0001950637-24-000002.txt : 20240119 0001950637-24-000002.hdr.sgml : 20240119 20240119100535 ACCESSION NUMBER: 0001950637-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hibernia Wealth Partners, LLC CENTRAL INDEX KEY: 0001950637 ORGANIZATION NAME: IRS NUMBER: 811847599 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23393 FILM NUMBER: 24544101 BUSINESS ADDRESS: STREET 1: 6700 JEFFERSON HWY STREET 2: BUILDING 4, SUITE B CITY: BATON ROUGE STATE: LA ZIP: 70806 BUSINESS PHONE: 225-778-7972 MAIL ADDRESS: STREET 1: 6700 JEFFERSON HWY STREET 2: BUILDING 4, SUITE B CITY: BATON ROUGE STATE: LA ZIP: 70806 FORMER COMPANY: FORMER CONFORMED NAME: PSHWM, LLC DATE OF NAME CHANGE: 20221013 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950637 XXXXXXXX 12-31-2023 12-31-2023 false Hibernia Wealth Partners, LLC
6700 Jefferson Hwy Building 4, Suite B Baton Rouge LA 70806
13F HOLDINGS REPORT 028-23393 N
Paul Saltaformaggio CCO, CEO, Owner 225-778-7972 /s/Paul Saltaformaggio Baton Rouge LA 01-19-2024 0 72 133443036
INFORMATION TABLE 2 infotable.xml AMPLIFY ETF TR CWP ENHANCED DIV 032108409 7816108 213847 SH SOLE 1979 0 211868 APPLE INC COM 037833100 1569634 8152 SH SOLE 0 0 8152 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 231173 4460 SH SOLE 0 0 4460 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 344737 10368 SH SOLE 0 0 10368 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 208580 7136 SH SOLE 0 0 7136 ETF SER SOLUTIONS DISTILLATE US 26922A321 259829 5263 SH SOLE 0 0 5263 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 221173 13118 SH SOLE 0 0 13118 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 268157 6347 SH SOLE 0 0 6347 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 590231 6155 SH SOLE 0 0 6155 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 500399 9685 SH SOLE 0 0 9685 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 301791 7157 SH SOLE 0 0 7157 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 6756953 254308 SH SOLE 29384 0 224924 FIRST TR VALUE LINE DIVID IN SHS 33734H106 511637 12614 SH SOLE 0 0 12614 GLOBAL X FDS GLBL X MLP ETF 37954Y343 251536 5678 SH SOLE 0 0 5678 GOLDMAN SACHS BDC INC SHS 38147U107 782865 53438 SH SOLE 0 0 53438 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 7016903 70352 SH SOLE 8451 0 61901 HANCOCK WHITNEY CORPORATION COM 410120109 595314 12252 SH SOLE 0 0 12252 HANCOCK WHITNEY CORPORATION COM 410120109 19273 397 SH SOLE 397 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 662878 17681 SH SOLE 0 0 17681 INVESCO QQQ TR UNIT SER 1 46090E103 859845 2100 SH SOLE 198 0 1901 ISHARES INC MSCI EMERG MRKT 464286533 314033 5649 SH SOLE 1278 0 4371 ISHARES SILVER TR ISHARES 46428Q109 219216 10065 SH SOLE 4000 0 6065 ISHARES TR CORE MSCI EAFE 46432F842 245297 3487 SH SOLE 0 0 3487 ISHARES TR CORE S&P MCP ETF 464287507 237263 856 SH SOLE 0 0 856 ISHARES TR CORE S&P TTL STK 464287150 230861 2194 SH SOLE 992 0 1202 ISHARES TR MSCI EAFE MIN VL 46429B689 307880 4440 SH SOLE 803 0 3637 ISHARES TR MSCI USA MIN VOL 46429B697 2874052 36833 SH SOLE 4799 0 32034 ISHARES TR US SML CAP EQT 46434V290 505825 8600 SH SOLE 2183 0 6416 ISHARES TR CORE S&P US GWT 464287671 220790 2121 