Smallwood Wealth Investment Management
Latest statistics and disclosures from Smallwood Wealth Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, AAPL, VTI, VOE, FRDM, and represent 46.06% of Smallwood Wealth Investment Management's stock portfolio.
- Added to shares of these 10 stocks: MMIT, NFLX, HELO, JEPQ, CGDV, JCPB, IBIT, JEPI, XLK, CRDO.
- Started 25 new stock positions in Opendoor Technologies, HRB, Unilever, Opendoor Technologies, RENT, FDVV, CRDO, Opendoor Technologies, ASTS, ITA.
- Reduced shares in these 10 stocks: ITOT, , VTI, , MUB, PULS, VOE, VOO, FRDM, PEG.
- Sold out of its positions in AFL, ALGN, TEAM, BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn, CRWV, DBRG, DIV, OEF, IVW, IYW.
- Smallwood Wealth Investment Management was a net seller of stock by $-8.4M.
- Smallwood Wealth Investment Management has $191M in assets under management (AUM), dropping by -2.70%.
- Central Index Key (CIK): 0001921304
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Portfolio Holdings for Smallwood Wealth Investment Management
Smallwood Wealth Investment Management holds 521 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Smallwood Wealth Investment Management has 521 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Smallwood Wealth Investment Management Dec. 31, 2025 positions
- Download the Smallwood Wealth Investment Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 26.9 | $51M | -7% | 346k | 148.69 |
|
| Apple (AAPL) | 6.6 | $13M | 46k | 271.86 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.3 | $10M | -8% | 30k | 335.28 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.1 | $7.9M | -5% | 45k | 177.37 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 3.1 | $6.0M | -5% | 117k | 51.27 |
|
| Intercontinental Exchange (ICE) | 2.9 | $5.6M | 35k | 161.96 |
|
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 2.9 | $5.5M | +11% | 83k | 66.43 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.8 | $5.4M | +4% | 124k | 43.64 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.4 | $4.6M | -9% | 93k | 49.59 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.1 | $4.0M | -4% | 116k | 34.65 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 2.1 | $4.0M | +22% | 162k | 24.33 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 2.1 | $3.9M | -5% | 57k | 68.76 |
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| Vanguard World Energy Etf (VDE) | 1.5 | $2.9M | 23k | 125.92 |
|
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 1.4 | $2.8M | -2% | 92k | 29.91 |
|
| Philip Morris International (PM) | 1.3 | $2.6M | 16k | 160.41 |
|
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| NVIDIA Corporation (NVDA) | 1.3 | $2.5M | 14k | 186.50 |
|
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| Flexshares Tr Mornstar Upstr (GUNR) | 1.3 | $2.5M | -6% | 54k | 45.85 |
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| Microsoft Corporation (MSFT) | 1.3 | $2.4M | 5.0k | 483.69 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.3M | 7.2k | 313.82 |
|
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.1 | $2.0M | +27% | 35k | 58.12 |
|
| Ishares Tr National Mun Etf (MUB) | 1.0 | $1.9M | -21% | 18k | 107.11 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.0 | $1.8M | +11% | 39k | 47.35 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 1.0 | $1.8M | 15k | 118.92 |
|
|
| Spdr Series Trust State Street Spd (RWR) | 0.9 | $1.8M | -3% | 18k | 98.23 |
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| International Business Machines (IBM) | 0.9 | $1.7M | 5.8k | 296.22 |
|
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.5M | 13k | 120.35 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $1.3M | -4% | 55k | 24.04 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $1.3M | +12% | 22k | 57.24 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.2M | 8.5k | 143.32 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.0M | -25% | 1.6k | 627.49 |
|
| Amazon (AMZN) | 0.5 | $935k | 4.0k | 230.82 |
|
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| Broadridge Financial Solutions (BR) | 0.4 | $840k | 3.8k | 223.21 |
|
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| Netflix (NFLX) | 0.4 | $714k | +829% | 7.6k | 93.76 |
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| Broadcom (AVGO) | 0.4 | $670k | 1.9k | 346.10 |
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|
| Chevron Corporation (CVX) | 0.3 | $649k | 4.3k | 152.43 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $647k | 2.0k | 322.22 |
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| Walt Disney Company (DIS) | 0.3 | $627k | 5.5k | 113.79 |
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| Home Depot (HD) | 0.3 | $608k | 1.8k | 344.10 |
|
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| Progyny (PGNY) | 0.3 | $603k | -13% | 24k | 25.68 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $599k | -4% | 8.1k | 73.56 |
|
| Caterpillar (CAT) | 0.3 | $589k | 1.0k | 573.09 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $573k | 11k | 53.83 |
