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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, ICE, and represent 46.48% of Smallwood Wealth Investment Management's stock portfolio.
Added to shares of these 10 stocks: ITOT, HELO, Spdr S&p 500 Etf Tr option, JCPB, BROADRIDGE FINANCIAL SOLUTIONS Cmn Stk cmn, PGNY, MMIT, JEPQ, PULS, VOE.
Started 32 new stock positions in CYBR, Spdr S&p 500 Etf Tr option, APH, QBTS, CRWV, PDBC, PGNY, OPEN, COR, WDC.
Reduced shares in these 10 stocks: MUB, IVT, , MSFT, JNJ, SHOP, ICE, ARE, , PFE.
Sold out of its positions in ACM, APD, ARE, AMT, ADI, WRB, CBOE, CME, CCJ, CTVA.
Smallwood Wealth Investment Management was a net buyer of stock by $9.7M.
Smallwood Wealth Investment Management has $196M in assets under management (AUM), dropping by 12.03%.
Central Index Key (CIK): 0001921304

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Portfolio Holdings for Smallwood Wealth Investment Management

Smallwood Wealth Investment Management holds 530 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Smallwood Wealth Investment Management has 530 total positions. Only the first 250 positions are shown.

Sign up to view all of the Smallwood Wealth Investment Management Sept. 30, 2025 positions
Download the Smallwood Wealth Investment Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	27.7	$55M	+3%	374k	145.65	View chart
Apple (AAPL)	6.1	$12M		47k	254.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$11M		33k	328.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.2	$8.2M	+3%	47k	174.58	View chart
Intercontinental Exchange (ICE)	3.0	$5.8M		35k	168.48	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.8	$5.5M	+3%	123k	44.31	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.6	$5.1M	+10%	103k	49.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.5	$5.0M	+3%	119k	42.03	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.5	$4.8M	+40%	74k	65.00	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.1	$4.2M	+4%	122k	34.17	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	2.1	$4.0M	+4%	61k	66.22	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	1.6	$3.2M	+20%	133k	24.30	View chart
Vanguard World Energy Etf (VDE)	1.5	$2.9M	+6%	23k	125.86	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.4	$2.8M	+5%	95k	29.52	View chart
Microsoft Corporation (MSFT)	1.3	$2.6M		5.1k	517.96	View chart
Philip Morris International (PM)	1.3	$2.6M		16k	162.20	View chart
NVIDIA Corporation (NVDA)	1.3	$2.5M		14k	186.58	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.3	$2.5M	+3%	58k	43.78	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$2.4M	-11%	23k	106.49	View chart
Spdr Series Trust Dj Reit Etf (RWR)	1.0	$1.9M	+3%	19k	100.29	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.9	$1.8M	+13%	15k	118.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.8M		7.2k	243.56	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$1.7M	+72%	35k	47.55	View chart
International Business Machines (IBM)	0.8	$1.6M		5.8k	282.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$1.6M	+46%	28k	57.52	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.4M		13k	112.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.4M		2.2k	612.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.3M		58k	23.28	View chart
Procter & Gamble Company (PG)	0.7	$1.3M		8.6k	153.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	+22%	20k	57.10	View chart
Spdr S&p 500 Etf Tr Call Call Option	0.5	$1.1M	NEW	1.6k	666.18	View chart
Netflix (NFLX)	0.5	$982k	+4%	819.00	1198.92	View chart
Broadridge Financial Solutions (BR)	0.5	$894k		3.8k	238.18	View chart
Amazon (AMZN)	0.5	$885k		4.0k	219.57	View chart
Public Service Enterprise (PEG)	0.4	$777k		9.3k	83.46	View chart
Oracle Corporation (ORCL)	0.4	$733k		2.6k	281.32	View chart
Home Depot (HD)	0.4	$714k		1.8k	405.19	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$665k		11k	62.47	View chart
Chevron Corporation (CVX)	0.3	$661k		4.3k	155.29	View chart
Broadridge Finl Solutions In Put Put Option	0.3	$643k	NEW	2.7k	238.17	View chart
Walt Disney Company (DIS)	0.3	$639k		5.6k	114.52	View chart
Broadcom (AVGO)	0.3	$635k		1.9k	329.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$629k		2.0k	315.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$607k		8.5k	71.37	View chart
Progyny (PGNY)	0.3	$583k	NEW	27k	21.52	View chart
