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Hldgs shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs 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 Hldgs by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $145k 1.5k 96.50
2025-06-30 $80k 1.0k 79.63
2025-03-31 $69k 1.0k 69.05

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 Hldgs

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Goldman Sachs Group
Par Capital Management
UBS Group

View all funds holding Hldgs