← Every investor
Smallwood Wealth Investment Management, LLC Portfolio
$236.7M across 500 positions as of 2026-09-30, with 58% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $57.4M | 24.3% | 345,399 |
| AAPLApple Inc | $16.5M | 7.0% | 49,420 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $11.7M | 4.9% | 212,162 |
| VTIVanguard Total Stock Market ETF | $11.2M | 4.7% | 30,002 |
| VOEVanguard Mid-Cap Value ETF | $8.8M | 3.7% | 44,873 |
| EA SERIES TRUST | $7.5M | 3.2% | 106,815 |
| CGDVCapital Group Dividend Value ETF | $7.4M | 3.1% | 151,623 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $7M | 2.9% | 100,551 |
| PULSPGIM Ultra Short Bond ETF | $6.1M | 2.6% | 122,926 |
| NYLIM ACTIVE ETF TR | $4.7M | 2.0% | 206,684 |
| CGGOCapital Group Global Growth Equity ETF | $4.6M | 2.0% | 116,475 |
| WISDOMTREE TR | $4.4M | 1.9% | 59,874 |
| VDEVanguard Energy ETF | $3.7M | 1.5% | 21,287 |
| NVDANVIDIA Corp | $3.6M | 1.5% | 15,566 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $3.4M | 1.5% | 56,265 |
| JPMORGAN CHASE FINL CO LLC | $3.2M | 1.4% | 94,107 |
| ICEIntercontinental Exchange Inc | $3.2M | 1.3% | 20,837 |
| JCPBJPMorgan Core Plus Bond ETF | $3.1M | 1.3% | 69,930 |
| INVESCO EXCHANGE TRADED FD T | $3.1M | 1.3% | 22,243 |
| PMPhilip Morris International Inc | $3M | 1.3% | 15,824 |
| MSFTMicrosoft Corp | $2.7M | 1.1% | 5,306 |
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $2.5M | 1.1% | 48,206 |
| GOOGAlphabet Inc | $2.5M | 1.0% | 7,242 |
| SPDR SERIES TRUST | $1.9M | 0.8% | 18,476 |
| XOMExxonmobil Holdings Corp | $1.9M | 0.8% | 11,414 |
| JEPIJPMorgan Equity Premium Income ETF | $1.8M | 0.8% | 31,931 |
| MUBiShares National Muni Bond ETF | $1.8M | 0.7% | 17,398 |
| AMZNAmazon.com Inc | $1.7M | 0.7% | 6,717 |
| SCHFSchwab International Equity ETF | $1.4M | 0.6% | 52,137 |
| GOOGLAlphabet Inc | $1.4M | 0.6% | 4,039 |
| PGProcter & Gamble Co | $1.2M | 0.5% | 8,465 |
| LLYEli Lilly and Co | $1.2M | 0.5% | 1,019 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.5% | 1,635 |
| CVXChevron Corp | $920.4K | 0.4% | 4,507 |
| CATCaterpillar Inc | $824.9K | 0.3% | 1,017 |
| IBMInternational Business Machines Corp | $791.4K | 0.3% | 3,598 |
| HYPERLIQUID STRATEGIES INC | $768.5K | 0.3% | 62,631 |
| METAMeta Platforms Inc | $753.5K | 0.3% | 1,039 |
| ABBVAbbVie Inc | $740K | 0.3% | 2,829 |
| JPMJPMorgan Chase & Co | $671.3K | 0.3% | 2,029 |
| VEUVanguard FTSE All World Ex US ETF | $621.9K | 0.3% | 7,495 |
| MDLZMondelez International Inc | $615.3K | 0.3% | 10,641 |
| AVGOBroadcom Inc | $612.9K | 0.3% | 1,745 |
| JNJJohnson & Johnson | $601.2K | 0.3% | 2,270 |
| KLACKLA Corp | $589.3K | 0.2% | 3,023 |
| DISWalt Disney Co | $561.9K | 0.2% | 5,356 |
| BUFRFT Vest Laddered Buffer ETF | $559.9K | 0.2% | 14,943 |
| NJRNew Jersey Resources Corp | $539.4K | 0.2% | 10,660 |