Abbvie (ABBV)	0.3	$568k		2.5k	231.54	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$529k		4.7k	111.47	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$514k		5.1k	99.81	View chart
New Jersey Resources Corporation (NJR)	0.3	$510k		11k	48.15	View chart
Caterpillar (CAT)	0.2	$491k		1.0k	477.33	View chart
At&t (T)	0.2	$487k		17k	28.24	View chart
Johnson & Johnson (JNJ)	0.2	$475k	-3%	2.6k	185.49	View chart
Meta Platforms Cl A (META)	0.2	$466k		635.00	734.42	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$454k		66k	6.91	View chart
Palantir Technologies Cl A (PLTR)	0.2	$451k		2.5k	182.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$412k		1.7k	241.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$412k		5.3k	78.09	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$378k	+35%	7.7k	49.03	View chart
Altria (MO)	0.2	$357k		5.4k	66.07	View chart
Pepsi (PEP)	0.2	$337k		2.4k	140.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$334k	+126%	501.00	666.18	View chart
Morgan Stanley Com New (MS)	0.2	$327k		2.1k	159.03	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$323k		5.8k	55.33	View chart
Merck & Co (MRK)	0.2	$317k		3.8k	83.94	View chart
Boeing Company (BA)	0.2	$315k	-2%	1.5k	215.85	View chart
Inventrust Pptys Corp Com New (IVT)	0.2	$305k	-15%	11k	28.62	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$302k		2.7k	111.84	View chart
M&T Bank Corporation (MTB)	0.2	$301k		1.5k	197.62	View chart
Bristol Myers Squibb (BMY)	0.2	$297k		6.6k	45.11	View chart
Valley National Ban (VLY)	0.2	$296k		28k	10.60	View chart
Linde SHS (LIN)	0.1	$288k		605.00	475.56	View chart
Colgate-Palmolive Company (CL)	0.1	$284k		3.5k	79.94	View chart
Comcast Corp Cl A (CMCSA)	0.1	$262k		8.3k	31.42	View chart
Wal-Mart Stores (WMT)	0.1	$260k		2.5k	103.08	View chart
Amgen (AMGN)	0.1	$254k		899.00	282.30	View chart
Fs Kkr Capital Corp (FSK)	0.1	$252k		17k	14.93	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$243k		816.00	298.28	View chart
American Express Company (AXP)	0.1	$238k		715.00	332.16	View chart
Motorola Solutions Com New (MSI)	0.1	$225k		491.00	457.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$221k		1.3k	170.97	View chart
McDonald's Corporation (MCD)	0.1	$220k		722.00	304.18	View chart
Verizon Communications (VZ)	0.1	$219k	+14%	5.0k	43.96	View chart
Visa Com Cl A (V)	0.1	$214k		627.00	341.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$214k	+2%	879.00	243.10	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$192k		16k	12.41	View chart
Automatic Data Processing (ADP)	0.1	$185k		630.00	293.50	View chart
Lowe's Companies (LOW)	0.1	$184k		731.00	251.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$177k		499.00	355.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$174k		2.0k	87.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$174k	+2%	348.00	500.01	View chart
Raytheon Technologies Corp (RTX)	0.1	$166k		991.00	167.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$164k		582.00	281.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$160k	-2%	238.00	672.04	View chart
Eli Lilly & Co. (LLY)	0.1	$159k		208.00	763.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$158k	-8%	1.1k	148.61	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$158k		8.0k	19.70	View chart
Church & Dwight (CHD)	0.1	$157k		1.8k	87.68	View chart
Duke Energy Corp Com New (DUK)	0.1	$149k		1.2k	123.76	View chart
Cisco Systems (CSCO)	0.1	$149k		2.2k	68.44	View chart
Travelers Companies (TRV)	0.1	$146k		523.00	279.56	View chart
Hldgs (UAL)	0.1	$145k	+50%	1.5k	96.50	View chart
Tesla Motors (TSLA)	0.1	$142k	+48%	320.00	444.72	View chart
Marvell Technology (MRVL)	0.1	$141k		1.7k	84.07	View chart
Republic Services (RSG)	0.1	$140k	+22%	610.00	229.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$138k		1.4k	99.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$134k		6.2k	21.57	View chart
Pfizer (PFE)	0.1	$130k	-8%	5.1k	25.48	View chart
Blackrock (BLK)	0.1	$129k		111.00	1165.86	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$128k		1.4k	89.77	View chart
Abbott Laboratories (ABT)	0.1	$128k		952.00	134.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$127k		4.0k	31.53	View chart
Southern Company (SO)	0.1	$124k		1.3k	94.77	View chart
Wells Fargo & Company (WFC)	0.1	$123k	-3%	1.5k	83.84	View chart
Costco Wholesale Corporation (COST)	0.1	$121k	+18%	131.00	925.63	View chart
PNC Financial Services (PNC)	0.1	$119k		591.00	200.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$118k		465.00	254.28	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$118k	-5%	1.8k	65.92	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$117k		658.00	177.07	View chart
