Smallwood Wealth Investment Management, LLC Options Holdings

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$937,000
1.6K
Q4 2024
New holding
BR
Broadridge Financial Solutions, Inc.

Technology
PUT
$633,000
2.8K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $142 Million
  • Prior Value $137 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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