Smallwood Wealth Investment Management, LLC Asset Management

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$352,000 0.23% of portfolio
16,845
Q4 2024 Reduced 28.62%
$0
$182,000 0.12% of portfolio
15,468
Q3 2023 Reduced 0.14%
$104B
$179,000 0.12% of portfolio
1,287
Q1 2025 Added 0.47%
$72.3B
$61,000 0.04% of portfolio
737
Q1 2025 New
$108B
$59,000 0.04% of portfolio
516
Q1 2025 New
$0
$55,000 0.04% of portfolio
9,000
Q1 2025 New
$0
$53,000 0.03% of portfolio
3,211
Q1 2025 New
$0
$52,000 0.03% of portfolio
4,027
Q1 2025 New
$22B
$39,000 0.03% of portfolio
426
Q1 2025 New
$0
$37,000 0.02% of portfolio
6,460
Q1 2025 New
$0
$34,000 0.02% of portfolio
2,437
Q1 2025 New
$0
$28,000 0.02% of portfolio
2,301
Q1 2025 New
$0
$21,000 0.01% of portfolio
1,947
Q1 2025 New
$0
$14,000 0.01% of portfolio
3,067
Q1 2025 New
$0
$13,000 0.01% of portfolio
2,165
Q1 2025 New
$0
$12,000 0.01% of portfolio
757
Q1 2025 New
$0
$9,000 0.01% of portfolio
651
Q1 2025 New
$0
$7,000 0.0% of portfolio
1,321
Q1 2025 New
$0
$7,000 0.0% of portfolio
1,000
Q1 2025 New
$0
$6,000 0.0% of portfolio
1,125
Q1 2025 New
$0
$4,000 0.0% of portfolio
333
Q1 2025 New
$0
$0 0.0% of portfolio
25
Q1 2025 New
$893M
$0 0.0% of portfolio
16
Q1 2025 New
$4.06B
$0 0.0% of portfolio
2
Q1 2025 New
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