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 201–250 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | 750 | $15K–$50K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 2K | $15K–$50K | SH |
| MMM | 3M CO | 231 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 1K | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 454 | $15K–$50K | SH |
| IEI | ISHARES TR | 307 | $15K–$50K | SH |
| F | FORD MTR CO | 3K | $15K–$50K | SH |
| TIP | ISHARES TR | 328 | $15K–$50K | SH |
| STWD | STARWOOD PPTY TR INC | 2K | $15K–$50K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 250 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP | 100 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 350 | $15K–$50K | SH |
| INTC | INTEL CORP | 955 | $15K–$50K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 1K | $15K–$50K | SH |
| HACK | AMPLIFY ETF TR | 425 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 100 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 64 | $15K–$50K | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 2K | $15K–$50K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 2K | $15K–$50K | SH |
| PSX | PHILLIPS 66 | 244 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 100 | $15K–$50K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 578 | $15K–$50K | SH |
| RGLD | ROYAL GOLD INC | 139 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 109 | $15K–$50K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 2K | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 576 | $15K–$50K | SH |
| FDX | FEDEX CORP | 100 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC | 750 | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW | 802 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 225 | $15K–$50K | SH |
| NVS | NOVARTIS AG | 200 | $15K–$50K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 385 | $15K–$50K | SH |
| XTN | SPDR SERIES TRUST | 300 | $15K–$50K | SH |
| TRP | TC ENERGY CORP | 485 | $15K–$50K | SH |
| XLC | SELECT SECTOR SPDR TR | 226 | $15K–$50K | SH |
| GIS | GENERAL MLS INC | 565 | $15K–$50K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 402 | $15K–$50K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 374 | $15K–$50K | SH |
| FCF | FIRST COMWLTH FINL CORP PA | 1K | $15K–$50K | SH |
| NOBL | PROSHARES TR | 227 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 900 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 291 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO | 120 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC | 90 | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC | 378 | $15K–$50K | SH |
| SHEL | SHELL PLC | 300 | $15K–$50K | SH |
| XHR | XENIA HOTELS & RESORTS INC | 2K | $15K–$50K | SH |
| FMN | FEDERATED HERMES PREM MUNI I | 2K | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 109 | $15K–$50K | SH |
| NI | NISOURCE INC | 500 | $15K–$50K | SH |