Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Specialized Funds Div App Etf (VIG) 32.7 $69M 352k 195.83
Ishares Tr Core S&p500 Etf (IVV) 10.1 $21M 36k 588.69
Ishares Tr Core S&p Mcp Etf (IJH) 6.9 $15M 233k 62.31
Spdr Ser Tr S&p Divid Etf (SDY) 6.9 $15M 109k 132.10
Vanguard Index Fds Growth Etf (VUG) 5.4 $11M 28k 410.44
Ishares Tr Core Div Grwth (DGRO) 2.7 $5.7M 93k 61.34
Microsoft Corporation (MSFT) 2.6 $5.5M 13k 421.50
Sprott Physical Gold Tr Unit (PHYS) 2.5 $5.3M 263k 20.14
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.2 $4.7M 47k 100.32
Ishares Tr Core Msci Total (IXUS) 1.9 $4.0M 60k 66.14
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.9M 55k 70.28
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.8M 33k 115.22
Vanguard Index Fds Value Etf (VTV) 1.7 $3.6M 21k 169.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.7M 4.9k 539.87
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.2 $2.6M 34k 76.06
Exxon Mobil Corporation (XOM) 1.1 $2.4M 22k 107.57
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $2.1M 26k 79.99
Apple (AAPL) 0.9 $1.8M 7.2k 250.42
McDonald's Corporation (MCD) 0.8 $1.8M 6.1k 289.90
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.6M 21k 75.61
Chevron Corporation (CVX) 0.7 $1.4M 9.9k 144.83
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $1.4M 10k 139.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.4M 4.8k 289.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.3M 2.8k 453.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.2M 10k 117.48
NVIDIA Corporation (NVDA) 0.5 $1.1M 8.2k 134.29
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $945k 12k 81.58
Abbvie (ABBV) 0.4 $869k 4.9k 177.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $817k 2.0k 401.61
Select Sector Spdr Tr Technology (XLK) 0.4 $789k 3.4k 232.55
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $780k 8.6k 90.93
Johnson & Johnson (JNJ) 0.4 $777k 5.4k 144.62
Wal-Mart Stores (WMT) 0.3 $734k 8.1k 90.35
Abbott Laboratories (ABT) 0.3 $731k 6.5k 113.10
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $654k 6.0k 108.61
Cisco Systems (CSCO) 0.3 $644k 11k 59.20
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $644k 24k 27.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $611k 1.0k 585.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $607k 4.8k 127.59
Procter & Gamble Company (PG) 0.3 $581k 3.5k 167.64
Home Depot (HD) 0.2 $519k 1.3k 388.93
AFLAC Incorporated (AFL) 0.2 $430k 4.2k 103.44
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $430k 7.5k 57.32
Vanguard World Mega Grwth Ind (MGK) 0.2 $407k 1.2k 343.53
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $401k 3.9k 102.09
Ishares Core Msci Emkt (IEMG) 0.2 $397k 7.6k 52.22
International Business Machines (IBM) 0.2 $397k 1.8k 219.87
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $385k 905.00 425.46
Amazon (AMZN) 0.2 $369k 1.7k 219.41
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $368k 15k 25.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $351k 3.5k 101.54
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $348k 6.1k 57.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $346k 7.9k 44.04
Pepsi (PEP) 0.2 $337k 2.2k 152.06
SYSCO Corporation (SYY) 0.2 $328k 4.3k 76.46
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $324k 2.3k 143.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $308k 6.3k 49.05
JPMorgan Chase & Co. (JPM) 0.1 $298k 1.2k 239.80
Red River Bancshares (RRBI) 0.1 $277k 5.1k 53.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $262k 5.5k 47.82
Philip Morris International (PM) 0.1 $254k 2.1k 120.36
Alphabet Cap Stk Cl A (GOOGL) 0.1 $254k 1.3k 189.25
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $248k 5.0k 49.94
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $246k 3.6k 68.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $245k 1.4k 175.19
Vanguard World Mega Cap Index (MGC) 0.1 $234k 1.1k 212.57
Palantir Technologies Cl A (PLTR) 0.1 $230k 3.0k 75.63
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $222k 2.4k 92.61
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $221k 2.3k 95.00
Tesla Motors (TSLA) 0.1 $215k 532.00 403.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $212k 2.6k 80.92
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $211k 4.2k 50.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $210k 9.2k 22.70
Colgate-Palmolive Company (CL) 0.1 $206k 2.3k 90.91
Ishares Tr S&p 100 Etf (OEF) 0.1 $205k 709.00 288.97
Constellation Brands Cl A (STZ) 0.1 $203k 917.00 221.04
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $201k 5.2k 38.42
Carmell Therapeutics Corp - US (CTCX) 0.0 $57k 205k 0.28
Tmc The Metals Company (TMC) 0.0 $41k 36k 1.12