Smallwood Wealth Investment Management, LLC Sells in Q3 2025

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-86
- 0.25%
$167.28 - $188.45 $14.4K - $16.2K
34.5K $5.81M
PM
Philip Morris International Inc.

Consumer Defensive
-13
- 0.08%
$157.77 - $183.27 $2.05K - $2.38K
16K $2.59M
MUB
Ishares National Muni Bond ETF

ETFs
-2.95K
- 11.42%
$103.24 - $106.68 $305K - $315K
22.9K $2.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-41
- 0.38%
$60.9 - $70.75 $2.5K - $2.9K
10.6K $665K
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.06%
$150.47 - $161.22 $752 - $806
8.62K $1.32M
IVT
Inven Trust Properties Corp.

Real Estate
-2K
- 15.8%
$26.7 - $30.06 $53.5K - $60.2K
10.7K $305K
CMCSA
Comcast Corp

Communication Services
-25
- 0.3%
$31.41 - $36.33 $785 - $908
8.35K $262K
CRM
Salesforce, Inc.

Technology
-29
- 7.9%
$231.66 - $273.65 $6.72K - $7.94K
338 $80K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-4
- 1.27%
$332.69 - $399.0 $1.33K - $1.6K
312 $103K
PR
Permian Resources Corporation

Energy
-700
- 32.24%
$12.8 - $14.51 $8.96K - $10.2K
1.47K $18K
V
Visa Inc.

Financial Services
-2
- 0.32%
$332.09 - $358.86 $664 - $718
627 $214K
KO
Coca Cola CO

Consumer Defensive
-1
- 0.07%
$65.67 - $71.67 $65.7 - $71.7
1.51K $99K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-59
- 16.12%
$117.65 - $120.08 $6.94K - $7.08K
307 $36K
VCIT
Vanguard Intermediate Term Cor

ETFs
-90
- 9.87%
$81.75 - $84.54 $7.36K - $7.61K
822 $69K
IEMG
Ishares Inc

ETFs
-98
- 5.21%
N/A
1.78K $95K
CSCO
Cisco Systems, Inc.

Technology
-35
- 1.58%
$66.2 - $71.79 $2.32K - $2.51K
2.18K $148K
PFE
Pfizer Inc

Healthcare
-500
- 8.92%
$23.29 - $25.88 $11.6K - $12.9K
5.1K $130K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-250
- 32.38%
$17.15 - $18.35 $4.29K - $4.59K
522 $8K
ABT
Abbott Laboratories

Healthcare
-7
- 0.73%
$120.51 - $136.62 $844 - $956
952 $127K
SYK
Stryker Corp

Healthcare
-2
- 1.85%
$368.57 - $403.53 $737 - $807
106 $39K
BNDX
Vanguard Total International B

ETFs
-37
- 2.36%
$49.0 - $49.51 $1.81K - $1.83K
1.53K $75K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-60
- 33.71%
$42.56 - $49.08 $2.55K - $2.94K
118 $5K
KKR
Kkr & Co. Inc.

Financial Services
-9
- 1.87%
$129.95 - $152.16 $1.17K - $1.37K
472 $61K
PHK
Pimco High Income Fund

Financial Services
-404
- 12.89%
$4.78 - $5.02 $1.93K - $2.03K
2.73K $13K
CB
Chubb LTD

Financial Services
-3
- 1.96%
$265.99 - $289.59 $798 - $869
150 $42K
EMR
Emerson Electric CO

Industrials
-11
- 9.24%
$128.6 - $149.63 $1.41K - $1.65K
108 $14K
SHEL
Shell PLC

Energy
-13
- 4.15%
$69.82 - $73.93 $908 - $961
300 $21K
XLE
Energy Sector Spdr

ETFs
-12
- 9.76%
$84.25 - $91.99 $1.01K - $1.1K
111 $9K
IBB
Ishares Biotechnology ETF

ETFs
-6
- 37.5%
$127.63 - $144.37 $766 - $866
10 $1K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-241
- 13.41%
$12.48 - $14.83 $3.01K - $3.57K
1.56K $21K
DHR
Danaher Corp

Healthcare
-4
- 5.13%
$181.46 - $212.2 $726 - $849
74 $14K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 10.34%
$459.11 - $506.91 $1.38K - $1.52K
26 $13K
EMB
Ishares Tr

ETFs
-4
- 4.49%
$91.52 - $95.59 $366 - $382
85 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7
Closed
$72.65 - $78.68 $509 - $551
0 $0
Arista Networks Inc
-50
- 41.67%
N/A
70 $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8
- 13.79%
$224.68 - $282.71 $1.8K - $2.26K
50 $13K
SLB
Schlumberger Limited

Energy
-24
- 2.22%
$32.37 - $37.31 $777 - $895
1.06K $36K
AFL
Aflac Inc

Financial Services
-8
- 30.77%
$98.09 - $111.7 $785 - $894
18 $2K
NEE
Nextera Energy Inc

Utilities
-23
- 7.32%
$69.77 - $77.54 $1.6K - $1.78K
291 $21K
TIP
Ishares Tr Tips Bd ETF

ETFs
-8
- 2.38%
$109.11 - $111.88 $873 - $895
328 $36K
AZN
Astrazeneca PLC

Healthcare
-6
- 4.03%
$68.72 - $82.11 $412 - $493
143 $10K
HPI
John Hancock Preferred Income Fund

Financial Services
-256
- 7.81%
$15.81 - $17.35 $4.05K - $4.44K
3.02K $52K
ALCC
Alt C Acquisition Corp.

Financial Services
-45
- 69.23%
N/A
20 $0
PANW
Palo Alto Networks Inc

Technology
-2
- 5.26%
$167.06 - $208.19 $334 - $416
36 $7K
Ge Healthcare Technologies I
-33
- 27.97%
N/A
85 $0
BDX
Becton Dickinson & CO

Healthcare
-12
- 9.09%
$172.41 - $199.66 $2.07K - $2.4K
120 $22K
BA
Boeing CO

Industrials
-42
- 2.8%
$209.79 - $237.38 $8.81K - $9.97K
1.46K $315K
AMGN
Amgen Inc

Healthcare
-6
- 0.66%
$271.18 - $309.22 $1.63K - $1.86K
899 $253K
ITB
Ishares Tr

ETFs
-11
- 9.48%
$94.18 - $117.14 $1.04K - $1.29K
105 $11K
Activity Summary
Buys All Purchases 125 New Holdings 37 Increased Positions 88 Sells All Sells 72 Reductions 71 Sold out 1 Options Calls 1 Puts 1
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