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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.43K
New
$62.43 - $84.12 $89.3K - $120K
1.43K $93K
XLK
Technology Sector Spdr

ETFs
452
New
$206.38 - $242.18 $93.3K - $109K
452 $93K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.85K
New
$47.79 - $59.89 $88.4K - $111K
1.85K $92K
NJR
New Jersey Resources Corp

Utilities
1.42K
+ 15.55%
$45.25 - $49.37 $64.3K - $70.2K
10.6K $518K
PTCT
Ptc Therapeutics, Inc.

Healthcare
1.68K
New
$41.81 - $57.17 $70.4K - $96.2K
1.68K $85K
QQQ
Invesco Qqq Trust, Series 1

ETFs
183
New
$468.34 - $539.52 $85.7K - $98.7K
183 $85K
RZV
Invesco Fd Tr

ETFs
2.03K
+ 21.86%
$96.48 - $115.16 $196K - $233K
11.3K $1.12M
PPG
Ppg Industries Inc

Basic Materials
766
New
$107.44 - $124.29 $82.3K - $95.2K
766 $83K
BRO
Brown & Brown, Inc.

Financial Services
668
New
$100.54 - $124.4 $67.2K - $83.1K
668 $83K
BAC
Bank Of America Corp

Financial Services
1.98K
New
$39.61 - $47.74 $78.3K - $94.4K
1.98K $82K
ADBE
Adobe Inc.

Technology
212
New
$377.84 - $464.11 $80.1K - $98.4K
212 $81K
IFF
International Flavors & Fragrances Inc

Basic Materials
987
New
$76.48 - $87.72 $75.5K - $86.6K
987 $76K
CVS
Cvs Health Corp

Healthcare
1.12K
New
$44.22 - $68.64 $49.4K - $76.7K
1.12K $75K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.4K
+ 11.87%
$56.17 - $59.71 $78.4K - $83.3K
13.1K $751K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.69K
New
$27.01 - $28.54 $72.6K - $76.7K
2.69K $75K
BNDX
Vanguard Total International B

ETFs
1.53K
New
$48.33 - $49.5 $74.1K - $75.9K
1.53K $74K
S
Sentinel One, Inc.

Technology
4K
New
$18.17 - $24.97 $72.7K - $99.9K
4K $72K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
550
New
$126.11 - $135.06 $69.4K - $74.3K
550 $70K
UAL
United Airlines Holdings, Inc.

Industrials
1K
New
$69.05 - $110.52 $69.1K - $111K
1K $69K
ETN
Eaton Corp PLC

Industrials
250
New
$271.83 - $371.23 $68K - $92.8K
250 $67K
VCIT
Vanguard Intermediate Term Cor

ETFs
822
New
$79.17 - $82.04 $65.1K - $67.4K
822 $67K
VLO
Valero Energy Corp

Energy
500
New
$121.76 - $142.99 $60.9K - $71.5K
500 $66K
IVT
Inven Trust Properties Corp.

Real Estate
2.45K
+ 26.36%
$28.36 - $30.77 $69.3K - $75.2K
11.7K $344K
NSC
Norfolk Southern Corp

Industrials
275
New
$227.69 - $259.76 $62.6K - $71.4K
275 $65K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
150
New
$408.78 - $448.82 $61.3K - $67.3K
150 $62K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 0.28%
$221.46 - $244.83 $2.21K - $2.45K
3.57K $866K
BK
Bank Of New York Mellon Corp

Financial Services
737
New
$75.42 - $88.95 $55.6K - $65.6K
737 $61K
AEP
American Electric Power CO Inc

Utilities
550
New
$90.32 - $109.27 $49.7K - $60.1K
550 $60K
YUM
Yum Brands Inc

Consumer Cyclical
382
New
$123.25 - $162.53 $47.1K - $62.1K
382 $60K
WTW
Willis Towers Watson PLC

Financial Services
177
New
$306.61 - $340.78 $54.3K - $60.3K
177 $59K
GE
General Electric CO

Industrials
295
New
$168.59 - $212.13 $49.7K - $62.6K
295 $59K
AVDV
American Centy ETF Tr Avantis

ETFs
856
New
$63.74 - $71.96 $54.6K - $61.6K
856 $59K
KKR
Kkr & Co. Inc.

Financial Services
516
New
$108.17 - $167.07 $55.8K - $86.2K
516 $59K
IVE
Ishares S&P 500 Value ETF

ETFs
308
New
$185.78 - $198.58 $57.2K - $61.2K
308 $58K
ED
Consolidated Edison Inc

Utilities
532
New
$88.0 - $110.59 $46.8K - $58.8K
532 $58K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
121
New
$402.49 - $513.76 $48.7K - $62.2K
121 $58K
VNQ
Vanguard Specialized Funds Van

ETFs
630
New
$85.55 - $94.34 $53.9K - $59.4K
630 $57K
PHO
Invesco Exchange Traded Fd Tr

ETFs
890
New
$63.77 - $68.75 $56.8K - $61.2K
890 $57K
PMM
Putnam Managed Municipal Income Trust

Financial Services
9K
New
$5.99 - $6.38 $53.9K - $57.4K
9K $55K
MDT
Medtronic PLC

Healthcare
611
New
$79.84 - $94.5 $48.8K - $57.7K
611 $54K
DFS
Discover Financial Services

Financial Services
317
New
$152.99 - $203.25 $48.5K - $64.4K
317 $54K
IWF
Ishares Russell 1000 Gr ETF

ETFs
150
New
$360.07 - $417.26 $54K - $62.6K
150 $54K
HPI
John Hancock Preferred Income Fund

Financial Services
3.21K
New
$16.4 - $17.73 $52.7K - $56.9K
3.21K $53K
SBUX
Starbucks Corp

Consumer Cyclical
538
New
$91.75 - $115.81 $49.4K - $62.3K
538 $52K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
4.03K
New
$12.94 - $14.29 $52.1K - $57.5K
4.03K $52K
KHC
Kraft Heinz CO

Consumer Defensive
1.69K
New
$28.51 - $32.22 $48.1K - $54.4K
1.69K $51K
MMM
3 M CO

Industrials
353
New
$129.7 - $155.12 $45.8K - $54.8K
353 $51K
KMB
Kimberly Clark Corp

Consumer Defensive
350
New
$124.46 - $147.4 $43.6K - $51.6K
350 $49K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
90
New
$522.96 - $601.18 $47.1K - $54.1K
90 $48K
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
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