Smallwood Wealth Investment Management, LLC

Q1 2025 13F Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2025
Value ($000)
$158,813
Num holdings
505
Date filed
4/25/2025
Form type
13F-HR
Prev filing
1/17/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type