| J P MORGAN EXCHANGE TRADED F | $536.5K | 0.2% | 11,489 |
| NFLXNetflix Inc | $531.7K | 0.2% | 7,641 |
| BRBroadridge Financial Solutions Inc | $526.6K | 0.2% | 3,269 |
| AMGNAmgen Inc | $502.2K | 0.2% | 1,191 |
| HDHome Depot Inc | $494.7K | 0.2% | 1,739 |
| MUMicron Technology Inc | $487.6K | 0.2% | 457 |
| MRKMerck & Co Inc | $474.4K | 0.2% | 3,264 |
| IWMiShares Russell 2000 Index Fund | $471.4K | 0.2% | 1,696 |
| INNOVATOR ETFS TRUST | $456.7K | 0.2% | 11,889 |
| MRVLMarvell Technology Inc | $450.5K | 0.2% | 1,705 |
| PGNYProgyny Inc | $415.6K | 0.2% | 16,500 |
| PLTRPalantir Technologies Inc | $413.2K | 0.2% | 2,209 |
| MSMorgan Stanley | $405.9K | 0.2% | 2,157 |
| TAT&T Inc | $401.9K | 0.2% | 16,469 |
| BMYBristol-Myers Squibb Co | $392.6K | 0.2% | 6,291 |
| PEGPublic Service Enterprise Group Inc | $369K | 0.2% | 5,479 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $368.4K | 0.2% | 12,043 |
| MOAltria Group Inc | $364.3K | 0.2% | 5,410 |
| WPMWheaton Precious Metals Corp | $361K | 0.2% | 2,700 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $359.3K | 0.2% | 4,946 |
| SPDR SERIES TRUST | $357.1K | 0.2% | 5,842 |
| VLYValley National Bancorp | $352.3K | 0.1% | 27,915 |
| FS CREDIT OPPORTUNITIES CORP | $339.1K | 0.1% | 65,720 |
| ORCLOracle Corp | $334.6K | 0.1% | 2,436 |
| MTBM&T Bank Corp | $331.4K | 0.1% | 1,523 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $310.2K | 0.1% | 3,036 |
| SHOPShopify Inc | $279.5K | 0.1% | 1,885 |
| DFATDimensional U.S. Targeted Value ETF | $275.6K | 0.1% | 6,048 |
| PEPPepsiCo Inc | $271.8K | 0.1% | 2,144 |
| VVisa Inc | $270.1K | 0.1% | 751 |
| BABoeing Co | $269.1K | 0.1% | 1,446 |
| NORTHERN LIGHTS FD TR | $266.7K | 0.1% | 6,757 |
| WMTWalmart Inc | $256.4K | 0.1% | 2,467 |
| QQQInvesco QQQ Trust, Series 1 | $252.4K | 0.1% | 341 |
| GLDSPDR Gold Shares | $238K | 0.1% | 625 |
| VRTVertiv Holdings Co | $229K | 0.1% | 949 |
| XLKState Street Technology Select Sector SPDR ETF | $227.9K | 0.1% | 1,164 |
| MSIMotorola Solutions Inc | $219.3K | 0.1% | 491 |
| DELLDell Technologies Inc | $217.9K | 0.1% | 405 |
| VZVerizon Communications Inc | $215.2K | 0.1% | 4,692 |
| TFCTruist Financial Corp | $215.1K | 0.1% | 4,646 |
| CSCOCisco Systems Inc | $205.1K | 0.1% | 1,905 |
| GBTCGrayscale Bitcoin Trust (Btc) | $203.7K | 0.1% | 3,154 |
| JLLJones Lang LaSalle Inc | $200.4K | 0.1% | 656 |
| CEGConstellation Energy Corp | $199.4K | 0.1% | 785 |
| INNOVATOR ETFS TRUST | $188K | 0.1% | 6,029 |
| GEVGE Vernova Inc | $187.2K | 0.1% | 197 |
| LMTLockheed Martin Corp | $186.2K | 0.1% | 365 |
| RTXRTX Corp | $185.8K | 0.1% | 1,001 |
| VSTVistra Corp | $185.1K | 0.1% | 1,338 |
| MCDMcDonald's Corp | $183.1K | 0.1% | 792 |
| GLWCorning Inc | $181.1K | 0.1% | 1,178 |
| TRVTravelers Companies Inc | $178.1K | 0.1% | 499 |
