Portfolio (Quarterly)
Guide ↗
Hibernia Wealth Partners, LLC
· CIK 0001950637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 6,136.0 | $201K | 0.11% | NEW | — | $32.73 | -1.7% |
| 82 | VOD | VODAFONE GROUP PLC | Communication Services | 14,520.0 | $192K | 0.10% | NEW | — | $13.23 | +21.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
71.9%
Technology
12.6%
Energy
5.9%
Consumer Cyclical
2.9%
Communication Services
2.4%
Healthcare
1.7%
Industrials
1.0%
Consumer Defensive
1.0%
Utilities
0.5%