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
SU
Suncor Energy Inc

Energy
50
New
$34.27 - $40.63 $1.71K - $2.03K
50 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15
New
$76.94 - $78.28 $1.15K - $1.17K
15 $1K
NKE
Nike, Inc.

Consumer Cyclical
20
New
$63.29 - $81.72 $1.27K - $1.63K
20 $1K
ZM
Zoom Video Communications, Inc.

Technology
22
New
$72.23 - $88.64 $1.59K - $1.95K
22 $1K
TOST
Toast, Inc.

Technology
58
New
$32.61 - $41.98 $1.89K - $2.43K
58 $1K
EFV
Msci Eafe Value ETF

ETFs
21
New
$51.88 - $60.73 $1.09K - $1.28K
21 $1K
ILMN
Illumina, Inc.

Healthcare
15
New
$79.34 - $144.22 $1.19K - $2.16K
15 $1K
MET
Metlife Inc

Financial Services
16
New
$77.7 - $87.0 $1.24K - $1.39K
16 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
125
New
$9.19 - $12.93 $1.15K - $1.62K
125 $1K
EFG
Msci Eafe Growth ETF

ETFs
12
New
$96.1 - $106.37 $1.15K - $1.28K
12 $1K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
10
New
$107.24 - $116.37 $1.07K - $1.16K
10 $1K
NGVT
Ingevity Corp

Basic Materials
41
New
$37.74 - $48.87 $1.55K - $2K
41 $1K
OGN
Organon & Co.

Healthcare
98
New
$14.29 - $16.41 $1.4K - $1.61K
98 $1K
KD
Kyndryl Holdings, Inc.

Technology
48
New
$31.32 - $43.45 $1.5K - $2.09K
48 $1K
MRNA
Moderna, Inc.

Healthcare
41
New
$28.35 - $47.53 $1.16K - $1.95K
41 $1K
PINS
Pinterest, Inc.

Communication Services
50
New
$29.79 - $40.0 $1.49K - $2K
50 $1K
XLG
Invesco Exchange Traded Fd Tr

ETFs
26
New
$45.72 - $51.73 $1.19K - $1.34K
26 $1K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
20
New
$80.73 - $94.96 $1.61K - $1.9K
20 $1K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1
New
$17.57 - $25.81 $17.6 - $25.8
1 $0
SNY
Sanofi

Healthcare
4
New
$48.15 - $59.42 $193 - $238
4 $0
Canopy Growth Corp
55
New
N/A
55 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
2
New
$38.18 - $50.93 $76.4 - $102
2 $0
Cartesian Therapeutics Inc
350
New
N/A
350 $0
GM
General Motors CO

Consumer Cyclical
0
New
$45.22 - $54.92 $0 - $0
0 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$175.5 - $209.86 $878 - $1.05K
5 $0
Citius Pharmaceuticals Inc
120
New
N/A
120 $0
OCFC
Oceanfirst Financial Corp

Financial Services
37
New
$16.44 - $19.15 $608 - $709
37 $0
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
29
New
$15.18 - $19.72 $440 - $572
29 $0
ALCC
Alt C Acquisition Corp.

Financial Services
55
New
N/A
55 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
0
New
$46.15 - $63.53 $0 - $0
0 $0
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7
New
$66.9 - $71.57 $468 - $501
7 $0
Kraneshares Trust
30
New
N/A
30 $0
Curbline Pptys Corp
8
New
N/A
8 $0
CASS
Cass Information Systems Inc

Industrials
10
New
$38.87 - $45.08 $389 - $451
10 $0
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2
New
$60.44 - $69.57 $121 - $139
2 $0
Lam Research Corp
360
New
N/A
360 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
New
$87.68 - $94.52 $438 - $473
5 $0
Amplify ETF Tr
425
New
N/A
425 $0
WEN
Wendy'S CO

Consumer Cyclical
12
New
$14.17 - $16.17 $170 - $194
12 $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
9
New
$3.33 - $7.79 $30 - $70.1
9 $0
TDOC
Teladoc Health, Inc.

Healthcare
10
New
$7.96 - $14.33 $79.6 - $143
10 $0
SONY
Sony Group Corp

Technology
10
New
$19.88 - $25.64 $199 - $256
10 $0
STEM
Stem, Inc.

Technology
40
New
$0.35 - $1.22 $14 - $48.8
40 $0
SQ
Block, Inc.

Technology
17
New
$54.04 - $92.95 $919 - $1.58K
17 $0
XRAY
Dentsply Sirona Inc.

Healthcare
26
New
$14.93 - $20.31 $388 - $528
26 $0
Blackrock Inc
109
New
N/A
109 $0
VNT
Vontier Corp

Technology
3
New
$32.1 - $40.32 $96.3 - $121
3 $0
CRSR
Corsair Gaming, Inc.

Technology
15
New
$6.98 - $12.53 $105 - $188
15 $0
Gsk PLC
178
New
N/A
178 $0
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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