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
WELL
Welltower Inc.

Real Estate
10
+ 5.41%
$150.71 - $178.14 $1.51K - $1.78K
195 $34K
AMAT
Applied Materials Inc

Technology
4
+ 1.91%
$156.25 - $204.95 $625 - $820
213 $43K
F
Ford Motor CO

Consumer Cyclical
48
+ 1.29%
$10.82 - $12.09 $519 - $580
3.76K $44K
PSX
Phillips 66

Energy
2
+ 0.83%
$118.37 - $139.46 $237 - $279
242 $32K
COP
Conocophillips

Energy
11
+ 2.59%
$91.0 - $98.99 $1K - $1.09K
435 $41K
PH
Parker Hannifin Corp

Industrials
3
+ 300.0%
$697.13 - $769.67 $2.09K - $2.31K
4 $3K
BSX
Boston Scientific Corp

Healthcare
22
+ 550.0%
$97.03 - $108.14 $2.13K - $2.38K
26 $2K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
18
+ 0.44%
$13.87 - $14.46 $250 - $260
4.06K $58K
HWM
Howmet Aerospace Inc.

Industrials
8
+ 50.0%
$171.0 - $196.23 $1.37K - $1.57K
24 $4K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
38
+ 1.72%
$6.96 - $7.59 $264 - $288
2.25K $17K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
29
+ 1.25%
$11.51 - $12.4 $334 - $360
2.36K $28K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
10
+ 1.51%
$14.12 - $14.91 $141 - $149
672 $10K
MLPX
Global X Mlp & Energy Infrastr

ETFs
2
+ 1.15%
$59.5 - $62.99 $119 - $126
176 $11K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 10.0%
$193.58 - $213.07 $194 - $213
11 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 25.0%
$65.64 - $78.22 $656 - $782
50 $3K
ETR
Entergy Corp

Utilities
3
+ 27.27%
$80.93 - $93.55 $243 - $281
14 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
+ 400.0%
$259.44 - $278.65 $1.04K - $1.11K
5 $1K
OTTR
Otter Tail Corp

Utilities
1
+ 0.52%
$75.29 - $85.97 $75.3 - $86
194 $15K
UNP
Union Pacific Corp

Industrials
1
+ 1.41%
$214.91 - $237.16 $215 - $237
72 $17K
J P Morgan Exchange Traded F
21.3K
+ 40.23%
N/A
74.3K $0
Cava Group Inc
9
+ 34.62%
N/A
35 $0
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 0.89%
$25.63 - $28.94 $51.3 - $57.9
227 $5K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1
+ 16.67%
$49.09 - $50.58 $49.1 - $50.6
7 $0
SPGI
S&P Global Inc.

Financial Services
4
+ 7.14%
$484.94 - $564.15 $1.94K - $2.26K
60 $29K
Jpmorgan Chase Finl CO LLC
4.78K
+ 5.31%
N/A
94.9K $0
Blackrock Inc
2
+ 1.83%
N/A
111 $0
Ge Vernova Inc
25
+ 16.03%
N/A
181 $0
PGR
Progressive Corp

Financial Services
1
+ 25.0%
$238.61 - $264.3 $239 - $264
5 $1K
ET
Energy Transfer LP

Energy
11
+ 1.34%
$17.11 - $18.16 $188 - $200
832 $14K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 1.18%
$96.22 - $98.19 $96.2 - $98.2
86 $8K
HON
Honeywell International Inc

Industrials
5
+ 4.81%
$207.7 - $240.4 $1.04K - $1.2K
109 $22K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.97%
$625.65 - $812.69 $1.25K - $1.63K
208 $158K
NOW
Service Now, Inc.

Technology
2
+ 4.0%
$850.86 - $1044.69 $1.7K - $2.09K
52 $47K
PPG
Ppg Industries Inc

Basic Materials
4
+ 0.76%
$103.65 - $119.07 $415 - $476
527 $55K
BR
Broadridge Financial Solutions, Inc.

Technology
6
+ 0.16%
$233.75 - $266.89 $1.4K - $1.6K
3.75K $894K
DIS
Walt Disney CO

Communication Services
30
+ 0.54%
$112.25 - $124.0 $3.37K - $3.72K
5.58K $638K
NFLX
Netflix Inc

Communication Services
36
+ 4.6%
$1147.87 - $1297.18 $41.3K - $46.7K
819 $981K
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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