Hubbell Strickland Wealth Management, LLC Portfolio Holdings

Hubbell Strickland Wealth Management, LLC

  • $199 Million
  • Q2 2024

Hubbell Strickland Wealth Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $199 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 $64.6M, Ishares Core S&P 500 ETF with a value of $19.6M, Spdr Series Tr Spdr S&P Divide with a value of $14M, Ishares Core S&P Mid Cap ETF with a value of $13.4M, and Vanguard Growth ETF with a value of $10.3M.

Examining the 13F form we can see an increase of $1.65M in the current position value, from $197M to 199M.

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

Portfolio value $199 Million
ETFs: $170 Million
Technology: $10.1 Million
Financial Services: $6.84 Million
Energy: $4.28 Million
Consumer Defensive: $2.59 Million
Consumer Cyclical: $2.4 Million
Healthcare: $2.34 Million
Communication Services: $243,000
Other: $53,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279M
$53,000 0.03% of portfolio
39,559
Q1 2024 Added 48.44%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $199 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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