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Stokes & Hubbell Capital Management, LLC13F | |
Stokes & Hubbell Capital Management, LLC | |
Last update 2019-04-24 | 126 Stocks (9 new) |
Value $444.00 Mil | Turnover 3 % |
Stokes & Hubbell Capital Manag... Top Holdings of 2019-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 778,278 | 85,330.0 | +3.80% | 19.200 | +0.70% | 0.190 | +10.96% | +7.24% | 90,207.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 252,551 | 16,264.0 | -17.27% | 3.660 | -0.71% | 0.060 | +16.64% | +8.51% | 72,996.2 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 177,647 | 15,432.0 | -2.32% | 3.470 | -0.08% | 0.030 | +2.79% | +5.09% | 53,299.6 | ||
JNJ | Johnson & Johnson | 103,138 | 14,418.0 | -5.97% | 3.240 | -0.20% | 0.000 | +10.38% | +19.20% | 407,973.8 | Drug Manufacturers | |
VEU | Vanguard FTSE All-World ex-US ETF | 282,324 | 14,159.0 | -33.94% | 3.190 | -1.56% | 0.050 | +11.97% | +20.86% | 45,141.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 360,525 | 13,657.0 | +0.59% | 3.070 | +0.02% | 0.030 | +12.58% | +3.00% | 97,797.3 | ||
AAPL | Apple Inc | 282,536 | 13,417.0 | -0.63% | 3.020 | -0.02% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 208,670 | 12,681.0 | -16.59% | 2.850 | -0.54% | 0.010 | +11.09% | +22.93% | 146,414.2 | ||
CVX | Chevron Corp | 100,385 | 12,365.0 | -3.19% | 2.780 | -0.09% | 0.010 | +13.42% | +10.11% | 316,837.6 | Oil & Gas | |
VTI | Vanguard Total Stock Market ETF | 80,135 | 11,596.0 | -31.41% | 2.610 | -1.11% | 0.010 | +16.45% | +8.47% | 478,263.0 |
Stokes & Hubbell Capital Management, LLC's Historical Top Holdings Breakdowns
Stokes & Hubbell Capital Management, LLC Total Holding History ($B)
Stokes & Hubbell Capital Management, LLC's Asset Allocation
Stokes & Hubbell Capital Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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Stokes & Hubbell Capital Management, LLC's Holdings Heat Map
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