Smallwood Wealth Investment Management, LLC Purchases in Q3 2024

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.55K
+ 2.17%
$113.41 - $125.62 $856K - $949K
355K $44.6M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
41K
New
$24.07 - $24.62 $986K - $1.01M
41K $1.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.24K
+ 2.93%
$149.02 - $167.67 $184K - $207K
43.5K $7.29M
CGDV
Capital Group Divid Value ETF

ETFs
4.76K
+ 4.57%
$32.96 - $36.48 $157K - $174K
109K $3.97M
PULS
Pgim ETF Tr

ETFs
9.3K
+ 9.62%
$49.47 - $49.8 $460K - $463K
106K $5.27M
RZV
Invesco Fd Tr

ETFs
2.59K
+ 65.93%
$96.8 - $112.42 $251K - $291K
6.52K $712K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.05%
$101.25 - $127.45 $810 - $1.02K
16K $1.94M
DWM
Wisdomtree Tr

ETFs
2.01K
+ 4.04%
$52.24 - $58.1 $105K - $117K
51.7K $2.98M
CGGO
Capital Group Global Growth Eq

ETFs
5.29K
+ 5.23%
$27.25 - $30.52 $144K - $161K
106K $3.21M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.08K
+ 5.16%
$31.97 - $37.3 $162K - $189K
103K $3.7M
JLL
Jones Lang Lasalle Inc

Real Estate
816
New
$198.7 - $272.0 $162K - $222K
816 $220K
WMT
Walmart Inc.

Consumer Defensive
2.67K
New
$66.91 - $81.4 $178K - $217K
2.67K $215K
MS
Morgan Stanley

Financial Services
2.06K
New
$92.07 - $106.96 $189K - $220K
2.06K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
672
New
$245.82 - $304.51 $165K - $205K
672 $204K
RWR
Spdr Dow Jones Reit ETF

ETFs
156
+ 1.42%
$92.36 - $108.47 $14.4K - $16.9K
11.2K $1.19M
PEG
Public Service Enterprise Group Inc

Utilities
115
+ 1.26%
$73.58 - $89.21 $8.46K - $10.3K
9.27K $826K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.85%
$333.64 - $405.2 $5K - $6.08K
1.78K $719K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.25K
+ 14.59%
$54.98 - $59.51 $68.5K - $74.1K
9.79K $582K
ABBV
Abb Vie Inc.

Healthcare
61
+ 2.56%
$163.84 - $199.33 $9.99K - $12.2K
2.45K $482K
CAT
Caterpillar Inc

Industrials
26
+ 2.57%
$316.8 - $391.12 $8.24K - $10.2K
1.04K $405K
BR
Broadridge Financial Solutions, Inc.

Technology
12
+ 0.34%
$196.56 - $218.55 $2.36K - $2.62K
3.55K $763K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.27%
$475.2 - $527.7 $2.85K - $3.17K
2.21K $1.17M
GUNR
Flexshares Tr Morningstar Glob

ETFs
559
+ 1.76%
$38.51 - $41.48 $21.5K - $23.2K
32.3K $1.33M
BA
Boeing CO

Industrials
567
+ 45.04%
$152.04 - $190.6 $86.2K - $108K
1.83K $277K
NFLX
Netflix Inc

Communication Services
20
+ 2.65%
$598.55 - $722.26 $12K - $14.4K
775 $549K
META
Meta Platforms, Inc.

Communication Services
15
+ 3.61%
$453.41 - $572.44 $6.8K - $8.59K
431 $246K
XOM
Exxon Mobil Corp

Energy
40
+ 0.3%
$109.72 - $119.0 $4.39K - $4.76K
13.3K $1.56M
AVGO
Broadcom Inc.

Technology
1.7K
+ 900.0%
$136.27 - $1745.86 $232K - $2.97M
1.89K $326K
J P Morgan Exchange Traded F
9.52K
New
N/A
9.52K $0
Jpmorgan Chase Finl CO LLC
1.17K
+ 1.88%
N/A
63.2K $0
FSCO
Fs Cr Opportunities Corp Com
146
+ 0.21%
N/A
71K $0
MRK
Merck & Co., Inc.

Healthcare
200
+ 5.62%
$111.15 - $128.97 $22.2K - $25.8K
3.76K $426K
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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