SH SOLE 0 0 2121 JPMORGAN CHASE & CO COM 46625H100 621615 3654 SH SOLE 0 0 3654 MICROSOFT CORP COM 594918104 288464 767 SH SOLE 0 0 767 NVIDIA CORPORATION COM 67066G104 381320 770 SH SOLE 0 0 770 PROCTER AND GAMBLE CO COM 742718109 241177 1646 SH SOLE 0 0 1646 PROSHARES TR II ULTRA BLOOMBERG 74347Y763 454528 15982 SH SOLE 0 0 15982 RTX CORPORATION COM 75513E101 287695 3419 SH SOLE 0 0 3419 SPDR GOLD TR GOLD SHS 78463V107 1705231 8920 SH SOLE 1638 0 7282 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6484303 190659 SH SOLE 21290 0 169369 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 782547 23009 SH SOLE 0 0 23009 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1986928 62561 SH SOLE 7397 0 55164 SPDR S&P 500 ETF TR TR UNIT 78462F103 16262006 34213 SH SOLE 3967 0 30246 SPDR S&P 500 ETF TR TR UNIT 78462F103 1045682 2200 SH Call SOLE 0 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 5584451 132396 SH SOLE 15334 0 117062 SPDR SER TR PORTFOLIO S&P400 78464A847 2309828 47411 SH SOLE 5418 0 41993 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1196222 46655 SH SOLE 4191 0 42464 SPDR SER TR PORTFOLIO S&P400 78464A847 569299 11685 SH SOLE 0 0 11685 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 439794 4812 SH SOLE 0 0 4812 SPDR SER TR PORTFOLIO LN TSR 78464A664 1153270 39741 SH SOLE 4678 0 35063 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2685172 144441 SH SOLE 17896 0 126545 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 22404432 245152 SH SOLE 10313 0 234839 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1628465 17191 SH SOLE 2012 0 15178 SPDR SER TR BLOOMBERG EMERGI 78464A391 2164907 101926 SH SOLE 12595 0 89330 SPDR SER TR PORTFOLIO S&P600 78468R853 648097 15365 SH SOLE 0 0 15365 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1366891 32599 SH SOLE 3963 0 28637 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 9837266 214986 SH SOLE 24892 0 190094 SSGA ACTIVE TR SPDR SSGA FXD 78470P507 8800017 338267 SH SOLE 42937 0 295330 STARBUCKS CORP COM 855244109 240409 2504 SH SOLE 0 0 2504 SYSCO CORP COM 871829107 719639 9841 SH SOLE 0 0 9841 TESLA INC COM 88160R101 367252 1478 SH SOLE 0 0 1478 TORM PLC SHS CL A G89479102 399643 13142 SH SOLE 0 0 13142 UNITEDHEALTH GROUP INC COM 91324P102 303583 577 SH SOLE 0 0 577 VANGUARD INDEX FDS TOTAL STK MKT 922908769 859435 3622 SH SOLE 0 0 3622 VANGUARD INDEX FDS SMALL CP ETF 922908751 360921 1692 SH SOLE 152 0 1540 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 355711 815 SH SOLE 0 0 815 VANGUARD INDEX FDS MID CAP ETF 922908629 528777 2273 SH SOLE 0 0 2273 VANGUARD INDEX FDS SMALL CP ETF 922908751 200428 940 SH SOLE 0 0 940 VANGUARD INDEX FDS VALUE ETF 922908744 349691 2339 SH SOLE 0 0 2339 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 371599 9041 SH SOLE 0 0 9041 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 398593 8321 SH SOLE 0 0 8321 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 262557 4327 SH SOLE 0 0 4327 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 569069 7625 SH SOLE 0 0 7625 WISDOMTREE TR EM EX ST-OWNED 97717X578 244516 8467 SH SOLE 0 0 8467 WISDOMTREE TR US MIDCAP FUND 97717W570 657373 11454 SH SOLE 0 0 11454