Hibernia-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "GSBD",
  "IVV",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  "VO",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "AMZN",
  null,
  "VB",
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  "USMV",
  "QQQ",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 45
Total Value: 140748971
Accession Number: 0001667731-25-000503
Form Type: 13F-HR
CIK: hibernia-wealth-partners
Manager Name: Hibernia-Wealth-Partners

Data Enrichment

44% identified

20 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $140.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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MCDONALDS CORP

MCD|580135101

Shares:766

Value:$239.4K

% of Portfolio:0.2% ($239.4K/$140.7M)

922908769

VTI|922908769

Shares:814

Value:$223.6K

% of Portfolio:0.2% ($223.6K/$140.7M)

46435G433

Shares:5.0K

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$140.7M)

921908844

VIG|921908844

Shares:1.0K

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$140.7M)

G89479102

Shares:10.1K

Value:$166.7K

% of Portfolio:0.1% ($166.7K/$140.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	766	QoQ NEW(+766) YoY NEW(+766)	All Managers (Combined)	$239.4K	0.2% ($239.4K/$140.7M)	QoQ NEW(+$239.4K) YoY NEW(+$239.4K)
(VTIcusip922908769)	814	QoQ -4.23% (-36) YoY -78.67% (-3.0K)	All Managers (Combined)	$223.6K	0.2% ($223.6K/$140.7M)	QoQ -9.16% (-$22.6K) YoY -77.45% (-$768.5K)
(cusip46435G433)✕	5.0K	QoQ +0.12% (+6) YoY NEW(+5.0K)	All Managers (Combined)	$205.4K	0.1% ($205.4K/$140.7M)	QoQ +0.09% (+$203) YoY NEW(+$205.4K)
(VIGcusip921908844)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$201.6K	0.1% ($201.6K/$140.7M)	QoQ -0.91% (-$1.9K) YoY NEW(+$201.6K)
(cusipG89479102)✕	10.1K	QoQ NEW(+10.1K) YoY -0.28% (-29)	All Managers (Combined)	$166.7K	0.1% ($166.7K/$140.7M)	QoQ NEW(+$166.7K) YoY -52.98% (-$187.9K)