Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management as of March 31, 2025

Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 32.2 $68M 350k 194.00
Ishares Tr Core S&p500 Etf (IVV) 9.9 $21M 37k 562.29
Spdr Ser Tr S&p Divid Etf (SDY) 7.1 $15M 111k 135.68
Ishares Tr Core S&p Mcp Etf (IJH) 6.6 $14M 239k 58.37
Vanguard Index Fds Growth Etf (VUG) 4.8 $10M 27k 370.81
Sprott Physical Gold Tr Unit (PHYS) 3.0 $6.4M 266k 24.06
Ishares Tr Core Div Grwth (DGRO) 2.9 $6.2M 95k 64.80
Microsoft Corporation (MSFT) 2.3 $4.9M 13k 375.38
Ishares Tr Core Msci Eafe (IEFA) 2.2 $4.6M 60k 75.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $4.3M 43k 100.67
Ishares Tr Core Msci Total (IXUS) 2.0 $4.3M 61k 69.81
Vanguard Index Fds Value Etf (VTV) 1.7 $3.7M 21k 172.74
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.6M 34k 104.64
Exxon Mobil Corporation (XOM) 1.3 $2.7M 22k 118.93
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.2 $2.6M 38k 68.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.5M 5.0k 513.88
McDonald's Corporation (MCD) 1.2 $2.5M 8.1k 312.38
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $2.2M 27k 82.94
Chevron Corporation (CVX) 0.8 $1.7M 10k 167.29
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.6M 20k 81.73
Apple (AAPL) 0.8 $1.6M 7.2k 222.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.5M 5.5k 275.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.5M 2.8k 532.58
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $1.3M 10k 127.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.2M 10k 115.95
Abbvie (ABBV) 0.5 $1.0M 4.8k 209.52
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.0M 14k 71.97
NVIDIA Corporation (NVDA) 0.4 $900k 8.3k 108.44
Johnson & Johnson (JNJ) 0.4 $894k 5.4k 165.82
Abbott Laboratories (ABT) 0.4 $858k 6.5k 132.65
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $737k 24k 31.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $735k 2.0k 361.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $715k 8.6k 83.28
Wal-Mart Stores (WMT) 0.3 $709k 8.1k 87.79
Select Sector Spdr Tr Technology (XLK) 0.3 $701k 3.4k 206.49
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $694k 14k 49.96
Cisco Systems (CSCO) 0.3 $673k 11k 61.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $610k 4.7k 128.96
Procter & Gamble Company (PG) 0.3 $592k 3.5k 170.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $584k 1.0k 559.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $553k 5.7k 97.48
Home Depot (HD) 0.2 $490k 1.3k 366.49
AFLAC Incorporated (AFL) 0.2 $462k 4.2k 111.18
International Business Machines (IBM) 0.2 $449k 1.8k 248.70
Ishares Tr Core 60/40 Balan (AOR) 0.2 $426k 7.4k 57.57
Ishares Core Msci Emkt (IEMG) 0.2 $418k 7.7k 53.97
Vanguard World Mega Grwth Ind (MGK) 0.2 $367k 1.2k 308.80
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $362k 14k 26.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $361k 860.00 419.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $356k 7.9k 45.26
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $352k 3.9k 90.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $350k 6.1k 57.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $347k 6.8k 50.83
Pepsi (PEP) 0.2 $334k 2.2k 149.95
Amazon (AMZN) 0.2 $322k 1.7k 190.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $322k 3.5k 92.84
SYSCO Corporation (SYY) 0.2 $319k 4.2k 75.03
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $309k 2.3k 136.10
Philip Morris International (PM) 0.1 $304k 1.9k 158.72
JPMorgan Chase & Co. (JPM) 0.1 $290k 1.2k 245.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $267k 4.3k 62.10
Red River Bancshares (RRBI) 0.1 $265k 5.1k 51.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $255k 5.2k 48.82
Palantir Technologies Cl A (PLTR) 0.1 $249k 2.9k 84.40
Colgate-Palmolive Company (CL) 0.1 $245k 2.3k 107.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $243k 1.4k 173.27
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $228k 3.6k 63.80
Vanguard World Mega Cap Index (MGC) 0.1 $223k 1.1k 201.34
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $222k 2.8k 79.85
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $222k 2.4k 92.29
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $217k 3.9k 55.08
3M Company (MMM) 0.1 $214k 1.5k 146.83
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $211k 4.2k 50.85
Ishares Tr Select Divid Etf (DVY) 0.1 $204k 1.5k 134.29
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $202k 780.00 258.52
Qualcomm (QCOM) 0.1 $200k 1.3k 153.65
Tmc The Metals Company (TMC) 0.0 $65k 38k 1.72
Carmell Therapeutics Corp - US 0.0 $11k 90k 0.13