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 351–400 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DD | DUPONT DE NEMOURS INC | 133 | $1K–$15K | SH |
| APH | AMPHENOL CORP NEW | 39 | $1K–$15K | SH |
| ASGN | ASGN INC | 107 | $1K–$15K | SH |
| L | LOEWS CORP | 47 | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 56 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 396 | $1K–$15K | SH |
| ITA | ISHARES TR | 22 | $1K–$15K | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 150 | $1K–$15K | SH |
| ROST | ROSS STORES INC | 26 | $1K–$15K | SH |
| FITB | FIFTH THIRD BANCORP | 100 | $1K–$15K | SH |
| SMH | VANECK ETF TRUST | 13 | $1K–$15K | SH |
| IJK | ISHARES TR | 48 | $1K–$15K | SH |
| GS | GOLDMAN SACHS GROUP INC | 5 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 100 | $1K–$15K | SH |
| EA | ELECTRONIC ARTS INC | 20 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC | 39 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 160 | $1K–$15K | SH |
| TTD | THE TRADE DESK INC | 100 | $1K–$15K | SH |
| RWX | SPDR INDEX SHS FDS | 134 | $1K–$15K | SH |
| APLE | APPLE HOSPITALITY REIT INC | 312 | $1K–$15K | SH |
| CCL | CARNIVAL CORP | 117 | $1K–$15K | SH |
| HPQ | HP INC | 160 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 6 | $1K–$15K | SH |
| JCI | JOHNSON CTLS INTL PLC | 29 | $1K–$15K | SH |
| VCR | VANGUARD WORLD FD | 8 | $1K–$15K | SH |
| NTR | NUTRIEN LTD | 51 | $1K–$15K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 5 | $1K–$15K | SH |
| CHMI | CHERRY HILL MTG INVT CORP | 1K | $1K–$15K | SH |
| COR | CENCORA INC | 9 | $1K–$15K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 10 | $1K–$15K | SH |
| ETR | ENTERGY CORP NEW | 31 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC | 48 | $1K–$15K | SH |
| SOBO | SOUTH BOW CORP | 97 | $1K–$15K | SH |
| TEM | TEMPUS AI INC | 45 | $1K–$15K | SH |
| CTRA | COTERRA ENERGY INC | 100 | $1K–$15K | SH |
| PGR | PROGRESSIVE CORP | 11 | $1K–$15K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 29 | $1K–$15K | SH |
| GNL | GLOBAL NET LEASE INC | 285 | $1K–$15K | SH |
| NGVT | INGEVITY CORP | 41 | $1K–$15K | SH |
| HAL | HALLIBURTON CO | 85 | $1K–$15K | SH |
| OGIG | ALPS ETF TR | 46 | $1K–$15K | SH |
| IAGG | ISHARES TR | 47 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC | 40 | $1K–$15K | SH |
| VXF | VANGUARD INDEX FDS | 11 | $1K–$15K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 64 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 50 | $1K–$15K | SH |
| RACE | FERRARI N V | 6 | $1K–$15K | SH |
| CAPL | CROSSAMERICA PARTNERS LP | 100 | $1K–$15K | SH |
| TOST | TOAST INC | 58 | $1K–$15K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 14 | $1K–$15K | SH |