test

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
FDVVFidelity Covington Trust
Recent Activity
New Position
0.12%
$248,113
4,968 shares@ $49.95 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.11%
$230,293
3,045 shares@ $75.63 avg price
TSLATesla Inc
Recent Activity
New Position
0.11%
$214,883
532 shares@ $403.92 avg price
OEFIshares Tr
Recent Activity
New Position
0.1%
$204,879
709 shares@ $288.97 avg price