| SPCXSpace Exploration Technologies Corp | $176.4K | 0.1% | 1,169 |
| CHDChurch & Dwight Co Inc | $169.8K | 0.1% | 1,801 |
| AVUVAvantis U.S. Small Cap Value ETF | $163.7K | 0.1% | 1,390 |
| AXPAmerican Express Co | $162.7K | 0.1% | 535 |
| CLColgate-Palmolive Co | $161.1K | 0.1% | 1,888 |
| CMCSAComcast Corp | $160.5K | 0.1% | 7,375 |
| DFAEDimensional Emerging Core Equity Market ETF | $158.3K | 0.1% | 4,026 |
| INVENTRUST PPTYS CORP | $156.8K | 0.1% | 5,201 |
| SPYState Street SPDR S&P 500 ETF Trust | $151.8K | 0.1% | 199 |
| BIVVanguard Intermediate-Term Bond ETF | $151.1K | 0.1% | 2,074 |
| OKEONEOK Inc | $149.2K | 0.1% | 1,750 |
| BXBlackstone Inc | $147.6K | 0.1% | 1,317 |
| FSKFS KKR Capital Corp | $143.3K | 0.1% | 13,043 |
| AMDAdvanced Micro Devices Inc | $143.2K | 0.1% | 234 |
| IWNiShares Russell 2000 Value ETF | $138K | 0.1% | 658 |
| SCHHSchwab U.S. REIT ETF | $132.4K | 0.1% | 6,008 |
| PNCPNC Financial Services Group Inc | $131.4K | 0.1% | 591 |
| PFEPfizer Inc | $130.9K | 0.1% | 4,588 |
| KOCoca-Cola Co | $129.6K | 0.1% | 1,505 |
| RSGRepublic Services Inc | $128K | 0.1% | 610 |
| IVViShares Core S&P 500 ETF | $126.3K | 0.1% | 164 |
| VBVanguard Small-Cap ETF | $125.5K | 0.1% | 441 |
| LRCXLam Research Corp | $125.2K | 0.1% | 381 |
| INTCIntel Corp | $124.4K | 0.1% | 1,034 |
| FIRST TR EXCHANGE-TRADED FD | $118.5K | 0.1% | 5,829 |
| BLKBlackRock Inc | $117.5K | 0.0% | 111 |
| TTWOTake-Two Interactive Software Inc | $114.1K | 0.0% | 550 |
| TSLATesla Inc | $112.8K | 0.0% | 318 |
| PTC THERAPEUTICS INC | $109K | 0.0% | 1,683 |
| BANK OF NY MELLON CORP | $108.8K | 0.0% | 752 |
| SOSouthern Co | $108.6K | 0.0% | 1,310 |
| MAMastercard Inc | $108K | 0.0% | 195 |
| EATON CORP PLC | $107.9K | 0.0% | 251 |
| AMATApplied Materials Inc | $107.4K | 0.0% | 210 |
| DFAIDimensional International Core Equity Market ETF | $107K | 0.0% | 2,583 |
| LOWLowe's Companies Inc | $103.2K | 0.0% | 560 |
| COSTCostco Wholesale Corp | $102.9K | 0.0% | 113 |
| UNHUnitedHealth Group Inc | $99.1K | 0.0% | 270 |
| WFCWells Fargo & Co | $98.4K | 0.0% | 1,229 |
| AGGiShares Core U.S. Aggregate Bond ETF | $98.1K | 0.0% | 1,038 |
| LPLALPL Financial Holdings Inc | $96.6K | 0.0% | 316 |
| SSentinelOne Inc | $95K | 0.0% | 4,000 |
| AVDVAvantis International Small Cap Value ETF | $93.6K | 0.0% | 856 |
| GEGeneral Electric Co | $93.4K | 0.0% | 299 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $92.9K | 0.0% | 2,000 |
| UALUnited Airlines Holdings Inc | $92.4K | 0.0% | 833 |
| FBNDFidelity Total Bond ETF | $91.4K | 0.0% | 2,112 |
| CRMSalesforce Inc | $90.1K | 0.0% | 392 |
| CCitigroup Inc | $89.5K | 0.0% | 691 |
| TMOThermo Fisher Scientific Inc | $89.1K | 0.0% | 132 |
| CVSCVS Health Corp | $88.3K | 0.0% | 1,031 |
| DUKDuke Energy Corp | $87K | 0.0% | 763 |
| BACBank of America Corp | $86.7K | 0.0% | 1,592 |
