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
PJT
Pjt Partners Inc.

Financial Services
6
New
$135.97 - $177.59 $816 - $1.07K
6 $0
PRU
Prudential Financial Inc

Financial Services
5
New
$105.04 - $122.33 $525 - $612
5 $0
MVIS
Microvision, Inc.

Technology
25
New
N/A
25 $0
BME
Black Rock Health Sciences Trust

Financial Services
25
New
$37.49 - $41.0 $937 - $1.03K
25 $0
Atlassian Corporation
2
New
N/A
2 $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
5
New
$5.62 - $10.15 $28.1 - $50.8
5 $0
COIN
Coinbase Global, Inc.

Technology
4
New
$172.23 - $301.3 $689 - $1.21K
4 $0
Sndl Inc
50
New
N/A
50 $0
PLBY
Plby Group, Inc.

Consumer Cyclical
4
New
$1.06 - $2.1 $4.24 - $8.4
4 $0
Amplify ETF Tr
17
New
N/A
17 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
New
$44.68 - $46.49 $447 - $465
10 $0
EXK
Endeavour Silver Corp

Basic Materials
120
New
$3.37 - $4.92 $404 - $590
120 $0
USFR
Wisdomtree Floating Rate Treas

ETFs
1
New
$50.29 - $50.5 $50.3 - $50.5
1 $0
ETSY
Etsy Inc

Consumer Cyclical
6
New
$44.4 - $57.29 $266 - $344
6 $0
Brookfield Infrastructure CO
6
New
N/A
6 $0
BB
Blackberry LTD

Technology
11
New
$3.68 - $6.07 $40.5 - $66.8
11 $0
SNOW
Snowflake Inc.

Technology
5
New
$146.16 - $192.78 $731 - $964
5 $0
ZIMV
Zim Vie Inc.

Healthcare
3
New
$10.8 - $15.22 $32.4 - $45.7
3 $0
Ge Vernova Inc
156
New
N/A
156 $0
Site Ctrs Corp
4
New
N/A
4 $0
South Bow Corp
97
New
N/A
97 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
8
New
$92.45 - $106.69 $740 - $854
8 $0
Phinia Inc
13
New
N/A
13 $0
ALGN
Align Technology Inc

Healthcare
2
New
$158.86 - $234.89 $318 - $470
2 $0
LUMN
Lumen Technologies, Inc.

Communication Services
5
New
$3.92 - $5.92 $19.6 - $29.6
5 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
7
New
$53.99 - $58.43 $378 - $409
7 $0
SHAG
Wisdomtree Yield Enhanced U.S.
1
New
N/A
1 $0
Cava Group Inc
23
New
N/A
23 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3
New
$97.25 - $104.79 $292 - $314
3 $0
Kenvue Inc
622
New
N/A
622 $0
ROKU
Roku, Inc

Communication Services
11
New
$67.36 - $99.07 $741 - $1.09K
11 $0
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
20
New
$20.67 - $22.82 $413 - $456
20 $0
QCOM
Qualcomm Inc

Technology
2
New
$151.94 - $175.86 $304 - $352
2 $0
AINV
Apollo Investment Corp

Financial Services
16
New
N/A
16 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
0
New
$161.05 - $222.93 $0 - $0
0 $0
Solventum Corp
5
New
N/A
5 $0
Annaly Capital Management In
1.77K
New
N/A
1.77K $0
Barclays Bank PLC
41
New
N/A
41 $0
Ishares Bitcoin Trust ETF
637
New
N/A
637 $0
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
1
New
N/A
1 $0
Grail Inc
2
New
N/A
2 $0
Tempus Ai Inc
25
New
N/A
25 $0
Ncr Atleos Corporation
5
New
N/A
5 $0
Smurfit Westrock PLC
885
New
N/A
885 $0
MAS
Masco Corp

Industrials
0
New
$68.67 - $81.85 $0 - $0
0 $0
Grayscale Bitcoin Mini Tr Et
204
New
N/A
204 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17
New
$54.25 - $57.64 $922 - $980
17 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
New
$221.78 - $273.45 $222 - $273
1 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
4
New
$54.09 - $74.56 $216 - $298
4 $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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