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 |
|---|---|
BCEBCE INC | $11K |
SOFISOFI TECHNOLOGIES INC | $11K |
LHXL3HARRIS TECHNOLOGIES INC | $10K |
XLESELECT SECTOR SPDR TR | $10K |
CEGCONSTELLATION ENERGY CORP | $10K |
ITBISHARES TR | $10K |
CHTRCHARTER COMMUNICATIONS INC N | $10K |
HBC2HSBC HLDGS PLC | $10K |
DDDUPONT DE NEMOURS INC | $10K |
JPSEJ P MORGAN EXCHANGE TRADED F | $10K |
CIMCHIMERA INVT CORP | $10K |
BIIBBIOGEN INC | $10K |
MARMARRIOTT INTL INC NEW | $10K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $9K |
IWBISHARES TR | $9K |
ANETARISTA NETWORKS INC | $9K |
DBRGDIGITALBRIDGE GROUP INC | $9K |
YUMCYUM CHINA HLDGS INC | $9K |
ARKXARK ETF TR | $9K |
MNANEW YORK LIFE INVESTMENTS ET | $9K |
PRCTPROCEPT BIOROBOTICS CORP | $9K |
SMRNUSCALE PWR CORP | $8K |
SPYDSPDR SER TR | $8K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8K |
MLPAGLOBAL X FDS | $8K |
EMBISHARES TR | $8K |
JNKSPDR SER TR | $8K |
RIOTRIOT PLATFORMS INC | $8K |
BTCGRAYSCALE BITCOIN MINI TR ET | $7K |
XBGYXBLACKROCK ENHANCED INTL DIV | $7K |
CRFCORNERSTONE TOTAL RETURN FD | $7K |
DINOHF SINCLAIR CORP | $7K |
GSKGSK PLC | $7K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $7K |
DTMDT MIDSTREAM INC | $7K |
VODVODAFONE GROUP PLC NEW | $7K |
NRANRG ENERGY INC | $7K |
FCXFREEPORT-MCMORAN INC | $7K |
ZBHZIMMER BIOMET HOLDINGS INC | $6K |
GABGABELLI EQUITY TR INC | $6K |
SCZISHARES TR | $6K |
WMWASTE MGMT INC DEL | $6K |
TDCTERADATA CORP DEL | $5K |
SPGSIMON PPTY GROUP INC NEW | $5K |
CRUSCIRRUS LOGIC INC | $5K |
VEAVANGUARD TAX-MANAGED FDS | $5K |
VEEVVEEVA SYS INC | $5K |
7HPHP INC | $4K |
LLOEWS CORP | $4K |
UPSUNITED PARCEL SERVICE INC | $4K |
DSLDOUBLELINE INCOME SOLUTIONS | $4K |
APLEAPPLE HOSPITALITY REIT INC | $4K |
IJKISHARES TR | $4K |
CHMICHERRY HILL MTG INVT CORP | $4K |
FITBFIFTH THIRD BANCORP | $4K |
LITGLOBAL X FDS | $4K |
AUPHAURINIA PHARMACEUTICALS INC | $4K |
TPRTAPESTRY INC | $3K |
VTRSVIATRIS INC | $3K |
LUVSOUTHWEST AIRLS CO | $3K |
SPOTSPOTIFY TECHNOLOGY S A | $3K |
RWXSPDR INDEX SHS FDS | $3K |
MGMMGM RESORTS INTERNATIONAL | $3K |
HASHASBRO INC | $3K |
CTRACOTERRA ENERGY INC | $3K |
EAELECTRONIC ARTS INC | $3K |
ENBENBRIDGE INC | $3K |
GNLGLOBAL NET LEASE INC | $3K |
ESGUISHARES TR | $3K |
PYPLPAYPAL HLDGS INC | $3K |
NTRNUTRIEN LTD | $3K |
SOBOSOUTH BOW CORP | $2K |
HPEHEWLETT PACKARD ENTERPRISE C | $2K |
SMCISUPER MICRO COMPUTER INC | $2K |
CAPLCROSSAMERICA PARTNERS LP | $2K |
TRNTRINITY INDS INC | $2K |
IAGGISHARES TR | $2K |
HLNHALEON PLC | $2K |
CCLCARNIVAL CORP | $2K |
HALHALLIBURTON CO | $2K |
HWMHOWMET AEROSPACE INC | $2K |
VXXBARCLAYS BANK PLC | $2K |
SPYMSPDR SER TR | $2K |
BWABORGWARNER INC | $2K |
ACAARCOSA INC | $2K |
OGIGALPS ETF TR | $2K |
AFLAFLAC INC | $2K |
CAVACAVA GROUP INC | $2K |
PFFISHARES TR | $2K |
SUSUNCOR ENERGY INC NEW | $2K |
TOSTTOAST INC | $2K |
BIPBROOKFIELD INFRAST PARTNERS | $2K |
VXFVANGUARD INDEX FDS | $2K |
ARRARMOUR RESIDENTIAL REIT INC | $2K |
SLYGSPDR SER TR | $2K |
NGVTINGEVITY CORP | $2K |
ZMZOOM COMMUNICATIONS INC | $2K |
PINSPINTEREST INC | $2K |
PAYXPAYCHEX INC | $2K |
KDKYNDRYL HLDGS INC | $2K |