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Steven J. Hubbell

@Hubbell Strickland Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$210.951MTotal holdings79
Assets growth rate-1.29%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hubbell Strickland Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Hubbell Strickland Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 210.951M in assets, with a quarterly growth rate of -1.29% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Steven J. Hubbell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.41%
32.72%
$69.018M
352,439 shares@ $195.83 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -0.87%
6.86%
$14.454M
109,416 shares@ $132.1 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.32%
5.37%
$11.315M
27,569 shares@ $410.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.14%
2.61%
$5.487M
13,017 shares@ $421.51 avg price
SGOVIshares Tr
Recent Activity
Decreased -12.91%
2.23%
$4.701M
46,856 shares@ $100.33 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.04%
1.69%
$3.56M
21,027 shares@ $169.3 avg price
AAPLApple Inc
Recent Activity
Decreased -6.12%
0.86%
$1.807M
7,214 shares@ $250.43 avg price
EFAIshares Tr
Recent Activity
Decreased -0.77%
0.77%
$1.605M
21,233 shares@ $75.61 avg price
IUSGIshares Tr
Recent Activity
Decreased -2.01%
0.68%
$1.416M
10,160 shares@ $139.35 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -8.09%
0.6%
$1.256M
2,770 shares@ $453.28 avg price