Smallwood Wealth Investment Management, LLC Sells in Q3 2024

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
-7.28K
- 82.69%
$146.49 - $179.85 $1.07M - $1.31M
1.52K $271K
IWM
Ishares Russell 2000 ETF

ETFs
-1.36K
- 44.58%
$200.87 - $224.6 $272K - $305K
1.69K $372K
GOOG
Alphabet Inc.

Communication Services
-349
- 4.65%
$149.54 - $192.66 $52.2K - $67.2K
7.15K $1.2M
NVDA
Nvidia Corp

Technology
-653
- 4.5%
$98.91 - $134.91 $64.6K - $88.1K
13.9K $1.68M
MSFT
Microsoft Corp

Technology
-5
- 0.1%
$395.15 - $467.56 $1.98K - $2.34K
5.07K $2.18M
CVX
Chevron Corp

Energy
-13
- 0.26%
$137.88 - $161.97 $1.79K - $2.11K
4.95K $729K
AMGN
Amgen Inc

Healthcare
-170
- 15.8%
$309.38 - $337.38 $52.6K - $57.4K
906 $291K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.43K
- 5.75%
$74.26 - $78.84 $180K - $192K
39.8K $3.12M
DIS
Walt Disney CO

Communication Services
-266
- 4.82%
$85.6 - $98.61 $22.8K - $26.2K
5.26K $505K
MO
Altria Group, Inc.

Consumer Defensive
-1.5K
- 21.3%
$45.95 - $54.71 $68.7K - $81.8K
5.53K $282K
VZ
Verizon Communications Inc

Communication Services
-771
- 12.73%
$38.89 - $45.0 $30K - $34.7K
5.29K $237K
JNJ
Johnson & Johnson

Healthcare
-300
- 9.95%
$145.48 - $167.38 $43.6K - $50.2K
2.72K $439K
CMCSA
Comcast Corp

Communication Services
-524
- 5.52%
$37.33 - $41.78 $19.6K - $21.9K
8.96K $374K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8
- 0.16%
$106.11 - $113.72 $849 - $910
4.91K $554K
IVT
Inven Trust Properties Corp.

Real Estate
-97
- 1.01%
$24.41 - $29.87 $2.37K - $2.9K
9.47K $268K
BMY
Bristol Myers Squibb CO

Healthcare
-704
- 9.53%
$39.66 - $51.75 $27.9K - $36.4K
6.68K $345K
MUB
Ishares National Muni Bond ETF

ETFs
-105
- 0.37%
$106.13 - $108.7 $11.1K - $11.4K
27.9K $3.04M
T
At&T Inc.

Communication Services
-1.33K
- 4.48%
$18.21 - $22.28 $24.2K - $29.7K
28.4K $624K
ORCL
Oracle Corp

Technology
-103
- 3.82%
$125.9 - $170.35 $13K - $17.5K
2.59K $441K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.58%
$160.76 - $177.82 $8.04K - $8.89K
8.64K $1.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-72
- 0.24%
$36.98 - $41.55 $2.66K - $2.99K
30.5K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.03%
$255.18 - $283.2 $2.04K - $2.27K
27.3K $7.74M
AAPL
Apple Inc.

Technology
-221
- 0.49%
$207.23 - $234.82 $45.8K - $51.9K
44.7K $10.4M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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