Smallwood Wealth Investment Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1921304
RED BANK, NJ
Position in ADP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$128,003
-$34,051 QoQ
Shares Held
630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $407,682 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,885 | $215,229 | |
| 2 | CRM |
Salesforce, Inc.
|
329 | $51,541 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
100 | $37,532 | |
| 4 | NOW |
ServiceNow, Inc.
|
360 | $35,740 | |
| 5 | UBER |
Uber Technologies, Inc
|
465 | $33,554 | |
| 6 | ADBE |
Adobe Inc.
|
142 | $29,112 | |
| 7 | ZM |
Zoom Communications, Inc.
|
29 | $2,502 | |
| 8 | SNOW |
Snowflake Inc.
|
5 | $1,272 |
All Filings in ADP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,003 | 630 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $162,054 | 630 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $184,905 | 630 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $194,292 | 630 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $192,483 | 630 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||