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
MAT
Mattel Inc

Consumer Cyclical
20
New
$17.73 - $21.94 $355 - $439
20 $0
CIGI
Colliers International Group Inc.

Real Estate
3
New
$118.9 - $145.92 $357 - $438
3 $0
Armour Residential Reit Inc
100
New
N/A
100 $0
Arista Networks Inc
120
New
N/A
120 $0
MAIN
Main Street Capital Corp

Financial Services
2
New
$54.71 - $63.1 $109 - $126
2 $0
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
20
New
$14.03 - $17.33 $281 - $347
20 $0
Chimera Invt Corp
749
New
N/A
749 $0
OI
O I Glass, Inc.

Consumer Cyclical
59
New
$10.17 - $12.26 $600 - $723
59 $0
Digitalbridge Group Inc
1.05K
New
N/A
1.05K $0
VICE
Advisorshares Vice ETF (De)

ETFs
15
New
$30.34 - $34.51 $455 - $518
15 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2K
New
N/A
2K $0
Avalon Globocare Corp
5
New
N/A
5 $0
OEF
Ishares S&P 100 ETF

ETFs
2
New
N/A
2 $0
UMH
Umh Properties, Inc.

Real Estate
26
New
$17.49 - $19.0 $455 - $494
26 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
12
New
$30.44 - $32.85 $365 - $394
12 $0
BP
Bp PLC

Energy
29
New
$29.93 - $35.31 $868 - $1.02K
29 $0
NCR
Ncr Corp

Technology
11
New
N/A
11 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
11
New
$35.96 - $36.72 $396 - $404
11 $0
IYW
Ishares Dj Us Tech ETF

ETFs
6
New
$140.44 - $166.79 $843 - $1K
6 $0
Wheels Up Experience Inc
75
New
N/A
75 $0
DXC
Dxc Technology CO

Technology
13
New
$16.43 - $22.61 $214 - $294
13 $0
AES
Aes Corp

Utilities
7
New
$9.93 - $13.23 $69.5 - $92.6
7 $0
TGNA
Tegna Inc

Communication Services
29
New
$16.63 - $18.95 $482 - $550
29 $0
Ge Healthcare Technologies I
85
New
N/A
85 $0
Super Micro Computer Inc
72
New
N/A
72 $0
BLNK
Blink Charging Co.

Industrials
30
New
$0.9 - $1.68 $27 - $50.4
30 $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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