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 301–350 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GXC | SPDR INDEX SHS FDS | 119 | $1K–$15K | SH |
| IWB | ISHARES TR | 30 | $1K–$15K | SH |
| BND | VANGUARD BD INDEX FDS | 155 | $1K–$15K | SH |
| FEZ | SPDR INDEX SHS FDS | 175 | $1K–$15K | SH |
| BCE | BCE INC | 471 | $1K–$15K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 115 | $1K–$15K | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 745 | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC | 40 | $1K–$15K | SH |
| MLPX | GLOBAL X FDS | 178 | $1K–$15K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 693 | $1K–$15K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 100 | $1K–$15K | SH |
| ITB | ISHARES TR | 106 | $1K–$15K | SH |
| DINO | HF SINCLAIR CORP | 218 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR | 222 | $1K–$15K | SH |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | 542 | $1K–$15K | SH |
| SW | SMURFIT WESTROCK PLC | 248 | $1K–$15K | SH |
| WDC | WESTERN DIGITAL CORP | 55 | $1K–$15K | SH |
| CIM | CHIMERA INVT CORP | 749 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC | 70 | $1K–$15K | SH |
| MNA | NEW YORK LIFE INVESTMENTS ET | 256 | $1K–$15K | SH |
| BCBP | BCB BANCORP INC | 1K | $1K–$15K | SH |
| SMDV | PROSHARES TR | 136 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 48 | $1K–$15K | SH |
| JNK | SPDR SERIES TRUST | 88 | $1K–$15K | SH |
| DTM | DT MIDSTREAM INC | 71 | $1K–$15K | SH |
| EMB | ISHARES TR | 85 | $1K–$15K | SH |
| CRF | CORNERSTONE TOTAL RETURN FD | 1K | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 204 | $1K–$15K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV | 1K | $1K–$15K | SH |
| SCZ | ISHARES TR | 96 | $1K–$15K | SH |
| MLPA | GLOBAL X FDS | 153 | $1K–$15K | SH |
| TDC | TERADATA CORP DEL | 242 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 34 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP | 8 | $1K–$15K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC | 440 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 85 | $1K–$15K | SH |
| GAB | GABELLI EQUITY TR INC | 1K | $1K–$15K | SH |
| BUZZ | VANECK ETF TRUST | 212 | $1K–$15K | SH |
| LIT | GLOBAL X FDS | 100 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW | 487 | $1K–$15K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 101 | $1K–$15K | SH |
| TPR | TAPESTRY INC | 49 | $1K–$15K | SH |
| CRUS | CIRRUS LOGIC INC | 50 | $1K–$15K | SH |
| YUMC | YUM CHINA HLDGS INC | 118 | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 27 | $1K–$15K | SH |
| KHC | KRAFT HEINZ CO | 229 | $1K–$15K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 30 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 58 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 25 | $1K–$15K | SH |
| Q | QNITY ELECTRONICS INC | 66 | $1K–$15K | SH |