| KMIKinder Morgan Inc | $86.5K | 0.0% | 2,868 |
| VYMVanguard High Dividend Yield ETF | $85.4K | 0.0% | 550 |
| NSCNorfolk Southern Corp | $85K | 0.0% | 275 |
| OCFCOceanFirst Financial Corp | $83.3K | 0.0% | 5,037 |
| EMNEastman Chemical Co | $83K | 0.0% | 1,280 |
| IFFInternational Flavors & Fragrances Inc | $78K | 0.0% | 934 |
| CMICummins Inc | $77.5K | 0.0% | 150 |
| COFCapital One Financial Corp | $76.6K | 0.0% | 397 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $76.3K | 0.0% | 150 |
| VONGVanguard Russell 1000 Growth ETF | $75.9K | 0.0% | 589 |
| IWFiShares Russell 1000 Growth ETF | $75.2K | 0.0% | 600 |
| BNDXVanguard Total International Bond ETF | $71.9K | 0.0% | 1,533 |
| NEENextera Energy Inc | $68.4K | 0.0% | 903 |
| DEDeere & Co | $67.2K | 0.0% | 100 |
| AEPAmerican Electric Power Company Inc | $66.1K | 0.0% | 557 |
| LINDE PLC | $64.9K | 0.0% | 136 |
| CRWDCrowdStrike Holdings Inc | $64.9K | 0.0% | 245 |
| VRTXVertex Pharmaceuticals Inc | $64.8K | 0.0% | 124 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $64.4K | 0.0% | 822 |
| MTZMasTec Inc | $64.1K | 0.0% | 300 |
| PSXPhillips 66 | $63.7K | 0.0% | 249 |
| WBDWarner Bros Discovery Inc | $62.2K | 0.0% | 2,010 |
| PHOInvesco Water Resources ETF | $60.4K | 0.0% | 890 |
| SCHXSchwab U.S. Large-Cap ETF | $59.9K | 0.0% | 1,995 |
| SCHDSchwab US Dividend Equity ETF | $59.5K | 0.0% | 1,829 |
| MDYSPDR MidCap Trust Series I | $59.1K | 0.0% | 90 |
| EDConsolidated Edison Inc | $58.5K | 0.0% | 572 |
| VNQVanguard Real Estate ETF | $56.5K | 0.0% | 630 |
| FIRST TR EXCHANGE-TRADED FD | $55.8K | 0.0% | 2,000 |
| IJHiShares Core S&P Mid-Cap ETF | $54K | 0.0% | 750 |
| FNBFNB Corp | $54K | 0.0% | 3,135 |
| ADBEAdobe Inc | $52.8K | 0.0% | 220 |
| MEDTRONIC PLC | $52.7K | 0.0% | 611 |
| PPGPPG Industries Inc | $52.1K | 0.0% | 499 |
| NOWServiceNow Inc | $52K | 0.0% | 388 |
| HACKETFMG Prime Cyber Security ETF | $51.6K | 0.0% | 425 |
| VGTVanguard Information Tech ETF | $51.1K | 0.0% | 407 |
| WILLIS TOWERS WATSON PLC LTD | $51K | 0.0% | 177 |
| IUSViShares Core S&P U.S. Value ETF | $49.1K | 0.0% | 444 |
| FRANKLIN MANAGED MUN INCOME | $49K | 0.0% | 9,000 |
| COPConocoPhillips | $48.8K | 0.0% | 390 |
| CHUBB LIMITED | $48.8K | 0.0% | 150 |
| XLFState Street Financial Select Sector SPDR ETF | $48.5K | 0.0% | 908 |
| NUVEEN S&P 500 DYNAMIC OVERW | $48.3K | 0.0% | 2,613 |
| SLBSLB NV | $48.2K | 0.0% | 990 |
| NUVEEN MUN HIGH INCOME OPPOR | $48K | 0.0% | 5,354 |
| IVEiShares S&P 500 Value ETF | $47.7K | 0.0% | 209 |
| IEFAiShares Core MSCI EAFE ETF | $46.5K | 0.0% | 480 |
| WELLWelltower Inc | $44.9K | 0.0% | 195 |
| ALABAstera Labs, Inc | $44.5K | 0.0% | 125 |
| KRGKite Realty Group Trust | $43.9K | 0.0% | 1,798 |
| NBIXNeurocrine Biosciences Inc | $43.8K | 0.0% | 309 |
| SLViShares Silver Trust | $43.6K | 0.0% | 800 |
