Smallwood Wealth Investment Management, LLC Incresed Positions in Q1 2025

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.05%
$117.15 - $158.79 $937 - $1.27K
16K $2.53M
DWM
Wisdomtree Tr

ETFs
2.48K
+ 4.63%
$52.19 - $59.86 $130K - $149K
56.1K $3.26M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.01K
+ 3.65%
$32.66 - $36.43 $131K - $146K
114K $3.99M
PULS
Pgim ETF Tr

ETFs
7.33K
+ 8.04%
$49.56 - $49.78 $363K - $365K
98.5K $4.9M
VDE
Vanguard Energy ETF

ETFs
1.07K
+ 5.36%
$119.14 - $132.76 $128K - $142K
21K $2.73M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12.3K
+ 14.25%
$23.87 - $24.35 $293K - $299K
98.3K $2.36M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.6K
+ 49.78%
$45.56 - $47.23 $210K - $217K
13.9K $651K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.56K
+ 50.89%
$51.45 - $58.51 $235K - $267K
13.5K $699K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.44K
+ 2.71%
$36.6 - $39.56 $52.7K - $56.9K
54.5K $2.11M
CGDV
Capital Group Divid Value ETF

ETFs
3.45K
+ 3.19%
$34.95 - $37.36 $120K - $129K
112K $3.98M
NJR
New Jersey Resources Corp

Utilities
1.42K
+ 15.55%
$45.25 - $49.37 $64.3K - $70.2K
10.6K $518K
RZV
Invesco Fd Tr

ETFs
2.03K
+ 21.86%
$96.48 - $115.16 $196K - $233K
11.3K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.4K
+ 11.87%
$56.17 - $59.71 $78.4K - $83.3K
13.1K $751K
IVT
Inven Trust Properties Corp.

Real Estate
2.45K
+ 26.36%
$28.36 - $30.77 $69.3K - $75.2K
11.7K $344K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 0.28%
$221.46 - $244.83 $2.21K - $2.45K
3.57K $866K
AMGN
Amgen Inc

Healthcare
3
+ 0.33%
$258.59 - $327.36 $776 - $982
911 $283K
RWR
Spdr Dow Jones Reit ETF

ETFs
411
+ 2.35%
$95.15 - $104.06 $39.1K - $42.8K
17.9K $1.77M
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.4%
$50.81 - $60.02 $1.12K - $1.32K
5.46K $327K
CGGO
Capital Group Global Growth Eq

ETFs
4.42K
+ 4.11%
$28.33 - $30.84 $125K - $136K
112K $3.17M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.03%
$53.9 - $63.11 $108 - $126
6.68K $407K
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 28.07%
$551.42 - $612.93 $26.5K - $29.4K
219 $122K
Jpmorgan Chase Finl CO LLC
1.9K
+ 2.21%
N/A
87.7K $0
J P Morgan Exchange Traded F
13.9K
+ 63.33%
N/A
35.8K $0
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.0%
$104.71 - $107.69 $105 - $108
26.6K $2.81M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.3%
$198.1 - $229.79 $991 - $1.15K
1.69K $337K
BX
Blackstone Inc.

Financial Services
6
+ 0.47%
$136.53 - $186.74 $819 - $1.12K
1.29K $179K
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 5.63%
$190.26 - $242.06 $38.1K - $48.4K
3.76K $714K
ORCL
Oracle Corp

Technology
1
+ 0.04%
$139.81 - $186.47 $140 - $186
2.59K $362K
GOOG
Alphabet Inc.

Communication Services
200
+ 2.73%
$156.06 - $207.71 $31.2K - $41.5K
7.53K $1.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.6K
+ 3.0%
$120.29 - $134.6 $1.27M - $1.42M
364K $44.4M
AAPL
Apple Inc.

Technology
611
+ 1.37%
$209.68 - $247.1 $128K - $151K
45.3K $10.1M
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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