Smallwood Wealth Investment Management, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$191.0M
Holdings
521
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (521 positions)
| Stock | Value |
|---|---|
XETYXEATON VANCE TAX-MANAGED DIVE | $37K |
TSCOTRACTOR SUPPLY CO | $37K |
IEIISHARES TR | $36K |
TIPISHARES TR | $36K |
FFORD MTR CO | $36K |
IAU*ISHARES GOLD TR | $36K |
STWDSTARWOOD PPTY TR INC | $36K |
EPDENTERPRISE PRODS PARTNERS L | $36K |
MMM3M CO | $36K |
CEGCONSTELLATION ENERGY CORP | $35K |
INTCINTEL CORP | $35K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $35K |
KMBKIMBERLY-CLARK CORP | $35K |
VRPINVESCO EXCH TRADED FD TR II | $34K |
HACKAMPLIFY ETF TR | $34K |
HPIHANCOCK JOHN PFD INCOME FD | $33K |
GDGENERAL DYNAMICS CORP | $33K |
SPGIS&P GLOBAL INC | $33K |
HBANHUNTINGTON BANCSHARES INC | $32K |
PSXPHILLIPS 66 | $31K |
CDNSCADENCE DESIGN SYSTEM INC | $31K |
RGLDROYAL GOLD INC | $31K |
VWOVANGUARD INTL EQUITY INDEX F | $31K |
NVGNUVEEN AMT FREE MUN CR INC F | $30K |
RCLROYAL CARIBBEAN GROUP | $30K |
FCXFREEPORT-MCMORAN INC | $29K |
CNPCENTERPOINT ENERGY INC | $28K |
FDXFEDEX CORP | $28K |
CIBRFIRST TR EXCHANGE TRADED FD | $27K |
XTNSPDR SERIES TRUST | $27K |
DKNGDRAFTKINGS INC NEW | $27K |
NVSNNOVARTIS AG | $27K |
GILDGILEAD SCIENCES INC | $27K |
XLCSELECT SECTOR SPDR TR | $26K |
GISGENERAL MLS INC | $26K |
TRPTC ENERGY CORP | $26K |
CGWINVESCO EXCH TRADED FD TR II | $25K |
VWOBVANGUARD WHITEHALL FDS | $25K |
FCFFIRST COMWLTH FINL CORP PA | $24K |
BDXBECTON DICKINSON & CO | $23K |
NEENEXTERA ENERGY INC | $23K |
SOFISOFI TECHNOLOGIES INC | $23K |
NOBLPROSHARES TR | $23K |
XHRXENIA HOTELS & RESORTS INC | $22K |
CFGCITIZENS FINL GROUP INC | $22K |
ITWILLINOIS TOOL WKS INC | $22K |
SHELSHELL PLC | $22K |
FMNFEDERATED HERMES PREM MUNI I | $21K |
HONHONEYWELL INTL INC | $21K |
MFCMANULIFE FINL CORP | $20K |
STIPISHARES TR | $20K |
SBUXSTARBUCKS CORP | $20K |
DFUVDIMENSIONAL ETF TRUST | $20K |
FQIDIGITAL RLTY TR INC | $20K |
BABAALIBABA GROUP HLDG LTD | $20K |
ABRARBOR REALTY TRUST INC | $20K |
ISRGINTUITIVE SURGICAL INC | $20K |
NINISOURCE INC | $20K |
MGKVANGUARD WORLD FD | $20K |
XLYSELECT SECTOR SPDR TR | $19K |
IWRISHARES TR | $18K |
VOVANGUARD INDEX FDS | $18K |
PG4PRINCIPAL FINANCIAL GROUP IN | $18K |
DTEDTE ENERGY CO | $18K |
DFATDIMENSIONAL ETF TRUST | $18K |
UNPUNION PAC CORP | $18K |
FNDXSCHWAB STRATEGIC TR | $17K |
ULUNILEVER PLC | $17K |
TJXTJX COS INC NEW | $16K |
XBISPDR SERIES TRUST | $16K |
IXCISHARES TR | $16K |
DHRDANAHER CORPORATION | $16K |
KEYSKEYSIGHT TECHNOLOGIES INC | $16K |
DDOMINION ENERGY INC | $15K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $15K |
OTTROTTER TAIL CORP | $15K |
ADCAGREE RLTY CORP | $14K |
W3UWESTERN UN CO | $14K |
SPYGSPDR SERIES TRUST | $14K |
ARKXARK ETF TR | $14K |
EMREMERSON ELEC CO | $14K |
PRPERMIAN RESOURCES CORP | $13K |
NRANRG ENERGY INC | $13K |
MPCMARATHON PETE CORP | $13K |
TTETOTALENERGIES SE | $13K |
CITHE CIGNA GROUP | $13K |
HDVISHARES TR | $13K |
PHKPIMCO HIGH INCOME FD | $13K |
FDVVFIDELITY COVINGTON TRUST | $13K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13K |
RIOTRIOT PLATFORMS INC | $13K |
AZNASTRAZENECA PLC | $13K |
ETENERGY TRANSFER L P | $13K |
MARMARRIOTT INTL INC NEW | $12K |
BIIBBIOGEN INC | $12K |
RCSPIMCO STRATEGIC INCOME FD | $12K |
WTRGESSENTIAL UTILS INC | $12K |
AWCAMERICAN WTR WKS CO INC NEW | $11K |
AAALCOA CORP | $11K |
QUALISHARES TR | $11K |