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| Abbvie (ABBV) | 0.3 | $563k | 2.5k | 228.49 |
|
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| Oracle Corporation (ORCL) | 0.3 | $509k | 2.6k | 194.93 |
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| Johnson & Johnson (JNJ) | 0.3 | $498k | -6% | 2.4k | 207.03 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $491k | -6% | 4.5k | 110.19 |
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| New Jersey Resources Corporation (NJR) | 0.3 | $490k | 11k | 46.12 |
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| Public Service Enterprise (PEG) | 0.2 | $444k | -40% | 5.5k | 80.30 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $439k | 2.5k | 177.75 |
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| At&t (T) | 0.2 | $426k | 17k | 24.84 |
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| Meta Platforms Cl A (META) | 0.2 | $425k | 644.00 | 660.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $417k | 1.7k | 246.19 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $414k | 66k | 6.30 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $396k | +5% | 8.1k | 48.70 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $385k | 5.0k | 76.23 |
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| Morgan Stanley Com New (MS) | 0.2 | $366k | 2.1k | 177.61 |
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| Bristol Myers Squibb (BMY) | 0.2 | $355k | 6.6k | 53.95 |
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| Pepsi (PEP) | 0.2 | $344k | 2.4k | 143.57 |
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| Merck & Co (MRK) | 0.2 | $340k | -14% | 3.2k | 105.28 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $337k | -17% | 4.3k | 77.88 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $332k | 5.8k | 56.81 |
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| Valley National Ban (VLY) | 0.2 | $326k | 28k | 11.68 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $317k | 2.7k | 117.52 |
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| Altria (MO) | 0.2 | $312k | 5.4k | 57.67 |
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| M&T Bank Corporation (MTB) | 0.2 | $307k | 1.5k | 201.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $302k | +9% | 966.00 | 313.00 |
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| Boeing Company (BA) | 0.2 | $297k | -6% | 1.4k | 217.15 |
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| Amgen (AMGN) | 0.2 | $289k | 884.00 | 327.43 |
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| Colgate-Palmolive Company (CL) | 0.1 | $280k | 3.5k | 79.02 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $275k | 816.00 | 336.47 |
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| American Express Company (AXP) | 0.1 | $265k | 715.00 | 369.95 |
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| Linde SHS (LIN) | 0.1 | $258k | 605.00 | 426.89 |
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| Wal-Mart Stores (WMT) | 0.1 | $257k | -8% | 2.3k | 111.43 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $250k | 8.3k | 29.89 |
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| Visa Com Cl A (V) | 0.1 | $223k | 635.00 | 351.18 |
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| McDonald's Corporation (MCD) | 0.1 | $221k | 722.00 | 305.92 |
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| Eli Lilly & Co. (LLY) | 0.1 | $216k | -3% | 201.00 | 1074.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $208k | +5% | 525.00 | 396.31 |
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| Verizon Communications (VZ) | 0.1 | $204k | 5.0k | 40.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $200k | 1.3k | 154.18 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $200k | +16% | 1.2k | 160.97 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $199k | +526% | 4.0k | 49.65 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $194k | 15k | 12.64 |
|
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| Fs Kkr Capital Corp (FSK) | 0.1 | $193k | -22% | 13k | 14.81 |
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| Motorola Solutions Com New (MSI) | 0.1 | $189k | 491.00 | 383.86 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $187k | 8.0k | 23.34 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $182k | 991.00 | 183.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $178k | 2.0k | 89.46 |
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| Inventrust Pptys Corp Com New (IVT) | 0.1 | $171k | -43% | 6.1k | 28.21 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $171k | 353.00 | 484.46 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $168k | +100% | 1.2k | 143.97 |
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| Automatic Data Processing (ADP) | 0.1 | $162k | 630.00 | 257.23 |
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| Cisco Systems (CSCO) | 0.1 | $159k | -5% | 2.1k | 77.06 |
