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Hubbell Strickland Wealth Management

Latest statistics and disclosures from Hubbell Strickland Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, IVV, SDY, IJH, VUG, and represent 61.52% of Hubbell Strickland Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ONEQ, SCHB, DOL, PDEC, DVY, IJH, IXUS, CTCX, IVV, IEFA.
Started 5 new stock positions in PDEC, SCHB, DOL, CTCX, DVY.
Reduced shares in these 10 stocks: ICSH, SGOV, , IYE, PHYS, COMT, ABT, IEMG, VOO, PM.
Sold out of its positions in COP, IYE, ICSH.
Hubbell Strickland Wealth Management was a net buyer of stock by $586k.
Hubbell Strickland Wealth Management has $214M in assets under management (AUM), dropping by 7.25%.
Central Index Key (CIK): 0001791555

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Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 80 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	32.8	$70M		354k	198.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.7	$21M		36k	576.82	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	7.3	$16M		110k	142.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.7	$14M		230k	62.32	View chart
Vanguard Index Fds Growth Etf (VUG)	5.0	$11M		28k	383.93	View chart
Microsoft Corporation (MSFT)	2.7	$5.8M		13k	430.32	View chart
Ishares Tr Core Div Grwth (DGRO)	2.7	$5.8M		92k	62.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$5.4M	-4%	54k	100.72	View chart
Sprott Physical Gold Tr Unit (PHYS)	2.5	$5.3M		262k	20.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$4.2M		54k	78.05	View chart
Ishares Tr Core Msci Total (IXUS)	1.9	$4.2M	+2%	57k	72.63	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$3.7M		21k	174.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.5M		30k	116.96	View chart
Exxon Mobil Corporation (XOM)	1.2	$2.6M		22k	117.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.6M		4.9k	527.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.1	$2.4M	+12%	34k	71.60	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.1	$2.3M		26k	88.28	View chart
McDonald's Corporation (MCD)	0.9	$1.8M		6.1k	304.50	View chart
Apple (AAPL)	0.8	$1.8M		7.7k	232.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.8M		21k	83.63	View chart
Chevron Corporation (CVX)	0.7	$1.5M	+3%	9.9k	147.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.4M	+3%	3.0k	460.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.4M		10k	131.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.3M	+4%	4.6k	283.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.2M		10k	119.70	View chart
NVIDIA Corporation (NVDA)	0.5	$1.0M		8.5k	121.43	View chart
Abbvie (ABBV)	0.5	$963k		4.9k	197.49	View chart
Johnson & Johnson (JNJ)	0.4	$868k		5.4k	162.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$788k		8.6k	91.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$765k		3.4k	225.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$763k		2.0k	375.34	View chart
Abbott Laboratories (ABT)	0.3	$736k	-7%	6.5k	114.01	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$728k		24k	30.23	View chart
Wal-Mart Stores (WMT)	0.3	$656k		8.1k	80.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$630k		5.8k	107.66	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$618k	+5%	11k	55.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$602k	-2%	4.7k	128.19	View chart
Procter & Gamble Company (PG)	0.3	$599k		3.5k	173.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$597k		1.0k	573.71	View chart
Cisco Systems (CSCO)	0.3	$591k		11k	53.22	View chart
Home Depot (HD)	0.3	$540k		1.3k	405.19	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$510k		8.6k	59.24	View chart
AFLAC Incorporated (AFL)	0.2	$464k		4.2k	111.80	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$426k	-8%	7.4k	57.41	View chart
International Business Machines (IBM)	0.2	$399k		1.8k	221.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$396k		936.00	422.90	View chart
Pepsi (PEP)	0.2	$395k	-5%	2.3k	170.05	View chart
Amazon (AMZN)	0.2	$395k	+2%	2.1k	186.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$381k		1.2k	321.89	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$380k	-14%	15k	25.91	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$377k		3.9k	95.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$367k	-2%	7.7k	47.85	View chart
Philip Morris International (PM)	0.2	$362k	-7%	3.0k	121.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$354k		5.9k	59.51	View chart
SYSCO Corporation (SYY)	0.2	$333k		4.3k	78.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$332k		3.5k	95.74	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$316k		2.3k	139.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$313k		6.2k	50.28	View chart
Red River Bancshares (RRBI)	0.1	$266k		5.1k	52.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$264k	+8%	5.0k	52.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$261k		1.2k	210.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$250k		1.4k	179.14	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$246k		3.4k	72.37	View chart
Constellation Brands Cl A (STZ)	0.1	$236k		917.00	257.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$226k		2.4k	95.51	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$224k	+3%	1.1k	206.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$222k		1.3k	165.88	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$222k	-4%	2.3k	95.97	View chart
Colgate-Palmolive Company (CL)	0.1	$220k		2.1k	103.81	View chart
Qualcomm (QCOM)	0.1	$219k		1.3k	170.05	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$217k		2.6k	83.22	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$212k		4.2k	50.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$204k	NEW	3.1k	66.53	View chart
Intel Corporation (INTC)	0.1	$204k		8.7k	23.46	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$201k	NEW	3.7k	53.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$200k	NEW	5.2k	38.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$200k	NEW	1.5k	135.08	View chart
Carmell Therapeutics Corp - US (CTCX)	0.0	$83k	NEW	206k	0.40	View chart
Tmc The Metals Company (TMC)	0.0	$42k		40k	1.06	View chart
Enservco Corp Com New (ENSV)	0.0	$8.2k		63k	0.13	View chart

Past Filings by Hubbell Strickland Wealth Management

SEC 13F filings are viewable for Hubbell Strickland Wealth Management going back to 2019

Hubbell Strickland Wealth Management 2024 Q3 filed Oct. 15, 2024
Hubbell Strickland Wealth Management 2024 Q2 filed July 16, 2024
Hubbell Strickland Wealth Management 2024 Q1 filed April 18, 2024
Hubbell Strickland Wealth Management 2023 Q4 filed Jan. 16, 2024
Hubbell Strickland Wealth Management 2023 Q3 filed Oct. 18, 2023
Hubbell Strickland Wealth Management 2023 Q2 filed July 12, 2023
Hubbell Strickland Wealth Management 2023 Q1 filed April 13, 2023
Hubbell Strickland Wealth Management 2022 Q4 filed Jan. 17, 2023
Hubbell Strickland Wealth Management 2022 Q3 filed Oct. 24, 2022
Hubbell Strickland Wealth Management 2022 Q2 filed Aug. 2, 2022
Hubbell Strickland Wealth Management 2022 Q1 filed April 28, 2022
Hubbell Strickland Wealth Management 2021 Q4 filed Feb. 2, 2022
Hubbell Strickland Wealth Management 2021 Q3 filed Nov. 4, 2021
Hubbell Strickland Wealth Management 2021 Q2 filed July 22, 2021
Hubbell Strickland Wealth Management 2021 Q1 filed April 20, 2021
Hubbell Strickland Wealth Management 2020 Q4 filed Jan. 19, 2021

View all past filings

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