HS

Hubbell Strickland Wealth Management, LLC

13F
Hubbell Strickland Wealth Management, LLC
Last update 2024-10-15 80 Stocks (5 new)
Value $214.00 Mil Turnover 1 %
Countries:
Top Holdings: VIG(32.80%)IVV(9.71%)SDY(7.34%)IJH(6.71%)VUG(4.97%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hubbell Strickland Wealth Mana... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG 		Vanguard Dividend Appreciation FTF
353,920
70097.450
+0.07%
32.800
+0.02%
0.090
+10.01%
+18.17%
84777.723
 
IVV 		iShares Core S&P 500 ETF
35,969
20747.640
+0.38%
9.710
+0.04%
0.000
+13.09%
+24.34%
559461.136
 
SDY 		SPDR Dividend ETF
110,383
15678.810
+0.17%
7.340
+0.01%
0.070
+6.54%
+12.80%
21362.306
 
IJH 		iShares Core S&P Mid-Cap ETF
230,084
14338.860
+0.78%
6.710
+0.05%
0.020
+13.51%
+18.55%
97053.074
 
VUG 		Vanguard Growth ETF
27,658
10618.860
+0.42%
4.970
+0.02%
0.010
+15.74%
+28.62%
137250.777
 
MSFT 		Microsoft Corp
13,440
5783.440
-0.52%
2.710
-0.02%
0.000
+5.34%
+12.35%
3123988.204
Software
DGRO 		iShares Core Dividend Growth ETF
92,029
5769.320
-0.04%
2.700
0%
0.020
+9.86%
+18.67%
30978.172
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
53,805
5419.270
-4.95%
2.540
-0.14%
0.020
-0.01%
+0.10%
26668.497
 
PHYS 		Sprott Physical Gold Trust
262,220
5344.040
-1.20%
2.500
-0.03%
0.070
+11.03%
+29.57%
8210.340
Asset Management
IEFA 		iShares Core MSCI EAFE ETF
53,577
4181.700
+1.54%
1.960
+0.03%
0.000
+4.91%
+4.71%
121131.408
 

Hubbell Strickland Wealth Management, LLC's Historical Top Holdings Breakdowns

Hubbell Strickland Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICSH 		iShares Ultra Short-Term Bond Active ETF2024-09-30Sold Out
-0.15%
●
50.32 ($50.58) 50.75
$50.48
-0.20%
Sold Out
0
-6,043
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Reduce
-0.14%
●
100.3 ($100.53) 100.74
$100.37
-0.16%
Reduce -4.95%
53,805
-2,802
ONEQ 		Fidelity Nasdaq Composite Tracking Stock2024-09-30Add
+0.12%
●
63.74 ($69.42) 73.47
$74.90
7.89%
Add 12.14%
33,652
3,642
COP 		ConocoPhillips2024-09-30Sold Out
-0.11%
●
102.31 ($109.83) 116.61
$113.63
3.46%
Sold Out
0
-1,853
SCHB 		Schwab U.S. Broad Market ETF2024-09-30New Buy
+0.10%
●
59.93 ($64.05) 66.52
$22.97
-64.14%
New holding
3,068
3,068
IYE 		iShares U.S. Energy ETF2024-09-30Sold Out
-0.10%
●
44.44 ($47.11) 49.18
$49.19
4.42%
Sold Out
0
-4,222
PDEC 		Innovator U.S. Equity Power Buffer ETF - December2024-09-30New Buy
+0.09%
●
36.89 ($37.81) 38.31
$38.66
2.26%
New holding
5,231
5,231
DVY 		iShares Select Dividend ETF2024-09-30New Buy
+0.09%
●
119.99 ($129.29) 135.74
$138.43
7.07%
New holding
1,483
1,483
DOL 		WisdomTree International LargeCap Dividend Index2024-09-30New Buy
+0.09%
●
49.13 ($52.35) 54.49
$51.38
-1.85%
New holding
3,715
3,715
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.05%
●
57.32 ($60.3) 62.65
$65.71
8.97%
Add 0.78%
230,084
1,790

Hubbell Strickland Wealth Management, LLC Total Holding History ($B)

To

Hubbell Strickland Wealth Management, LLC's Asset Allocation

To

Hubbell Strickland Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hubbell Strickland Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Hubbell Strickland Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hubbell Strickland Wealth Management, LLC's Holdings Heat Map

Size field:

Hubbell Strickland Wealth Management, LLC's Holdings Bubble Chart

Hubbell Strickland Wealth Management, LLC News

  • 1

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