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| Travelers Companies (TRV) | 0.1 | $152k | 523.00 | 290.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $150k | +10% | 1.6k | 93.22 |
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| Church & Dwight (CHD) | 0.1 | $150k | 1.8k | 83.89 |
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| Lowe's Companies (LOW) | 0.1 | $147k | -16% | 610.00 | 241.16 |
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| Marvell Technology (MRVL) | 0.1 | $142k | 1.7k | 84.98 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $142k | 1.4k | 101.98 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $137k | -2% | 1.2k | 117.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $137k | -59% | 201.00 | 681.92 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $131k | 4.0k | 32.57 |
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| Republic Services (RSG) | 0.1 | $129k | 610.00 | 211.93 |
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| Ptc Therapeutics I (PTCT) | 0.1 | $128k | 1.7k | 75.96 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $126k | -3% | 6.0k | 20.89 |
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| PNC Financial Services (PNC) | 0.1 | $123k | 591.00 | 208.73 |
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| Pfizer (PFE) | 0.1 | $122k | -3% | 4.9k | 24.90 |
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| Blackrock (BLK) | 0.1 | $122k | +2% | 114.00 | 1070.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $120k | 465.00 | 257.95 |
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| Abbott Laboratories (ABT) | 0.1 | $119k | 953.00 | 125.30 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $119k | 658.00 | 181.47 |
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| Ge Vernova (GEV) | 0.1 | $117k | 179.00 | 653.57 |
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| Southern Company (SO) | 0.1 | $114k | 1.3k | 87.20 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $111k | 312.00 | 357.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $108k | 189.00 | 572.58 |
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| Tesla Motors (TSLA) | 0.1 | $108k | -25% | 240.00 | 449.72 |
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| Coca-Cola Company (KO) | 0.1 | $105k | 1.5k | 69.91 |
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| Bank of America Corporation (BAC) | 0.1 | $104k | +18% | 1.9k | 55.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $104k | 1.0k | 99.88 |
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| Costco Wholesale Corporation (COST) | 0.1 | $100k | -11% | 116.00 | 862.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $96k | -15% | 156.00 | 614.86 |
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| salesforce (CRM) | 0.0 | $90k | 338.00 | 265.22 |
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| Corning Incorporated (GLW) | 0.0 | $90k | 1.0k | 87.56 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $89k | +2% | 770.00 | 116.09 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $89k | -8% | 1.3k | 68.36 |
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| CVS Caremark Corporation (CVS) | 0.0 | $89k | 1.1k | 79.36 |
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| Hldgs (UAL) | 0.0 | $88k | -47% | 790.00 | 111.82 |
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| Ge Aerospace Com New (GE) | 0.0 | $87k | 281.00 | 308.03 |
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| UnitedHealth (UNH) | 0.0 | $84k | 254.00 | 330.11 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $83k | +5% | 580.00 | 143.52 |
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| Eastman Chemical Company (EMN) | 0.0 | $82k | 1.3k | 63.83 |
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| Valero Energy Corporation (VLO) | 0.0 | $81k | 500.00 | 162.79 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $80k | 856.00 | 93.97 |
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| Eaton Corp SHS (ETN) | 0.0 | $80k | 250.00 | 318.51 |
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| Norfolk Southern (NSC) | 0.0 | $79k | 275.00 | 288.72 |
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| Micron Technology (MU) | 0.0 | $79k | 276.00 | 286.14 |
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| Kinder Morgan (KMI) | 0.0 | $79k | 2.9k | 27.49 |
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| Capital One Financial (COF) | 0.0 | $78k | 322.00 | 242.36 |
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| Cummins (CMI) | 0.0 | $77k | 150.00 | 510.45 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $77k | -11% | 132.00 | 579.45 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $74k | 1.5k | 48.32 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $72k | 150.00 | 480.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $71k | 150.00 | 473.30 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $70k | 275.00 | 256.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $69k | -42% | 1.0k | 67.22 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $69k | 822.00 | 83.75 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $69k | 1.9k | 37.00 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $68k | -10% | 900.00 | 75.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $67k | -59% | 97.00 | 691.81 |
