| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 31.9% |
| APPLE INC | 11 | Q2 2024 | 14.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 6.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.2% |
| INTERCONTINENTAL EXCHANGE IN | 11 | Q2 2024 | 5.0% |
| M & T BK CORP | 11 | Q2 2024 | 2.9% |
| WISDOMTREE TR | 11 | Q2 2024 | 2.1% |
| PHILIP MORRIS INTL INC | 11 | Q2 2024 | 1.8% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.8% |
View Smallwood Wealth Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
View Smallwood Wealth Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.