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
VIGIVanguard Whitehall Fds Recent Activity Increased 0.16%	0.98%	$2.065M 25,810 shares@ $79.99 avg price	Increased 0.16%
CVXChevron Corp New Recent Activity Increased 0.6%	0.69%	$1.437M 9,924 shares@ $144.84 avg price	Increased 0.6%
VTIVanguard Index Fds Recent Activity Increased 3.44%	0.66%	$1.38M 4,760 shares@ $289.82 avg price	Increased 3.44%
VTVanguard Intl Equity Index F Recent Activity Increased 0.52%	0.57%	$1.186M 10,098 shares@ $117.48 avg price	Increased 0.52%
FBTCFidelity Wise Origin Bitcoin Recent Activity Increased 4.2%	0.45%	$945,266 11,587 shares@ $81.58 avg price	Increased 4.2%
ABBVAbbvie Inc Recent Activity Increased 0.31%	0.42%	$869,342 4,892 shares@ $177.71 avg price	Increased 0.31%
IWFIshares Tr Recent Activity Increased 0.05%	0.39%	$816,468 2,033 shares@ $401.61 avg price	Increased 0.05%
XLKSelect Sector Spdr Tr Recent Activity Increased 0.06%	0.38%	$788,814 3,392 shares@ $232.56 avg price	Increased 0.06%
IJKIshares Tr Recent Activity Increased 0.13%	0.37%	$780,255 8,581 shares@ $90.93 avg price	Increased 0.13%
JNJJohnson & Johnson Recent Activity Increased 0.32%	0.37%	$777,345 5,375 shares@ $144.63 avg price	Increased 0.32%