Smallwood Wealth Investment Management, LLC Incresed Positions in Q3 2025

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.7K
+ 3.53%
$135.0 - $146.02 $1.72M - $1.86M
374K $54.5M
AAPL
Apple Inc.

Technology
193
+ 0.41%
$202.38 - $256.87 $39.1K - $49.6K
47K $12M
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 0.19%
$303.93 - $329.86 $18.5K - $20.1K
32.9K $10.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.65K
+ 3.63%
$164.63 - $174.58 $271K - $287K
47K $8.21M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.7K
+ 72.31%
$46.37 - $47.77 $680K - $700K
34.9K $1.66M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.49K
+ 3.78%
$40.04 - $45.11 $180K - $202K
123K $5.46M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
23K
+ 20.97%
$23.69 - $24.32 $545K - $560K
133K $3.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.74K
+ 46.33%
$53.81 - $57.52 $471K - $503K
27.6K $1.59M
PULS
Pgim ETF Tr

ETFs
9.45K
+ 10.09%
$49.58 - $49.83 $469K - $471K
103K $5.14M
CGDV
Capital Group Divid Value ETF

ETFs
3.64K
+ 3.15%
$39.59 - $42.21 $144K - $153K
119K $5M
NVDA
Nvidia Corp

Technology
152
+ 1.12%
$153.3 - $186.58 $23.3K - $28.4K
13.7K $2.55M
RZV
Invesco Fd Tr

ETFs
1.8K
+ 13.22%
$103.86 - $120.22 $187K - $216K
15.4K $1.82M
DWM
Wisdomtree Tr

ETFs
2.37K
+ 4.06%
$62.79 - $66.96 $149K - $159K
60.8K $4.03M
VDE
Vanguard Energy ETF

ETFs
1.31K
+ 6.09%
$118.37 - $129.65 $155K - $170K
22.9K $2.88M
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.12K
+ 3.79%
$40.15 - $43.86 $85K - $92.8K
57.9K $2.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.66K
+ 22.72%
$55.61 - $57.37 $204K - $210K
19.8K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
280
+ 126.7%
$617.65 - $666.84 $173K - $187K
501 $333K
ORCL
Oracle Corp

Technology
8
+ 0.31%
$218.96 - $328.33 $1.75K - $2.63K
2.61K $732K
RWR
Spdr Dow Jones Reit ETF

ETFs
690
+ 3.79%
$95.17 - $101.62 $65.7K - $70.1K
18.9K $1.9M
AVGO
Broadcom Inc.

Technology
10
+ 0.52%
$264.74 - $369.57 $2.65K - $3.7K
1.93K $635K
JPIB
Jpmorgan International Bond Op

ETFs
2.04K
+ 35.94%
$48.32 - $49.13 $98.5K - $100K
7.71K $377K
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 48.15%
$293.94 - $444.72 $30.6K - $46.3K
320 $142K
UAL
United Airlines Holdings, Inc.

Industrials
500
+ 50.0%
$80.05 - $109.36 $40K - $54.7K
1.5K $144K
XOM
Exxon Mobil Corp

Energy
11
+ 0.09%
$105.83 - $117.22 $1.16K - $1.29K
12.7K $1.43M
GOOGL
Alphabet Inc.

Communication Services
19
+ 2.21%
$174.36 - $254.72 $3.31K - $4.84K
879 $213K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.25%
$282.78 - $316.06 $1.41K - $1.58K
1.99K $628K
TMO
Thermo Fisher Scientific Inc.

Healthcare
72
+ 93.51%
$404.94 - $499.99 $29.2K - $36K
149 $72K
NJR
New Jersey Resources Corp

Utilities
16
+ 0.15%
$45.05 - $48.15 $721 - $770
10.6K $510K
MAR
Marriott International Inc

Consumer Cyclical
125
+ 312.5%
$255.35 - $282.87 $31.9K - $35.4K
165 $42K
VZ
Verizon Communications Inc

Communication Services
636
+ 14.67%
$40.84 - $45.06 $26K - $28.7K
4.97K $218K
BX
Blackstone Inc.

Financial Services
2
+ 0.15%
$152.77 - $188.68 $306 - $377
1.29K $221K
MRK
Merck & Co., Inc.

Healthcare
50
+ 1.34%
$77.6 - $87.37 $3.88K - $4.37K
3.77K $316K
NOK
Nokia Corp

Technology
4.28K
+ 1546.21%
$4.05 - $5.23 $17.3K - $22.4K
4.56K $21K
VGT
Vanguard Information Technolog

ETFs
16
+ 22.86%
$656.44 - $753.15 $10.5K - $12.1K
86 $64K
WMT
Walmart Inc.

Consumer Defensive
37
+ 1.49%
$94.4 - $104.27 $3.49K - $3.86K
2.52K $260K
LMT
Lockheed Martin Corp

Industrials
8
+ 2.35%
$410.74 - $499.21 $3.29K - $3.99K
348 $173K
RSG
Republic Services, Inc.

Industrials
110
+ 22.0%
$225.33 - $246.01 $24.8K - $27.1K
610 $139K
AMZN
Amazon Com Inc

Consumer Cyclical
59
+ 1.49%
$211.65 - $238.24 $12.5K - $14.1K
4.03K $885K
FCX
Freeport Mcmoran Inc

Basic Materials
387
+ 204.76%
$35.34 - $47.21 $13.7K - $18.3K
576 $22K
BK
Bank Of New York Mellon Corp

Financial Services
15
+ 2.04%
$90.65 - $109.75 $1.36K - $1.65K
752 $81K
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 52.73%
$412.46 - $514.1 $12K - $14.9K
84 $41K
KRG
Kite Realty Group Trust

Real Estate
641
+ 57.9%
$20.94 - $23.26 $13.4K - $14.9K
1.75K $38K
SBUX
Starbucks Corp

Consumer Cyclical
187
+ 34.69%
$81.9 - $96.86 $15.3K - $18.1K
726 $61K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 18.02%
$915.95 - $994.57 $18.3K - $19.9K
131 $121K
SCHX
Schwab Strategic Tr Us Large C

ETFs
321
+ 17.27%
$24.46 - $26.5 $7.85K - $8.51K
2.18K $57K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.22%
$237.58 - $259.17 $238 - $259
465 $118K
META
Meta Platforms, Inc.

Communication Services
12
+ 1.93%
$695.21 - $791.73 $8.34K - $9.5K
635 $466K
DUK
Duke Energy Corp

Utilities
1
+ 0.08%
$116.31 - $125.93 $116 - $126
1.21K $149K
AMD
Advanced Micro Devices Inc

Technology
15
+ 7.04%
$134.8 - $184.42 $2.02K - $2.77K
228 $36K
Activity Summary
Buys All Purchases 125 New Holdings 37 Increased Positions 88 Sells All Sells 72 Reductions 71 Sold out 1 Options Calls 1 Puts 1
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