Smallwood Wealth Investment Management, LLC

Q4 2022 13F Holdings

Location
Red Bank, NJ
Holdings as of
12/31/2022
Value
$118M
Value excl. options
$118M
Num holdings
75
Date filed
2/14/2023
Form type
13F-HR
Prev filing
11/14/2022
Next filing
4/25/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type