Ge Vernova (GEV)	0.1	$111k	+16%	181.00	614.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$111k		184.00	600.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$108k		189.00	570.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$104k		1.0k	100.25	View chart
Lpl Financial Holdings (LPLA)	0.1	$104k		312.00	332.69	View chart
Ptc Therapeutics I (PTCT)	0.1	$103k		1.7k	61.37	View chart
Coca-Cola Company (KO)	0.1	$100k		1.5k	66.32	View chart
Eaton Corp SHS (ETN)	0.0	$94k		250.00	374.25	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$91k		1.0k	91.37	View chart
UnitedHealth (UNH)	0.0	$88k		254.00	345.30	View chart
Ge Aerospace Com New (GE)	0.0	$85k		283.00	300.82	View chart
Valero Energy Corporation (VLO)	0.0	$85k		500.00	170.26	View chart
CVS Caremark Corporation (CVS)	0.0	$84k		1.1k	75.39	View chart
Corning Incorporated (GLW)	0.0	$84k		1.0k	82.03	View chart
Norfolk Southern (NSC)	0.0	$83k		275.00	300.41	View chart
Bank of America Corporation (BAC)	0.0	$82k	-6%	1.6k	51.59	View chart
Bank of New York Mellon Corporation (BK)	0.0	$82k	+2%	752.00	108.96	View chart
Adobe Systems Incorporated (ADBE)	0.0	$82k		232.00	352.75	View chart
Kinder Morgan (KMI)	0.0	$81k		2.9k	28.31	View chart
Eastman Chemical Company (EMN)	0.0	$81k		1.3k	63.05	View chart
salesforce (CRM)	0.0	$80k	-7%	338.00	237.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$78k		550.00	140.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$76k		856.00	89.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$76k	-2%	1.5k	49.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$73k		2.7k	27.30	View chart
Chipotle Mexican Grill (CMG)	0.0	$73k		1.9k	39.19	View chart
Thermo Fisher Scientific (TMO)	0.0	$72k	+93%	149.00	485.01	View chart
Take-Two Interactive Software (TTWO)	0.0	$71k		275.00	258.36	View chart
Sentinelone Cl A (S)	0.0	$70k		4.0k	17.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$70k		150.00	468.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$70k		150.00	463.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$69k	-9%	822.00	84.11	View chart
Capital One Financial (COF)	0.0	$68k		322.00	212.58	View chart
Dell Technologies CL C (DELL)	0.0	$67k		470.00	141.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$64k	+22%	86.00	746.63	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$64k		890.00	72.11	View chart
MasTec (MTZ)	0.0	$64k		300.00	212.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$64k		308.00	206.51	View chart
Cummins (CMI)	0.0	$63k		150.00	422.37	View chart
Brown & Brown (BRO)	0.0	$63k		668.00	93.79	View chart
American Electric Power Company (AEP)	0.0	$62k		550.00	112.50	View chart
Starbucks Corporation (SBUX)	0.0	$61k	+34%	726.00	84.61	View chart
Kkr & Co (KKR)	0.0	$61k		472.00	130.06	View chart
Willis Towers Watson SHS (WTW)	0.0	$61k		177.00	345.45	View chart
International Flavors & Fragrances (IFF)	0.0	$61k		987.00	61.54	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$59k		4.1k	14.44	View chart
Medtronic SHS (MDT)	0.0	$58k		611.00	95.24	View chart
Yum! Brands (YUM)	0.0	$58k		382.00	152.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$58k		630.00	91.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$57k	+17%	2.2k	26.34	View chart
PPG Industries (PPG)	0.0	$55k		527.00	105.14	View chart
3M Company (MMM)	0.0	$55k		353.00	155.18	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$54k		9.0k	6.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$54k		90.00	596.02	View chart
Consolidated Edison (ED)	0.0	$54k		532.00	100.54	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$52k	-7%	3.0k	17.36	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$52k		2.0k	25.85	View chart
F.N.B. Corporation (FNB)	0.0	$51k		3.1k	16.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$50k		937.00	53.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$49k		750.00	65.26	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$49k		908.00	53.87	View chart
Lam Research Corp Com New (LRCX)	0.0	$48k		360.00	133.90	View chart
Servicenow (NOW)	0.0	$48k	+4%	52.00	920.27	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$47k		121.00	391.64	View chart
Micron Technology (MU)	0.0	$46k		276.00	167.72	View chart
Deere & Company (DE)	0.0	$46k		100.00	457.26	View chart
Uber Technologies (UBER)	0.0	$46k		465.00	97.97	View chart
