Smith & Howard Wealth Management, LLC Sells in Q2 2025

Smith & Howard Wealth Management, LLC

  • $323 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-575K
- 80.57%
$96.84 - $99.46 $55.7M - $57.2M
139K $13.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-75.3K
- 36.59%
$72.02 - $73.82 $5.42M - $5.56M
130K $9.6M
SUB
Ishares Short Term National Mu

ETFs
-5.98K
- 20.74%
$104.77 - $106.34 $626K - $636K
22.9K $2.43M
MUB
Ishares National Muni Bond ETF

ETFs
-2.62K
- 2.84%
$102.31 - $105.8 $268K - $277K
89.4K $9.34M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.8K
- 0.68%
$48.46 - $50.2 $135K - $140K
406K $20.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.54K
- 30.56%
$46.41 - $47.7 $164K - $169K
8.04K $382K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.71K
- 1.59%
$32.09 - $36.96 $54.9K - $63.2K
106K $3.78M
V
Visa Inc.

Financial Services
-307
- 20.03%
$308.27 - $373.31 $94.6K - $115K
1.23K $435K
JNJ
Johnson & Johnson

Healthcare
-38
- 0.63%
$146.36 - $159.82 $5.56K - $6.07K
6K $916K
EEM
Ishares Msci Emerging Markets

ETFs
-2.05K
- 31.32%
$38.52 - $48.28 $78.9K - $98.9K
4.49K $216K
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 4.86%
$285.55 - $321.23 $12.3K - $13.8K
842 $246K
VNQ
Vanguard Specialized Funds Van

ETFs
-30
- 1.16%
$79.79 - $91.42 $2.39K - $2.74K
2.55K $226K
American Beacon Select Funds
-16.3K
- 14.1%
N/A
99.2K $0
IAU
Ishares Gold Trust

ETFs
-250
- 5.0%
$56.1 - $64.74 $14K - $16.2K
4.75K $296K
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 8.25%
$451.58 - $565.94 $24.8K - $31.1K
612 $332K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-40
- 1.92%
$91.62 - $116.16 $3.66K - $4.65K
2.04K $236K
WFC
Wells Fargo & Company

Financial Services
-20
- 0.65%
$60.98 - $80.12 $1.22K - $1.6K
3.04K $243K
META
Meta Platforms, Inc.

Communication Services
-100
- 14.27%
$484.66 - $738.09 $48.5K - $73.8K
601 $443K
VEU
Vanguard Ftse All World Ex Us

ETFs
-790
- 4.84%
$54.19 - $67.22 $42.8K - $53.1K
15.5K $1.04M
GE
General Electric CO

Industrials
-2
- 0.18%
$166.81 - $257.39 $334 - $515
1.1K $283K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-37
- 2.7%
$141.37 - $228.57 $5.23K - $8.46K
1.34K $302K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-211
- 0.44%
$19.1 - $23.83 $4.03K - $5.03K
47.4K $1.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.35K
- 2.55%
$72.96 - $90.39 $98.3K - $122K
51.4K $4.59M
MSFT
Microsoft Corp

Technology
-183
- 5.17%
$354.56 - $497.45 $64.9K - $91K
3.36K $1.67M
NVDA
Nvidia Corp

Technology
-555
- 6.23%
$94.31 - $157.99 $52.3K - $87.7K
8.36K $1.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.05K
- 2.28%
$49.48 - $61.22 $101K - $125K
87.7K $5.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.11K
- 2.63%
$39.89 - $49.46 $204K - $253K
189K $9.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-891
- 4.85%
$320.42 - $421.7 $285K - $376K
17.5K $7.38M
VEA
Vanguard Ftse Developed Market

ETFs
-6.63K
- 2.56%
$45.65 - $57.01 $303K - $378K
253K $14.4M
VTI
Vanguard Total Stock Market Et

ETFs
-2.96K
- 1.83%
$243.75 - $303.93 $720K - $898K
159K $48.2M
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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