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
MNA
Iq Merger Arbitrage ETF

ETFs
256
New
$33.08 - $34.35 $8.47K - $8.79K
256 $8K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
188
New
$42.18 - $45.16 $7.93K - $8.49K
188 $8K
EMB
Ishares Tr

ETFs
89
New
$88.64 - $92.03 $7.89K - $8.19K
89 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$165.25 - $224.62 $8.26K - $11.2K
50 $8K
MLPA
Global X Mlp ETF

ETFs
153
New
$49.83 - $54.53 $7.62K - $8.34K
153 $8K
SMR
Nuscale Power Corp

Industrials
600
New
$14.16 - $29.08 $8.5K - $17.4K
600 $8K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
499
New
$17.74 - $21.48 $8.85K - $10.7K
499 $8K
PRCT
Procept Bio Robotics Corp

Healthcare
150
New
$56.03 - $88.57 $8.4K - $13.3K
150 $8K
JNK
Spdr Bloomberg High Yield Bond

ETFs
83
New
$94.86 - $97.12 $7.87K - $8.06K
83 $7K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.32K
New
$5.3 - $5.8 $7K - $7.66K
1.32K $7K
RIOT
Riot Blockchain, Inc.

Technology
1.06K
New
$7.12 - $13.54 $7.51K - $14.3K
1.06K $7K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1K
New
$7.17 - $9.1 $7.17K - $9.1K
1K $7K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
56
New
$98.98 - $113.18 $5.54K - $6.34K
56 $6K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
96
New
$59.28 - $66.1 $5.69K - $6.35K
96 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
176
New
$34.5 - $43.01 $6.07K - $7.57K
176 $6K
GAB
Gabelli Equity Trust Inc

Financial Services
1.13K
New
$5.36 - $5.67 $6.03K - $6.38K
1.13K $6K
VOD
Vodafone Group Public LTD CO

Communication Services
719
New
$8.05 - $9.86 $5.79K - $7.09K
719 $6K
DTM
Dt Midstream, Inc.

Energy
71
New
$86.95 - $113.75 $6.17K - $8.08K
71 $6K
NRG
Nrg Energy, Inc.

Utilities
70
New
$84.82 - $113.33 $5.94K - $7.93K
70 $6K
WM
Waste Management Inc

Industrials
25
New
$200.54 - $233.78 $5.01K - $5.84K
25 $5K
TDC
Teradata Corp

Technology
242
New
$21.95 - $32.78 $5.31K - $7.93K
242 $5K
VEA
Vanguard Ftse Developed Market

ETFs
97
New
$47.4 - $52.99 $4.6K - $5.14K
97 $4K
UPS
United Parcel Service Inc

Industrials
39
New
$109.66 - $136.26 $4.28K - $5.31K
39 $4K
VEEV
Veeva Systems Inc

Healthcare
20
New
$210.58 - $246.8 $4.21K - $4.94K
20 $4K
SPG
Simon Property Group Inc

Real Estate
30
New
$159.48 - $187.78 $4.78K - $5.63K
30 $4K
HPQ
Hp Inc

Technology
160
New
$27.69 - $34.72 $4.43K - $5.56K
160 $4K
APLE
Apple Hospitality Reit, Inc.

Real Estate
312
New
$12.87 - $15.85 $4.02K - $4.95K
312 $4K
CRUS
Cirrus Logic, Inc.

Technology
50
New
$97.89 - $111.4 $4.89K - $5.57K
50 $4K
L
Loews Corp

Financial Services
47
New
$81.13 - $91.91 $3.81K - $4.32K
47 $4K
DSL
Double Line Income Solutions Fund

Financial Services
333
New
$12.53 - $12.88 $4.17K - $4.29K
333 $4K
RWX
Spdr Dow Jones International R

ETFs
134
New
$22.39 - $24.7 $3K - $3.31K
134 $3K
HAS
Hasbro, Inc.

Consumer Cyclical
50
New
$56.16 - $69.06 $2.81K - $3.45K
50 $3K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
440
New
$7.55 - $8.77 $3.32K - $3.86K
440 $3K
LIT
Global X Fds Global X Lithium

ETFs
100
New
$38.8 - $42.84 $3.88K - $4.28K
100 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
49
New
$65.63 - $89.21 $3.22K - $4.37K
49 $3K
LUV
Southwest Airlines CO

Industrials
100
New
$28.18 - $34.84 $2.82K - $3.48K
100 $3K
IJK
Ishares S&P Midcap 400 Growth

ETFs
48
New
$81.62 - $96.63 $3.92K - $4.64K
48 $3K
FITB
Fifth Third Bancorp

Financial Services
100
New
$37.48 - $44.96 $3.75K - $4.5K
100 $3K
MGM
Mgm Resorts International

Consumer Cyclical
106
New
$29.64 - $40.37 $3.14K - $4.28K
106 $3K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
1.2K
New
$2.62 - $3.68 $3.14K - $4.42K
1.2K $3K
SPOT
Spotify Technology S.A.

Communication Services
6
New
$457.79 - $648.32 $2.75K - $3.89K
6 $3K
VTRS
Viatris Inc

Healthcare
396
New
$8.68 - $12.42 $3.44K - $4.92K
396 $3K
EA
Electronic Arts Inc.

Communication Services
20
New
$116.53 - $146.29 $2.33K - $2.93K
20 $2K
TRN
Trinity Industries Inc

Industrials
84
New
$28.06 - $39.45 $2.36K - $3.31K
84 $2K
BWA
Borgwarner Inc

Consumer Cyclical
70
New
$27.78 - $32.9 $1.94K - $2.3K
70 $2K
ACA
Arcosa, Inc.

Industrials
26
New
$77.12 - $103.53 $2.01K - $2.69K
26 $2K
GNL
Global Net Lease, Inc.

Real Estate
350
New
$6.91 - $8.26 $2.42K - $2.89K
350 $2K
CCL
Carnival Corp

Consumer Cyclical
117
New
$19.08 - $28.49 $2.23K - $3.33K
117 $2K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
New
$120.24 - $134.3 $2.65K - $2.95K
22 $2K
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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