| FCXFreeport-McMoRan Inc | $43.2K | 0.0% | 617 |
| KTOSKratos Defense and Security Solutions Inc | $42.7K | 0.0% | 1,000 |
| EPDEnterprise Products Partners L.P | $41K | 0.0% | 1,151 |
| ABTAbbott Laboratories | $40K | 0.0% | 404 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $39.7K | 0.0% | 385 |
| ETF OPPORTUNITIES TRUST | $38.6K | 0.0% | 1,731 |
| MMM3M Co | $38.6K | 0.0% | 235 |
| GILDGilead Sciences, Inc | $37.6K | 0.0% | 252 |
| KKRKKR & Co Inc | $37.2K | 0.0% | 407 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $35.5K | 0.0% | 454 |
| IEIiShares 3-7 Year Treasury Bond ETF | $34.8K | 0.0% | 307 |
| RGLDRoyal Gold Inc | $34.8K | 0.0% | 147 |
| CDNSCadence Design Systems Inc | $34.3K | 0.0% | 104 |
| EFAiShares MSCI EAFE ETF | $34.3K | 0.0% | 330 |
| VWOVanguard FTSE Emerging Markets ETF | $34.3K | 0.0% | 578 |
| EATON VANCE TAX-MANAGED DIVE | $34.3K | 0.0% | 2,437 |
| TIPiShares TIPS Bond ETF | $34.1K | 0.0% | 328 |
| BNY MELLON STRATEGIC MUN BD | $33.7K | 0.0% | 6,460 |
| GDGeneral Dynamics Corp | $33.2K | 0.0% | 100 |
| MPCMarathon Petroleum Corp | $32.8K | 0.0% | 83 |
| YUMYum! Brands Inc | $32.4K | 0.0% | 238 |
| UBERUber Technologies Inc | $32.4K | 0.0% | 473 |
| KEYSKeysight Technologies Inc | $30.2K | 0.0% | 83 |
| HANCOCK JOHN PFD INCOME FD | $30.2K | 0.0% | 2,154 |
| FDXFedEx Corp | $29.9K | 0.0% | 105 |
| ROYAL CARIBBEAN GROUP | $29.8K | 0.0% | 112 |
| SYKStryker Corp | $29.4K | 0.0% | 106 |
| SPDR SERIES TRUST | $29.4K | 0.0% | 300 |
| FIRST COMWLTH FINL CORP PA | $29.2K | 0.0% | 1,443 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $28.6K | 0.0% | 774 |
| SHELShell PLC | $28.5K | 0.0% | 300 |
| NVSNovartis AG | $28.5K | 0.0% | 200 |
| TRPTC Energy Corp | $28K | 0.0% | 485 |
| CMGChipotle Mexican Grill Inc | $27.9K | 0.0% | 872 |
| CNPCenterPoint Energy Inc | $27.6K | 0.0% | 750 |
| STWDStarwood Property Trust Inc | $27K | 0.0% | 2,000 |
| FFord Motor Co | $25.9K | 0.0% | 2,144 |
| XLCThe Communication Services Select Sector SPDR Fund | $25.1K | 0.0% | 226 |
| CGWInvesco S&P Global Water Index ETF | $24.9K | 0.0% | 400 |
| DIMENSIONAL ETF TRUST | $24.6K | 0.0% | 448 |
| TSCOTractor Supply Co | $24.3K | 0.0% | 778 |
| ASTRAZENECA PLC | $24.2K | 0.0% | 150 |
| CFGCitizens Financial Group Inc | $24.1K | 0.0% | 378 |
| SBUXStarbucks Corp | $23.9K | 0.0% | 254 |
| VWOBVanguard Emerging Markets Government Bond ETF | $23.7K | 0.0% | 375 |
| SPGIS&P Global Inc | $23.7K | 0.0% | 60 |
| MFCManulife Financial Corp | $23.6K | 0.0% | 555 |
| DLRDigital Realty Trust Inc | $23.5K | 0.0% | 134 |
| DINOHF Sinclair Corp | $23.4K | 0.0% | 218 |
| MGKVanguard Mega Cap Growth ETF | $23.2K | 0.0% | 250 |
| TROWT Rowe Price Group Inc | $23K | 0.0% | 221 |
| COWZPacer US Cash Cows 100 ETF | $22.8K | 0.0% | 342 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.8K | 0.0% | 50 |
