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BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn

Tip: Access up to 7 years of quarterly data

All positions including BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $643k 2.7k 238.17

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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Smallwood Wealth Investment Management

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