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
TROW
Price T Rowe Group Inc

Financial Services
426
New
$91.57 - $116.93 $39K - $49.8K
426 $39K
EPD
Enterprise Products Partners L.P.

Energy
1.13K
New
$31.75 - $34.14 $36K - $38.7K
1.13K $38K
HIG
Hartford Financial Services Group, Inc.

Financial Services
300
New
$106.31 - $123.73 $31.9K - $37.1K
300 $37K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
6.46K
New
$5.75 - $6.1 $37.1K - $39.4K
6.46K $37K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
307
New
$114.57 - $118.14 $35.2K - $36.3K
307 $36K
TIP
Ishares Tr Tips Bd ETF

ETFs
328
New
$106.22 - $111.09 $34.8K - $36.4K
328 $36K
F
Ford Motor CO

Consumer Cyclical
3.69K
New
$9.12 - $10.43 $33.6K - $38.4K
3.69K $36K
TMO
Thermo Fisher Scientific Inc.

Healthcare
74
New
$497.6 - $606.74 $36.8K - $44.9K
74 $36K
MTZ
Mastec Inc

Industrials
300
New
$108.66 - $160.79 $32.6K - $48.2K
300 $35K
EFA
Ishares Tr Msci Eafe ETF

ETFs
419
New
$74.85 - $84.89 $31.4K - $35.6K
419 $34K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.44K
New
$24.07 - $24.5 $34.5K - $35.2K
1.44K $34K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.44K
New
$14.21 - $15.67 $34.6K - $38.2K
2.44K $34K
GIS
General Mills Inc

Consumer Defensive
565
New
$57.56 - $65.3 $32.5K - $36.9K
565 $33K
UBER
Uber Technologies, Inc

Technology
465
New
$63.17 - $81.49 $29.4K - $37.9K
465 $33K
NBIX
Neurocrine Biosciences Inc

Healthcare
305
New
$107.22 - $153.29 $32.7K - $46.8K
305 $33K
ABR
Arbor Realty Trust Inc

Real Estate
2.6K
New
$11.68 - $13.98 $30.4K - $36.3K
2.6K $30K
DHR
Danaher Corp

Healthcare
149
New
$201.62 - $250.59 $30K - $37.3K
149 $30K
PR
Permian Resources Corporation

Energy
2.17K
New
$12.33 - $16.0 $26.8K - $34.7K
2.17K $30K
MSTR
Microstrategy Inc

Technology
102
New
$239.27 - $396.5 $24.4K - $40.4K
102 $29K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.72K
New
$9.47 - $11.46 $25.8K - $31.2K
2.72K $29K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1K
New
$24.39 - $35.22 $24.4K - $35.2K
1K $29K
PSX
Phillips 66

Energy
237
New
$113.93 - $131.55 $27K - $31.2K
237 $29K
AMAT
Applied Materials Inc

Technology
203
New
$145.06 - $195.51 $29.4K - $39.7K
203 $29K
WELL
Welltower Inc.

Real Estate
185
New
$124.05 - $156.86 $22.9K - $29K
185 $28K
VGT
Vanguard Information Technolog

ETFs
52
New
$542.38 - $646.34 $28.2K - $33.6K
52 $28K
VUG
Vanguard Growth ETF

ETFs
78
New
$369.1 - $427.61 $28.8K - $33.4K
78 $28K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.3K
New
$12.18 - $12.91 $28K - $29.7K
2.3K $28K
HBAN
Huntington Bancshares Inc

Financial Services
1.9K
New
$14.28 - $17.39 $27.1K - $33K
1.9K $28K
SPGI
S&P Global Inc.

Financial Services
56
New
$478.26 - $543.77 $26.8K - $30.5K
56 $28K
CNP
Centerpoint Energy Inc

Utilities
750
New
$30.87 - $36.25 $23.2K - $27.2K
750 $27K
BDX
Becton Dickinson & CO

Healthcare
120
New
$222.79 - $249.08 $26.7K - $29.9K
120 $27K
XLF
Financial Sector Spdr

ETFs
550
New
$47.32 - $52.19 $26K - $28.7K
550 $27K
GD
General Dynamics Corp

Industrials
100
New
$241.94 - $272.58 $24.2K - $27.3K
100 $27K
IAU
Ishares Gold Trust

ETFs
454
New
$49.74 - $58.96 $22.6K - $26.8K
454 $26K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
578
New
$42.5 - $46.71 $24.6K - $27K
578 $26K
DKNG
Draft Kings Inc.

Consumer Cyclical
802
New
$33.21 - $53.49 $26.6K - $42.9K
802 $26K
GILD
Gilead Sciences, Inc.

Healthcare
225
New
$89.14 - $117.41 $20.1K - $26.4K
225 $25K
CDNS
Cadence Design Systems Inc

Technology
100
New
$233.96 - $324.52 $23.4K - $32.5K
100 $25K
DELL
Dell Technologies Inc.

Technology
275
New
$90.34 - $124.66 $24.8K - $34.3K
275 $25K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
385
New
$62.72 - $71.92 $24.1K - $27.7K
385 $24K
SLV
I Shares Silver Trust

ETFs
800
New
$26.93 - $31.32 $21.5K - $25.1K
800 $24K
SPYG
Spdr Portfolio

ETFs
301
New
$80.05 - $92.39 $24.1K - $27.8K
301 $24K
KRG
Kite Realty Group Trust

Real Estate
1.11K
New
$21.24 - $25.05 $23.5K - $27.7K
1.11K $24K
FDX
Fedex Corp

Industrials
100
New
$230.33 - $281.53 $23K - $28.2K
100 $24K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
227
New
$97.38 - $104.52 $22.1K - $23.7K
227 $23K
C
Citigroup Inc

Financial Services
331
New
$67.23 - $84.63 $22.3K - $28K
331 $23K
MU
Micron Technology Inc

Technology
276
New
$86.89 - $109.38 $24K - $30.2K
276 $23K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
374
New
N/A
374 $23K
TRP
Tc Energy Corp

Energy
485
New
$44.29 - $49.27 $21.5K - $23.9K
485 $22K
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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