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Hubbell Strickland Wealth Management, LLC Top Holdings and 13F Report (2025)

About Hubbell Strickland Wealth Management, LLC

Investment Activity

  • Hubbell Strickland Wealth Management, LLC has $211.28 million in total holdings as of March 31, 2025.
  • Hubbell Strickland Wealth Management, LLC owns shares of 78 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 2.48% of the portfolio was purchased this quarter.
  • About 1.33% of the portfolio was sold this quarter.
  • This quarter, Hubbell Strickland Wealth Management, LLC has purchased 79 new stocks and bought additional shares in 46 stocks.
  • Hubbell Strickland Wealth Management, LLC sold shares of 21 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

921909768 - Vanguard Total International Stock ETF
$267,407 Holding
88579Y101 - 3M
$214,228 Holding
464287168 - iShares Select Dividend ETF
$204,126 Holding
922908629 - Vanguard Mid-Cap ETF
$201,645 Holding

Largest Purchases this Quarter

McDonald's
2,070 shares (about $646.62K)
iShares Core S&P 500 ETF
1,019 shares (about $572.97K)
Fidelity High Dividend ETF
8,931 shares (about $446.22K)
iShares Core MSCI EAFE ETF
5,332 shares (about $403.36K)
iShares Core S&P Mid-Cap ETF
6,118 shares (about $357.10K)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
3,907 shares (about $393.31K)
Vanguard Dividend Appreciation ETF
1,996 shares (about $387.23K)
iShares MSCI EAFE ETF
1,572 shares (about $128.48K)
Vanguard Growth ETF
314 shares (about $116.44K)
Vanguard Total International Bond ETF
1,058 shares (about $51.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHubbell Strickland Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$67,986,307$387,226 -0.6%350,44332.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,838,473$572,974 2.8%37,0609.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$15,038,325$192,801 1.3%110,8377.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,932,939$357,102 2.6%238,7046.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,106,538$116,436 -1.1%27,2554.8%ETF
SPROTT PHYSICAL GOLD TR
$6,396,702$75,067 1.2%265,8653.0%UNIT
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$6,170,952$119,173 2.0%95,2262.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,854,848$31,532 -0.6%12,9332.3%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,572,553$403,363 9.7%60,4442.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,323,625$393,313 -8.3%42,9492.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$4,284,301$75,255 1.8%61,3712.0%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,653,977$21,765 0.6%21,1531.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,578,276$155,491 4.5%34,1971.7%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,665,558$7,255 0.3%22,4131.3%Energy
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$2,571,839$251,165 10.8%37,7331.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,549,869$8,736 0.3%4,9621.2%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,542,125$646,621 34.1%8,1381.2%Retail/Wholesale
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$2,230,151$89,491 4.2%26,8891.1%ETF
Chevron Co. stock logo
CVX
Chevron
$1,675,059$14,889 0.9%10,0130.8%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,606,929$128,482 -7.4%19,6610.8%Finance
Apple Inc. stock logo
AAPL
Apple
$1,594,558$7,997 -0.5%7,1780.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,510,063$200,553 15.3%5,4890.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,475,2400.0%2,7700.7%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,294,615$3,431 0.3%10,1870.6%Manufacturing
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,173,457$2,551 0.2%10,1200.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,014,506$10,476 -1.0%4,8420.5%Medical
FIDELITY WISE ORIGIN BITCOIN
$1,005,204$171,288 20.5%13,9670.5%SHS
NVIDIA Co. stock logo
NVDA
NVIDIA
$899,980$7,700 0.9%8,2990.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$893,962$2,653 0.3%5,3910.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$858,219$1,194 0.1%6,4700.4%Medical
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$737,446$7,817 1.1%23,7730.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$734,654$722 0.1%2,0350.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$715,161$500 0.1%8,5870.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$708,782$4,740 -0.7%8,0740.3%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$701,027$619 0.1%3,3950.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$694,444$446,225 179.8%13,8990.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$673,245$1,913 0.3%10,9100.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$609,582$3,611 -0.6%4,7270.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$591,490$1,022 0.2%3,4710.3%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$583,709$560 0.1%1,0430.3%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$553,318$33,437 -5.7%5,6760.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$489,630$733 0.1%1,3360.2%Retail/Wholesale
Aflac Incorporated stock logo
AFL
Aflac
$462,405$334 0.1%4,1590.2%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$448,6590.0%1,8040.2%Computer and Technology
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$425,732$5,872 -1.4%7,3950.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$417,601$7,555 1.8%7,7380.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$366,547$618 0.2%1,1870.2%ETF
iShares GSCI Commodity Dynamic Roll Strategy ETF stock logo
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
$361,955$22,897 -5.9%13,6740.2%Manufacturing
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$361,144$18,897 -5.0%8600.2%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$356,300$317 0.1%7,8720.2%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$352,165$4,080 -1.1%3,8840.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$350,031$4,114 1.2%6,1260.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$347,397$69,083 24.8%6,8340.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$334,385$2,099 0.6%2,2300.2%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$322,137$2,283 0.7%1,6930.2%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$321,581$371 0.1%3,4640.2%ETF
Sysco Co. stock logo
SYY
Sysco
$318,820$2,851 -0.9%4,2490.2%Consumer Staples
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$308,673$272 0.1%2,2680.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$303,942$31,426 -9.4%1,9150.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$289,469$14,964 -4.9%1,1800.1%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$267,407$267,407 New Holding4,3060.1%ETF
Red River Bancshares, Inc. stock logo
RRBI
Red River Bancshares
$264,6550.0%5,1240.1%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$255,077$51,650 -16.8%5,2250.1%ETF
PALANTIR TECHNOLOGIES INC
$248,558$8,440 -3.3%2,9450.1%CL A
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$244,5570.0%2,2700.1%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$243,446$1,040 0.4%1,4050.1%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$227,966$1,659 -0.7%3,5730.1%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$222,484$604 0.3%1,1050.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$221,675$12,777 6.1%2,7760.1%Manufacturing
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$221,675$831 0.4%2,4020.1%Manufacturing
WisdomTree International LargeCap Dividend Fund stock logo
DOL
WisdomTree International LargeCap Dividend Fund
$216,673$216,673 New Holding3,9340.1%Finance
3M stock logo
MMM
3M
$214,228$214,228 New Holding1,4590.1%Multi-Sector Conglomerates
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$211,1800.0%4,1530.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$204,126$204,126 New Holding1,5200.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$201,645$201,645 New Holding7800.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$200,057$200,057 New Holding1,3020.1%Computer and Technology
TMC the metals company Inc. stock logo
TMC
TMC the metals
$64,769$2,104 3.4%37,6560.0%Basic Materials
Carmell Co. stock logo
CTCX
Carmell
$11,266$14,408 -56.1%90,0540.0%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$253,969 -100.0%00.0%Computer and Technology
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$0$221,446 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$214,883 -100.0%00.0%Auto/Tires/Trucks
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$0$209,701 -100.0%00.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$0$204,879 -100.0%00.0%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$0$202,695 -100.0%00.0%Consumer Staples
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$0$200,975 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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