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Hibernia Wealth Partners, LLC

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13F filer, CIK 1950637, BATON ROUGE, LA

Hibernia Wealth Partners, LLC reported $153,492,913 across 54 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 75.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000154

Period
2024-12-31
Reported value
$153M
Holdings
54
Top 10 weight
75.58%
New
3
Sold out
74

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBITnew+10,413$552K
NULLnew+10,000$2.14K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILreduced-299,062-$27.3M
DIVOreduced-332,948-$13.5M
BUFRreduced-411,450-$12.5M
XLSRreduced-227,436-$12.2M
FISRreduced-365,779-$9.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000154, largest first. % of portfolio is the value over $130,716,855, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,683 shares; 2024Q4: 340,621 shares 340,621$31.1M23.82%-299,062Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,871 shares; 2024Q4: 391,923 shares 391,923$15.9M12.14%-332,948Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,250 shares; 2024Q4: 464,800 shares 464,800$14.2M10.83%-411,450Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,909 shares; 2024Q4: 218,473 shares 218,473$11.7M8.93%-227,436Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,539 shares; 2024Q4: 361,760 shares 361,760$9.17M7.02%-365,779Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,318 shares; 2024Q4: 115,592 shares 115,592$5.19M3.97%-142,726Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,543 shares; 2024Q4: 37,405 shares 37,405$3.32M2.54%-37,138Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,584 shares; 2024Q4: 12,506 shares 12,506$3.03M2.32%-13,078Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,610 shares; 2024Q4: 28,695 shares 28,695$2.74M2.1%-25,915Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,811 shares; 2024Q4: 24,936 shares 24,936$2.49M1.91%-34,875Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,373 shares; 2024Q4: 44,374 shares 44,374$2.43M1.86%-57,999Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,013 shares; 2024Q4: 66,266 shares 66,266$2.26M1.73%-128,747Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,987 shares; 2024Q4: 109,695 shares 109,695$2.14M1.64%-108,292Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,582 shares; 2024Q4: 19,513 shares 19,513$1.93M1.48%-11,069Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,099 shares; 2024Q4: 104,573 shares 104,573$1.93M1.48%-114,526Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,334 shares; 2024Q4: 63,269 shares 63,269$1.58M1.21%-60,065Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,907 shares; 2024Q4: 35,521 shares 35,521$1.48M1.13%-34,386Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 2,819 shares 2,819$1.44M1.1%-2,688Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,440 shares; 2024Q4: 45,061 shares 45,061$1.07M0.82%-36,379Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,138 shares; 2024Q4: 18,519 shares 18,519$1.04M0.8%-10,619Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 7,026 shares 7,026$944K0.72%-5,775Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 3,573 shares 3,573$856K0.66%-2,075Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,709 shares 9,709$742K0.57%-279Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 12,661 shares 12,661$693K0.53%-403Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 9,640 shares 9,640$646K0.49%-12,638Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,095 shares; 2024Q4: 19,921 shares 19,921$617K0.47%-31,174Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,001 shares; 2024Q4: 8,895 shares 8,895$600K0.46%-8,106Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 1,019 shares 1,019$600K0.46%-1,576Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,264 shares; 2024Q4: 10,819 shares 10,819$594K0.45%-9,445Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,851 shares; 2024Q4: 21,305 shares 21,305$594K0.45%-17,546Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,405 shares 1,405$567K0.43%-391Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,413 shares 10,413$552K0.42%newTimeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 20,660 shares 20,660$541K0.41%-21,657Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 2,151 shares 2,151$539K0.41%-10,454Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,704 shares; 2024Q4: 40,522 shares 40,522$490K0.38%-31,182Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 1,798 shares 1,798$432K0.33%-2,974Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,174 shares 1,174$402K0.31%-224Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 2,245 shares 2,245$376K0.29%-1,765Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 3,812 shares 3,812$369K0.28%-3,558Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 12,997 shares 12,997$342K0.26%-11,777Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 1,275 shares 1,275$337K0.26%-3,422Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 5,293 shares 5,293$307K0.23%-5,410Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 2,245 shares 2,245$289K0.22%-1,821Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 4,072 shares 4,072$288K0.22%-4,040Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 5,713 shares 5,713$282K0.22%-5,709Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 607 shares 607$256K0.2%-2,949Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 1,726 shares 1,726$250K0.19%-2,861Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 850 shares 850$246K0.19%-3,589Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,058 shares 1,058$232K0.18%-1,157Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,102 shares 1,102$209K0.16%-541Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 4,948 shares 4,948$205K0.16%-4,934Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 1,039 shares 1,039$204K0.16%-1,039Timeline
NULLNULLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares 10,000$2.14K<0.01%new

