Hubbell Strickland Wealth Management, LLC Top Holdings and 13F Report (2024) About Hubbell Strickland Wealth Management, LLCInvestment ActivityHubbell Strickland Wealth Management, LLC has $213.72 million in total holdings as of September 30, 2024.Hubbell Strickland Wealth Management, LLC owns shares of 80 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.93% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Hubbell Strickland Wealth Management, LLC has purchased 78 new stocks and bought additional shares in 48 stocks.Hubbell Strickland Wealth Management, LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $70,097,448iShares Core S&P 500 ETF $20,747,640SPDR S&P Dividend ETF $15,678,808iShares Core S&P Mid-Cap ETF $14,338,864Vanguard Growth ETF $10,618,859 Largest New Holdings this Quarter Schwab US Broad Market ETF $204,112 HoldingWisdomTree International LargeCap Dividend Fund $200,474 HoldingInnovator U.S. Equity Power Buffer ETF - December $200,400 HoldingiShares Select Dividend ETF $200,323 HoldingCarmell $82,517 Holding Largest Purchases this Quarter Fidelity NASDAQ Composite Index ETF 3,642 shares (about $260.77K)Schwab US Broad Market ETF 3,068 shares (about $204.11K)WisdomTree International LargeCap Dividend Fund 3,715 shares (about $200.47K)Innovator U.S. Equity Power Buffer ETF - December 5,231 shares (about $200.40K)iShares Select Dividend ETF 1,483 shares (about $200.32K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 2,802 shares (about $282.22K)SPROTT PHYSICAL GOLD TR 3,184 shares (about $64.89K)iShares GSCI Commodity Dynamic Roll Strategy ETF 2,445 shares (about $63.35K)Abbott Laboratories 492 shares (about $56.09K)iShares Core MSCI Emerging Markets ETF 729 shares (about $41.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHubbell Strickland Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$70,097,448$50,703 ▲0.1%353,92032.8%ETFIVViShares Core S&P 500 ETF$20,747,640$77,871 ▲0.4%35,9699.7%ETFSDYSPDR S&P Dividend ETF$15,678,808$26,704 ▲0.2%110,3837.3%ETFIJHiShares Core S&P Mid-Cap ETF$14,338,864$111,553 ▲0.8%230,0846.7%ETFVUGVanguard Growth ETF$10,618,859$44,536 ▲0.4%27,6585.0%ETFMSFTMicrosoft$5,783,440$30,122 ▼-0.5%13,4402.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$5,769,315$2,131 ▼0.0%92,0292.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$5,419,270$282,219 ▼-4.9%53,8052.5%ETFSPROTT PHYSICAL GOLD TR$5,344,035$64,890 ▼-1.2%262,2202.5%UNITIEFAiShares Core MSCI EAFE ETF$4,181,697$63,455 ▲1.5%53,5772.0%ETFIXUSiShares Core MSCI Total International Stock ETF$4,160,440$88,899 ▲2.2%57,2831.9%ManufacturingVTVVanguard Value ETF$3,672,197$25,138 ▲0.7%21,0361.7%ETFIJRiShares Core S&P Small-Cap ETF$3,469,315$28,305 ▲0.8%29,6621.6%ETFXOMExxon Mobil$2,619,593$352 ▼0.0%22,3481.2%Oils/EnergyVOOVanguard S&P 500 ETF$2,596,549$31,131 ▼-1.2%4,9211.2%ETFONEQFidelity NASDAQ Composite Index ETF$2,409,481$260,767 ▲12.1%33,6521.1%ETFVIGIVanguard International Dividend Appreciation ETF$2,274,914$15,008 ▲0.7%25,7691.1%ETFMCDMcDonald's$1,847,681$2,740 ▼-0.1%6,0680.9%Retail/WholesaleAAPLApple$1,790,506$18,639 ▲1.1%7,6850.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,789,587$5,352 ▲0.3%21,3990.8%FinanceCVXChevron$1,452,874$54,787 ▲3.9%9,8650.7%Oils/EnergyBRK.BBerkshire Hathaway$1,387,218$49,248 ▲3.7%3,0140.6%FinanceIUSGiShares Core S&P U.S. Growth ETF$1,367,806$3,166 ▼-0.2%10,3690.6%ManufacturingVTIVanguard Total Stock Market ETF$1,303,172$51,821 ▲4.1%4,6020.6%ETFVTVanguard Total World Stock ETF$1,202,520$2,873 ▲0.2%10,0460.6%ETFNVDANVIDIA$1,032,552$4,250 ▼-0.4%8,5030.5%Computer and TechnologyABBVAbbVie$963,141$1,580 ▲0.2%4,8770.5%MedicalJNJJohnson & Johnson$868,332$2,431 ▲0.3%5,3580.4%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$787,850$1,011 ▲0.1%8,5700.4%ETFXLKTechnology Select Sector SPDR Fund$765,317$677 ▲0.1%3,3900.4%ETFIWFiShares Russell 1000 Growth ETF$762,684$751 ▲0.1%2,0320.4%ETFABTAbbott Laboratories$735,476$56,093 ▼-7.1%6,4510.3%MedicalIDViShares International Select Dividend ETF$728,135$7,044 ▲1.0%24,0860.3%ETFWMTWalmart$656,357$485 ▲0.1%8,1280.3%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$629,463$3,876 ▼-0.6%5,8470.3%ETFFIDELITY WISE ORIGIN BITCOIN$617,549$34,928 ▲6.0%11,1210.3%SHSVYMVanguard High Dividend Yield ETF$601,739$16,024 ▼-2.6%4,6940.3%ETFPGProcter & Gamble$599,056$1,039 ▲0.2%3,4590.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$596,659$1,147 ▲0.2%1,0400.3%FinanceCSCOCisco Systems$590,782$2,235 ▲0.4%11,1010.3%Computer and TechnologyHDHome Depot$539,719$6,078 ▲1.1%1,3320.3%Retail/WholesaleAORiShares Core Growth Allocation ETF$510,136$2,429 ▲0.5%8,6110.2%ETFAFLAflac$464,436$224 ▲0.0%4,1540.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$425,753$41,852 ▼-9.0%7,4160.2%ETFIBMInternational Business Machines$398,8970.0%1,8040.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$395,836$846 ▼-0.2%9360.2%FinancePEPPepsiCo$395,187$21,596 ▼-5.2%2,3240.2%Consumer StaplesAMZNAmazon.com$394,859$9,503 ▲2.5%2,1190.2%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$381,112$966 ▲0.3%1,1840.2%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$380,046$63,350 ▼-14.3%14,6680.2%ManufacturingIGMiShares Expanded Tech Sector ETF$376,763$576 ▼-0.2%3,9270.2%ETFVWOVanguard FTSE Emerging Markets ETF$367,044$8,995 ▼-2.4%7,6710.2%ETFPMPhilip Morris International$362,105$30,712 ▼-7.8%2,9830.2%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$353,999$5,653 ▲1.6%5,9490.2%ETFSYYSysco$332,958$1,717 ▲0.5%4,2650.2%Consumer StaplesIVWiShares S&P 500 Growth ETF$331,846$574 ▲0.2%3,4660.2%ETFIYYiShares Dow Jones U.S. ETF$315,929$279 ▲0.1%2,2630.1%ETFBNDXVanguard Total International Bond ETF$312,624$754 ▲0.2%6,2180.1%ETFRRBIRed River Bancshares$266,4480.0%5,1240.1%FinanceVEAVanguard FTSE Developed Markets ETF$264,333$21,284 ▲8.8%5,0050.1%ETFJPMJPMorgan Chase & Co.$261,129$633 ▲0.2%1,2380.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$249,717$1,075 ▲0.4%1,3940.1%ETFSYLDCambria Shareholder Yield ETF$245,562$2,967 ▲1.2%3,3930.1%ETFSTZConstellation Brands$236,3460.0%9170.1%Consumer StaplesIUSViShares Core S&P U.S. Value ETF$225,680$1,337 ▲0.6%2,3630.1%ManufacturingMGCVanguard Mega Cap ETF$224,071$6,821 ▲3.1%1,0840.1%ETFGOOGLAlphabet$222,276$166 ▲0.1%1,3400.1%Computer and TechnologyLDURPIMCO Low Duration Exchange-Traded Fund$222,086$10,557 ▼-4.5%2,3140.1%ETFCLColgate-Palmolive$220,0770.0%2,1200.1%Consumer StaplesQCOMQUALCOMM$219,190$1,020 ▲0.5%1,2890.1%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$216,779$832 ▲0.4%2,6050.1%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$211,5540.0%4,1530.1%ETFSCHBSchwab US Broad Market ETF$204,112$204,112 ▲New Holding3,0680.1%ETFINTCIntel$203,560$704 ▲0.3%8,6770.1%Computer and TechnologyDOLWisdomTree International LargeCap Dividend Fund$200,474$200,474 ▲New Holding3,7150.1%FinancePDECInnovator U.S. Equity Power Buffer ETF - December$200,400$200,400 ▲New Holding5,2310.1%ETFDVYiShares Select Dividend ETF$200,323$200,323 ▲New Holding1,4830.1%ETFCTCXCarmell$82,517$82,517 ▲New Holding205,5220.0%MedicalTMCTMC the metals$41,9320.0%39,5590.0%Basic MaterialsENSVEnservco$8,1800.0%62,9250.0%Oils/EnergyICSHiShares Ultra Short-Term Bond Active ETF$0$305,363 ▼-100.0%00.0%ETFCOPConocoPhillips$0$211,918 ▼-100.0%00.0%Oils/EnergyIYEiShares U.S. Energy ETF$0$202,680 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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