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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
New
$442.66 - $534.52 $11.5K - $13.9K
26 $13K
AWK
American Water Works Company, Inc.

Utilities
89
New
$121.01 - $149.31 $10.8K - $13.3K
89 $13K
BND
Vanguard Bd Index Fd Inc Total

ETFs
166
New
$71.17 - $73.66 $11.8K - $12.2K
166 $12K
BLDR
Builders First Source, Inc.

Industrials
100
New
$122.8 - $173.51 $12.3K - $17.4K
100 $12K
KEYS
Keysight Technologies, Inc.

Technology
81
New
$148.16 - $185.11 $12K - $15K
81 $12K
MPC
Marathon Petroleum Corp

Energy
83
New
$134.72 - $159.03 $11.2K - $13.2K
83 $12K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
757
New
$16.84 - $18.41 $12.7K - $13.9K
757 $12K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
745
New
$14.61 - $15.83 $10.9K - $11.8K
745 $11K
EMR
Emerson Electric CO

Industrials
108
New
$108.64 - $131.17 $11.7K - $14.2K
108 $11K
QUAL
Ishares Msci Usa Quality Facto

ETFs
65
New
$168.16 - $186.21 $10.9K - $12.1K
65 $11K
XLE
Energy Sector Spdr

ETFs
111
New
$85.7 - $93.96 $9.51K - $10.4K
111 $10K
CEG
Constellation Energy Corp

Utilities
50
New
$201.63 - $347.44 $10.1K - $17.4K
50 $10K
BCE
Bce Inc

Communication Services
471
New
$22.14 - $25.18 $10.4K - $11.9K
471 $10K
TTD
Trade Desk, Inc.

Technology
200
New
$53.59 - $126.58 $10.7K - $25.3K
200 $10K
SOFI
So Fi Technologies, Inc.

Financial Services
925
New
$11.18 - $18.03 $10.3K - $16.7K
925 $10K
MLPX
Global X Mlp & Energy Infrastr

ETFs
171
New
$59.6 - $67.2 $10.2K - $11.5K
171 $10K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
135
New
$81.1 - $94.7 $10.9K - $12.8K
135 $10K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
178
New
$42.3 - $53.69 $7.53K - $9.56K
178 $9K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
651
New
$14.19 - $15.67 $9.24K - $10.2K
651 $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
133
New
$72.7 - $84.32 $9.67K - $11.2K
133 $9K
CHTR
Charter Communications, Inc.

Communication Services
27
New
$334.89 - $384.77 $9.04K - $10.4K
27 $9K
ITB
Ishares Tr

ETFs
105
New
$93.86 - $111.45 $9.86K - $11.7K
105 $9K
HSBC
Hsbc Holdings PLC

Financial Services
173
New
$48.68 - $61.58 $8.42K - $10.7K
173 $9K
JPSE
J P Morgan Diversified Return

ETFs
226
New
$42.78 - $48.51 $9.67K - $11K
226 $9K
IWB
Ishares Tr Russell 1000 ETF

ETFs
30
New
$302.31 - $337.54 $9.07K - $10.1K
30 $9K
BIIB
Biogen Inc.

Healthcare
70
New
$133.43 - $153.27 $9.34K - $10.7K
70 $9K
MAR
Marriott International Inc

Consumer Cyclical
40
New
$237.01 - $304.45 $9.48K - $12.2K
40 $9K
MLPA
Global X Mlp ETF

ETFs
153
New
$49.83 - $54.53 $7.62K - $8.34K
153 $8K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
188
New
$42.18 - $45.16 $7.93K - $8.49K
188 $8K
MNA
Iq Merger Arbitrage ETF

ETFs
256
New
$33.08 - $34.35 $8.47K - $8.79K
256 $8K
EMB
Ishares Tr

ETFs
89
New
$88.64 - $92.03 $7.89K - $8.19K
89 $8K
PRCT
Procept Bio Robotics Corp

Healthcare
150
New
$56.03 - $88.57 $8.4K - $13.3K
150 $8K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
499
New
$17.74 - $21.48 $8.85K - $10.7K
499 $8K
SMR
Nuscale Power Corp

Industrials
600
New
$14.16 - $29.08 $8.5K - $17.4K
600 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$165.25 - $224.62 $8.26K - $11.2K
50 $8K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.32K
New
$5.3 - $5.8 $7K - $7.66K
1.32K $7K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1K
New
$7.17 - $9.1 $7.17K - $9.1K
1K $7K
DINO
Hf Sinclair Corp

Energy
218
New
$30.66 - $38.48 $6.68K - $8.39K
218 $7K
RIOT
Riot Blockchain, Inc.

Technology
1.06K
New
$7.12 - $13.54 $7.51K - $14.3K
1.06K $7K
JNK
Spdr Bloomberg High Yield Bond

ETFs
83
New
$94.86 - $97.12 $7.87K - $8.06K
83 $7K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
96
New
$59.28 - $66.1 $5.69K - $6.35K
96 $6K
NRG
Nrg Energy, Inc.

Utilities
70
New
$84.82 - $113.33 $5.94K - $7.93K
70 $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
56
New
$98.98 - $113.18 $5.54K - $6.34K
56 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
176
New
$34.5 - $43.01 $6.07K - $7.57K
176 $6K
DTM
Dt Midstream, Inc.

Energy
71
New
$86.95 - $113.75 $6.17K - $8.08K
71 $6K
VOD
Vodafone Group Public LTD CO

Communication Services
719
New
$8.05 - $9.86 $5.79K - $7.09K
719 $6K
GAB
Gabelli Equity Trust Inc

Financial Services
1.13K
New
$5.36 - $5.67 $6.03K - $6.38K
1.13K $6K
TDC
Teradata Corp

Technology
242
New
$21.95 - $32.78 $5.31K - $7.93K
242 $5K
WM
Waste Management Inc

Industrials
25
New
$200.54 - $233.78 $5.01K - $5.84K
25 $5K
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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