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
CMI
Cummins Inc

Industrials
150
New
$312.92 - $386.07 $46.9K - $57.9K
150 $47K
AMGN
Amgen Inc

Healthcare
3
+ 0.33%
$258.59 - $327.36 $776 - $982
911 $283K
DE
Deere & CO

Industrials
100
New
$408.57 - $509.27 $40.9K - $50.9K
100 $46K
TSLA
Tesla, Inc.

Consumer Cyclical
181
New
$222.15 - $428.22 $40.2K - $77.5K
181 $46K
GLW
Corning Inc

Technology
1.02K
New
$44.91 - $54.25 $45.9K - $55.5K
1.02K $46K
RWR
Spdr Dow Jones Reit ETF

ETFs
411
+ 2.35%
$95.15 - $104.06 $39.1K - $42.8K
17.9K $1.77M
CB
Chubb LTD

Financial Services
150
New
$257.71 - $301.99 $38.7K - $45.3K
150 $45K
SLB
Schlumberger Limited

Energy
1.06K
New
$38.4 - $43.74 $40.6K - $46.2K
1.06K $44K
COP
Conocophillips

Energy
424
New
$88.6 - $105.85 $37.6K - $44.9K
424 $44K
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.4%
$50.81 - $60.02 $1.12K - $1.32K
5.46K $327K
FNB
Fnb Corp

Financial Services
3.14K
New
$13.08 - $15.95 $41K - $50K
3.14K $42K
TSCO
Tractor Supply CO

Consumer Cyclical
750
New
$51.66 - $57.94 $38.7K - $43.5K
750 $41K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.86K
New
$21.75 - $24.28 $40.4K - $45.1K
1.86K $41K
EEM
Ishares Msci Emerging Markets

ETFs
937
New
$40.81 - $45.34 $38.2K - $42.5K
937 $40K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
442
New
$90.0 - $96.32 $39.8K - $42.6K
442 $40K
TROW
Price T Rowe Group Inc

Financial Services
426
New
$91.57 - $116.93 $39K - $49.8K
426 $39K
SYK
Stryker Corp

Healthcare
106
New
$355.18 - $399.9 $37.6K - $42.4K
106 $39K
STWD
Starwood Property Trust, Inc.

Real Estate
2K
New
$18.41 - $20.53 $36.8K - $41.1K
2K $39K
NOW
Service Now, Inc.

Technology
50
New
$783.83 - $1170.39 $39.2K - $58.5K
50 $39K
EPD
Enterprise Products Partners L.P.

Energy
1.13K
New
$31.75 - $34.14 $36K - $38.7K
1.13K $38K
HIG
Hartford Financial Services Group, Inc.

Financial Services
300
New
$106.31 - $123.73 $31.9K - $37.1K
300 $37K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
6.46K
New
$5.75 - $6.1 $37.1K - $39.4K
6.46K $37K
TIP
Ishares Tr Tips Bd ETF

ETFs
328
New
$106.22 - $111.09 $34.8K - $36.4K
328 $36K
TMO
Thermo Fisher Scientific Inc.

Healthcare
74
New
$497.6 - $606.74 $36.8K - $44.9K
74 $36K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
307
New
$114.57 - $118.14 $35.2K - $36.3K
307 $36K
F
Ford Motor CO

Consumer Cyclical
3.69K
New
$9.12 - $10.43 $33.6K - $38.4K
3.69K $36K
MTZ
Mastec Inc

Industrials
300
New
$108.66 - $160.79 $32.6K - $48.2K
300 $35K
DFAI
Dimensional ETF Tr

ETFs
1.12K
New
$28.88 - $32.4 $32.3K - $36.3K
1.12K $34K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.44K
New
$14.21 - $15.67 $34.6K - $38.2K
2.44K $34K
EFA
Ishares Tr Msci Eafe ETF

ETFs
419
New
$74.85 - $84.89 $31.4K - $35.6K
419 $34K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.44K
New
$24.07 - $24.5 $34.5K - $35.2K
1.44K $34K
GIS
General Mills Inc

Consumer Defensive
565
New
$57.56 - $65.3 $32.5K - $36.9K
565 $33K
NBIX
Neurocrine Biosciences Inc

Healthcare
305
New
$107.22 - $153.29 $32.7K - $46.8K
305 $33K
UBER
Uber Technologies, Inc

Technology
465
New
$63.17 - $81.49 $29.4K - $37.9K
465 $33K
CGGO
Capital Group Global Growth Eq

ETFs
4.42K
+ 4.11%
$28.33 - $30.84 $125K - $136K
112K $3.17M
PR
Permian Resources Corporation

Energy
2.17K
New
$12.33 - $16.0 $26.8K - $34.7K
2.17K $30K
ABR
Arbor Realty Trust Inc

Real Estate
2.6K
New
$11.68 - $13.98 $30.4K - $36.3K
2.6K $30K
DHR
Danaher Corp

Healthcare
149
New
$201.62 - $250.59 $30K - $37.3K
149 $30K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.03%
$53.9 - $63.11 $108 - $126
6.68K $407K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1K
New
$24.39 - $35.22 $24.4K - $35.2K
1K $29K
AMAT
Applied Materials Inc

Technology
203
New
$145.06 - $195.51 $29.4K - $39.7K
203 $29K
MSTR
Microstrategy Inc

Technology
102
New
$239.27 - $396.5 $24.4K - $40.4K
102 $29K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.72K
New
$9.47 - $11.46 $25.8K - $31.2K
2.72K $29K
PSX
Phillips 66

Energy
237
New
$113.93 - $131.55 $27K - $31.2K
237 $29K
WELL
Welltower Inc.

Real Estate
185
New
$124.05 - $156.86 $22.9K - $29K
185 $28K
SPGI
S&P Global Inc.

Financial Services
56
New
$478.26 - $543.77 $26.8K - $30.5K
56 $28K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.3K
New
$12.18 - $12.91 $28K - $29.7K
2.3K $28K
VGT
Vanguard Information Technolog

ETFs
52
New
$542.38 - $646.34 $28.2K - $33.6K
52 $28K
VUG
Vanguard Growth ETF

ETFs
78
New
$369.1 - $427.61 $28.8K - $33.4K
78 $28K
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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