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
VO
Vanguard Mid Cap ETF

ETFs
67
New
$251.87 - $277.95 $16.9K - $18.6K
67 $17K
ISRG
Intuitive Surgical Inc

Healthcare
36
New
$476.63 - $610.45 $17.2K - $22K
36 $17K
WU
Western Union CO

Financial Services
1.61K
New
$10.24 - $11.62 $16.5K - $18.7K
1.61K $17K
MFC
Manulife Financial Corp

Financial Services
555
New
$28.41 - $31.82 $15.8K - $17.7K
555 $17K
SCHR
Schwab Intermediate Term Us Tr

ETFs
678
New
$24.05 - $24.86 $16.3K - $16.9K
678 $16K
CI
Cigna Corp

Healthcare
50
New
$274.49 - $329.0 $13.7K - $16.5K
50 $16K
IXC
Ishares Tr Global Energy ETF

ETFs
404
New
$38.48 - $42.16 $15.5K - $17K
404 $16K
IWR
Ishares Russell Mid Cap ETF

ETFs
190
New
$82.81 - $92.93 $15.7K - $17.7K
190 $16K
ET
Energy Transfer LP

Energy
811
New
$17.26 - $21.08 $14K - $17.1K
811 $15K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
New
$307.43 - $357.48 $15.4K - $17.9K
50 $15K
D
Dominion Energy, Inc

Utilities
273
New
$52.85 - $57.43 $14.4K - $15.7K
273 $15K
CFG
Citizens Financial Group Inc

Financial Services
378
New
$39.73 - $48.36 $15K - $18.3K
378 $15K
DFAT
Dimensional ETF Tr U S Target

ETFs
309
New
$50.44 - $58.1 $15.6K - $18K
309 $15K
UNP
Union Pacific Corp

Industrials
67
New
$225.21 - $254.42 $15.1K - $17K
67 $15K
ADC
Agree Realty Corp

Real Estate
200
New
$68.36 - $77.19 $13.7K - $15.4K
200 $15K
OTTR
Otter Tail Corp

Utilities
192
New
$72.43 - $83.38 $13.9K - $16K
192 $15K
PHK
Pimco High Income Fund

Financial Services
3.07K
New
$4.85 - $4.98 $14.9K - $15.3K
3.07K $14K
AWK
American Water Works Company, Inc.

Utilities
89
New
$121.01 - $149.31 $10.8K - $13.3K
89 $13K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
2.17K
New
$5.74 - $7.6 $12.4K - $16.5K
2.17K $13K
WTRG
Essential Utilities, Inc.

Utilities
334
New
$33.49 - $40.57 $11.2K - $13.6K
334 $13K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
New
$442.66 - $534.52 $11.5K - $13.9K
26 $13K
TJX
Tjx Companies Inc

Consumer Cyclical
110
New
$112.81 - $126.16 $12.4K - $13.9K
110 $13K
TTE
Total Energies Se

Energy
200
New
N/A
200 $13K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
757
New
$16.84 - $18.41 $12.7K - $13.9K
757 $12K
KEYS
Keysight Technologies, Inc.

Technology
81
New
$148.16 - $185.11 $12K - $15K
81 $12K
BLDR
Builders First Source, Inc.

Industrials
100
New
$122.8 - $173.51 $12.3K - $17.4K
100 $12K
BND
Vanguard Bd Index Fd Inc Total

ETFs
166
New
$71.17 - $73.66 $11.8K - $12.2K
166 $12K
MPC
Marathon Petroleum Corp

Energy
83
New
$134.72 - $159.03 $11.2K - $13.2K
83 $12K
QUAL
Ishares Msci Usa Quality Facto

ETFs
65
New
$168.16 - $186.21 $10.9K - $12.1K
65 $11K
EMR
Emerson Electric CO

Industrials
108
New
$108.64 - $131.17 $11.7K - $14.2K
108 $11K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
745
New
$14.61 - $15.83 $10.9K - $11.8K
745 $11K
CEG
Constellation Energy Corp

Utilities
50
New
$201.63 - $347.44 $10.1K - $17.4K
50 $10K
BCE
Bce Inc

Communication Services
471
New
$22.14 - $25.18 $10.4K - $11.9K
471 $10K
MLPX
Global X Mlp & Energy Infrastr

ETFs
171
New
$59.6 - $67.2 $10.2K - $11.5K
171 $10K
XLE
Energy Sector Spdr

ETFs
111
New
$85.7 - $93.96 $9.51K - $10.4K
111 $10K
LHX
L3 Harris Technologies, Inc.

Industrials
50
New
$194.65 - $222.86 $9.73K - $11.1K
50 $10K
SOFI
So Fi Technologies, Inc.

Financial Services
925
New
$11.18 - $18.03 $10.3K - $16.7K
925 $10K
TTD
Trade Desk, Inc.

Technology
200
New
$53.59 - $126.58 $10.7K - $25.3K
200 $10K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
135
New
$81.1 - $94.7 $10.9K - $12.8K
135 $10K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
651
New
$14.19 - $15.67 $9.24K - $10.2K
651 $9K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
178
New
$42.3 - $53.69 $7.53K - $9.56K
178 $9K
HSBC
Hsbc Holdings PLC

Financial Services
173
New
$48.68 - $61.58 $8.42K - $10.7K
173 $9K
JPSE
J P Morgan Diversified Return

ETFs
226
New
$42.78 - $48.51 $9.67K - $11K
226 $9K
MAR
Marriott International Inc

Consumer Cyclical
40
New
$237.01 - $304.45 $9.48K - $12.2K
40 $9K
CHTR
Charter Communications, Inc.

Communication Services
27
New
$334.89 - $384.77 $9.04K - $10.4K
27 $9K
ITB
Ishares Tr

ETFs
105
New
$93.86 - $111.45 $9.86K - $11.7K
105 $9K
BIIB
Biogen Inc.

Healthcare
70
New
$133.43 - $153.27 $9.34K - $10.7K
70 $9K
IWB
Ishares Tr Russell 1000 ETF

ETFs
30
New
$302.31 - $337.54 $9.07K - $10.1K
30 $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
133
New
$72.7 - $84.32 $9.67K - $11.2K
133 $9K
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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