Smallwood Wealth Investment Management, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$158.8M
Holdings
505
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (505 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $44.4M |
AAPLAPPLE INC | $10.1M |
VOEVANGUARD INDEX FDS | $7.1M |
VTIVANGUARD INDEX FDS | $7.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $6.0M |
PULSPGIM ETF TR | $4.9M |
FRDMEA SERIES TRUST | $4.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $4.0M |
DWMWISDOMTREE TR | $3.3M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $3.2M |
JPMJPMORGAN CHASE FINL CO LLC | $2.8M |
MUBISHARES TR | $2.8M |
VDEVANGUARD WORLD FD | $2.7M |
4I1PHILIP MORRIS INTL INC | $2.5M |
MMITNEW YORK LIFE INVTS ACTIVE E | $2.4M |
HELOJ P MORGAN EXCHANGE TRADED F | $2.1M |
GUNRFLEXSHARES TR | $2.1M |
MSFTMICROSOFT CORP | $1.8M |
RWRSPDR SER TR | $1.8M |
XOMEXXON MOBIL CORP | $1.5M |
NVDANVIDIA CORPORATION | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
GOOGALPHABET INC | $1.2M |
SCHFSCHWAB STRATEGIC TR | $1.2M |
VOOVANGUARD INDEX FDS | $1.1M |
RZVINVESCO EXCHANGE TRADED FD T | $1.1M |
BRBROADRIDGE FINL SOLUTIONS IN | $867K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $760K |
JEPIJ P MORGAN EXCHANGE TRADED F | $751K |
MDLZMONDELEZ INTL INC | $725K |
NFLXNETFLIX INC | $718K |
AMZNAMAZON COM INC | $714K |
CVXCHEVRON CORP NEW | $712K |
JEPQJ P MORGAN EXCHANGE TRADED F | $700K |
JCPBJ P MORGAN EXCHANGE TRADED F | $652K |
HDHOME DEPOT INC | $651K |
TAT&T INC | $575K |
DISDISNEY WALT CO | $520K |
NJRNEW JERSEY RES CORP | $518K |
LQDISHARES TR | $517K |
VEUVANGUARD INTL EQUITY INDEX F | $516K |
ABBVABBVIE INC | $512K |
JPMJPMORGAN CHASE & CO. | $483K |
FSCOFS CREDIT OPPORTUNITIES CORP | $463K |
JNJJOHNSON & JOHNSON | $438K |
CLCOLGATE PALMOLIVE CO | $436K |
BIVVANGUARD BD INDEX FDS | $423K |
BMYBRISTOL-MYERS SQUIBB CO | $408K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $370K |
ORCLORACLE CORP | $363K |
PEPPEPSICO INC | $359K |
FSKFS KKR CAP CORP | $353K |
IVTINVENTRUST PPTYS CORP | $344K |
CATCATERPILLAR INC | $339K |
IWMISHARES TR | $338K |
MRKMERCK & CO INC | $337K |
MOALTRIA GROUP INC | $328K |
AVGOBROADCOM INC | $319K |
CMCSACOMCAST CORP NEW | $315K |
SPYVSPDR SER TR | $301K |
AMGNAMGEN INC | $284K |
LINLINDE PLC | $282K |
MTBM & T BK CORP | $272K |
METAMETA PLATFORMS INC | $272K |
BABOEING CO | $256K |
VLYVALLEY NATL BANCORP | $248K |
DWDMORGAN STANLEY | $240K |
JPIBJ P MORGAN EXCHANGE TRADED F | $226K |
MCDMCDONALDS CORP | $226K |
VVISA INC | $217K |
MSIMOTOROLA SOLUTIONS INC | $215K |
WMTWALMART INC | $210K |
WPMWHEATON PRECIOUS METALS CORP | $210K |
PLTRPALANTIR TECHNOLOGIES INC | $205K |
BACVERIZON COMMUNICATIONS INC | $204K |
JLLJONES LANG LASALLE INC | $202K |
CHDCHURCH & DWIGHT CO INC | $197K |
ADPAUTOMATIC DATA PROCESSING IN | $192K |
AXPAMERICAN EXPRESS CO | $192K |
NXJNUVEEN NEW JERSEY QULT MUN F | $182K |
CPRXCATALYST PHARMACEUTICALS INC | $182K |
BXBLACKSTONE INC | $180K |
GOOGLALPHABET INC | $179K |
LOWLOWES COS INC | $170K |
DUKDUKE ENERGY CORP NEW | $147K |
GQ9SPDR GOLD TR | $144K |
PFEPFIZER INC | $142K |
TRVTRAVELERS COMPANIES INC | $138K |
SCHHSCHWAB STRATEGIC TR | $138K |
CSCOCISCO SYS INC | $137K |
LLYELI LILLY & CO | $136K |
AQLTISHARES TR | $135K |
IVVISHARES TR | $134K |
RTXRTX CORPORATION | $131K |
LMTLOCKHEED MARTIN CORP | $129K |
ABTABBOTT LABS | $126K |
SPYSPDR S&P 500 ETF TR | $123K |
AVUVAMERICAN CENTY ETF TR | $121K |
RSGREPUBLIC SVCS INC | $121K |
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