Smallwood Wealth Investment Management, LLC

Q4 2024 13F Holdings

Location
Red Bank, NJ
Holdings as of
12/31/2024
Value
$147M
Value excl. options
$145M
Num holdings
80
Date filed
1/17/2025
Form type
13F-HR
Prev filing
10/16/2024
Next filing
4/25/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type