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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 61.67% of Hubbell Strickland Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$11M), Fidelity Wise Origin Bitcoin, WMT, IGM, VTI, VEA, QCOM, IUSV, IYE, DGRO.
Started 7 new stock positions in IUSV, CTCX, VEA, IYE, Fidelity Wise Origin Bitcoin, QCOM, GOOGL.
Reduced shares in these 10 stocks: IWS, SDY, SUB, MGC, MSFT, VIG, SPY, COMT, MCD, PHYS.
Sold out of its positions in IWS, SUB, MGC.
Hubbell Strickland Wealth Management was a net buyer of stock by $13M.
Hubbell Strickland Wealth Management has $198M in assets under management (AUM), dropping by 8.17%.
Central Index Key (CIK): 0001791555

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Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 78 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	33.0	$65M		357k	182.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.5	$19M		36k	525.56	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	7.3	$15M		110k	131.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.0	$14M	+397%	228k	60.77	View chart
Vanguard Index Fds Growth Etf (VUG)	4.8	$9.5M		28k	344.52	View chart
Microsoft Corporation (MSFT)	2.9	$5.8M	-2%	14k	420.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.8	$5.6M		55k	100.82	View chart
Ishares Tr Core Div Grwth (DGRO)	2.7	$5.2M	+4%	90k	58.15	View chart
Sprott Physical Gold Tr Unit (PHYS)	2.3	$4.6M		266k	17.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$3.8M		51k	74.41	View chart
Ishares Tr Core Msci Total (IXUS)	1.9	$3.7M		54k	67.97	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$3.4M		21k	162.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.2M	+2%	29k	110.52	View chart
Exxon Mobil Corporation (XOM)	1.3	$2.6M		22k	116.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.4M		5.0k	480.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$2.0M		24k	81.53	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.0	$1.9M	+2%	29k	64.36	View chart
McDonald's Corporation (MCD)	0.9	$1.7M		6.1k	281.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$1.7M		21k	79.86	View chart
Chevron Corporation (CVX)	0.8	$1.5M		9.4k	157.73	View chart
Apple (AAPL)	0.7	$1.3M		7.6k	171.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	+4%	2.9k	420.52	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.2M		10k	118.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.1M		10k	110.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.0M	+27%	3.9k	259.90	View chart
Johnson & Johnson (JNJ)	0.5	$915k		5.8k	158.18	View chart
Abbvie (ABBV)	0.5	$892k		4.9k	182.10	View chart
Abbott Laboratories (ABT)	0.4	$788k		6.9k	113.67	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$780k		8.6k	90.77	View chart
NVIDIA Corporation (NVDA)	0.4	$772k		855.00	903.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$705k		3.4k	208.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$684k		2.0k	337.11	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$662k		24k	28.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$603k		5.9k	101.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$591k	+15%	4.8k	123.13	View chart
Procter & Gamble Company (PG)	0.3	$559k		3.4k	162.25	View chart
Cisco Systems (CSCO)	0.3	$550k		11k	49.91	View chart
Fidelity Wise Origin Bitcoin SHS	0.3	$549k	NEW	8.8k	62.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$542k	-6%	1.0k	523.22	View chart
Home Depot (HD)	0.3	$504k		1.3k	383.50	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$499k	-5%	19k	27.00	View chart
Wal-Mart Stores (WMT)	0.2	$488k	+199%	8.1k	60.17	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$481k		8.6k	55.67	View chart
Pepsi (PEP)	0.2	$447k		2.6k	174.99	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$416k	-4%	8.1k	51.60	View chart
Intel Corporation (INTC)	0.2	$381k		8.6k	44.17	View chart
Amazon (AMZN)	0.2	$371k		2.1k	180.38	View chart
AFLAC Incorporated (AFL)	0.2	$356k		4.1k	85.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$351k	+15%	883.00	397.65	View chart
International Business Machines (IBM)	0.2	$345k		1.8k	190.99	View chart
SYSCO Corporation (SYY)	0.2	$343k		4.2k	81.17	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$339k	+500%	3.9k	86.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$339k		1.2k	286.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$333k	-2%	5.8k	57.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$326k	-2%	7.8k	41.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$305k		6.2k	49.19	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$304k		6.0k	50.56	View chart
Philip Morris International (PM)	0.1	$295k		3.2k	91.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$292k		3.5k	84.43	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$289k		2.3k	128.07	View chart
Constellation Brands Cl A (STZ)	0.1	$257k	-3%	947.00	271.81	View chart
Red River Bancshares (RRBI)	0.1	$255k		5.1k	49.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$248k		1.2k	200.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$237k		4.7k	50.45	View chart
ConocoPhillips (COP)	0.1	$236k		1.9k	127.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$234k		1.4k	169.35	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$231k		2.4k	94.85	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$230k		3.1k	73.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$217k	NEW	4.3k	50.99	View chart
Qualcomm (QCOM)	0.1	$216k	NEW	1.3k	169.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$215k		4.2k	50.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$214k	NEW	2.4k	90.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$211k		4.2k	50.74	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$208k	NEW	4.2k	49.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$202k	NEW	1.3k	150.93	View chart
Tmc The Metals Company (TMC)	0.0	$57k	+48%	40k	1.43	View chart
Carmell Therapeutics Corp - US (CTCX)	0.0	$32k	NEW	13k	2.56	View chart
Enservco Corp Com New (ENSV)	0.0	$12k		63k	0.19	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 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
Hubbell Strickland Wealth Management 2020 Q3 filed Oct. 20, 2020
Hubbell Strickland Wealth Management 2020 Q2 filed July 13, 2020

View all past filings

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