Smith & Howard Wealth Management, LLC Portfolio Holdings

Smith & Howard Wealth Management, LLC

  • $335 Million
  • Q2 2024

Smith & Howard Wealth Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $335 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 $51.1M, Vanguard Total Stock Market Et with a value of $48.1M, Ishares Tr with a value of $26.7M, Vanguard Value ETF with a value of $17.4M, and Jp Morgan Tr Mun ETF (De) with a value of $14.2M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $322M to 335M.

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

Portfolio value $335 Million
ETFs: $310 Million
Financial Services: $7.5 Million
Technology: $5.64 Million
Consumer Defensive: $2.8 Million
Consumer Cyclical: $2.6 Million
Healthcare: $1.98 Million
Communication Services: $1.71 Million
Industrials: $1.15 Million
Other: $822,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $335 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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