Smallwood Wealth Investment Management, LLC Purchases in Q1 2025

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.05%
$117.15 - $158.79 $937 - $1.27K
16K $2.53M
DWM
Wisdomtree Tr

ETFs
2.48K
+ 4.63%
$52.19 - $59.86 $130K - $149K
56.1K $3.26M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.01K
+ 3.65%
$32.66 - $36.43 $131K - $146K
114K $3.99M
PULS
Pgim ETF Tr

ETFs
7.33K
+ 8.04%
$49.56 - $49.78 $363K - $365K
98.5K $4.9M
VDE
Vanguard Energy ETF

ETFs
1.07K
+ 5.36%
$119.14 - $132.76 $128K - $142K
21K $2.73M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12.3K
+ 14.25%
$23.87 - $24.35 $293K - $299K
98.3K $2.36M
JPIB
Jpmorgan International Bond Op

ETFs
4.73K
New
$46.97 - $48.35 $222K - $229K
4.73K $226K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.6K
+ 49.78%
$45.56 - $47.23 $210K - $217K
13.9K $651K
V
Visa Inc.

Financial Services
620
New
$306.92 - $362.71 $190K - $225K
620 $217K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.7K
New
$55.75 - $77.63 $151K - $210K
2.7K $209K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.79K
New
$101.42 - $113.2 $181K - $202K
1.79K $196K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.56K
+ 50.89%
$51.45 - $58.51 $235K - $267K
13.5K $699K
ADP
Automatic Data Processing Inc

Industrials
630
New
$286.85 - $318.64 $181K - $201K
630 $192K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.44K
+ 2.71%
$36.6 - $39.56 $52.7K - $56.9K
54.5K $2.11M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
7.5K
New
$19.53 - $25.74 $146K - $193K
7.5K $181K
LOW
Lowes Companies Inc

Consumer Cyclical
731
New
$222.66 - $268.42 $163K - $196K
731 $170K
CGDV
Capital Group Divid Value ETF

ETFs
3.45K
+ 3.19%
$34.95 - $37.36 $120K - $129K
112K $3.98M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.26K
+ 2.96%
$156.61 - $168.02 $198K - $212K
43.9K $7.05M
DUK
Duke Energy Corp

Utilities
1.2K
New
$105.87 - $121.97 $127K - $147K
1.2K $146K
GLD
Spdr Gold Trust

ETFs
499
New
$243.19 - $288.14 $121K - $144K
499 $143K
PFE
Pfizer Inc

Healthcare
5.6K
New
$25.01 - $27.13 $140K - $152K
5.6K $142K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.44K
New
$20.2 - $22.24 $130K - $143K
6.44K $138K
TRV
Travelers Companies, Inc.

Financial Services
523
New
$232.43 - $265.13 $122K - $139K
523 $138K
LLY
Eli Lilly & CO

Healthcare
165
New
$725.72 - $929.72 $120K - $153K
165 $136K
CSCO
Cisco Systems, Inc.

Technology
2.21K
New
$58.74 - $64.87 $130K - $143K
2.21K $136K
IEFA
Ishares Tr

ETFs
1.78K
New
$69.57 - $78.65 $124K - $140K
1.78K $134K
IVV
Ishares Core S&P 500 ETF

ETFs
237
New
$554.06 - $615.85 $131K - $146K
237 $133K
RTX
Raytheon Technologies Corp

Industrials
991
New
$114.1 - $135.66 $113K - $134K
991 $131K
LMT
Lockheed Martin Corp

Industrials
288
New
$423.19 - $506.29 $122K - $146K
288 $128K
ABT
Abbott Laboratories

Healthcare
952
New
$111.1 - $140.22 $106K - $133K
952 $126K
RSG
Republic Services, Inc.

Industrials
500
New
$200.09 - $242.16 $100K - $121K
500 $121K
AVUV
American Centy ETF Tr Avantis

ETFs
1.39K
New
$84.95 - $100.62 $118K - $140K
1.39K $121K
SO
Southern CO

Utilities
1.31K
New
$80.96 - $92.96 $106K - $122K
1.31K $120K
KO
Coca Cola CO

Consumer Defensive
1.66K
New
$60.81 - $72.32 $101K - $120K
1.66K $118K
EMN
Eastman Chemical CO

Basic Materials
1.28K
New
$87.05 - $103.47 $111K - $132K
1.28K $112K
SHOP
Shopify Inc.

Technology
1.16K
New
$90.59 - $129.31 $105K - $150K
1.16K $111K
WFC
Wells Fargo & Company

Financial Services
1.51K
New
$66.78 - $81.42 $101K - $123K
1.51K $108K
UNH
Unitedhealth Group Inc

Healthcare
204
New
$461.52 - $548.18 $94.2K - $112K
204 $106K
COST
Costco Wholesale Corp

Consumer Defensive
111
New
$890.62 - $1076.86 $98.9K - $120K
111 $104K
DFAE
Dimensional ETF Tr

ETFs
4.03K
New
$24.64 - $26.86 $99.2K - $108K
4.03K $104K
MA
Mastercard Inc

Financial Services
189
New
$504.67 - $576.31 $95.4K - $109K
189 $103K
MRVL
Marvell Technology, Inc.

Technology
1.68K
New
$61.57 - $126.06 $103K - $211K
1.68K $103K
PNC
Pnc Financial Services Group, Inc.

Financial Services
591
New
$168.84 - $202.89 $99.8K - $120K
591 $103K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.04K
New
$95.85 - $99.25 $99.5K - $103K
1.04K $102K
LPLA
Lpl Financial Holdings Inc.

Financial Services
312
New
$308.87 - $383.33 $96.4K - $120K
312 $102K
IWN
Ishares Russell2000 Val ETF

ETFs
658
New
$149.27 - $169.4 $98.2K - $111K
658 $99K
IEMG
Ishares Inc

ETFs
1.84K
New
N/A
1.84K $98K
CRM
Salesforce, Inc.

Technology
367
New
$268.36 - $359.95 $98.5K - $132K
367 $98K
VB
Vanguard Small Cap ETF

ETFs
431
New
$217.89 - $252.64 $93.9K - $109K
431 $95K
Activity Summary
Buys All Purchases 459 New Holdings 427 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email