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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921909768

VXUS|921909768

Shares:4.3K

Value:$267.4K

% of Portfolio:0.1% ($267.4K/$211.3M)

RED RIVER BANCSHARES INC

RRBI|75686R202

Shares:5.1K

Value:$264.7K

% of Portfolio:0.1% ($264.7K/$211.3M)

92203J407

BNDX|92203J407

Shares:5.2K

Value:$255.1K

% of Portfolio:0.1% ($255.1K/$211.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.9K

Value:$248.6K

% of Portfolio:0.1% ($248.6K/$211.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.3K

Value:$244.6K

% of Portfolio:0.1% ($244.6K/$211.3M)

46137V357

RSP|46137V357

Shares:1.4K

Value:$243.4K

% of Portfolio:0.1% ($243.4K/$211.3M)

132061201

Shares:3.6K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$211.3M)

921910873

MGC|921910873

Shares:1.1K

Value:$222.5K

% of Portfolio:0.1% ($222.5K/$211.3M)

464287663

IUSV|464287663

Shares:2.4K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$211.3M)

97717X669

Shares:2.8K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$211.3M)

97717W794

Shares:3.9K

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$211.3M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$214.2K

% of Portfolio:0.1% ($214.2K/$211.3M)

46641Q654

Shares:4.2K

Value:$211.2K

% of Portfolio:0.1% ($211.2K/$211.3M)

464287168

DVY|464287168

Shares:1.5K

Value:$204.1K

% of Portfolio:0.1% ($204.1K/$211.3M)

922908629

VO|922908629

Shares:780

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$211.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$211.3M)

TMC the metals Co Inc.

TMC|87261Y106

Shares:37.7K

Value:$64.8K

% of Portfolio:0.0% ($64.8K/$211.3M)

Longevity Health Holdings, Inc.

XAGE|142922103

Shares:90.1K

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$211.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXUScusip921909768)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$267.4K	0.1% ($267.4K/$211.3M)	QoQ NEW(+$267.4K) YoY NEW(+$267.4K)
RED RIVER BANCSHARES INC(RRBIcusip75686R202)	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$264.7K	0.1% ($264.7K/$211.3M)	QoQ -4.31% (-$11.9K) YoY +3.73% (+$9.5K)
(BNDXcusip92203J407)	5.2K	QoQ -16.83% (-1.1K) YoY -15.76% (-978)	All Managers (Combined)	$255.1K	0.1% ($255.1K/$211.3M)	QoQ -17.23% (-$53.1K) YoY -16.40% (-$50.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.9K	QoQ -3.28% (-100) YoY NEW(+2.9K)	All Managers (Combined)	$248.6K	0.1% ($248.6K/$211.3M)	QoQ +7.93% (-$18.3K) YoY NEW(+$248.6K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.3K	QoQ 0.00% (+0) YoY NEW(+2.3K)	All Managers (Combined)	$244.6K	0.1% ($244.6K/$211.3M)	QoQ +18.50% (+$38.2K) YoY NEW(+$244.6K)
(RSPcusip46137V357)	1.4K	QoQ +0.42% (-6) YoY +1.59% (+22)	All Managers (Combined)	$243.4K	0.1% ($243.4K/$211.3M)	QoQ -0.67% (-$1.6K) YoY +3.94% (+$9.2K)
(cusip132061201)✕	3.6K	QoQ -0.72% (-26) YoY +14.55% (-454)	All Managers (Combined)	$228.0K	0.1% ($228.0K/$211.3M)	QoQ -7.48% (-$18.5K) YoY -1.02% (-$2.4K)
(MGCcusip921910873)	1.1K	QoQ +0.27% (-3) YoY NEW(+1.1K)	All Managers (Combined)	$222.5K	0.1% ($222.5K/$211.3M)	QoQ -5.02% (-$11.8K) YoY NEW(+$222.5K)
(IUSVcusip464287663)	2.4K	QoQ +0.37% (+9) YoY +1.22% (+29)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$211.3M)	QoQ +0.02% (+$65) YoY +3.73% (+$8.0K)
(cusip97717X669)✕	2.8K	QoQ +6.11% (+160) YoY NEW(+2.8K)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$211.3M)	QoQ +4.72% (+$10.0K) YoY NEW(+$221.7K)
(cusip97717W794)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$211.3M)	QoQ NEW(+$216.7K) YoY NEW(+$216.7K)
3M CO(MMMcusip88579Y101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$214.2K	0.1% ($214.2K/$211.3M)	QoQ NEW(+$214.2K) YoY NEW(+$214.2K)
(cusip46641Q654)✕	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$211.2K	0.1% ($211.2K/$211.3M)	QoQ +0.27% (+$581) YoY +0.21% (+$457)
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$204.1K	0.1% ($204.1K/$211.3M)	QoQ NEW(+$204.1K) YoY NEW(+$204.1K)
(VOcusip922908629)	780	QoQ NEW(+780) YoY NEW(+780)	All Managers (Combined)	$201.6K	0.1% ($201.6K/$211.3M)	QoQ NEW(+$201.6K) YoY NEW(+$201.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ NEW(+1.3K) YoY +1.87% (-24)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$211.3M)	QoQ NEW(+$200.1K) YoY -7.54% (-$16.3K)
TMC the metals Co Inc.(TMCcusip87261Y106)	37.7K	QoQ +3.35% (+1.2K) YoY -4.81% (-1.9K)	All Managers (Combined)	$64.8K	0.0% ($64.8K/$211.3M)	QoQ +58.72% (+$24.0K) YoY +14.49% (-$8.2K)
Longevity Health Holdings, Inc.(XAGEcusip142922103)	90.1K	QoQ -56.11% (-115.2K) YoY +617.67% (-77.5K)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$211.3M)	QoQ -80.33% (-$46.0K) YoY -64.92% (-$20.9K)