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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.41%
32.72%
$69.018M
352,439 shares@ $195.83 avg price
IVVIshares Tr
Recent Activity
Increased 0.21%
10.06%
$21.217M
36,041 shares@ $588.69 avg price
IJHIshares Tr
Recent Activity
Increased 1.09%
6.88%
$14.492M
232,586 shares@ $62.31 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -0.87%
6.86%
$14.454M
109,416 shares@ $132.1 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.32%
5.37%
$11.315M
27,569 shares@ $410.45 avg price
DGROIshares Tr
Recent Activity
Increased 1.48%
2.72%
$5.728M
93,387 shares@ $61.35 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.14%
2.61%
$5.487M
13,017 shares@ $421.51 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 0.21%
2.51%
$5.292M
262,745 shares@ $20.14 avg price
SGOVIshares Tr
Recent Activity
Decreased -12.91%
2.23%
$4.701M
46,856 shares@ $100.33 avg price
IXUSIshares Tr
Recent Activity
Increased 5.26%
1.9%
$3.988M
60,293 shares@ $66.14 avg price