Smith & Howard Wealth Management, LLC

Q4 2024 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
12/31/2024
Value
$354M
Value excl. options
$353M
Num holdings
83
Date filed
2/7/2025
Form type
13F-HR
Prev filing
10/23/2024
Next filing
4/22/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None