Smallwood Wealth Investment Management, LLC Purchases and Sells in Q3 2025

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025

Top Buys

Incresed Positions

88 operations
Stock Shares change Price Range Shares Held Trade History
12.7K
+ 3.53%
$135.0 - $146.02 $1.72M - $1.86M
374K $54.5M
193
+ 0.41%
$202.38 - $256.87 $39.1K - $49.6K
47K $12M
61
+ 0.19%
$303.93 - $329.86 $18.5K - $20.1K
32.9K $10.8M
1.65K
+ 3.63%
$164.63 - $174.58 $271K - $287K
47K $8.21M
14.7K
+ 72.31%
$46.37 - $47.77 $680K - $700K
34.9K $1.66M
4.49K
+ 3.78%
$40.04 - $45.11 $180K - $202K
123K $5.46M
View all

New Holdings

37 operations
Stock Shares change Price Range Shares Held Trade History
27.1K
New
$21.24 - $24.27 $575K - $657K
27.1K $582K
389
New
N/A
389 $6K
36
New
$63.84 - $120.06 $2.3K - $4.32K
36 $4K
10
New
$374.8 - $491.1 $3.75K - $4.91K
10 $4K
325
New
$6.99 - $10.35 $2.27K - $3.36K
325 $2K
19
New
$97.39 - $125.4 $1.85K - $2.38K
19 $2K
View all

Top Sells

Reduced Positions

71 operations
Stock Shares change Price Range Shares Held Trade History
-86
- 0.25%
$167.28 - $188.45 $14.4K - $16.2K
34.5K $5.81M
-13
- 0.08%
$157.77 - $183.27 $2.05K - $2.38K
16K $2.59M
-2.95K
- 11.42%
$103.24 - $106.68 $305K - $315K
22.9K $2.44M
-41
- 0.38%
$60.9 - $70.75 $2.5K - $2.9K
10.6K $665K
-5
- 0.06%
$150.47 - $161.22 $752 - $806
8.62K $1.32M
-2K
- 15.8%
$26.7 - $30.06 $53.5K - $60.2K
10.7K $305K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-7
Closed
$72.65 - $78.68 $509 - $551
0 $0

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF TR
1.6K
New
N/A
1.6K $0

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
BROADRIDGE FINL SOLUTIONS IN
2.7K
New
N/A
2.7K $0
Activity Summary
Buys All Purchases 125 New Holdings 37 Increased Positions 88 Sells All Sells 72 Reductions 71 Sold out 1 Options Calls 1 Puts 1
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