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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
XOMExxon Mobil Corp
Recent Activity
Decreased -0.39%
0.98%
$1.425M
13,249 shares@ $107.58 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -0.31%
0.54%
$780,521
9,238 shares@ $84.5 avg price
TAt&t Inc
Recent Activity
Decreased -0.04%
0.45%
$645,616
28,354 shares@ $22.77 avg price
LQDIshares Tr
Recent Activity
Decreased -3.21%
0.35%
$507,811
4,753 shares@ $106.85 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.01%
0.34%
$496,597
8,650 shares@ $57.42 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -84.84%
0.31%
$450,997
6,035 shares@ $74.74 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
Decreased -7.44%
0.31%
$448,210
65,720 shares@ $6.82 avg price
NJRNew Jersey Res Corp
Recent Activity
Decreased -1.88%
0.3%
$426,647
9,146 shares@ $46.65 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.86%
0.26%
$373,060
1,028 shares@ $362.9 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -28.62%
0.25%
$365,873
16,845 shares@ $21.72 avg price