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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
IEFAIshares Tr
Recent Activity
Increased 2.87%
1.84%
$3.873M
55,112 shares@ $70.28 avg price
IJRIshares Tr
Recent Activity
Increased 10.28%
1.79%
$3.769M
32,711 shares@ $115.22 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.04%
1.69%
$3.56M
21,027 shares@ $169.3 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.49%
1.27%
$2.67M
4,945 shares@ $539.87 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Increased 1.18%
1.23%
$2.59M
34,048 shares@ $76.07 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.02%
1.14%
$2.404M
22,352 shares@ $107.57 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 0.16%
0.98%
$2.065M
25,810 shares@ $79.99 avg price
AAPLApple Inc
Recent Activity
Decreased -6.12%
0.86%
$1.807M
7,214 shares@ $250.43 avg price
MCDMcdonalds Corp
Recent Activity
0.84%
$1.759M
6,068 shares@ $289.9 avg price
EFAIshares Tr
Recent Activity
Decreased -0.77%
0.77%
$1.605M
21,233 shares@ $75.61 avg price