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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
ABTAbbott Labs
Recent Activity
Increased 0.16%
0.35%
$730,764
6,461 shares@ $113.11 avg price
IJSIshares Tr
Recent Activity
Increased 2.95%
0.31%
$653,733
6,019 shares@ $108.62 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.2%
0.29%
$610,471
1,042 shares@ $585.87 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.3%
0.29%
$606,704
4,755 shares@ $127.6 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.18%
0.28%
$580,856
3,465 shares@ $167.64 avg price
HDHome Depot Inc
Recent Activity
Increased 0.16%
0.25%
$518,836
1,334 shares@ $388.94 avg price
AFLAflac Inc
Recent Activity
Increased 0.05%
0.21%
$429,917
4,156 shares@ $103.45 avg price
MGKVanguard World Fd
Recent Activity
Increased 0.09%
0.2%
$407,078
1,185 shares@ $343.53 avg price
IGMIshares Tr
Recent Activity
Increased 0.06%
0.2%
$401,108
3,929 shares@ $102.09 avg price
IEMGIshares Inc
Recent Activity
Increased 2.46%
0.19%
$396,749
7,598 shares@ $52.22 avg price