$119 Million is the total value of Hubbell Strickland Wealth Management, LLC's 59 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UWT | Exit | CITIGROUP GLOBAL MKTS HLDGS | $0 | – | -18,070 | -100.0% | -0.00% | – |
| ISTR | Exit | INVESTAR HLDG CORP | $0 | – | -17,114 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 17 | Q3 2023 | 35.1% |
| ISHARES TR | 17 | Q3 2023 | 11.2% |
| ISHARES TR | 17 | Q3 2023 | 9.2% |
| SPDR SER TR | 17 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 17 | Q3 2023 | 5.5% |
| ISHARES TR | 17 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.8% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
View Hubbell Strickland Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-02 |
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.