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| International Flavors & Fragrances (IFF) | 0.0 | $67k | 987.00 | 67.39 |
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| MasTec (MTZ) | 0.0 | $65k | 300.00 | 217.37 |
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| American Electric Power Company (AEP) | 0.0 | $63k | 550.00 | 115.31 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $63k | 890.00 | 70.41 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $62k | 360.00 | 171.18 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $60k | 4.1k | 14.70 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $60k | +20% | 1.1k | 54.77 |
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| Sentinelone Cl A (S) | 0.0 | $60k | 4.0k | 15.00 |
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| Medtronic SHS (MDT) | 0.0 | $59k | 611.00 | 96.06 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $59k | 2.2k | 26.91 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $58k | -28% | 167.00 | 349.99 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $58k | 177.00 | 328.60 |
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| Yum! Brands (YUM) | 0.0 | $58k | 382.00 | 151.36 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $57k | 2.0k | 28.82 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $56k | 9.0k | 6.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $56k | -23% | 2.1k | 27.43 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $56k | 630.00 | 88.49 |
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| Kkr & Co (KKR) | 0.0 | $55k | -8% | 433.00 | 127.71 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $55k | 121.00 | 453.36 |
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| PPG Industries (PPG) | 0.0 | $54k | 530.00 | 102.60 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $54k | 90.00 | 603.28 |
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| F.N.B. Corporation (FNB) | 0.0 | $54k | 3.1k | 17.10 |
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| Brown & Brown (BRO) | 0.0 | $53k | 668.00 | 79.70 |
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| Consolidated Edison (ED) | 0.0 | $53k | 532.00 | 99.34 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $53k | 2.0k | 26.24 |
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| Dell Technologies CL C (DELL) | 0.0 | $52k | -11% | 416.00 | 125.88 |
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| Applied Materials (AMAT) | 0.0 | $52k | -4% | 203.00 | 256.99 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $52k | 800.00 | 64.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $50k | 750.00 | 66.00 |
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| Chubb (CB) | 0.0 | $47k | 150.00 | 312.12 |
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| Deere & Company (DE) | 0.0 | $47k | 100.00 | 465.57 |
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| Advanced Micro Devices (AMD) | 0.0 | $46k | -6% | 213.00 | 214.16 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $46k | 444.00 | 102.73 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $46k | -11% | 832.00 | 54.71 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $44k | -32% | 209.00 | 212.07 |
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| T. Rowe Price (TROW) | 0.0 | $44k | 426.00 | 102.38 |
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| Neurocrine Biosciences (NBIX) | 0.0 | $43k | 305.00 | 141.83 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $43k | 1.1k | 38.11 |
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| ConocoPhillips (COP) | 0.0 | $42k | +2% | 448.00 | 93.67 |
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| Kite Rlty Group Tr Com New (KRG) | 0.0 | $42k | 1.7k | 23.97 |
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| Hartford Financial Services (HIG) | 0.0 | $41k | 300.00 | 137.80 |
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| Citigroup Com New (C) | 0.0 | $41k | +6% | 351.00 | 116.70 |
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| SLB Com Stk (SLB) | 0.0 | $41k | 1.1k | 38.39 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $40k | 419.00 | 96.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $40k | -38% | 53.00 | 753.77 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $40k | 6.5k | 6.17 |
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| Servicenow (NOW) | 0.0 | $40k | +400% | 260.00 | 153.19 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $39k | 84.00 | 468.75 |
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| Welltower Inc Com reit (WELL) | 0.0 | $38k | +6% | 207.00 | 185.61 |
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| Uber Technologies (UBER) | 0.0 | $38k | 465.00 | 81.71 |
