$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILCG | ISHARES TRmrngstr lg-cp gr | $824,000 | +26.2% | 3,515 | 0.0% | 0.69% | +4.5% | |
| RRBI | RED RIVER BANCSHARES INC | $650,000 | +18.0% | 14,801 | 0.0% | 0.55% | -2.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $591,000 | -2.3% | 3,309 | 0.0% | 0.50% | -19.1% | |
| SUB | ISHARES TRshrt nat mun etf | $539,000 | +1.5% | 4,997 | 0.0% | 0.45% | -16.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $229,000 | +4.1% | 2,775 | 0.0% | 0.19% | -13.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $228,000 | +9.1% | 1,886 | 0.0% | 0.19% | -9.4% | |
| SPNX | SUPERIOR ENERGY SVCS INC | $13,000 | -23.5% | 11,604 | 0.0% | 0.01% | -35.3% |
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.