Smith & Howard Wealth Management, LLC Reduced Holdings in Q1 2025

Smith & Howard Wealth Management, LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-69.4K
- 14.51%
$49.69 - $50.76 $3.45M - $3.52M
409K $20.4M
VTI
Vanguard Total Stock Market Et

ETFs
-2.63K
- 1.6%
$271.18 - $303.12 $713K - $797K
162K $44.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.6K
- 32.18%
$21.23 - $23.75 $480K - $537K
47.6K $1.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.3K
- 5.22%
$71.17 - $73.66 $806K - $834K
206K $15.1M
AAPL
Apple Inc.

Technology
-71
- 0.49%
$209.68 - $247.1 $14.9K - $17.5K
14.4K $3.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-9K
- 61.87%
$47.59 - $48.35 $428K - $435K
5.54K $268K
MSFT
Microsoft Corp

Technology
-19
- 0.53%
$375.39 - $447.2 $7.13K - $8.5K
3.54K $1.33M
GOOGL
Alphabet Inc.

Communication Services
-73
- 2.22%
$154.33 - $206.19 $11.3K - $15.1K
3.21K $496K
SUB
Ishares Short Term National Mu

ETFs
-1.2K
- 3.99%
$105.3 - $106.24 $126K - $127K
28.8K $3.04M
XLK
Technology Sector Spdr

ETFs
-13
- 0.6%
$206.38 - $242.18 $2.68K - $3.15K
2.16K $446K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.94%
$554.06 - $615.85 $4.99K - $5.54K
944 $530K
META
Meta Platforms, Inc.

Communication Services
-31
- 4.23%
$576.36 - $736.67 $17.9K - $22.8K
701 $404K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-45
- 2.12%
$101.98 - $115.66 $4.59K - $5.2K
2.08K $212K
BAC
Bank Of America Corp

Financial Services
-63
- 0.79%
$39.61 - $47.74 $2.5K - $3.01K
7.9K $329K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 1.41%
$890.62 - $1076.86 $11.6K - $14K
907 $857K
IAU
Ishares Gold Trust

ETFs
-626
- 11.13%
$49.74 - $58.96 $31.1K - $36.9K
5K $294K
ABBV
Abb Vie Inc.

Healthcare
-37
- 3.0%
$169.2 - $216.66 $6.26K - $8.02K
1.2K $251K
VEU
Vanguard Ftse All World Ex Us

ETFs
-350
- 2.1%
$56.51 - $62.98 $19.8K - $22K
16.3K $990K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-4.01K
- 3.6%
$34.32 - $37.26 $138K - $149K
108K $3.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.39K
- 1.22%
$42.5 - $46.71 $102K - $112K
194K $8.79M
KO
Coca Cola CO

Consumer Defensive
-504
- 2.4%
$60.81 - $72.32 $30.6K - $36.4K
20.5K $1.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-380
- 0.72%
$74.85 - $84.89 $28.4K - $32.3K
52.7K $4.31M
VEA
Vanguard Ftse Developed Market

ETFs
-6.09K
- 2.3%
$47.4 - $52.99 $289K - $323K
259K $13.2M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 2 Puts 0
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