Avoid Fraud, Get The Facts, And Find The Best
Legal Name: STOKES & HUBBELL CAPITAL MANAGEMENT, LLC
Period of report:
Mar 31, 2019
Effectiveness Date:
Apr 24, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD GROUP (921908844)
|
778,278 |
$85,330k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
252,551 |
$16,264k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
177,647 |
$15,432k |
|
JOHNSON & JOHNSON (478160104)
|
103,138 |
$14,418k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
282,324 |
$14,159k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
72,105 |
$13,657k |
|
Apple Inc (037833100)
|
70,634 |
$13,417k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
208,670 |
$12,681k |
|
Chevron Corp (166764100)
|
100,385 |
$12,365k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
80,135 |
$11,596k |
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
183,805 |
$11,186k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
121,077 |
$10,371k |
|
Exxon Mobil Corp (30231G102)
|
128,198 |
$10,358k |
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
180,570 |
$9,110k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
175,496 |
$9,075k |
|
SPDR S&P DIVIDEND (78464A763)
|
88,436 |
$8,791k |
|
MICROSOFT CORP (594918104)
|
53,199 |
$6,274k |
|
DISNEY WALT CO (254687106)
|
55,230 |
$6,132k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
21,406 |
$6,091k |
|
Berkshire Hathaway, Inc. (084670702)
|
28,628 |
$5,751k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
22,055 |
$5,724k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
133,579 |
$5,677k |
|
PEPSICO INC (713448108)
|
43,507 |
$5,332k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
69,126 |
$5,058k |
|
INTEL CORP (458140100)
|
92,723 |
$4,979k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
44,691 |
$4,821k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
57,402 |
$4,578k |
|
ISHARES TR (46434V407)
|
97,770 |
$4,567k |
|
Alphabet Inc (02079K107)
|
3,752 |
$4,402k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
57,028 |
$4,400k |
|
VERIZON COMMUNICATIONS (92343V104)
|
72,732 |
$4,301k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
26,770 |
$4,187k |
|
Facebook Inc (30303M102)
|
24,755 |
$4,126k |
|
PFIZER INC (717081103)
|
96,820 |
$4,112k |
|
PROCTER & GAMBLE CO (742718109)
|
38,830 |
$4,040k |
|
PHILIP MORRIS INTL (718172109)
|
43,637 |
$3,857k |
|
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL (921932778)
|
28,843 |
$3,675k |
|
STARBUCKS CORP (855244109)
|
48,832 |
$3,630k |
|
iShares Core MSCI Total Intern (46432F834)
|
62,251 |
$3,615k |
|
ISHARES (464287879)
|
24,239 |
$3,576k |
|
ISHARES TR (46435G409)
|
146,582 |
$3,482k |
|
ABBVIE INC (00287Y109)
|
43,114 |
$3,475k |
|
AT&T INC (00206R102)
|
110,525 |
$3,466k |
|
ABBOTT LABS (002824100)
|
43,013 |
$3,438k |
|
CISCO SYSTEMS INC (17275R102)
|
62,087 |
$3,352k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
24,318 |
$3,131k |
|
Vanguard Mega Cap (921910873)
|
30,869 |
$3,016k |
|
HOME DEPOT INC (437076102)
|
14,841 |
$2,848k |
|
Vanguard International Dividen (921946810)
|
41,204 |
$2,662k |
|
ORACLE CORP (68389X105)
|
49,164 |
$2,641k |
|
ISHARES (464287705)
|
16,803 |
$2,638k |
|
JPMORGAN CHASE & CO (46625H100)
|
21,725 |
$2,199k |
|
NIKE INC (654106103)
|
25,621 |
$2,158k |
|
DIAGEO P L C (25243Q205)
|
11,694 |
$1,913k |
|
ALTRIA GROUP INC (02209S103)
|
32,858 |
$1,887k |
|
Bristol-Myers Squibb Co (110122108)
|
37,752 |
$1,801k |
|
ISHARES (464287465)
|
27,532 |
$1,786k |
|
BlackRock, Inc. (09247X101)
|
4,033 |
$1,724k |
|
WALMART INC COM (931142103)
|
17,241 |
$1,681k |
|
Boeing Co/The (097023105)
|
4,347 |
$1,658k |
|
SYSCO CORP (871829107)
|
23,772 |
$1,587k |
|
COCA-COLA CO (191216100)
|
