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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
FRDMEa Series Trust
Recent Activity
Increased 6.18%
2.45%
$3.591M
109,876 shares@ $32.68 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Increased 1.11%
2.15%
$3.142M
107,521 shares@ $29.22 avg price
DWMWisdomtree Tr
Recent Activity
Increased 3.79%
1.93%
$2.827M
53,654 shares@ $52.7 avg price
AMJBJpmorgan Chase Finl Co Llc
Recent Activity
Increased 35.71%
1.73%
$2.531M
85,769 shares@ $29.51 avg price
MMITNew York Life Invts Active E
Recent Activity
Increased 110.11%
1.41%
$2.066M
86,051 shares@ $24.02 avg price
GUNRFlexshares Tr
Recent Activity
Increased 64.36%
1.32%
$1.929M
53,043 shares@ $36.36 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.05%
1.32%
$1.921M
15,959 shares@ $120.36 avg price
RWRSpdr Ser Tr
Recent Activity
Increased 56.69%
1.18%
$1.73M
17,494 shares@ $98.87 avg price
BRBroadridge Finl Solutions In
Recent Activity
Increased 79.17%
0.99%
$1.439M↓ Put
6,364 shares@ $226.08 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.45%
0.96%
$1.395M
7,326 shares@ $190.45 avg price