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Hubbell Strickland Wealth Management, LLC13F | |
| Hubbell Strickland Wealth Management, LLC | |
| Last update 2025-07-23 | 82 Stocks (5 new) |
| Value $227.00 Mil | Turnover 2 % |
Hubbell Strickland Wealth Mana... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 347,959 | 71,216.9 | -0.71% | 31.410 | -0.23% | 0.080 | +12.58% | +7.35% | 90,302.9 | ||
IVV | iShares Core S&P 500 ETF | 37,669 | 23,388.6 | +1.64% | 10.320 | +0.17% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
SDY | SPDR Dividend ETF | 107,869 | 14,641.1 | -2.68% | 6.460 | -0.19% | 0.070 | +8.70% | +7.44% | 20,523.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 234,310 | 14,531.9 | -1.84% | 6.410 | -0.12% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
VUG | Vanguard Growth ETF | 27,042 | 11,855.1 | -0.78% | 5.230 | -0.04% | 0.010 | +25.10% | +10.01% | 165,393.5 | ||
DGRO | iShares Core Dividend Growth ETF | 103,768 | 6,634.9 | +8.97% | 2.930 | +0.24% | 0.020 | +12.49% | +8.34% | 32,849.7 | ||
PHYS | Sprott Physical Gold Trust | 259,978 | 6,590.4 | -2.21% | 2.910 | -0.07% | 0.060 | +3.75% | +29.05% | 23,188.1 | Asset Management | |
MSFT | Microsoft Corp | 12,905 | 6,419.0 | -0.22% | 2.830 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IEFA | iShares Core MSCI EAFE ETF | 65,729 | 5,487.1 | +8.74% | 2.420 | +0.19% | 0.000 | +13.34% | +23.86% | 147,518.3 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 65,854 | 5,091.2 | +7.30% | 2.250 | +0.15% | 0.010 | +15.07% | +22.19% | 47,549.2 |
Hubbell Strickland Wealth Management, LLC's Historical Top Holdings Breakdowns
Hubbell Strickland Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MCD | McDonald's Corp | 2025-06-30 | Reduce Reduce | -0.32% | 285.55 ($308.36) 321.23 | $298.12 | -3.32% | Reduce -26.94% | 5,946 | -2,192 | |
DGRO | iShares Core Dividend Growth ETF | 2025-06-30 | Add Add | +0.24% | 55.22 ($60.99) 63.94 | $65.78 | 7.85% | Add 8.97% | 103,768 | 8,542 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Reduce Reduce | -0.23% | 173.71 ($193.82) 204.67 | $208.32 | 7.48% | Reduce -0.71% | 347,959 | -2,484 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.19% | 67.83 ($79.31) 84.09 | $85.51 | 7.82% | Add 8.74% | 65,729 | 5,285 | |
SDY | SPDR Dividend ETF | 2025-06-30 | Reduce Reduce | -0.19% | 121.58 ($132.66) 136.74 | $140.09 | 5.60% | Reduce -2.68% | 107,869 | -2,968 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.17% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 1.64% | 37,669 | 609 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -0.17% | 100.35 ($100.53) 100.71 | $100.63 | 0.10% | Reduce -8.17% | 39,439 | -3,510 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.15% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Reduce -9% | 31,118 | -3,079 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-06-30 | Add Add | +0.15% | 62.37 ($72.96) 77.63 | $79.58 | 9.07% | Add 7.3% | 65,854 | 4,483 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.12% | 51.16 ($58.7) 62.02 | $64.40 | 9.71% | Reduce -1.84% | 234,310 | -4,394 |
Hubbell Strickland Wealth Management, LLC Total Holding History ($B)
Hubbell Strickland Wealth Management, LLC's Asset Allocation
Hubbell Strickland Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hubbell Strickland Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Hubbell Strickland Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Hubbell Strickland Wealth Management, LLC's Holdings Heat Map
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Hubbell Strickland Wealth Management, LLC's Holdings Bubble Chart
Hubbell Strickland Wealth Management, LLC News
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