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
AAL
American Airlines Group Inc.

Industrials
2.08K
New
N/A
2.08K $22K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
300
New
$73.28 - $92.15 $22K - $27.6K
300 $22K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
402
New
$52.16 - $56.68 $21K - $22.8K
402 $22K
PANW
Palo Alto Networks Inc

Technology
130
New
$167.82 - $208.28 $21.8K - $27.1K
130 $22K
NVS
Novartis Ag

Healthcare
200
New
$97.14 - $115.57 $19.4K - $23.1K
200 $22K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
109
New
$203.38 - $274.79 $22.2K - $30K
109 $22K
FCF
First Commonwealth Financial Corp

Financial Services
1.44K
New
$15.37 - $17.13 $22.2K - $24.7K
1.44K $22K
RGLD
Royal Gold Inc

Basic Materials
138
New
$132.55 - $163.51 $18.3K - $22.6K
138 $22K
ITW
Illinois Tool Works Inc

Industrials
90
New
$244.9 - $274.48 $22K - $24.7K
90 $22K
SHEL
Shell PLC

Energy
300
New
$62.84 - $73.29 $18.9K - $22K
300 $21K
INTC
Intel Corp

Technology
963
New
$19.1 - $27.39 $18.4K - $26.4K
963 $21K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.8K
New
$11.76 - $15.2 $21.1K - $27.3K
1.8K $21K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
1.95K
New
$10.77 - $11.34 $21K - $22.1K
1.95K $21K
HON
Honeywell International Inc

Industrials
100
New
$202.75 - $226.52 $20.3K - $22.7K
100 $21K
AMD
Advanced Micro Devices Inc

Technology
213
New
$96.63 - $129.55 $20.6K - $27.6K
213 $21K
AA
Alcoa Corp

Basic Materials
697
New
$30.5 - $39.53 $21.3K - $27.6K
697 $21K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
200
New
$100.59 - $103.47 $20.1K - $20.7K
200 $20K
NEE
Nextera Energy Inc

Utilities
291
New
$66.96 - $76.16 $19.5K - $22.2K
291 $20K
NI
Nisource Inc.

Utilities
500
New
$35.57 - $41.23 $17.8K - $20.6K
500 $20K
CRWD
Crowd Strike Holdings, Inc.

Technology
59
New
$308.86 - $455.36 $18.2K - $26.9K
59 $20K
AZN
Astrazeneca PLC

Healthcare
283
New
$65.37 - $77.96 $18.5K - $22.1K
283 $20K
DLR
Digital Realty Trust, Inc.

Real Estate
134
New
$142.1 - $183.56 $19K - $24.6K
134 $19K
DTE
Dte Energy CO

Utilities
142
New
$117.6 - $138.27 $16.7K - $19.6K
142 $19K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
138
New
$80.53 - $147.57 $11.1K - $20.4K
138 $18K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
448
New
$39.96 - $43.3 $17.9K - $19.4K
448 $18K
VO
Vanguard Mid Cap ETF

ETFs
67
New
$251.87 - $277.95 $16.9K - $18.6K
67 $17K
MFC
Manulife Financial Corp

Financial Services
555
New
$28.41 - $31.82 $15.8K - $17.7K
555 $17K
WU
Western Union CO

Financial Services
1.61K
New
$10.24 - $11.62 $16.5K - $18.7K
1.61K $17K
UL
Unilever PLC

Consumer Defensive
300
New
$54.72 - $60.29 $16.4K - $18.1K
300 $17K
ISRG
Intuitive Surgical Inc

Healthcare
36
New
$476.63 - $610.45 $17.2K - $22K
36 $17K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
190
New
$92.51 - $102.81 $17.6K - $19.5K
190 $17K
CI
Cigna Corp

Healthcare
50
New
$274.49 - $329.0 $13.7K - $16.5K
50 $16K
IXC
Ishares Tr Global Energy ETF

ETFs
404
New
$38.48 - $42.16 $15.5K - $17K
404 $16K
SCHR
Schwab Intermediate Term Us Tr

ETFs
678
New
$24.05 - $24.86 $16.3K - $16.9K
678 $16K
IWR
Ishares Russell Mid Cap ETF

ETFs
190
New
$82.81 - $92.93 $15.7K - $17.7K
190 $16K
FNDX
Schwab Fundamental U S Large C

ETFs
645
New
$23.03 - $25.01 $14.9K - $16.1K
645 $15K
D
Dominion Energy, Inc

Utilities
273
New
$52.85 - $57.43 $14.4K - $15.7K
273 $15K
ET
Energy Transfer LP

Energy
811
New
$17.26 - $21.08 $14K - $17.1K
811 $15K
UNP
Union Pacific Corp

Industrials
67
New
$225.21 - $254.42 $15.1K - $17K
67 $15K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
New
$307.43 - $357.48 $15.4K - $17.9K
50 $15K
ADC
Agree Realty Corp

Real Estate
200
New
$68.36 - $77.19 $13.7K - $15.4K
200 $15K
CFG
Citizens Financial Group Inc

Financial Services
378
New
$39.73 - $48.36 $15K - $18.3K
378 $15K
OTTR
Otter Tail Corp

Utilities
192
New
$72.43 - $83.38 $13.9K - $16K
192 $15K
DFAT
Dimensional ETF Tr U S Target

ETFs
309
New
$50.44 - $58.1 $15.6K - $18K
309 $15K
PHK
Pimco High Income Fund

Financial Services
3.07K
New
$4.85 - $4.98 $14.9K - $15.3K
3.07K $14K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
2.17K
New
$5.74 - $7.6 $12.4K - $16.5K
2.17K $13K
WTRG
Essential Utilities, Inc.

Utilities
334
New
$33.49 - $40.57 $11.2K - $13.6K
334 $13K
TJX
Tjx Companies Inc

Consumer Cyclical
110
New
$112.81 - $126.16 $12.4K - $13.9K
110 $13K
TTE
Total Energies Se

Energy
200
New
N/A
200 $13K
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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