Steven J. Hubbell

@Hubbell Strickland Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$210.951M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QCOMQualcomm Inc Recent Activity Exited	0%	$219,190 1,289 shares@ $170.05 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$203,560 8,677 shares@ $23.46 avg price	Exited
DOLWisdomtree Tr Recent Activity Exited	0%	$200,474 3,715 shares@ $53.97 avg price	Exited
DVYIshares Tr Recent Activity Exited	0%	$200,323 1,483 shares@ $135.08 avg price	Exited
ENSVEnservco Corp Recent Activity Exited	0%	$8,180 62,925 shares@ $0.13 avg price	Exited