Smith & Howard Wealth Management, LLC Portfolio Holdings

Smith & Howard Wealth Management, LLC

  • $353 Million
  • Q4 2024

Smith & Howard Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $353 Million distributed in 83 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 $59.2M, Vanguard Total Stock Market Et with a value of $47.6M, Ishares Tr with a value of $27M, Jp Morgan Tr Mun ETF (De) with a value of $24M, and Vanguard Value ETF with a value of $18.9M.

Examining the 13F form we can see an decrease of $886K in the current position value, from $354M to 353M.

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

Portfolio value $353 Million
ETFs: $327 Million
Financial Services: $7.76 Million
Technology: $6.42 Million
Consumer Cyclical: $3.14 Million
Consumer Defensive: $2.73 Million
Healthcare: $1.89 Million
Communication Services: $1.72 Million
Energy: $1.44 Million
Other: $819,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $353 Million
  • Prior Value $354 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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