CIK 1921304
Smallwood Wealth Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
521
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 501–521 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BLNK | BLINK CHARGING CO | 45 | <$1K | SH |
| BWA | BORGWARNER INC | 0 | <$1K | SH |
| HRB | BLOCK H & R INC | 0 | <$1K | SH |
| QSIG | WISDOMTREE TR | 0 | <$1K | SH |
| SITC | SITE CTRS CORP | 4 | <$1K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 9 | <$1K | SH |
| MVIS | MICROVISION INC DEL | 25 | <$1K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 0 | <$1K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 1 | <$1K | SH |
| WOOF | PETCO HEALTH & WELLNESS CO I | 5 | <$1K | SH |
| BITO | PROSHARES TR | 1 | <$1K | SH |
| ACA | ARCOSA INC | 0 | <$1K | SH |
| GNLN | GREENLANE HLDGS INC | 8 | <$1K | SH |
| STZ | CONSTELLATION BRANDS INC | 0 | <$1K | SH |
| PLBY | PLAYBOY INC | 4 | <$1K | SH |
| ALBT | AVALON GLOBOCARE CORP | 5 | <$1K | SH |
| TXMD | THERAPEUTICSMD INC | 2 | <$1K | SH |
| TRN | TRINITY INDS INC | 0 | N/A | SH |
| OPENZ | OPENDOOR TECHNOLOGIES INC | 1 | N/A | SH |
| OPENL | OPENDOOR TECHNOLOGIES INC | 1 | N/A | SH |
| OPENW | OPENDOOR TECHNOLOGIES INC | 1 | N/A | SH |