Ford Motor Company (F)	0.0	$45k		3.8k	11.96	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$45k		444.00	100.13	View chart
T. Rowe Price (TROW)	0.0	$44k		426.00	102.64	View chart
Applied Materials (AMAT)	0.0	$44k		213.00	204.74	View chart
Kimberly-Clark Corporation (KMB)	0.0	$44k		350.00	124.34	View chart
Marriott Intl Cl A (MAR)	0.0	$43k	+312%	165.00	260.44	View chart
Neurocrine Biosciences (NBIX)	0.0	$43k		305.00	140.38	View chart
Tractor Supply Company (TSCO)	0.0	$43k		750.00	56.87	View chart
Chubb (CB)	0.0	$42k		150.00	282.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$42k		639.00	65.00	View chart
ConocoPhillips (COP)	0.0	$41k	+2%	435.00	94.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$41k	+52%	84.00	490.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$41k		1.1k	36.35	View chart
Hartford Financial Services (HIG)	0.0	$40k		300.00	133.39	View chart
Stryker Corporation (SYK)	0.0	$40k		106.00	372.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$39k		419.00	93.37	View chart
Kite Rlty Group Tr Com New (KRG)	0.0	$39k	+57%	1.7k	22.30	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$39k		2.4k	15.91	View chart
Starwood Property Trust (STWD)	0.0	$39k		2.0k	19.37	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$39k		2.0k	19.53	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$38k		6.5k	5.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$37k		78.00	479.60	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$37k		425.00	86.87	View chart
Advanced Micro Devices (AMD)	0.0	$37k	+7%	228.00	161.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$37k	-16%	307.00	119.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$37k	-2%	328.00	111.22	View chart
Schlumberger Com Stk (SLB)	0.0	$36k	-2%	1.1k	34.39	View chart
Enterprise Products Partners (EPD)	0.0	$36k		1.2k	31.30	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$35k		1.4k	24.70	View chart
Royal Caribbean Cruises (RCL)	0.0	$35k		109.00	323.58	View chart
Cadence Design Systems (CDNS)	0.0	$35k	-2%	100.00	351.26	View chart
Welltower Inc Com reit (WELL)	0.0	$35k	+5%	195.00	178.14	View chart
General Dynamics Corporation (GD)	0.0	$34k		100.00	341.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$34k		800.00	42.37	View chart
Citigroup Com New (C)	0.0	$34k		331.00	101.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$33k		454.00	72.77	View chart
Phillips 66 (PSX)	0.0	$33k		242.00	136.23	View chart
Constellation Energy (CEG)	0.0	$33k		100.00	329.07	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$33k		1.9k	17.27	View chart
Intel Corporation (INTC)	0.0	$32k		963.00	33.58	View chart
Arbor Realty Trust (ABR)	0.0	$32k		2.6k	12.21	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$32k		301.00	104.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$31k		578.00	54.18	View chart
Draftkings Com Cl A (DKNG)	0.0	$30k		802.00	37.40	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$29k		385.00	76.01	View chart
S&p Global (SPGI)	0.0	$29k	+7%	60.00	486.70	View chart
CenterPoint Energy (CNP)	0.0	$29k		750.00	38.80	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$29k		2.4k	12.29	View chart
General Mills (GIS)	0.0	$29k		565.00	50.42	View chart
Royal Gold (RGLD)	0.0	$28k		139.00	201.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$27k		226.00	118.37	View chart
Tc Energy Corp (TRP)	0.0	$26k		485.00	54.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$26k		402.00	64.27	View chart
Novartis Sponsored Adr (NVS)	0.0	$26k		200.00	128.24	View chart
Spdr Series Trust S&p Transn Etf (XTN)	0.0	$25k		300.00	83.85	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$25k		374.00	66.90	View chart
Gilead Sciences (GILD)	0.0	$25k		225.00	111.00	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$25k		138.00	178.72	View chart
First Commonwealth Financial (FCF)	0.0	$25k		1.4k	17.05	View chart
Sofi Technologies (SOFI)	0.0	$24k	-4%	900.00	26.42	View chart
FedEx Corporation (FDX)	0.0	$24k		100.00	235.81	View chart
Illinois Tool Works (ITW)	0.0	$24k		90.00	260.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$23k		227.00	103.07	View chart
American Airls (AAL)	0.0	$23k		2.1k	11.24	View chart
Digital Realty Trust (DLR)	0.0	$23k		134.00	172.87	View chart

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 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
Smallwood Wealth Investment Management 2021 Q4 filed April 5, 2022

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