0.16% 235,000 1,350 0    Semiconductor- Broad...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 79 New $243.08 $217,000 905 0.15% 217,000 905 0.001    Closed - End Fund - E...
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 80 New $75.35 $203,000 2,666 0.14% 203,000 2,666 0.003    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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