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 |
|---|---|
SOSOUTHERN CO | $120K |
KOCOCA COLA CO | $119K |
EMNEASTMAN CHEM CO | $113K |
SHOPSHOPIFY INC | $111K |
WFCWELLS FARGO CO NEW | $109K |
UNHUNITEDHEALTH GROUP INC | $107K |
COSTCOSTCO WHSL CORP NEW | $105K |
DFAEDIMENSIONAL ETF TRUST | $104K |
PNCPNC FINL SVCS GROUP INC | $104K |
MAMASTERCARD INCORPORATED | $104K |
BLKBLACKROCK INC | $103K |
MRVLMARVELL TECHNOLOGY INC | $103K |
AGGISHARES TR | $103K |
LPLALPL FINL HLDGS INC | $102K |
IWNISHARES TR | $99K |
IEMGISHARES INC | $99K |
CRMSALESFORCE INC | $99K |
VBVANGUARD INDEX FDS | $96K |
XLKSELECT SECTOR SPDR TR | $93K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $93K |
CMGCHIPOTLE MEXICAN GRILL INC | $93K |
NDQINVESCO QQQ TR | $86K |
PTCTPTC THERAPEUTICS INC | $86K |
PPGPPG INDS INC | $84K |
BROBROWN & BROWN INC | $83K |
BACBANK AMERICA CORP | $83K |
KMIKINDER MORGAN INC DEL | $82K |
ADBEADOBE INC | $81K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $77K |
CVSCVS HEALTH CORP | $76K |
SCHDSCHWAB STRATEGIC TR | $75K |
BNDXVANGUARD CHARLOTTE FDS | $75K |
SSENTINELONE INC | $73K |
VYMVANGUARD WHITEHALL FDS | $71K |
UALUNITED AIRLS HLDGS INC | $69K |
ETNEATON CORP PLC | $68K |
VCITVANGUARD SCOTTSDALE FDS | $67K |
VLOVALERO ENERGY CORP | $66K |
NSCNORFOLK SOUTHN CORP | $65K |
DONSPDR DOW JONES INDL AVERAGE | $63K |
BKBANK NEW YORK MELLON CORP | $62K |
YUMYUM BRANDS INC | $60K |
AEPAMERICAN ELEC PWR CO INC | $60K |
WTWWILLIS TOWERS WATSON PLC LTD | $60K |
KKRKKR & CO INC | $60K |
AVDVAMERICAN CENTY ETF TR | $60K |
GEGE AEROSPACE | $59K |
EDCONSOLIDATED EDISON INC | $59K |
IVEISHARES TR | $59K |
VRTXVERTEX PHARMACEUTICALS INC | $59K |
PHOINVESCO EXCHANGE TRADED FD T | $57K |
VNQVANGUARD INDEX FDS | $57K |
PMMPUTNAM MANAGED MUN INCOME TR | $55K |
MDTMEDTRONIC PLC | $55K |
IWFISHARES TR | $54K |
DFSEURDISCOVER FINL SVCS | $54K |
HPIHANCOCK JOHN PFD INCOME FD | $53K |
SBUXSTARBUCKS CORP | $53K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $53K |
MMM3M CO | $52K |
KHCKRAFT HEINZ CO | $51K |
KMBKIMBERLY-CLARK CORP | $50K |
MDYSPDR S&P MIDCAP 400 ETF TR | $48K |
GEVGE VERNOVA INC | $48K |
RDVIFIRST TR EXCHANGE-TRADED FD | $47K |
CMICUMMINS INC | $47K |
DEDEERE & CO | $47K |
TSLATESLA INC | $47K |
GLWCORNING INC | $47K |
CBCHUBB LIMITED | $45K |
COPCONOCOPHILLIPS | $45K |
SLBSCHLUMBERGER LTD | $44K |
IJHISHARES TR | $44K |
FNBF N B CORP | $42K |
TSCOTRACTOR SUPPLY CO | $41K |
SCHXSCHWAB STRATEGIC TR | $41K |
EEMISHARES TR | $41K |
IUSVISHARES TR | $41K |
SWSMURFIT WESTROCK PLC | $40K |
NOWSERVICENOW INC | $40K |
SYKSTRYKER CORPORATION | $40K |
STWDSTARWOOD PPTY TR INC | $40K |
TROWPRICE T ROWE GROUP INC | $39K |
EPDENTERPRISE PRODS PARTNERS L | $39K |
DSMBNY MELLON STRATEGIC MUN BD | $37K |
HIGHARTFORD INSURANCE GROUP INC | $37K |
FFORD MTR CO | $37K |
TMOTHERMO FISHER SCIENTIFIC INC | $37K |
TIPISHARES TR | $36K |
IEIISHARES TR | $36K |
NLYANNALY CAPITAL MANAGEMENT IN | $36K |
MTZMASTEC INC | $35K |
DFAIDIMENSIONAL ETF TRUST | $35K |
VRPINVESCO EXCH TRADED FD TR II | $35K |
XETYXEATON VANCE TAX-MANAGED DIVE | $35K |
EFAISHARES TR | $34K |
UBERUBER TECHNOLOGIES INC | $34K |
GISGENERAL MLS INC | $34K |
NBIXNEUROCRINE BIOSCIENCES INC | $34K |
ABRARBOR REALTY TRUST INC | $31K |