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
HBAN
Huntington Bancshares Inc

Financial Services
1.9K
New
$14.28 - $17.39 $27.1K - $33K
1.9K $28K
BDX
Becton Dickinson & CO

Healthcare
120
New
$222.79 - $249.08 $26.7K - $29.9K
120 $27K
CNP
Centerpoint Energy Inc

Utilities
750
New
$30.87 - $36.25 $23.2K - $27.2K
750 $27K
GD
General Dynamics Corp

Industrials
100
New
$241.94 - $272.58 $24.2K - $27.3K
100 $27K
XLF
Financial Sector Spdr

ETFs
550
New
$47.32 - $52.19 $26K - $28.7K
550 $27K
IAU
Ishares Gold Trust

ETFs
454
New
$49.74 - $58.96 $22.6K - $26.8K
454 $26K
DKNG
Draft Kings Inc.

Consumer Cyclical
802
New
$33.21 - $53.49 $26.6K - $42.9K
802 $26K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
578
New
$42.5 - $46.71 $24.6K - $27K
578 $26K
GILD
Gilead Sciences, Inc.

Healthcare
225
New
$89.14 - $117.41 $20.1K - $26.4K
225 $25K
CDNS
Cadence Design Systems Inc

Technology
100
New
$233.96 - $324.52 $23.4K - $32.5K
100 $25K
KRG
Kite Realty Group Trust

Real Estate
1.11K
New
$21.24 - $25.05 $23.5K - $27.7K
1.11K $24K
SPYG
Spdr Portfolio

ETFs
301
New
$80.05 - $92.39 $24.1K - $27.8K
301 $24K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
385
New
$62.72 - $71.92 $24.1K - $27.7K
385 $24K
FDX
Fedex Corp

Industrials
100
New
$230.33 - $281.53 $23K - $28.2K
100 $24K
SLV
I Shares Silver Trust

ETFs
800
New
$26.93 - $31.32 $21.5K - $25.1K
800 $24K
MU
Micron Technology Inc

Technology
276
New
$86.89 - $109.38 $24K - $30.2K
276 $23K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
227
New
$97.38 - $104.52 $22.1K - $23.7K
227 $23K
C
Citigroup Inc

Financial Services
331
New
$67.23 - $84.63 $22.3K - $28K
331 $23K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
374
New
N/A
374 $23K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
402
New
$52.16 - $56.68 $21K - $22.8K
402 $22K
FCF
First Commonwealth Financial Corp

Financial Services
1.44K
New
$15.37 - $17.13 $22.2K - $24.7K
1.44K $22K
TRP
Tc Energy Corp

Energy
485
New
$44.29 - $49.27 $21.5K - $23.9K
485 $22K
NVS
Novartis Ag

Healthcare
200
New
$97.14 - $115.57 $19.4K - $23.1K
200 $22K
ITW
Illinois Tool Works Inc

Industrials
90
New
$244.9 - $274.48 $22K - $24.7K
90 $22K
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 28.07%
$551.42 - $612.93 $26.5K - $29.4K
219 $122K
RGLD
Royal Gold Inc

Basic Materials
138
New
$132.55 - $163.51 $18.3K - $22.6K
138 $22K
AAL
American Airlines Group Inc.

Industrials
2.08K
New
N/A
2.08K $22K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
300
New
$73.28 - $92.15 $22K - $27.6K
300 $22K
PANW
Palo Alto Networks Inc

Technology
130
New
$167.82 - $208.28 $21.8K - $27.1K
130 $22K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
109
New
$203.38 - $274.79 $22.2K - $30K
109 $22K
BCBP
Bcb Bancorp Inc

Financial Services
2.23K
New
$9.52 - $11.89 $21.2K - $26.5K
2.23K $21K
SHEL
Shell PLC

Energy
300
New
$62.84 - $73.29 $18.9K - $22K
300 $21K
AA
Alcoa Corp

Basic Materials
697
New
$30.5 - $39.53 $21.3K - $27.6K
697 $21K
HON
Honeywell International Inc

Industrials
100
New
$202.75 - $226.52 $20.3K - $22.7K
100 $21K
AMD
Advanced Micro Devices Inc

Technology
213
New
$96.63 - $129.55 $20.6K - $27.6K
213 $21K
INTC
Intel Corp

Technology
963
New
$19.1 - $27.39 $18.4K - $26.4K
963 $21K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.8K
New
$11.76 - $15.2 $21.1K - $27.3K
1.8K $21K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
1.95K
New
$10.77 - $11.34 $21K - $22.1K
1.95K $21K
AZN
Astrazeneca PLC

Healthcare
283
New
$65.37 - $77.96 $18.5K - $22.1K
283 $20K
CRWD
Crowd Strike Holdings, Inc.

Technology
59
New
$308.86 - $455.36 $18.2K - $26.9K
59 $20K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
200
New
$100.59 - $103.47 $20.1K - $20.7K
200 $20K
NEE
Nextera Energy Inc

Utilities
291
New
$66.96 - $76.16 $19.5K - $22.2K
291 $20K
NI
Nisource Inc.

Utilities
500
New
$35.57 - $41.23 $17.8K - $20.6K
500 $20K
DLR
Digital Realty Trust, Inc.

Real Estate
134
New
$142.1 - $183.56 $19K - $24.6K
134 $19K
DTE
Dte Energy CO

Utilities
142
New
$117.6 - $138.27 $16.7K - $19.6K
142 $19K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
448
New
$39.96 - $43.3 $17.9K - $19.4K
448 $18K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
138
New
$80.53 - $147.57 $11.1K - $20.4K
138 $18K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
190
New
$92.51 - $102.81 $17.6K - $19.5K
190 $17K
UL
Unilever PLC

Consumer Defensive
300
New
$54.72 - $60.29 $16.4K - $18.1K
300 $17K
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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