$98.5 Million is the total value of Hubbell Strickland Wealth Management, LLC's 57 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RRBI | RED RIVER BANCSHARES INC | $551,000 | -33.6% | 14,801 | 0.0% | 0.56% | -16.6% | |
| AMZN | AMAZON COM INC | $240,000 | +5.7% | 123 | 0.0% | 0.24% | +33.3% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $220,000 | -2.2% | 2,775 | 0.0% | 0.22% | +22.5% | |
| ISTR | INVESTAR HLDG CORP | $219,000 | -46.7% | 17,114 | 0.0% | 0.22% | -33.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $209,000 | -17.4% | 1,886 | 0.0% | 0.21% | +3.9% | |
| SPNX | SUPERIOR ENERGY SVCS INC | $17,000 | -70.7% | 11,604 | 0.0% | 0.02% | -63.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 20 | Q2 2024 | 35.1% |
| ISHARES TR | 20 | Q2 2024 | 11.2% |
| ISHARES TR | 20 | Q2 2024 | 9.8% |
| SPDR SER TR | 20 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 5.5% |
| ISHARES TR | 20 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 20 | Q2 2024 | 3.0% |
| ISHARES TR | 20 | Q2 2024 | 2.6% |
| ISHARES TR | 20 | Q2 2024 | 2.6% |
| ISHARES TR | 20 | Q2 2024 | 2.7% |
View Hubbell Strickland Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-17 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-02 |
View Hubbell Strickland Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.