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HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

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NEW ORLEANS LA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Hubbell Strickland Wealth Management is based out of New Orleans. Hubbell Strickland Wealth Management is a large advisory firm with 432 clients and discretionary assets under management (AUM) of $412,212,345 (Form ADV from 2023-03-27). Their last reported 13F filing for Q4 2023 included $182,766,989 in managed 13F securities and a top 10 holdings concentration of 74.69%. Hubbell Strickland Wealth Management's largest holding is Vanguard Dividend Appreciation Index Fund-ETF Shares with shares held of 358,002. Whalewisdom has at least 18 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $183m, Prior: $167m
New Purchases 4 stocks
Added To 37 stocks
Sold out of 0 stocks
Reduced holdings in 26 stocks
Top 10 Holdings % 74.69%
Turnover %[1] 5.41%
Turnover Alt %[2] 0.8%
Time Held Top 20 13.1 quarters
Time Held Top 10 12.7 quarters
Time Held All 12.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance