Smallwood Wealth Investment Management, LLC New Holdings in Q3 2025

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGNY
Progyny, Inc.

Healthcare
27.1K
New
$21.24 - $24.27 $575K - $657K
27.1K $582K
DIV
Global X Superdividend Us ETF

ETFs
389
New
N/A
389 $6K
CYBR
Cyber Ark Software Ltd.

Technology
10
New
$374.8 - $491.1 $3.75K - $4.91K
10 $4K
WDC
Western Digital Corp

Technology
36
New
$63.84 - $120.06 $2.3K - $4.32K
36 $4K
SNAP
Snap Inc

Communication Services
325
New
$6.99 - $10.35 $2.27K - $3.36K
325 $2K
QBTS
D Wave Quantum Inc.

Technology
100
New
$14.81 - $27.72 $1.48K - $2.77K
100 $2K
APH
Amphenol Corp

Technology
19
New
$97.39 - $125.4 $1.85K - $2.38K
19 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
12
New
$127.59 - $152.81 $1.53K - $1.83K
12 $1K
JCI
Johnson Controls International PLC

Industrials
13
New
$103.24 - $111.73 $1.34K - $1.45K
13 $1K
IREN
Iris Energy LTD

Financial Services
30
New
$15.1 - $47.14 $453 - $1.41K
30 $1K
DAL
Delta Air Lines, Inc.

Industrials
24
New
$49.0 - $61.97 $1.18K - $1.49K
24 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
6
New
$143.56 - $174.06 $861 - $1.04K
6 $0
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
New
$121.46 - $130.92 $121 - $131
1 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
5
New
$12.9 - $13.59 $64.5 - $68
5 $0
Siriusxm Holdings Inc
6
New
N/A
6 $0
TRN
Trinity Industries Inc

Industrials
0
New
$23.3 - $29.03 $0 - $0
0 $0
Coreweave Inc
100
New
N/A
100 $0
AEM
Agnico Eagle Mines LTD

Basic Materials
4
New
$116.14 - $168.56 $465 - $674
4 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2
New
$45.6 - $46.92 $91.2 - $93.8
2 $0
BWA
Borgwarner Inc

Consumer Cyclical
0
New
$34.53 - $44.44 $0 - $0
0 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
0
New
$57.1 - $70.52 $0 - $0
0 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
New
N/A
2 $0
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
2
New
$37.04 - $40.86 $74.1 - $81.7
2 $0
LRGF
Ishares Tr

ETFs
1
New
$64.13 - $69.24 $64.1 - $69.2
1 $0
ABC
Amerisourcebergen Corp

Healthcare
5
New
N/A
5 $0
IYR
Ishares Tr

ETFs
2
New
$94.16 - $98.46 $188 - $197
2 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2
New
$37.14 - $37.85 $74.3 - $75.7
2 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
0
New
$131.78 - $176.09 $0 - $0
0 $0
MAS
Masco Corp

Industrials
0
New
$64.44 - $76.07 $0 - $0
0 $0
ACA
Arcosa, Inc.

Industrials
0
New
$83.66 - $100.23 $0 - $0
0 $0
GM
General Motors CO

Consumer Cyclical
0
New
$48.89 - $61.24 $0 - $0
0 $0
OPEN
Opendoor Technologies Inc.

Real Estate
25
New
$0.56 - $10.52 $14 - $263
25 $0
BUZZ
Vaneck ETF Tr Vaneck Social Se
212
New
N/A
212 $0
LVTX
Lava Therapeutics Nv

Healthcare
26
New
$1.31 - $1.61 $34.1 - $41.9
26 $0
PGYWW
Pagaya Technologies LTD Wt Exp

Technology
434
New
$0.13 - $0.71 $56.4 - $308
434 $0
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$436.24 - $517.65 $872 - $1.04K
2 $0
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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