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 |
|---|---|
DHRDANAHER CORPORATION | $31K |
HACKAMPLIFY ETF TR | $31K |
PRPERMIAN RESOURCES CORP | $30K |
IBITISHARES BITCOIN TRUST ETF | $30K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $30K |
AMATAPPLIED MATLS INC | $29K |
MIGAMICROSTRATEGY INC | $29K |
PSXPHILLIPS 66 | $29K |
WBDWARNER BROS DISCOVERY INC | $29K |
VUGVANGUARD INDEX FDS | $29K |
HBANHUNTINGTON BANCSHARES INC | $29K |
NVGNUVEEN AMT FREE MUN CR INC F | $28K |
SPGIS&P GLOBAL INC | $28K |
WELLWELLTOWER INC | $28K |
VGTVANGUARD WORLD FD | $28K |
BDXBECTON DICKINSON & CO | $27K |
XLFSELECT SECTOR SPDR TR | $27K |
GDGENERAL DYNAMICS CORP | $27K |
CNPCENTERPOINT ENERGY INC | $27K |
IAU*ISHARES GOLD TR | $27K |
DKNGDRAFTKINGS INC NEW | $27K |
LRCXLAM RESEARCH CORP | $26K |
VWOVANGUARD INTL EQUITY INDEX F | $26K |
CDNSCADENCE DESIGN SYSTEM INC | $25K |
GILDGILEAD SCIENCES INC | $25K |
DELLDELL TECHNOLOGIES INC | $25K |
SLVISHARES SILVER TR | $25K |
KRGKITE RLTY GROUP TR | $25K |
FDXFEDEX CORP | $24K |
CIBRFIRST TR EXCHANGE TRADED FD | $24K |
SPYGSPDR SER TR | $24K |
MUMICRON TECHNOLOGY INC | $24K |
VWOBVANGUARD WHITEHALL FDS | $24K |
TRVCCITIGROUP INC | $24K |
NOBLPROSHARES TR | $23K |
TRPTC ENERGY CORP | $23K |
RGLDROYAL GOLD INC | $23K |
FCFFIRST COMWLTH FINL CORP PA | $22K |
CGWINVESCO EXCH TRADED FD TR II | $22K |
RCLROYAL CARIBBEAN GROUP | $22K |
ITWILLINOIS TOOL WKS INC | $22K |
NVSNNOVARTIS AG | $22K |
PANWPALO ALTO NETWORKS INC | $22K |
XTNSPDR SER TR | $22K |
SHELSHELL PLC | $22K |
BCBPBCB BANCORP INC | $22K |
AALAMERICAN AIRLS GROUP INC | $22K |
INTCINTEL CORP | $22K |
AMDADVANCED MICRO DEVICES INC | $22K |
AAALCOA CORP | $21K |
HONHONEYWELL INTL INC | $21K |
FMNFEDERATED HERMES PREM MUNI I | $21K |
XHRXENIA HOTELS & RESORTS INC | $21K |
AZNASTRAZENECA PLC | $21K |
CRWDCROWDSTRIKE HLDGS INC | $21K |
STIPISHARES TR | $21K |
NEENEXTERA ENERGY INC | $21K |
NINISOURCE INC | $20K |
DTEDTE ENERGY CO | $20K |
FQIDIGITAL RLTY TR INC | $19K |
DFUVDIMENSIONAL ETF TRUST | $18K |
BABAALIBABA GROUP HLDG LTD | $18K |
ULUNILEVER PLC | $18K |
ISRGINTUITIVE SURGICAL INC | $18K |
AREALEXANDRIA REAL ESTATE EQ IN | $18K |
VOVANGUARD INDEX FDS | $17K |
MFCMANULIFE FINL CORP | $17K |
W3UWESTERN UN CO | $17K |
IXCISHARES TR | $17K |
SCHRSCHWAB STRATEGIC TR | $17K |
CITHE CIGNA GROUP | $17K |
IWRISHARES TR | $16K |
DFATDIMENSIONAL ETF TRUST | $16K |
UNPUNION PAC CORP | $16K |
CFGCITIZENS FINL GROUP INC | $15K |
OTTROTTER TAIL CORP | $15K |
MGKVANGUARD WORLD FD | $15K |
ADCAGREE RLTY CORP | $15K |
DDOMINION ENERGY INC | $15K |
FNDXSCHWAB STRATEGIC TR | $15K |
ETENERGY TRANSFER L P | $15K |
PHKPIMCO HIGH INCOME FD | $15K |
KVUEKENVUE INC | $15K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14K |
RCSPIMCO STRATEGIC INCOME FD | $14K |
TJXTJX COS INC NEW | $13K |
WTRGESSENTIAL UTILS INC | $13K |
AWCAMERICAN WTR WKS CO INC NEW | $13K |
TTENTOTALENERGIES SE | $13K |
XSSPXNUVEEN S&P 500 DYNAMIC OVERW | $13K |
BLDRBUILDERS FIRSTSOURCE INC | $12K |
BNDVANGUARD BD INDEX FDS | $12K |
KEYSKEYSIGHT TECHNOLOGIES INC | $12K |
MPCMARATHON PETE CORP | $12K |
EMREMERSON ELEC CO | $12K |
MMDNYLI MACKAY DEFINEDTERM MUNI | $11K |
QUALISHARES TR | $11K |
MLPXGLOBAL X FDS | $11K |
XBISPDR SER TR | $11K |
TTDTHE TRADE DESK INC | $11K |