Smallwood Wealth Investment Management, LLC

Q4 2022 vs. Q1 2025 13F Holdings

Period
Q4 2022
Q1 2025
Holdings as of
12/31/2022
3/31/2025
Value ($000)
$118,160
$158,813
Num holdings
75
505
Form type
13F-HR
13F-HR
Date filed
2/14/2023
4/25/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2022 Q1 2025 Diff Chg % Q4 2022 Q1 2025 Diff Chg %