Smallwood Wealth Investment Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$145M
Signature - Title
John L. Smallwood - CCO
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by Smallwood Wealth Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smallwood Wealth Investment Management, LLC reported 78 stock holdings with total value $145M as of Q4 2024. Top holdings included ITOT, AAPL, VTI, VOE, and ICE.
Holdings Value