Hubbell Strickland Wealth Management, LLC Portfolio Holdings

Hubbell Strickland Wealth Management, LLC

  • $206 Million
  • Q1 2025

Hubbell Strickland Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $206 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $63.8M, Ishares Core S&P 500 ETF with a value of $20.8M, Spdr Series Tr Spdr S&P Divide with a value of $15M, Ishares Core S&P Mid Cap ETF with a value of $13.9M, and Vanguard Growth ETF with a value of $10.1M.

Examining the 13F form we can see an increase of $848K in the current position value, from $205M to 206M.

Below you can find more details about Hubbell Strickland Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $206 Million
ETFs: $175 Million
Technology: $8.92 Million
Financial Services: $8.89 Million
Energy: $4.34 Million
Consumer Cyclical: $3.35 Million
Healthcare: $2.77 Million
Consumer Defensive: $2.47 Million
Industrials: $214,000
Other: $64,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.8 Million 31.03% of portfolio
350,443
Q1 2025 Reduced 0.57%
$0
$20.8 Million 10.12% of portfolio
37,060
Q1 2025 Added 2.83%
$0
$15 Million 7.31% of portfolio
110,837
Q1 2025 Added 1.3%
$0
$13.9 Million 6.77% of portfolio
238,704
Q1 2025 Added 2.63%
$0
$10.1 Million 4.91% of portfolio
27,255
Q1 2025 Reduced 1.14%
$0
$6.4 Million 3.11% of portfolio
265,865
Q1 2025 Added 1.19%
$0
$5.88 Million 2.86% of portfolio
95,226
Q1 2025 Added 1.97%
$2.95T
$4.85 Million 2.36% of portfolio
12,933
Q1 2025 Reduced 0.65%
$0
$4.57 Million 2.22% of portfolio
60,444
Q1 2025 Added 9.67%
$0
$4.32 Million 2.1% of portfolio
42,949
Q1 2025 Reduced 8.34%
$0
$4.28 Million 2.08% of portfolio
61,371
Q1 2025 Added 1.79%
$0
$3.65 Million 1.78% of portfolio
21,153
Q1 2025 Added 0.6%
$0
$3.58 Million 1.74% of portfolio
34,197
Q1 2025 Added 4.54%
$440B
$2.67 Million 1.3% of portfolio
22,413
Q1 2025 Added 0.27%
$0
$2.57 Million 1.25% of portfolio
37,733
Q1 2025 Added 10.82%
$0
$2.55 Million 1.24% of portfolio
4,962
Q1 2025 Added 0.34%
$0
$2.23 Million 1.08% of portfolio
26,889
Q1 2025 Added 4.18%
$266B
$1.68 Million 0.81% of portfolio
10,013
Q1 2025 Added 0.9%
$0
$1.61 Million 0.78% of portfolio
19,661
Q1 2025 Reduced 7.4%
$3.42T
$1.59 Million 0.77% of portfolio
7,178
Q1 2025 Reduced 0.5%
$0
$1.51 Million 0.73% of portfolio
5,489
Q1 2025 Added 15.32%
$694B
$1.48 Million 0.72% of portfolio
2,770
Q4 2024 Reduced 8.1%
$0
$1.29 Million 0.63% of portfolio
10,187
Q1 2025 Added 0.27%
$0
$1.17 Million 0.57% of portfolio
10,120
Q1 2025 Added 0.22%
$345B
$1.01 Million 0.49% of portfolio
4,842
Q1 2025 Reduced 1.02%
$271B
$899,000 0.44% of portfolio
8,299
Q1 2025 Added 0.86%
$409B
$894,000 0.43% of portfolio
5,391
Q1 2025 Added 0.3%
$229B
$858,000 0.42% of portfolio
6,470
Q1 2025 Added 0.14%
$0
$734,000 0.36% of portfolio
2,035
Q1 2025 Added 0.1%
$0
$737,000 0.36% of portfolio
23,773
Q1 2025 Added 1.07%
$0
$715,000 0.35% of portfolio
8,587
Q1 2025 Added 0.07%
$264B
$708,000 0.34% of portfolio
8,074
Q1 2025 Reduced 0.66%
$0
$700,000 0.34% of portfolio
3,395
Q1 2025 Added 0.09%
$0
$689,000 0.33% of portfolio
13,899
Q1 2025 Added 179.77%
$237B
$673,000 0.33% of portfolio
10,910
Q1 2025 Added 0.28%
$0
$609,000 0.3% of portfolio
4,727
Q1 2025 Reduced 0.59%
$385B
$591,000 0.29% of portfolio
3,471
Q1 2025 Added 0.17%
$0
$583,000 0.28% of portfolio
1,043
Q1 2025 Added 0.1%
$0
$553,000 0.27% of portfolio
5,676
Q1 2025 Reduced 5.7%
$369B
$489,000 0.24% of portfolio
1,336
Q1 2025 Added 0.15%
$68.7B
$462,000 0.22% of portfolio
4,159
Q1 2025 Added 0.07%
$217B
$448,000 0.22% of portfolio
1,804
Q3 2023 Reduced 4.35%
$0
$425,000 0.21% of portfolio
7,395
Q1 2025 Reduced 1.36%
$0
$415,000 0.2% of portfolio
7,738
Q1 2025 Added 1.84%
$0
$366,000 0.18% of portfolio
1,187
Q1 2025 Added 0.17%
$0
$361,000 0.18% of portfolio
860
Q1 2025 Reduced 4.97%
$0
$361,000 0.18% of portfolio
13,674
Q1 2025 Reduced 5.95%
$0
$356,000 0.17% of portfolio
7,872
Q1 2025 Added 0.09%
$0
$352,000 0.17% of portfolio
3,884
Q1 2025 Reduced 1.15%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $206 Million
  • Prior Value $205 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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