- New Purchases: AFL, SE, GOOGL, JPM,
- Added Positions: IVV, PHYS, VUG, VOO, AMZN, AAPL, ONEQ, DGRO, MMM, T, WMT, BNDX, IEMG, IUSG,
- Reduced Positions: IJH, JKE, IDV, IJR, CVX, VT, VWO, MSFT, IEFA, EFA, VIGI, XOM, AOR, MCD, SPY, CSCO, PEP, INTC, VTEB, VTI,
For the details of Hubbell Strickland Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hubbell+strickland+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Hubbell Strickland Wealth Management, LLC- Vanguard Dividend Appreciation FTF (VIG) - 349,116 shares, 33.02% of the total portfolio. Shares reduced by 0.93%
- iShares Core S&P Mid-Cap ETF (IJH) - 60,997 shares, 10.21% of the total portfolio. Shares reduced by 2.45%
- iShares Core S&P 500 ETF (IVV) - 33,050 shares, 8.45% of the total portfolio. Shares added by 2.81%
- SPDR Dividend ETF (SDY) - 92,118 shares, 6.99% of the total portfolio. Shares reduced by 0.06%
- Vanguard Growth ETF (VUG) - 29,935 shares, 4.95% of the total portfolio. Shares added by 2.05%
Hubbell Strickland Wealth Management, LLC initiated holding in Sea Ltd. The purchase prices were between $194.37 and $280, with an estimated average price of $232.98. The stock is now traded at around $236.440000. The impact to a portfolio due to this purchase was 0.14%. The holding were 962 shares as of 2021-03-31.
New Purchase: Aflac Inc (AFL)Hubbell Strickland Wealth Management, LLC initiated holding in Aflac Inc. The purchase prices were between $43.19 and $52.14, with an estimated average price of $47.96. The stock is now traded at around $52.590000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,117 shares as of 2021-03-31.
New Purchase: Alphabet Inc (GOOGL)Hubbell Strickland Wealth Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2279.010000. The impact to a portfolio due to this purchase was 0.13%. The holding were 97 shares as of 2021-03-31.
New Purchase: JPMorgan Chase & Co (JPM)Hubbell Strickland Wealth Management, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $125.65 and $157.65, with an estimated average price of $143.83. The stock is now traded at around $149.270000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,327 shares as of 2021-03-31.
Reduced: ISHARES TRUST (JKE)Hubbell Strickland Wealth Management, LLC reduced to a holding in ISHARES TRUST by 20.14%. The sale prices were between $271.27 and $311.75, with an estimated average price of $292.59. The stock is now traded at around $283.806500. The impact to a portfolio due to this sale was -0.14%. Hubbell Strickland Wealth Management, LLC still held 2,808 shares as of 2021-03-31.
Reduced: Vanguard FTSE Emerging Markets ETF (VWO)Hubbell Strickland Wealth Management, LLC reduced to a holding in Vanguard FTSE Emerging Markets ETF by 20.85%. The sale prices were between $50.28 and $56.42, with an estimated average price of $53.17. The stock is now traded at around $52.270000. The impact to a portfolio due to this sale was -0.05%. Hubbell Strickland Wealth Management, LLC still held 5,688 shares as of 2021-03-31.
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