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
WFC
Wells Fargo & Company

Financial Services
-50
- 3.3%
$77.05 - $85.16 $3.85K - $4.26K
1.46K $122K
MPC
Marathon Petroleum Corp

Energy
-3
- 3.49%
$158.59 - $198.69 $476 - $596
83 $15K
BAC
Bank Of America Corp

Financial Services
-115
- 6.74%
$44.92 - $52.42 $5.17K - $6.03K
1.59K $82K
MTB
M&T Bank Corp

Financial Services
-3
- 0.2%
$183.74 - $204.05 $551 - $612
1.52K $300K
CDNS
Cadence Design Systems Inc

Technology
-3
- 2.91%
$309.46 - $373.37 $928 - $1.12K
100 $35K
SOFI
So Fi Technologies, Inc.

Financial Services
-45
- 4.76%
$17.64 - $29.81 $794 - $1.34K
900 $23K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5
- 0.84%
$185.88 - $207.44 $929 - $1.04K
591 $118K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 1.55%
$237.77 - $353.61 $951 - $1.41K
254 $87K
AXP
American Express CO

Financial Services
-3
- 0.42%
$294.27 - $342.31 $883 - $1.03K
715 $237K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.41%
$291.67 - $316.99 $875 - $951
722 $219K
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.25%
$133.81 - $152.16 $803 - $913
2.4K $336K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.54%
$215.01 - $273.02 $860 - $1.09K
731 $183K
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.7%
$144.19 - $167.33 $1.01K - $1.17K
991 $165K
SHOP
Shopify Inc.

Technology
-100
- 8.6%
$112.11 - $157.12 $11.2K - $15.7K
1.06K $157K
MO
Altria Group, Inc.

Consumer Defensive
-24
- 0.44%
$57.75 - $67.68 $1.39K - $1.62K
5.41K $357K
CVX
Chevron Corp

Energy
-5
- 0.12%
$145.57 - $161.83 $728 - $809
4.26K $661K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.68%
$357.4 - $423.42 $4.29K - $5.08K
1.76K $714K
JNJ
Johnson & Johnson

Healthcare
-92
- 3.47%
$155.17 - $185.42 $14.3K - $17.1K
2.56K $474K
MSFT
Microsoft Corp

Technology
-40
- 0.78%
$491.09 - $535.64 $19.6K - $21.4K
5.1K $2.64M
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.04%
$184.85 - $231.54 $185 - $232
2.45K $567K
GOOG
Alphabet Inc.

Communication Services
-1
- 0.01%
$175.16 - $255.24 $175 - $255
7.22K $1.76M
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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