Smallwood Wealth Investment Management »

Automatic Data Processing shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Automatic Data Processing

Tip: Access up to 7 years of quarterly data

All positions including Automatic Data Processing held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Automatic Data Processing by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $185k 630 293.50
2025-06-30 $194k 630 308.40
2025-03-31 $193k 630 305.53

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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

Top funds holding Automatic Data Processing

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Wells Fargo & Company
Wellington Management Company
Bank of New York Mellon
Alliancebernstein
Northern Trust
Invesco
Ameriprise Financial
Fundsmith
Goldman Sachs Group

View all funds holding Automatic Data Processing