Hubbell Strickland Wealth Management, LLC Portfolio Holdings

Hubbell Strickland Wealth Management, LLC

  • $207 Million
  • Q3 2024

Hubbell Strickland Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $207 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $64.5M, Ishares Core S&P 500 ETF with a value of $20.7M, Spdr Series Tr Spdr S&P Divide with a value of $15.7M, Ishares Core S&P Mid Cap ETF with a value of $14.3M, and Vanguard Growth ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $8.45M in the current position value, from $199M to 207M.

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

Portfolio value $207 Million
ETFs: $177 Million
Technology: $10 Million
Financial Services: $7.72 Million
Energy: $4.08 Million
Consumer Defensive: $2.8 Million
Consumer Cyclical: $2.78 Million
Healthcare: $2.57 Million
Communication Services: $222,000
Other: $41,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $207 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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