Smallwood Wealth Investment Management, LLC New Holdings in Q1 2025

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
1.12K
New
$44.22 - $68.64 $49.4K - $76.7K
1.12K $75K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.69K
New
$27.01 - $28.54 $72.6K - $76.7K
2.69K $75K
BNDX
Vanguard Total International B

ETFs
1.53K
New
$48.33 - $49.5 $74.1K - $75.9K
1.53K $74K
S
Sentinel One, Inc.

Technology
4K
New
$18.17 - $24.97 $72.7K - $99.9K
4K $72K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
550
New
$126.11 - $135.06 $69.4K - $74.3K
550 $70K
UAL
United Airlines Holdings, Inc.

Industrials
1K
New
$69.05 - $110.52 $69.1K - $111K
1K $69K
VCIT
Vanguard Intermediate Term Cor

ETFs
822
New
$79.17 - $82.04 $65.1K - $67.4K
822 $67K
ETN
Eaton Corp PLC

Industrials
250
New
$271.83 - $371.23 $68K - $92.8K
250 $67K
VLO
Valero Energy Corp

Energy
500
New
$121.76 - $142.99 $60.9K - $71.5K
500 $66K
NSC
Norfolk Southern Corp

Industrials
275
New
$227.69 - $259.76 $62.6K - $71.4K
275 $65K
BK
Bank Of New York Mellon Corp

Financial Services
737
New
$75.42 - $88.95 $55.6K - $65.6K
737 $61K
YUM
Yum Brands Inc

Consumer Cyclical
382
New
$123.25 - $162.53 $47.1K - $62.1K
382 $60K
AEP
American Electric Power CO Inc

Utilities
550
New
$90.32 - $109.27 $49.7K - $60.1K
550 $60K
AVDV
American Centy ETF Tr Avantis

ETFs
856
New
$63.74 - $71.96 $54.6K - $61.6K
856 $59K
WTW
Willis Towers Watson PLC

Financial Services
177
New
$306.61 - $340.78 $54.3K - $60.3K
177 $59K
KKR
Kkr & Co. Inc.

Financial Services
516
New
$108.17 - $167.07 $55.8K - $86.2K
516 $59K
GE
General Electric CO

Industrials
295
New
$168.59 - $212.13 $49.7K - $62.6K
295 $59K
ED
Consolidated Edison Inc

Utilities
532
New
$88.0 - $110.59 $46.8K - $58.8K
532 $58K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
121
New
$402.49 - $513.76 $48.7K - $62.2K
121 $58K
IVE
Ishares S&P 500 Value ETF

ETFs
308
New
$185.78 - $198.58 $57.2K - $61.2K
308 $58K
VNQ
Vanguard Specialized Funds Van

ETFs
630
New
$85.55 - $94.34 $53.9K - $59.4K
630 $57K
PHO
Invesco Exchange Traded Fd Tr

ETFs
890
New
$63.77 - $68.75 $56.8K - $61.2K
890 $57K
PMM
Putnam Managed Municipal Income Trust

Financial Services
9K
New
$5.99 - $6.38 $53.9K - $57.4K
9K $55K
MDT
Medtronic PLC

Healthcare
611
New
$79.84 - $94.5 $48.8K - $57.7K
611 $54K
IWF
Ishares Russell 1000 Gr ETF

ETFs
150
New
$360.07 - $417.26 $54K - $62.6K
150 $54K
DFS
Discover Financial Services

Financial Services
317
New
$152.99 - $203.25 $48.5K - $64.4K
317 $54K
HPI
John Hancock Preferred Income Fund

Financial Services
3.21K
New
$16.4 - $17.73 $52.7K - $56.9K
3.21K $53K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
4.03K
New
$12.94 - $14.29 $52.1K - $57.5K
4.03K $52K
SBUX
Starbucks Corp

Consumer Cyclical
538
New
$91.75 - $115.81 $49.4K - $62.3K
538 $52K
KHC
Kraft Heinz CO

Consumer Defensive
1.69K
New
$28.51 - $32.22 $48.1K - $54.4K
1.69K $51K
MMM
3 M CO

Industrials
353
New
$129.7 - $155.12 $45.8K - $54.8K
353 $51K
KMB
Kimberly Clark Corp

Consumer Defensive
350
New
$124.46 - $147.4 $43.6K - $51.6K
350 $49K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
90
New
$522.96 - $601.18 $47.1K - $54.1K
90 $48K
CMI
Cummins Inc

Industrials
150
New
$312.92 - $386.07 $46.9K - $57.9K
150 $47K
GLW
Corning Inc

Technology
1.02K
New
$44.91 - $54.25 $45.9K - $55.5K
1.02K $46K
DE
Deere & CO

Industrials
100
New
$408.57 - $509.27 $40.9K - $50.9K
100 $46K
TSLA
Tesla, Inc.

Consumer Cyclical
181
New
$222.15 - $428.22 $40.2K - $77.5K
181 $46K
CB
Chubb LTD

Financial Services
150
New
$257.71 - $301.99 $38.7K - $45.3K
150 $45K
SLB
Schlumberger Limited

Energy
1.06K
New
$38.4 - $43.74 $40.6K - $46.2K
1.06K $44K
COP
Conocophillips

Energy
424
New
$88.6 - $105.85 $37.6K - $44.9K
424 $44K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
750
New
$57.21 - $65.8 $42.9K - $49.4K
750 $43K
FNB
Fnb Corp

Financial Services
3.14K
New
$13.08 - $15.95 $41K - $50K
3.14K $42K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.86K
New
$21.75 - $24.28 $40.4K - $45.1K
1.86K $41K
TSCO
Tractor Supply CO

Consumer Cyclical
750
New
$51.66 - $57.94 $38.7K - $43.5K
750 $41K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
442
New
$90.0 - $96.32 $39.8K - $42.6K
442 $40K
EEM
Ishares Msci Emerging Markets

ETFs
937
New
$40.81 - $45.34 $38.2K - $42.5K
937 $40K
NOW
Service Now, Inc.

Technology
50
New
$783.83 - $1170.39 $39.2K - $58.5K
50 $39K
SYK
Stryker Corp

Healthcare
106
New
$355.18 - $399.9 $37.6K - $42.4K
106 $39K
STWD
Starwood Property Trust, Inc.

Real Estate
2K
New
$18.41 - $20.53 $36.8K - $41.1K
2K $39K
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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