32,412 |
$1,519k |
|
WELLS FARGO CO NEW (949746101)
|
30,903 |
$1,493k |
|
SPDR DOW JONES INDL (78467X109)
|
5,756 |
$1,492k |
|
Amazon.com Inc (023135106)
|
832 |
$1,482k |
|
ISHARES (464288448)
|
45,321 |
$1,399k |
|
CVS HEALTH CORP (126650100)
|
23,405 |
$1,262k |
|
MONDELEZ INTL INC (609207105)
|
25,093 |
$1,253k |
|
MCDONALDS CORP (580135101)
|
6,553 |
$1,244k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
11,308 |
$1,217k |
|
BARCLAYS BK PLC (06740L444)
|
76,970 |
$1,191k |
|
ENERGY TRANSFER LP (29273V100)
|
70,825 |
$1,089k |
|
ALPHABET INC (02079K305)
|
845 |
$994k |
|
VANGUARD MUN BD FD INC (922907746)
|
17,876 |
$932k |
|
INTL BUSINESS MCHN (459200101)
|
6,522 |
$920k |
|
SOUTHERN CO (842587107)
|
16,406 |
$848k |
|
COMCAST CORP (20030N101)
|
20,560 |
$822k |
|
EMERSON ELEC CO (291011104)
|
11,599 |
$794k |
|
VANGUARD INDEX FDS (922908652)
|
6,423 |
$742k |
|
L BRANDS INC (501797104)
|
26,458 |
$730k |
|
JD.com Inc (47215P106)
|
23,130 |
$697k |
|
ISHARES TR (464287119)
|
3,491 |
$638k |
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
41,951 |
$632k |
|
GENERAL MILLS INC (370334104)
|
12,073 |
$625k |
|
GENERAL DYNAMICS (369550108)
|
3,672 |
$622k |
|
VISA INC COM CL A (92826C839)
|
3,863 |
$603k |
|
VANGUARD CHARLOTTE FDS (92203J407)
|
10,534 |
$587k |
|
ISHARES RUS (464287689)
|
3,500 |
$583k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
2,565 |
$562k |
|
iShares MSCI USA ESG Select ET (464288802)
|
4,640 |
$549k |
|
ISHARES TR (464287671)
|
8,586 |
$518k |
|
3M CO (88579Y101)
|
2,460 |
$511k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,750 |
$494k |
|
SMUCKER J M CO (832696405)
|
4,244 |
$494k |
|
COSTCO WHSL CORP (22160K105)
|
1,995 |
$483k |
|
LILLY ELI & CO (532457108)
|
3,575 |
$464k |
|
AFLAC INC (001055102)
|
9,182 |
$459k |
|
DOMINION ENERGY INC (25746U109)
|
5,875 |
$450k |
|
Netflix Inc (64110L106)
|
1,246 |
$444k |
|
CINTAS CORP (172908105)
|
2,146 |
$434k |
|
ISHARES TR (464289867)
|
9,679 |
$433k |
|
ConocoPhillips (20825C104)
|
6,257 |
$418k |
|
BAXTER INTL INC (071813109)
|
4,986 |
$405k |
|
INVESTAR HLDG CORP (46134L105)
|
17,114 |
$389k |
|
DowDuPont, Inc. (26078j100)
|
7,134 |
$380k |
|
EXACT SCIENCES CORP (30063P105)
|
4,300 |
$372k |
|
iShares Short Term Nat'l Muni (464288158)
|
3,502 |
$371k |
|
ZOETIS INC (98978V103)
|
3,639 |
$366k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,149 |
$361k |
|
NAVISTAR INTL CORP COM (63934E108)
|
11,005 |
$355k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
2,696 |
$344k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,065 |
$332k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
3,825 |
$332k |
|
ISHARES TR (46434VBK5)
|
12,750 |
$315k |
|
ISHARES TR (46434VBD1)
|
12,550 |
$312k |
|
KRAFT HEINZ CO (500754106)
|
9,216 |
$301k |
|
LAM RESEARCH CORP (512807108)
|
1,536 |
$275k |
|
ISHARES TR (46434VAX8)
|
10,600 |
$265k |
|
VANGUARD INTL EQUITY (922042718)
|
2,548 |
$265k |
|
MERCK & CO INC (58933Y105)
|
3,099 |
$258k |
|
ISHARES (464287796)
|
7,135 |
$257k |
|
DUKE ENERGY CORP (26441C204)
|
2,626 |
$236k |
|
SELECT SECTOR SPDR (81369Y803)
|
3,165 |
$234k |
|
ISHARES TR (46434VAQ3)
|
9,000 |
$227k |
|
Royal Dutch Shell PLC (780259206)
|
3,609 |
$226k |
|
ENBRIDGE INC (29250N105)
|
6,236 |
$226k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,249 |
$224k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,477 |
$224k |
|
EATON CORPORATION (G29183103)
|
2,705 |
$218k |
|
PROSHARES TR (74347B201)
|
6,637 |
$214k |
|
US BANCORP DEL (902973304)
|
4,414 |
$213k |
|
GENERAL ELECTRIC CO (369604103)
|
17,796 |
$178k |
|
NUVEEN MUN VALUE FD INC (670928100)
|
11,831 |
$118k |
|
TITAN INTL INC (88830M102)
|
12,000 |
$72k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.