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput40,324$22.8Mnew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T79,784$45.8Mcall
VEAVANGUARD TAX-MANAGED FDS18,414$972Kshares
UNHUNITEDHEALTH GROUP INC1,373$803Kshares
PRFZINVESCO EXCHANGE TRADED FD T17,877$743Kshares
VWOVANGUARD INTL EQUITY INDEX F15,117$723Kshares
TRMDTORM PLC20,974$717Kshares
EZMWISDOMTREE TR11,078$691Kshares
VTVVANGUARD INDEX FDS3,936$687Kshares
VOOVANGUARD INDEX FDS1,284$678Kshares
CFAVICTORY PORTFOLIOS II7,615$656Kshares
BNDVANGUARD BD INDEX FDS8,640$649Kshares
DFAUDIMENSIONAL ETF TRUST15,639$621Kshares
IEFAISHARES TR7,598$593Kshares
FVDFIRST TR EXCHANGE-TRADED FD12,670$576Kshares
RDVYFIRST TR EXCHANGE TRADED FD9,423$558Kshares
VUGVANGUARD INDEX FDS1,318$506Kshares
FPXFIRST TR EXCHANGE-TRADED FD4,547$501Kshares
DFUSDIMENSIONAL ETF TRUST7,925$493Kshares
VPLVANGUARD INTL EQUITY INDEX F6,216$487Kshares
MCDMCDONALDS CORP1,598$486Kshares
ETNEATON CORP PLC1,456$483Kshares
AVGOBROADCOM INC2,763$477Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL1,032$475Kshares
DFAIDIMENSIONAL ETF TRUST14,316$455Kshares
VBRVANGUARD INDEX FDS2,224$447Kshares
BNDXVANGUARD CHARLOTTE FDS8,660$435Kshares
MAMASTERCARD INCORPORATED880$435Kshares
RTXRTX CORPORATION3,490$423Kshares
QUALISHARES TR2,162$388Kshares
SBUXSTARBUCKS CORP3,887$379Kshares
IJHISHARES TR5,890$367Kshares
HDHOME DEPOT INC859$348Kshares
ACNACCENTURE PLC IRELAND969$343Kshares
NEENEXTERA ENERGY INC4,026$340Kshares
ABBVABBVIE INC1,718$339Kshares
VCITVANGUARD SCOTTSDALE FDS3,991$334Kshares
VOEVANGUARD INDEX FDS1,967$330Kshares
VVVANGUARD INDEX FDS1,156$304Kshares
IUSBISHARES TR6,447$304Kshares
XOMEXXON MOBIL CORP2,583$303Kshares
WMTWALMART INC3,685$298Kshares
ROPROPER TECHNOLOGIES INC522$291Kshares
SDOGALPS ETF TR4,915$290Kshares
CODICOMPASS DIVERSIFIED12,860$285Kshares
VTVANGUARD INTL EQUITY INDEX F2,371$284Kshares
DGROISHARES TR4,526$284Kshares
IUSGISHARES TR2,118$279Kshares
LINLINDE PLC585$278Kshares
AXPAMERICAN EXPRESS CO1,016$275Kshares
MSIMOTOROLA SOLUTIONS INC604$272Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC1,519$264Kshares
AMTAMERICAN TOWER CORP1,126$262Kshares
CARRCARRIER GLOBAL CORPORATION3,185$256Kshares
TJXTJX COS INC NEW2,119$249Kshares
DFACDIMENSIONAL ETF TRUST7,200$247Kshares
ZTSZOETIS INC1,228$240Kshares
CFOVICTORY PORTFOLIOS II3,407$238Kshares
DUHPDIMENSIONAL ETF TRUST6,924$236Kshares
SCHWCHARLES SCHWAB CORP (THE)3,616$234Kshares
PLDPROLOGIS INC.1,830$231Kshares
FPXIFIRST TR EXCHANGE-TRADED FD4,761$230Kshares
LNGCHENIERE ENERGY INC1,274$229Kshares
AJGGALLAGHER ARTHUR J & CO782$220Kshares
MRSHMARSH & MCLENNAN COS INC977$218Kshares
CATCATERPILLAR INC549$214Kshares
SPGIS&P GLOBAL INC415$214Kshares
IVWISHARES TR2,203$211Kshares
XSOEWISDOMTREE TR6,328$209Kshares
PMPHILIP MORRIS INTL INC1,691$205Kshares
ABTABBOTT LABORATORIES1,793$204Kshares
CLCOLGATE PALMOLIVE CO1,960$204Kshares
CMCSACOMCAST CORP NEW4,872$203Kshares
FUBOFUBOTV INC19,354$27.5Kshares
NAKNORTHERN DYNASTY MINERALS LT15,000$4.97Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000154 base2025-01-29acceptance time not in the bulk data set