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