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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
NVDANvidia Corporation
Recent Activity
Decreased -3.23%
0.53%
$1.105M
8,228 shares@ $134.3 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.99%
0.31%
$644,064
10,879 shares@ $59.21 avg price
IDVIshares Tr
Recent Activity
Decreased -2.34%
0.31%
$644,002
23,521 shares@ $27.38 avg price
AORIshares Tr
Recent Activity
Decreased -12.93%
0.21%
$429,734
7,497 shares@ $57.33 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -3.31%
0.19%
$385,040
905 shares@ $425.46 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -20.67%
0.18%
$368,825
1,681 shares@ $219.41 avg price
COMTIshares U S Etf Tr
Recent Activity
Decreased -0.87%
0.18%
$367,986
14,539 shares@ $25.32 avg price
IVWIshares Tr
Recent Activity
Decreased -0.17%
0.17%
$351,320
3,460 shares@ $101.54 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.64%
0.16%
$336,957
2,216 shares@ $152.06 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -29.16%
0.13%
$254,318
2,113 shares@ $120.36 avg price