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
SPG
Simon Property Group Inc

Real Estate
30
New
$159.48 - $187.78 $4.78K - $5.63K
30 $4K
VEEV
Veeva Systems Inc

Healthcare
20
New
$210.58 - $246.8 $4.21K - $4.94K
20 $4K
APLE
Apple Hospitality Reit, Inc.

Real Estate
312
New
$12.87 - $15.85 $4.02K - $4.95K
312 $4K
UPS
United Parcel Service Inc

Industrials
39
New
$109.66 - $136.26 $4.28K - $5.31K
39 $4K
CRUS
Cirrus Logic, Inc.

Technology
50
New
$97.89 - $111.4 $4.89K - $5.57K
50 $4K
VEA
Vanguard Ftse Developed Market

ETFs
97
New
$47.4 - $52.99 $4.6K - $5.14K
97 $4K
L
Loews Corp

Financial Services
47
New
$81.13 - $91.91 $3.81K - $4.32K
47 $4K
HPQ
Hp Inc

Technology
160
New
$27.69 - $34.72 $4.43K - $5.56K
160 $4K
DSL
Double Line Income Solutions Fund

Financial Services
333
New
$12.53 - $12.88 $4.17K - $4.29K
333 $4K
LIT
Global X Fds Global X Lithium

ETFs
100
New
$38.8 - $42.84 $3.88K - $4.28K
100 $3K
RWX
Spdr Dow Jones International R

ETFs
134
New
$22.39 - $24.7 $3K - $3.31K
134 $3K
IJK
Ishares S&P Midcap 400 Growth

ETFs
48
New
$81.62 - $96.63 $3.92K - $4.64K
48 $3K
SPOT
Spotify Technology S.A.

Communication Services
6
New
$457.79 - $648.32 $2.75K - $3.89K
6 $3K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
440
New
$7.55 - $8.77 $3.32K - $3.86K
440 $3K
FITB
Fifth Third Bancorp

Financial Services
100
New
$37.48 - $44.96 $3.75K - $4.5K
100 $3K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
1.2K
New
$2.62 - $3.68 $3.14K - $4.42K
1.2K $3K
MGM
Mgm Resorts International

Consumer Cyclical
106
New
$29.64 - $40.37 $3.14K - $4.28K
106 $3K
LUV
Southwest Airlines CO

Industrials
100
New
$28.18 - $34.84 $2.82K - $3.48K
100 $3K
VTRS
Viatris Inc

Healthcare
396
New
$8.68 - $12.42 $3.44K - $4.92K
396 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
49
New
$65.63 - $89.21 $3.22K - $4.37K
49 $3K
NTR
Nutrien Ltd.

Basic Materials
51
New
$45.28 - $53.84 $2.31K - $2.75K
51 $2K
HPE
Hewlett Packard Enterprise CO

Technology
160
New
$14.77 - $24.42 $2.36K - $3.91K
160 $2K
HAL
Halliburton CO

Energy
85
New
$24.15 - $29.9 $2.05K - $2.54K
85 $2K
GNL
Global Net Lease, Inc.

Real Estate
350
New
$6.91 - $8.26 $2.42K - $2.89K
350 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
New
$65.15 - $91.81 $2.61K - $3.67K
40 $2K
CAPL
Cross America Partners LP

Energy
100
New
$21.88 - $24.57 $2.19K - $2.46K
100 $2K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
46
New
$43.48 - $52.89 $2K - $2.43K
46 $2K
CTRA
Coterra Energy Inc.

Energy
100
New
$25.51 - $29.83 $2.55K - $2.98K
100 $2K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47
New
$49.42 - $50.43 $2.32K - $2.37K
47 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31
New
$64.88 - $72.1 $2.01K - $2.24K
31 $2K
EA
Electronic Arts Inc.

Communication Services
20
New
$116.53 - $146.29 $2.33K - $2.93K
20 $2K
HLN
Haleon PLC

Healthcare
223
New
$9.02 - $10.67 $2.01K - $2.38K
223 $2K
TRN
Trinity Industries Inc

Industrials
84
New
$28.06 - $39.45 $2.36K - $3.31K
84 $2K
BWA
Borgwarner Inc

Consumer Cyclical
70
New
$27.78 - $32.9 $1.94K - $2.3K
70 $2K
AFL
Aflac Inc

Financial Services
18
New
$100.99 - $111.19 $1.82K - $2K
18 $2K
HWM
Howmet Aerospace Inc.

Industrials
16
New
$110.79 - $139.39 $1.77K - $2.23K
16 $2K
ENB
Enbridge Inc

Energy
64
New
$41.54 - $45.45 $2.66K - $2.91K
64 $2K
CCL
Carnival Corp

Consumer Cyclical
117
New
$19.08 - $28.49 $2.23K - $3.33K
117 $2K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
New
$120.24 - $134.3 $2.65K - $2.95K
22 $2K
ACA
Arcosa, Inc.

Industrials
26
New
$77.12 - $103.53 $2.01K - $2.69K
26 $2K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
64
New
$27.52 - $33.6 $1.76K - $2.15K
64 $1K
BGS
B&G Foods, Inc.

Consumer Defensive
160
New
$5.62 - $7.87 $899 - $1.26K
160 $1K
IBB
Ishares Biotechnology ETF

ETFs
10
New
$127.9 - $140.56 $1.28K - $1.41K
10 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
64
New
$30.73 - $32.26 $1.97K - $2.06K
64 $1K
PAYX
Paychex Inc

Industrials
10
New
$136.06 - $154.52 $1.36K - $1.55K
10 $1K
NOK
Nokia Corp

Technology
277
New
$4.43 - $5.42 $1.23K - $1.5K
277 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
20
New
$52.44 - $62.91 $1.05K - $1.26K
20 $1K
SJM
J M Smucker CO

Consumer Defensive
10
New
$100.41 - $118.41 $1K - $1.18K
10 $1K
VXF
Vanguard Extended Market ETF

ETFs
10
New
$170.36 - $201.04 $1.7K - $2.01K
10 $1K
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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