Smallwood Wealth Investment Management, LLC Incresed Positions in Q4 2024

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
45.1K
+ 110.11%
$23.99 - $24.55 $1.08M - $1.11M
86.1K $2.07M
GUNR
Flexshares Tr Morningstar Glob

ETFs
20.8K
+ 64.35%
$36.15 - $41.9 $751K - $870K
53K $1.93M
RWR
Spdr Dow Jones Reit ETF

ETFs
6.33K
+ 56.69%
$97.84 - $108.61 $619K - $687K
17.5K $1.73M
RZV
Invesco Fd Tr

ETFs
2.76K
+ 42.28%
$105.77 - $119.36 $291K - $329K
9.27K $1.03M
GOOG
Alphabet Inc.

Communication Services
175
+ 2.45%
$163.08 - $198.16 $28.5K - $34.7K
7.33K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 4.41%
$180.88 - $232.93 $27.1K - $34.9K
3.56K $779K
AVGO
Broadcom Inc.

Technology
15
+ 0.79%
$159.67 - $250.0 $2.4K - $3.75K
1.91K $441K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.97K
+ 20.08%
$57.53 - $60.83 $113K - $120K
11.8K $676K
DIS
Walt Disney CO

Communication Services
32
+ 0.61%
$92.39 - $117.6 $2.96K - $3.76K
5.29K $588K
META
Meta Platforms, Inc.

Communication Services
81
+ 18.79%
$554.08 - $632.68 $44.9K - $51.2K
512 $301K
BR
Broadridge Financial Solutions, Inc.

Technology
12
+ 0.34%
$209.64 - $236.44 $2.52K - $2.84K
3.56K $805K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 7.44%
$288.47 - $316.54 $14.4K - $15.8K
722 $209K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.18%
$216.13 - $242.4 $648 - $727
1.69K $373K
Jpmorgan Chase Finl CO LLC
22.6K
+ 35.71%
N/A
85.8K $0
J P Morgan Exchange Traded F
12.4K
+ 129.88%
N/A
21.9K $0
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.04%
$118.38 - $133.06 $829 - $931
16K $1.92M
VZ
Verizon Communications Inc

Communication Services
2
+ 0.04%
$39.6 - $45.21 $79.2 - $90.4
5.29K $211K
AMGN
Amgen Inc

Healthcare
2
+ 0.22%
$258.78 - $328.31 $518 - $657
908 $236K
CGGO
Capital Group Global Growth Eq

ETFs
1.17K
+ 1.1%
$29.21 - $30.67 $34.3K - $36K
108K $3.14M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
6.39K
+ 6.17%
$32.68 - $36.28 $209K - $232K
110K $3.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.3K
+ 99.43%
$18.41 - $40.87 $558K - $1.24M
60.8K $1.12M
DWM
Wisdomtree Tr

ETFs
1.96K
+ 3.79%
$52.54 - $57.11 $103K - $112K
53.7K $2.83M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 1
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