| IXCiShares Global Energy ETF | $22.8K | 0.0% | 400 |
| SNDKSandisk Corp | $22.6K | 0.0% | 13 |
| VTEBVanguard Tax-Exempt Bond ETF | $22.2K | 0.0% | 469 |
| NUVEEN AMT FREE MUN CR INC F | $21.9K | 0.0% | 2,065 |
| XBIState Street SPDR S&P Biotech ETF | $21.3K | 0.0% | 135 |
| XLEState Street Energy Select Sector SPDR ETF | $21.3K | 0.0% | 346 |
| RIOT PLATFORMS INC | $21.3K | 0.0% | 1,055 |
| ARCHER AVIATION INC | $21.1K | 0.0% | 4,250 |
| ITWIllinois Tool Works Inc | $21.1K | 0.0% | 82 |
| BEBloom Energy Corp | $20.8K | 0.0% | 75 |
| VOVanguard Mid-Cap ETF | $20.4K | 0.0% | 260 |
| IWRiShares Russell Mid-Cap ETF | $20.3K | 0.0% | 190 |
| STIPiShares 0-5 Year TIPS Bond ETF | $19.9K | 0.0% | 200 |
| XENIA HOTELS & RESORTS INC | $19.8K | 0.0% | 1,095 |
| UNPUnion Pacific Corp | $19.6K | 0.0% | 72 |
| NINiSource Inc | $19.5K | 0.0% | 500 |
| EEMiShares MSCI Emerging Index Fund | $19.3K | 0.0% | 289 |
| FNDXSchwab Fundamental US Large Company Index ETF | $19K | 0.0% | 603 |
| ADIAnalog Devices Inc | $18.7K | 0.0% | 47 |
| EMREmerson Electric Co | $18K | 0.0% | 116 |
| OTTER TAIL CORP | $17.6K | 0.0% | 199 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $17.4K | 0.0% | 160 |
| BIIBBiogen Inc | $17.4K | 0.0% | 77 |
| DTEDTE Energy Co | $17.3K | 0.0% | 142 |
| ETEnergy Transfer LP | $17.3K | 0.0% | 872 |
| TOTALENERGIES SE | $17.1K | 0.0% | 200 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $16.7K | 0.0% | 136 |
| PANWPalo Alto Networks Inc | $16.7K | 0.0% | 42 |
| BROBrown & Brown Inc | $16.3K | 0.0% | 268 |
| ULUnilever PLC | $16.2K | 0.0% | 266 |
| ISRGIntuitive Surgical Inc | $15.9K | 0.0% | 39 |
| DKNGDraftKings Inc. - Class A Common Stock | $15.2K | 0.0% | 802 |
| PRPermian Resources Corp | $15.2K | 0.0% | 720 |
| KMBKimberly-Clark Corp | $15.2K | 0.0% | 156 |
| IEMGiShares Core MSCI Emerging Markets ETF | $15.1K | 0.0% | 186 |
| CICigna Group | $15K | 0.0% | 55 |
| NKENike Inc | $14.9K | 0.0% | 420 |
| BABAAlibaba Group Holding Ltd | $14.8K | 0.0% | 138 |
| ARKXARK Space & Defense Innovation ETF | $14.6K | 0.0% | 459 |
| TJXTJX Companies Inc | $14.6K | 0.0% | 110 |
| BRK.BBerkshire Hathaway Inc | $14.4K | 0.0% | 29 |
| GISGeneral Mills Inc | $14.4K | 0.0% | 448 |
| MARMarriott International Inc | $14.2K | 0.0% | 40 |
| SOFISoFi Technologies Inc | $14.1K | 0.0% | 900 |
| ACCENTURE PLC IRELAND | $13.8K | 0.0% | 75 |
| UPSUnited Parcel Service Inc | $13.6K | 0.0% | 146 |
| ADCAgree Realty Corp | $13.4K | 0.0% | 200 |
| QUALiShares MSCI USA Quality Factor ETF | $13.3K | 0.0% | 60 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $13.1K | 0.0% | 768 |
| WTRGEssential Utilities Inc | $13.1K | 0.0% | 334 |
| MLPXGlobal X MLP & Energy Infrastructure ETF | $12.9K | 0.0% | 184 |
| MCKMcKesson Corp | $12.8K | 0.0% | 15 |
| IWBiShares Russell 1000 ETF | $12.8K | 0.0% | 30 |
