Hubbell-Strickland-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  "TMC",
  "HD",
  "MCD",
  "QCOM",
  "XAGE",
  "IVW",
  "IJH",
  "RRBI",
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "IEFA",
  null,
  "IBM",
  "VO",
  null,
  "VWO",
  "VIG",
  "VYM",
  "MGC",
  null,
  "AFL",
  "SDY",
  "VIGI",
  "AMZN",
  null,
  null,
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "BNDX",
  "VT",
  "VOO",
  "VTV",
  "WMT",
  null,
  null,
  "IUSG",
  null,
  "DVY",
  "SYY",
  "DIA",
  "IXUS",
  "IUSV",
  "DGRO",
  "BRK-B",
  "CVX",
  "CSCO",
  "CL",
  "RSP",
  "EFA",
  "XOM",
  "JNJ",
  "PM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 78
Total Value: 211282025
Accession Number: 0001062993-25-007747
Form Type: 13F-HR
CIK: hubbell-strickland-wealth-management
Manager Name: Hubbell-Strickland-Wealth-Management

Data Enrichment

79% identified

62 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $211.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:7.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$211.3M)

922908769

VTI|922908769

Shares:5.5K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$211.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$211.3M)

464287671

IUSG|464287671

Shares:10.2K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$211.3M)

922042742

VT|922042742

Shares:10.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$211.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.8K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$211.3M)

315948109

Shares:14.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$211.3M)

NVIDIA CORP

NVDA|67066G104

Shares:8.3K

Value:$900.0K

% of Portfolio:0.4% ($900.0K/$211.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.4K

Value:$894.0K

% of Portfolio:0.4% ($894.0K/$211.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.5K

Value:$858.2K

% of Portfolio:0.4% ($858.2K/$211.3M)

464288448

Shares:23.8K

Value:$737.4K

% of Portfolio:0.3% ($737.4K/$211.3M)

464287614

IWF|464287614

Shares:2.0K

Value:$734.7K

% of Portfolio:0.3% ($734.7K/$211.3M)

464287606

IJK|464287606

Shares:8.6K

Value:$715.2K

% of Portfolio:0.3% ($715.2K/$211.3M)

Walmart Inc.

WMT|931142103

Shares:8.1K

Value:$708.8K

% of Portfolio:0.3% ($708.8K/$211.3M)

81369Y803

XLK|81369Y803

Shares:3.4K

Value:$701.0K

% of Portfolio:0.3% ($701.0K/$211.3M)

316092840

Shares:13.9K

Value:$694.4K

% of Portfolio:0.3% ($694.4K/$211.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.9K

Value:$673.2K

% of Portfolio:0.3% ($673.2K/$211.3M)

921946406

VYM|921946406

Shares:4.7K

Value:$609.6K

% of Portfolio:0.3% ($609.6K/$211.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.5K

Value:$591.5K

% of Portfolio:0.3% ($591.5K/$211.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.0K

