• 13F History

Smallwood Wealth Investment Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$145M
Signature - Title
John L. Smallwood - CCO
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by Smallwood Wealth Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smallwood Wealth Investment Management, LLC reported 78 stock holdings with total value $145M as of Q4 2024. Top holdings included ITOT, AAPL, VTI, VOE, and ICE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 78 $145M +$9.89M -$4.6M +$5.29M ITOT, AAPL, VTI, VOE, ICE 13F-HR 1/17/2025, 04:43 PM
Q3 2024 70 $140M +$5.82M -$3.42M +$2.4M ITOT, AAPL, VTI, VOE, ICE 13F-HR 10/16/2024, 03:52 PM
Q2 2024 67 $129M +$6.45M -$8.09M -$1.64M ITOT, AAPL, VTI, VOE, ICE 13F-HR 7/26/2024, 02:36 PM
Q1 2024 67 $129M +$2.88M -$2.12M +$763K ITOT, VTI, AAPL, VOE, ICE 13F-HR 4/24/2024, 05:50 PM
Q4 2023 65 $121M +$3.5M -$3M +$502K ITOT, AAPL, VTI, VOE, ICE 13F-HR 1/23/2024, 04:35 PM
Q3 2023 64 $110M +$3.13M -$993K +$2.14M ITOT, AAPL, VTI, VOE, PULS 13F-HR 10/31/2023, 02:06 PM
Q2 2023 63 $112M +$2.94M -$2.38M +$554K ITOT, AAPL, VTI, VOE, ICE 13F-HR 7/17/2023, 04:54 PM
Q1 2023 60 $106M +$1.53M -$14.4M -$12.9M ITOT, AAPL, VTI, VOE, BIV 13F-HR 4/25/2023, 04:51 PM
Q4 2022 75 $118M +$4.87M -$2.48M +$2.39M ITOT, AAPL, VTI, VOE, BIV 13F-HR 2/14/2023, 10:22 AM
Q3 2022 74 $111M +$23.5M -$3.74M +$19.7M ITOT, AAPL, VTI, VOE, BIV 13F-HR 11/14/2022, 10:18 AM
Q2 2022 61 $98.7M +$11.1M -$304K +$10.8M ITOT, AAPL, VOE, VTI, ICE 13F-HR 8/8/2022, 02:33 PM
Q1 2022 56 $104M +$4.05M -$1.19M +$2.86M ITOT, AAPL, VOE, ICE, VTI 13F-HR 4/21/2022, 04:01 PM
Q4 2021 54 $105M ITOT, AAPL, VTI, ICE, VOE 13F-HR 4/5/2022, 04:00 PM