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| Stryker Corporation (SYK) | 0.0 | $38k | 106.00 | 354.01 |
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| Tractor Supply Company (TSCO) | 0.0 | $38k | 750.00 | 50.01 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $37k | 2.4k | 15.35 |
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| 3M Company (MMM) | 0.0 | $37k | -34% | 231.00 | 160.10 |
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| Enterprise Products Partners (EPD) | 0.0 | $37k | 1.2k | 32.09 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $37k | 454.00 | 81.17 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $37k | 307.00 | 119.35 |
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| Ford Motor Company (F) | 0.0 | $37k | -26% | 2.8k | 13.12 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $36k | 328.00 | 109.91 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $36k | 2.0k | 18.01 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $36k | NEW | 250.00 | 143.89 |
|
| Constellation Energy (CEG) | 0.0 | $35k | 100.00 | 353.27 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $35k | 350.00 | 100.89 |
|
|
| Intel Corporation (INTC) | 0.0 | $35k | 955.00 | 36.94 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $35k | 1.4k | 24.33 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $34k | 425.00 | 80.44 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $34k | 100.00 | 336.66 |
|
|
| S&p Global (SPGI) | 0.0 | $33k | +6% | 64.00 | 522.58 |
|
| Hancock John Pfd Income Sh Ben Int (HPI) | 0.0 | $33k | -32% | 2.0k | 16.19 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $33k | 1.9k | 17.35 |
|
|
| Phillips 66 (PSX) | 0.0 | $32k | 244.00 | 129.28 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $31k | 100.00 | 312.58 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $31k | 578.00 | 53.76 |
|
|
| Royal Gold (RGLD) | 0.0 | $31k | 139.00 | 223.50 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $30k | 109.00 | 278.92 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $30k | 2.4k | 12.66 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $29k | 576.00 | 50.79 |
|
|
| FedEx Corporation (FDX) | 0.0 | $29k | 100.00 | 288.86 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $29k | 750.00 | 38.34 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $28k | 802.00 | 34.46 |
|
|
| Gilead Sciences (GILD) | 0.0 | $28k | 225.00 | 122.74 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $28k | 200.00 | 137.87 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $28k | 385.00 | 71.45 |
|
|
| Spdr Series Trust State Street Spd (XTN) | 0.0 | $27k | 300.00 | 91.37 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $27k | 485.00 | 55.04 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $27k | 226.00 | 117.72 |
|
|
| General Mills (GIS) | 0.0 | $26k | 565.00 | 46.50 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $25k | 402.00 | 63.04 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $25k | 374.00 | 67.43 |
|
|
| First Commonwealth Financial (FCF) | 0.0 | $24k | 1.4k | 16.86 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $24k | 227.00 | 104.07 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $24k | 900.00 | 26.18 |
|
|
| Nextera Energy (NEE) | 0.0 | $23k | 291.00 | 80.28 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $23k | 120.00 | 194.07 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $22k | 90.00 | 246.30 |
|
|
| Citizens Financial (CFG) | 0.0 | $22k | 378.00 | 58.41 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $22k | 300.00 | 73.48 |
|
|
| Xenia Hotels & Resorts (XHR) | 0.0 | $22k | 1.6k | 14.14 |
|
|
| Federated Premier Municipal Income (FMN) | 0.0 | $22k | 1.9k | 11.11 |
|
|
| Honeywell International (HON) | 0.0 | $21k | 109.00 | 195.08 |
|
|
| NiSource (NI) | 0.0 | $21k | 500.00 | 41.76 |
|
Past Filings by Smallwood Wealth Investment Management
SEC 13F filings are viewable for Smallwood Wealth Investment Management going back to 2021
- Smallwood Wealth Investment Management 2025 Q4 filed Jan. 23, 2026
- Smallwood Wealth Investment Management 2025 Q3 filed Oct. 17, 2025
- Smallwood Wealth Investment Management 2025 Q2 filed Oct. 3, 2025
- Smallwood Wealth Investment Management 2025 Q1 filed April 25, 2025
- Smallwood Wealth Investment Management 2024 Q4 filed Jan. 17, 2025
- Smallwood Wealth Investment Management 2024 Q3 filed Oct. 16, 2024
- Smallwood Wealth Investment Management 2024 Q2 filed July 26, 2024
- Smallwood Wealth Investment Management 2024 Q1 filed April 25, 2024
- Smallwood Wealth Investment Management 2023 Q4 filed Jan. 23, 2024
- Smallwood Wealth Investment Management 2023 Q3 filed Oct. 31, 2023
- Smallwood Wealth Investment Management 2023 Q2 filed July 17, 2023
- Smallwood Wealth Investment Management 2023 Q1 filed April 25, 2023
- Smallwood Wealth Investment Management 2022 Q4 filed Feb. 14, 2023
- Smallwood Wealth Investment Management 2022 Q3 filed Nov. 14, 2022
- Smallwood Wealth Investment Management 2022 Q2 filed Aug. 8, 2022
- Smallwood Wealth Investment Management 2022 Q1 filed April 21, 2022