Value:$583.7K

% of Portfolio:0.3% ($583.7K/$211.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	7.2K	QoQ -0.49% (-36) YoY -5.37% (-408)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$211.3M)	QoQ -11.73% (-$212.0K) YoY +22.58% (-$293.8K)
(VTIcusip922908769)	5.5K	QoQ +15.31% (+729) YoY +40.16% (+1.6K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$211.3M)	QoQ +9.46% (+$130.6K) YoY +48.37% (+$492.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ 0.00% (+0) YoY -4.71% (-137)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$211.3M)	QoQ +17.49% (+$219.7K) YoY +20.67% (-$252.8K)
(IUSGcusip464287671)	10.2K	QoQ +0.26% (-27) YoY -0.17% (-18)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$211.3M)	QoQ -8.55% (-$121.2K) YoY +7.17% (-$86.6K)
(VTcusip922042742)	10.1K	QoQ +0.21% (-22) YoY +1.34% (+134)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$211.3M)	QoQ -1.08% (-$12.8K) YoY +6.33% (+$70.0K)
AbbVie Inc.(ABBVcusip00287Y109)	4.8K	QoQ -1.02% (-50) YoY -1.10% (-54)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$211.3M)	QoQ +16.69% (-$145.2K) YoY +13.79% (-$123.0K)
(cusip315948109)✕	14.0K	QoQ +20.54% (+2.4K) YoY +58.93% (+5.2K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$211.3M)	QoQ +6.34% (+$59.9K) YoY +83.06% (+$456.1K)
NVIDIA CORP(NVDAcusip67066G104)	8.3K	QoQ +0.86% (-71) YoY +870.64% (+7.4K)	All Managers (Combined)	$900.0K	0.4% ($900.0K/$211.3M)	QoQ -18.54% (-$205.0K) YoY +16.56% (+$127.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.4K	QoQ +0.29% (+16) YoY -6.77% (-392)	All Managers (Combined)	$894.0K	0.4% ($894.0K/$211.3M)	QoQ +15.00% (+$116.6K) YoY -2.27% (-$20.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.5K	QoQ +0.13% (+9) YoY -6.66% (-462)	All Managers (Combined)	$858.2K	0.4% ($858.2K/$211.3M)	QoQ +17.44% (+$127.5K) YoY +8.91% (-$70.3K)
(cusip464288448)✕	23.8K	QoQ +1.07% (+252) YoY +0.74% (+176)	All Managers (Combined)	$737.4K	0.3% ($737.4K/$211.3M)	QoQ +14.50% (+$93.4K) YoY +11.45% (+$75.8K)
(IWFcusip464287614)	2.0K	QoQ +0.09% (-2) YoY +0.34% (+7)	All Managers (Combined)	$734.7K	0.3% ($734.7K/$211.3M)	QoQ -10.02% (-$81.8K) YoY +7.46% (+$51.0K)
(IJKcusip464287606)	8.6K	QoQ +0.06% (-6) YoY -0.11% (-10)	All Managers (Combined)	$715.2K	0.3% ($715.2K/$211.3M)	QoQ -8.34% (-$65.1K) YoY -8.35% (-$65.2K)
Walmart Inc.(WMTcusip931142103)	8.1K	QoQ -0.66% (-54) YoY -0.40% (-33)	All Managers (Combined)	$708.8K	0.3% ($708.8K/$211.3M)	QoQ -3.48% (-$25.6K) YoY +45.30% (-$221.0K)
(XLKcusip81369Y803)	3.4K	QoQ +0.08% (-3) YoY +0.32% (-11)	All Managers (Combined)	$701.0K	0.3% ($701.0K/$211.3M)	QoQ -11.12% (-$87.8K) YoY -0.54% (-$3.8K)
(cusip316092840)✕	13.9K	QoQ +179.77% (+8.9K) YoY NEW(+13.9K)	All Managers (Combined)	$694.4K	0.3% ($694.4K/$211.3M)	QoQ +179.89% (+$446.3K) YoY NEW(+$694.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.9K	QoQ +0.28% (+31) YoY -0.99% (-110)	All Managers (Combined)	$673.2K	0.3% ($673.2K/$211.3M)	QoQ +4.53% (+$29.2K) YoY +22.40% (-$123.2K)
(VYMcusip921946406)	4.7K	QoQ -0.58% (-28) YoY -1.58% (-76)	All Managers (Combined)	$609.6K	0.3% ($609.6K/$211.3M)	QoQ +0.47% (-$2.9K) YoY +3.07% (-$18.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.5K	QoQ +0.17% (+6) YoY +0.69% (+24)	All Managers (Combined)	$591.5K	0.3% ($591.5K/$211.3M)	QoQ +1.83% (+$10.6K) YoY +5.76% (+$32.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.0K	QoQ +0.09% (-1) YoY +0.67% (+7)	All Managers (Combined)	$583.7K	0.3% ($583.7K/$211.3M)	QoQ -4.38% (-$26.8K) YoY +7.68% (+$41.7K)