Smallwood Wealth Investment Management, LLC

Q4 2022 vs. Q3 2023 13F Holdings

Period
Q4 2022
Q3 2023
Holdings as of
12/31/2022
9/30/2023
Value ($000)
$118,160
$109,881
Num holdings
75
62
Form type
13F-HR
13F-HR
Date filed
2/14/2023
10/31/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2022 Q3 2023 Diff Chg % Q4 2022 Q3 2023 Diff Chg %