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%
+6.21%
89,349.2
 
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
+19.66%
+6.81%
72,171.6
 
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
+3.07%
+4.86%
53,338.9
 
JNJ
Johnson & Johnson
103,138
14,418.0
-5.97%
3.240
-0.20%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
VEU
Vanguard FTSE All-World ex-US ETF
282,324
14,159.0
-33.94%
3.190
-1.56%
0.050
+13.13%
+18.20%
44,208.3
 
IJH
iShares Core S&P Mid-Cap ETF
360,525
13,657.0
+0.59%
3.070
+0.02%
0.030
+15.70%
+1.85%
97,230.9
 
AAPL
Apple Inc
282,536
13,417.0
-0.63%
3.020
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IEFA
iShares Core MSCI EAFE ETF
208,670
12,681.0
-16.59%
2.850
-0.54%
0.010
+9.55%
+17.47%
141,328.0
 
CVX
Chevron Corp
100,385
12,365.0
-3.19%
2.780
-0.09%
0.010
+10.15%
+6.01%
259,903.2
Oil & Gas
VTI
Vanguard Total Stock Market ETF
80,135
11,596.0
-31.41%
2.610
-1.11%
0.010
+19.82%
+7.35%
476,615.2
 

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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