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
ALCC
Alt C Acquisition Corp.

Financial Services
55
New
N/A
55 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
New
$87.68 - $94.52 $438 - $473
5 $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
1
New
$17.57 - $25.81 $17.6 - $25.8
1 $0
PLBY
Plby Group, Inc.

Consumer Cyclical
4
New
$1.06 - $2.1 $4.24 - $8.4
4 $0
Wheels Up Experience Inc
75
New
N/A
75 $0
ZIMV
Zim Vie Inc.

Healthcare
3
New
$10.8 - $15.22 $32.4 - $45.7
3 $0
Therapeuticsmd Inc
2
New
N/A
2 $0
Atlassian Corporation
2
New
N/A
2 $0
MVIS
Microvision, Inc.

Technology
25
New
N/A
25 $0
STEM
Stem, Inc.

Technology
40
New
$0.35 - $1.22 $14 - $48.8
40 $0
CRSR
Corsair Gaming, Inc.

Technology
15
New
$6.98 - $12.53 $105 - $188
15 $0
SNOW
Snowflake Inc.

Technology
5
New
$146.16 - $192.78 $731 - $964
5 $0
CIGI
Colliers International Group Inc.

Real Estate
3
New
$118.9 - $145.92 $357 - $438
3 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2K
New
N/A
2K $0
Ishares Bitcoin Trust ETF
637
New
N/A
637 $0
Avalon Globocare Corp
5
New
N/A
5 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
11
New
$35.96 - $36.72 $396 - $404
11 $0
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
1
New
N/A
1 $0
OI
O I Glass, Inc.

Consumer Cyclical
59
New
$10.17 - $12.26 $600 - $723
59 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3
New
$97.25 - $104.79 $292 - $314
3 $0
MAT
Mattel Inc

Consumer Cyclical
20
New
$17.73 - $21.94 $355 - $439
20 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
0
New
$161.05 - $222.93 $0 - $0
0 $0
Barclays Bank PLC
41
New
N/A
41 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
12
New
$30.44 - $32.85 $365 - $394
12 $0
VICE
Advisorshares Vice ETF (De)

ETFs
15
New
$30.34 - $34.51 $455 - $518
15 $0
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
20
New
$20.67 - $22.82 $413 - $456
20 $0
LUMN
Lumen Technologies, Inc.

Communication Services
5
New
$3.92 - $5.92 $19.6 - $29.6
5 $0
SHAG
Wisdomtree Yield Enhanced U.S.
1
New
N/A
1 $0
ROKU
Roku, Inc

Communication Services
11
New
$67.36 - $99.07 $741 - $1.09K
11 $0
AINV
Apollo Investment Corp

Financial Services
16
New
N/A
16 $0
BP
Bp PLC

Energy
29
New
$29.93 - $35.31 $868 - $1.02K
29 $0
Solventum Corp
5
New
N/A
5 $0
MAS
Masco Corp

Industrials
0
New
$68.67 - $81.85 $0 - $0
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
8
New
$92.45 - $106.69 $740 - $854
8 $0
Grail Inc
2
New
N/A
2 $0
Ge Vernova Inc
156
New
N/A
156 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
New
$221.78 - $273.45 $222 - $273
1 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17
New
$54.25 - $57.64 $922 - $980
17 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
7
New
$53.99 - $58.43 $378 - $409
7 $0
ALGN
Align Technology Inc

Healthcare
2
New
$158.86 - $234.89 $318 - $470
2 $0
Jpmorgan Chase Finl CO LLC
1.9K
+ 2.21%
N/A
87.7K $0
NCR
Ncr Corp

Technology
11
New
N/A
11 $0
Tempus Ai Inc
25
New
N/A
25 $0
IYW
Ishares Dj Us Tech ETF

ETFs
6
New
$140.44 - $166.79 $843 - $1K
6 $0
Smurfit Westrock PLC
885
New
N/A
885 $0
Grayscale Bitcoin Mini Tr Et
204
New
N/A
204 $0
Site Ctrs Corp
4
New
N/A
4 $0
UMH
Umh Properties, Inc.

Real Estate
26
New
$17.49 - $19.0 $455 - $494
26 $0
South Bow Corp
97
New
N/A
97 $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
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