Smallwood Wealth Investment Management, LLC Reduced Holdings in Q4 2024

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-33.8K
- 84.85%
$74.5 - $78.37 $2.52M - $2.65M
6.04K $450K
PULS
Pgim ETF Tr

ETFs
-14.8K
- 13.96%
$49.51 - $49.79 $732K - $736K
91.2K $4.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
-790
- 1.82%
$160.89 - $176.18 $127K - $139K
42.7K $6.9M
MUB
Ishares National Muni Bond ETF

ETFs
-1.31K
- 4.69%
$105.78 - $108.7 $139K - $143K
26.6K $2.84M
CGDV
Capital Group Divid Value ETF

ETFs
-824
- 0.76%
$35.16 - $37.12 $29K - $30.6K
108K $3.81M
XOM
Exxon Mobil Corp

Energy
-52
- 0.39%
$105.51 - $125.37 $5.49K - $6.52K
13.2K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
-999
- 3.65%
$280.04 - $302.45 $280K - $302K
26.3K $7.63M
FSK
Fs Kkr Capital Corp

Financial Services
-6.76K
- 28.62%
$19.71 - $22.22 $133K - $150K
16.8K $365K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.7K
- 22.35%
$51.09 - $55.27 $86.7K - $93.8K
5.9K $301K
MSFT
Microsoft Corp

Technology
-39
- 0.77%
$406.35 - $454.46 $15.8K - $17.7K
5.03K $2.12M
PG
Procter & Gamble CO

Consumer Defensive
-30
- 0.35%
$161.05 - $179.7 $4.83K - $5.39K
8.61K $1.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1
- 0.01%
$57.29 - $63.1 $57.3 - $63.1
8.65K $496K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-158
- 3.22%
$106.56 - $113.11 $16.8K - $17.9K
4.75K $507K
PEG
Public Service Enterprise Group Inc

Utilities
-29
- 0.31%
$81.87 - $94.51 $2.37K - $2.74K
9.24K $780K
CMCSA
Comcast Corp

Communication Services
-65
- 0.73%
$37.39 - $45.14 $2.43K - $2.93K
8.9K $333K
CAT
Caterpillar Inc

Industrials
-9
- 0.87%
$360.37 - $416.88 $3.24K - $3.75K
1.03K $372K
NJR
New Jersey Resources Corp

Utilities
-176
- 1.89%
$45.17 - $51.61 $7.95K - $9.08K
9.15K $426K
FSCO
Fs Cr Opportunities Corp Com
-5.29K
- 7.45%
N/A
65.7K $0
Linde PLC
-200
- 24.18%
N/A
627 $0
MO
Altria Group, Inc.

Consumer Defensive
-88
- 1.59%
$49.06 - $57.74 $4.32K - $5.08K
5.44K $284K
IVT
Inven Trust Properties Corp.

Real Estate
-190
- 2.01%
$28.52 - $31.3 $5.42K - $5.95K
9.28K $279K
BA
Boeing CO

Industrials
-178
- 9.75%
$138.14 - $180.72 $24.6K - $32.2K
1.65K $291K
WMT
Walmart Inc.

Consumer Defensive
-75
- 2.81%
$79.1 - $95.7 $5.93K - $7.18K
2.59K $234K
T
At&T Inc.

Communication Services
-14
- 0.05%
$21.22 - $23.88 $297 - $334
28.4K $645K
NVDA
Nvidia Corp

Technology
-75
- 0.54%
$117.0 - $148.88 $8.78K - $11.2K
13.8K $1.85M
AAPL
Apple Inc.

Technology
-50
- 0.11%
$221.69 - $259.02 $11.1K - $13K
44.6K $11.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.99K
- 0.56%
$124.26 - $134.12 $247K - $266K
353K $45.4M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email