Smallwood Wealth Investment Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$129M
Signature - Title
John L. Smallwood - CCO
Location
199 Broad Street, Red Bank, New Jersey
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 67 $129M +$6.45M -$8.09M -$1.64M ITOT, AAPL, VTI, VOE, ICE 13F-HR 7/26/2024, 02:36 PM
Q1 2024 67 $129M +$2.88M -$2.12M +$763K ITOT, VTI, AAPL, VOE, ICE 13F-HR 4/24/2024, 05:50 PM
Q4 2023 65 $121M +$3.5M -$3M +$502K ITOT, AAPL, VTI, VOE, ICE 13F-HR 1/23/2024, 04:35 PM
Q3 2023 62 $110M +$3.13M -$993K +$2.14M ITOT, AAPL, VTI, VOE, PULS 13F-HR 10/31/2023, 02:06 PM
Q2 2023 63 $112M +$2.94M -$2.38M +$554K ITOT, AAPL, VTI, VOE, ICE 13F-HR 7/17/2023, 04:54 PM
Q1 2023 60 $106M +$1.53M -$20.9M -$19.4M ITOT, AAPL, VTI, VOE, BIV 13F-HR 4/25/2023, 04:51 PM
Q4 2022 74 $118M +$4.87M -$4.27M +$601K ITOT, AAPL, VTI, VOE, BIV 13F-HR 2/14/2023, 11:22 AM
Q3 2022 73 $111M +$23M -$4.59M +$18.4M ITOT, AAPL, VTI, VOE, BIV 13F-HR 11/14/2022, 11:18 AM
Q2 2022 61 $98.7M +$11.1M -$1.65M +$9.46M ITOT, AAPL, VOE, VTI, ICE 13F-HR 8/8/2022, 02:33 PM
Q1 2022 56 $106M +$4.11M -$2.98M +$1.12M ITOT, AAPL, VOE, ICE, VTI 13F-HR 4/21/2022, 04:01 PM
Q4 2021 54 $107M $0 $0 ITOT, AAPL, VTI, ICE, VOE 13F-HR 4/5/2022, 04:00 PM