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
HWM
Howmet Aerospace Inc.

Industrials
16
New
$110.79 - $139.39 $1.77K - $2.23K
16 $2K
HPE
Hewlett Packard Enterprise CO

Technology
160
New
$14.77 - $24.42 $2.36K - $3.91K
160 $2K
NTR
Nutrien Ltd.

Basic Materials
51
New
$45.28 - $53.84 $2.31K - $2.75K
51 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
New
$65.15 - $91.81 $2.61K - $3.67K
40 $2K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47
New
$49.42 - $50.43 $2.32K - $2.37K
47 $2K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
46
New
$43.48 - $52.89 $2K - $2.43K
46 $2K
HLN
Haleon PLC

Healthcare
223
New
$9.02 - $10.67 $2.01K - $2.38K
223 $2K
HAL
Halliburton CO

Energy
85
New
$24.15 - $29.9 $2.05K - $2.54K
85 $2K
AFL
Aflac Inc

Financial Services
18
New
$100.99 - $111.19 $1.82K - $2K
18 $2K
CTRA
Coterra Energy Inc.

Energy
100
New
$25.51 - $29.83 $2.55K - $2.98K
100 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31
New
$64.88 - $72.1 $2.01K - $2.24K
31 $2K
CAPL
Cross America Partners LP

Energy
100
New
$21.88 - $24.57 $2.19K - $2.46K
100 $2K
SJM
J M Smucker CO

Consumer Defensive
10
New
$100.41 - $118.41 $1K - $1.18K
10 $1K
SU
Suncor Energy Inc

Energy
50
New
$34.27 - $40.63 $1.71K - $2.03K
50 $1K
IBB
Ishares Biotechnology ETF

ETFs
10
New
$127.9 - $140.56 $1.28K - $1.41K
10 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
64
New
$30.73 - $32.26 $1.97K - $2.06K
64 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
20
New
$52.44 - $62.91 $1.05K - $1.26K
20 $1K
NOK
Nokia Corp

Technology
277
New
$4.43 - $5.42 $1.23K - $1.5K
277 $1K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
64
New
$27.52 - $33.6 $1.76K - $2.15K
64 $1K
BGS
B&G Foods, Inc.

Consumer Defensive
160
New
$5.62 - $7.87 $899 - $1.26K
160 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15
New
$76.94 - $78.28 $1.15K - $1.17K
15 $1K
NKE
Nike, Inc.

Consumer Cyclical
20
New
$63.29 - $81.72 $1.27K - $1.63K
20 $1K
PINS
Pinterest, Inc.

Communication Services
50
New
$29.79 - $40.0 $1.49K - $2K
50 $1K
PAYX
Paychex Inc

Industrials
10
New
$136.06 - $154.52 $1.36K - $1.55K
10 $1K
KD
Kyndryl Holdings, Inc.

Technology
48
New
$31.32 - $43.45 $1.5K - $2.09K
48 $1K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
20
New
$80.73 - $94.96 $1.61K - $1.9K
20 $1K
EFG
Msci Eafe Growth ETF

ETFs
12
New
$96.1 - $106.37 $1.15K - $1.28K
12 $1K
OGN
Organon & Co.

Healthcare
98
New
$14.29 - $16.41 $1.4K - $1.61K
98 $1K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40
New
$25.58 - $29.24 $1.02K - $1.17K
40 $1K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
10
New
$107.24 - $116.37 $1.07K - $1.16K
10 $1K
VXF
Vanguard Extended Market ETF

ETFs
10
New
$170.36 - $201.04 $1.7K - $2.01K
10 $1K
EFV
Msci Eafe Value ETF

ETFs
21
New
$51.88 - $60.73 $1.09K - $1.28K
21 $1K
MET
Metlife Inc

Financial Services
16
New
$77.7 - $87.0 $1.24K - $1.39K
16 $1K
ILMN
Illumina, Inc.

Healthcare
15
New
$79.34 - $144.22 $1.19K - $2.16K
15 $1K
TOST
Toast, Inc.

Technology
58
New
$32.61 - $41.98 $1.89K - $2.43K
58 $1K
MRNA
Moderna, Inc.

Healthcare
41
New
$28.35 - $47.53 $1.16K - $1.95K
41 $1K
XLG
Invesco Exchange Traded Fd Tr

ETFs
26
New
$45.72 - $51.73 $1.19K - $1.34K
26 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
125
New
$9.19 - $12.93 $1.15K - $1.62K
125 $1K
ZM
Zoom Video Communications, Inc.

Technology
22
New
$72.23 - $88.64 $1.59K - $1.95K
22 $1K
NGVT
Ingevity Corp

Basic Materials
41
New
$37.74 - $48.87 $1.55K - $2K
41 $1K
Arista Networks Inc
120
New
N/A
120 $0
Digitalbridge Group Inc
1.05K
New
N/A
1.05K $0
OEF
Ishares S&P 100 ETF

ETFs
2
New
N/A
2 $0
Annaly Capital Management In
1.77K
New
N/A
1.77K $0
Chimera Invt Corp
749
New
N/A
749 $0
SQ
Block, Inc.

Technology
17
New
$54.04 - $92.95 $919 - $1.58K
17 $0
Gsk PLC
178
New
N/A
178 $0
DXC
Dxc Technology CO

Technology
13
New
$16.43 - $22.61 $214 - $294
13 $0
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
20
New
$14.03 - $17.33 $281 - $347
20 $0
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
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email