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John L. Smallwood

@Smallwood Wealth Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$146.609MTotal holdings78
Assets growth rate4.58%Assets growth rate (2-Q avg)6.43%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Smallwood Wealth Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Smallwood Wealth Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.609M in assets, with a quarterly growth rate of 4.58% and a 2-quarter average growth rate of 6.43%. The portfolio is managed by John L. Smallwood, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VDEVanguard World Fd
Recent Activity
New Position
1.66%
$2.422M
19,964 shares@ $121.32 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.71%
$1.038M↑ Call
1,771 shares@ $586.09 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.35%
$504,939
8,956 shares@ $56.38 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.3%
$426,101
9,249 shares@ $46.07 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.29%
$419,811
5,146 shares@ $81.59 avg price
BXBlackstone Inc
Recent Activity
New Position
0.16%
$220,881
1,281 shares@ $172.43 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.15%
$219,588
1,160 shares@ $189.3 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.15%
$212,205
715 shares@ $296.8 avg price