Smith & Howard Wealth Management, LLC Reduced Holdings in Q4 2024

Smith & Howard Wealth Management, LLC

  • $353 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-21.8K
- 70.09%
$105.51 - $125.37 $2.3M - $2.73M
9.31K $1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-5.81K
- 6.1%
$52.1 - $57.26 $302K - $332K
89.4K $4.66M
BAC
Bank Of America Corp

Financial Services
-11.7K
- 59.48%
$39.22 - $47.77 $458K - $558K
7.96K $349K
TFC
Truist Financial Corp

Financial Services
-8.91K
- 61.51%
$41.51 - $48.1 $370K - $429K
5.58K $241K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-478
- 5.54%
$442.29 - $483.08 $211K - $231K
8.15K $3.69M
IWD
Ishares Russell 1000 Val ETF

ETFs
-284
- 0.7%
$183.23 - $199.79 $52K - $56.7K
40.5K $7.49M
KO
Coca Cola CO

Consumer Defensive
-257
- 1.21%
$61.74 - $71.71 $15.9K - $18.4K
21K $1.31M
MUB
Ishares National Muni Bond ETF

ETFs
-227
- 0.26%
$105.78 - $108.7 $24K - $24.7K
88K $9.37M
SUB
Ishares Short Term National Mu

ETFs
-1.53K
- 4.86%
$104.94 - $106.2 $161K - $163K
30K $3.17M
IAU
Ishares Gold Trust

ETFs
-3.65K
- 39.32%
$48.37 - $52.65 $176K - $192K
5.62K $278K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.19K
- 2.77%
$87.25 - $95.52 $103K - $113K
41.6K $3.68M
IEMG
Ishares Inc

ETFs
-1.6K
- 0.78%
N/A
202K $10.8M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.38%
$385.02 - $431.37 $6.93K - $7.76K
4.72K $1.84M
VO
Vanguard Mid Cap ETF

ETFs
-341
- 0.97%
$261.5 - $284.63 $89.2K - $97.1K
35K $9.24M
MSFT
Microsoft Corp

Technology
-100
- 2.73%
$406.35 - $454.46 $40.6K - $45.4K
3.56K $1.5M
IWM
Ishares Russell 2000 ETF

ETFs
-318
- 1.32%
$216.13 - $242.4 $68.7K - $77.1K
23.7K $5.24M
XLV
Select Sector Spdr Fund Health

ETFs
-221
- 11.63%
$136.28 - $154.74 $30.1K - $34.2K
1.68K $230K
IVV
Ishares Core S&P 500 ETF

ETFs
-114
- 10.68%
$570.51 - $610.59 $65K - $69.6K
953 $561K
META
Meta Platforms, Inc.

Communication Services
-100
- 12.02%
$554.08 - $632.68 $55.4K - $63.3K
732 $431K
XLK
Technology Sector Spdr

ETFs
-260
- 10.68%
$220.26 - $241.44 $57.3K - $62.8K
2.18K $505K
UNP
Union Pacific Corp

Industrials
-60
- 4.62%
$223.15 - $249.32 $13.4K - $15K
1.24K $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 3.56%
$521.84 - $558.82 $8.87K - $9.5K
460 $247K
American Beacon Select Funds
-18.6K
- 27.57%
N/A
48.8K $0
VTI
Vanguard Total Stock Market Et

ETFs
-3.82K
- 2.27%
$280.04 - $302.45 $1.07M - $1.15M
164K $47.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-250
- 1.67%
$567.81 - $607.81 $142K - $152K
14.7K $8.63M
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.24%
$205.18 - $250.29 $5.13K - $6.26K
2K $478K
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.45%
$161.86 - $196.66 $2.43K - $2.95K
3.28K $621K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-6.51K
- 5.51%
$31.7 - $36.82 $206K - $240K
112K $3.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-487
- 2.85%
$370.24 - $418.94 $180K - $204K
16.6K $6.66M
VUG
Vanguard Growth ETF

ETFs
-1.13K
- 4.02%
$378.79 - $428.11 $428K - $484K
27K $11.1M
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Smith & Howard Wealth Management, LLC Portfolio

Follow Smith & Howard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email