| FACTORIAL ENERGY INC | $12.7K | 0.0% | 2,000 |
| FIDELITY COVINGTON TRUST | $12.5K | 0.0% | 278 |
| PIMCO STRATEGIC INCOME FD | $12.3K | 0.0% | 2,428 |
| HPEHewlett Packard Enterprise Co | $12.3K | 0.0% | 192 |
| ZTSZoetis Inc | $12.2K | 0.0% | 175 |
| SPDR INDEX SHS FDS | $12.1K | 0.0% | 179 |
| XHBSPDR Series Trust SPDR Homebuilders ETF | $12K | 0.0% | 125 |
| WDCWestern Digital Corp | $11.8K | 0.0% | 26 |
| AWKAmerican Water Works Co Inc | $11.5K | 0.0% | 89 |
| SMURFIT WESTROCK PLC | $10.9K | 0.0% | 248 |
| ORealty Income Corp | $10.9K | 0.0% | 200 |
| BNDVanguard Total Bond Market ETF | $10.9K | 0.0% | 155 |
| PIMCO HIGH INCOME FD | $10.8K | 0.0% | 2,645 |
| MSTRStrategy Inc | $10.7K | 0.0% | 70 |
| SPDR INDEX SHS FDS | $10.5K | 0.0% | 120 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $10.5K | 0.0% | 207 |
| ANETArista Networks Inc | $10.4K | 0.0% | 51 |
| NYLIM MACKAY DEFINEDTERM MUN | $10.1K | 0.0% | 745 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $9.6K | 0.0% | 411 |
| VSNTVersant Media Group Inc | $9.5K | 0.0% | 301 |
| ITBiShares U.S. Home Construction ETF | $9.3K | 0.0% | 106 |
| NLRVanEck Uranium and Nuclear ETF | $9.2K | 0.0% | 89 |
| MRNAModerna Inc | $8.9K | 0.0% | 46 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $8.6K | 0.0% | 92 |
| DTMDT Midstream Inc | $8.5K | 0.0% | 71 |
| CTSHCognizant Technology Solutions Corp | $8.2K | 0.0% | 143 |
| VANECK ETF TRUST | $8.2K | 0.0% | 212 |
| MLPAGlobal X MLP ETF | $8.1K | 0.0% | 153 |
| NYLIM ETF TR | $8K | 0.0% | 218 |
| SMHVanEck Semiconductor ETF | $7.9K | 0.0% | 13 |
| VODVodafone Group PLC | $7.9K | 0.0% | 487 |
| HWMHowmet Aerospace Inc | $7.9K | 0.0% | 34 |
| NRGNRG Energy Inc | $7.8K | 0.0% | 82 |
| TPRTapestry Inc | $7.8K | 0.0% | 68 |
| TYLTyler Technologies Inc | $7.6K | 0.0% | 24 |
| VICIVICI Properties Inc | $7.6K | 0.0% | 332 |
| DOCUDocuSign Inc | $7.5K | 0.0% | 112 |
| BLACKROCK ENHANCED INTL DIV | $7.4K | 0.0% | 1,321 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $7.4K | 0.0% | 81 |
| VEAVanguard FTSE Developed Markets ETF | $7.3K | 0.0% | 104 |
| OGEOGE Energy Corp | $7.2K | 0.0% | 158 |
| EPAMEpam Systems Inc | $7.2K | 0.0% | 66 |
| AURINIA PHARMACEUTICALS INC | $7.1K | 0.0% | 440 |
| TDCTeradata Corp | $7K | 0.0% | 242 |
| GLOBAL X FDS | $6.8K | 0.0% | 100 |
| SPDR SERIES TRUST | $6.8K | 0.0% | 38 |
| FEDERATED HERMES INC | $6.8K | 0.0% | 120 |
| CRUSCirrus Logic Inc | $6.7K | 0.0% | 56 |
| VTRSViatris Inc | $6.7K | 0.0% | 378 |
| FEDEX FGHT HLDG CO INC | $6.7K | 0.0% | 61 |
| HUBSHubSpot Inc | $6.6K | 0.0% | 32 |
| ITGartner Inc | $6.5K | 0.0% | 35 |
| ZBHZimmer Biomet Holdings, Inc | $6.5K | 0.0% | 73 |
| SCZiShares MSCI EAFE Small-Cap ETF | $6.4K | 0.0% | 76 |
| BLDRBuilders FirstSource Inc | $6.4K | 0.0% | 112 |
| DVNDevon Energy Corp | $6.4K | 0.0% | 138 |
| WDAYWorkday Inc | $6.3K | 0.0% | 33 |
