Smith & Howard Wealth Management, LLC Portfolio Holdings

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 2024

Smith & Howard Wealth Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $354 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $60.1M, Vanguard Total Stock Market Et with a value of $47.6M, Ishares Tr with a value of $28.4M, Vanguard Value ETF with a value of $19.2M, and Jp Morgan Tr Mun ETF (De) with a value of $15.9M.

Examining the 13F form we can see an increase of $18.9M in the current position value, from $335M to 354M.

Below you can find more details about Smith & Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
ETFs: $324 Million
Financial Services: $8.44 Million
Technology: $5.87 Million
Energy: $3.89 Million
Consumer Defensive: $2.95 Million
Consumer Cyclical: $2.88 Million
Healthcare: $2.08 Million
Communication Services: $1.6 Million
Other: $1.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $354 Million
  • Prior Value $335 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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