SH

Stokes & Hubbell Capital Management, LLC

13F
Stokes & Hubbell Capital Management, LLC
Last update 2019-04-24 126 Stocks (9 new)
Value $444.00 Mil Turnover 3 %
Countries:
Top Holdings: VIG(19.20%)ITOT(3.66%)VCIT(3.47%)JNJ(3.24%)VEU(3.19%)
Summary Stock Picks Current Portfolio
Stokes & Hubbell Capital Manag... Top Holdings of 2019-03-31 View Full List
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
778,278
85,330.0
+3.80%
19.200
+0.70%
0.190
+12.58%
+7.35%
90,302.9
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
252,551
16,264.0
-17.27%
3.660
-0.71%
0.060
+19.19%
+8.56%
73,027.8
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
177,647
15,432.0
-2.32%
3.470
-0.08%
0.030
+3.73%
+5.21%
53,364.2
 
JNJ
Johnson & Johnson
103,138
14,418.0
-5.97%
3.240
-0.20%
0.000
+9.76%
+18.87%
406,867.0
Drug Manufacturers
VEU
Vanguard FTSE All-World ex-US ETF
282,324
14,159.0
-33.94%
3.190
-1.56%
0.050
+14.08%
+21.65%
45,437.2
 
IJH
iShares Core S&P Mid-Cap ETF
360,525
13,657.0
+0.59%
3.070
+0.02%
0.030
+16.09%
+3.97%
98,717.1
 
AAPL
Apple Inc
282,536
13,417.0
-0.63%
3.020
-0.02%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
IEFA
iShares Core MSCI EAFE ETF
208,670
12,681.0
-16.59%
2.850
-0.54%
0.010
+13.34%
+23.86%
147,518.3
 
CVX
Chevron Corp
100,385
12,365.0
-3.19%
2.780
-0.09%
0.010
+13.39%
+8.19%
311,327.6
Oil & Gas
VTI
Vanguard Total Stock Market ETF
80,135
11,596.0
-31.41%
2.610
-1.11%
0.010
+18.95%
+8.50%
478,431.4
 

Stokes & Hubbell Capital Management, LLC's Historical Top Holdings Breakdowns

Stokes & Hubbell Capital Management, LLC Total Holding History ($B)

To

Stokes & Hubbell Capital Management, LLC's Asset Allocation

To

Stokes & Hubbell Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Stokes & Hubbell Capital Management, LLC's Hypothetical Growth since 2019-03-31

Stokes & Hubbell Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stokes & Hubbell Capital Management, LLC's Holdings Heat Map

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Stokes & Hubbell Capital Management, LLC's Holdings Bubble Chart

Stokes & Hubbell Capital Management, LLC News

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