Smallwood Wealth Investment Management, LLC

Q2 2025 13F Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2025
Value ($000)
$175,262
Num holdings
568
Date filed
10/2/2025
Form type
13F-HR
Prev filing
4/25/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type