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  Name: Smallwood Wealth Investment Management LLC
  City: Red Bank
  State: NJ
  Zip: 07701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $129,001,000
  Total Value Change : $8,166,000
  Securities Held Change : 2
   
All Securities Held : 67
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 30
  Unchanged Positions : 23
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 32 New $204.03 $638,000 3,114 0.49% 638,000 3,114 0.003    Business Services
   (AVGO)1 Year Chart         AVGO Broadcom Limited 59 New $1,412.13 $251,000 189 0.19% 251,000 189 0    Semiconductor- Broad...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 65 New $48.34 $207,000 4,155 0.16% 207,000 4,155 0    Networking & Communic...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 66 New $232.26 $204,000 801 0.16% 204,000 801 0    Home Improvement Stores

      4 Records Found
  1    
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