| ARBOR REALTY TRUST INC | $6.2K | 0.0% | 1,600 |
| CORNERSTONE TOTAL RETURN FD | $6.2K | 0.0% | 1,000 |
| EVRGEvergy Inc | $6.1K | 0.0% | 78 |
| GABELLI EQUITY TR INC | $5.9K | 0.0% | 1,125 |
| ILMNIllumina Inc | $5.7K | 0.0% | 21 |
| LUVSouthwest Airlines Co | $5.7K | 0.0% | 138 |
| GEHCGE Healthcare Technologies Inc | $5.6K | 0.0% | 85 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $5.5K | 0.0% | 102 |
| AGNCAGNC Investment Corp | $5.4K | 0.0% | 591 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $5.3K | 0.0% | 48 |
| NEMNewmont Corporation | $5.2K | 0.0% | 45 |
| BITWISE 10 CRYPTO INDEX ETF | $5.1K | 0.0% | 93 |
| WMWaste Management Inc | $5.1K | 0.0% | 25 |
| FITBFifth Third Bancorp | $5.1K | 0.0% | 100 |
| APLEApple Hospitality REIT Inc | $5K | 0.0% | 312 |
| LLoews Corp | $5K | 0.0% | 47 |
| HPQHP Inc | $5K | 0.0% | 160 |
| APHAmphenol Corp | $5K | 0.0% | 59 |
| ETREntergy Corp | $5K | 0.0% | 50 |
| GTLBGitLab Inc | $5K | 0.0% | 105 |
| PHParker-Hannifin Corp | $4.8K | 0.0% | 5 |
| ITAiShares U.S. Aerospace & Defense ETF | $4.6K | 0.0% | 22 |
| GSGoldman Sachs Group Inc | $4.5K | 0.0% | 5 |
| TEAMAtlassian Corp | $4.3K | 0.0% | 24 |
| GREIF INC | $4.3K | 0.0% | 54 |
| CHRDChord Energy Corp | $4.3K | 0.0% | 32 |
| EXEExpand Energy Corp | $4.3K | 0.0% | 51 |
| SPGSimon Property Group Inc | $4K | 0.0% | 20 |
| CPRTCopart Inc | $4K | 0.0% | 146 |
| NWENorthWestern Energy Group Inc | $4K | 0.0% | 58 |
| COINCoinbase Global Inc | $3.9K | 0.0% | 21 |
| ULTAUlta Beauty Inc | $3.8K | 0.0% | 7 |
| BKNGBooking Holdings Inc | $3.7K | 0.0% | 23 |
| SEAGATE TECHNOLOGY HLDNGS PL | $3.7K | 0.0% | 4 |
| CARNIVAL CORP LTD | $3.7K | 0.0% | 149 |
| NTRNutrien Ltd | $3.6K | 0.0% | 51 |
| IBITiShares Bitcoin Trust ETF | $3.6K | 0.0% | 75 |
| INCYIncyte Corp | $3.5K | 0.0% | 29 |
| SUSuncor Energy Inc (Canada) | $3.4K | 0.0% | 50 |
| EXCExelon Corp | $3.4K | 0.0% | 83 |
| QCOMQualcomm Inc | $3.3K | 0.0% | 18 |
| TXRHTexas Roadhouse Inc | $3.3K | 0.0% | 21 |
| MTGMGIC Investment Corp | $3.3K | 0.0% | 126 |
| FTNTFortinet Inc | $3.2K | 0.0% | 18 |
| SOUTH BOW CORP | $3.2K | 0.0% | 97 |
| ZMZoom Communications Inc | $3.2K | 0.0% | 35 |
| CIMChimera Investment Corp | $3.2K | 0.0% | 333 |
| KBHKB Home | $3.2K | 0.0% | 68 |
| MRPMillrose Properties Inc | $3.1K | 0.0% | 121 |
| IDXXIDEXX Laboratories Inc | $3.1K | 0.0% | 6 |
| CHERRY HILL MTG INVT CORP | $3.1K | 0.0% | 1,200 |
| UIPATH INC | $3.1K | 0.0% | 242 |
| VRSNVeriSign, Inc | $3.1K | 0.0% | 11 |
| TXNTexas Instruments Inc | $3.1K | 0.0% | 11 |
| HUMHumana Inc | $3.1K | 0.0% | 8 |
| CHTRCharter Communications Inc | $3K | 0.0% | 27 |
| NOKNokia Oyj | $3K | 0.0% | 294 |
| UHSUniversal Health Services Inc | $3K | 0.0% | 17 |
| SPDR INDEX SHS FDS | $2.9K | 0.0% | 115 |
| VCRVanguard Consumer Discretion ETF | $2.9K | 0.0% | 8 |
| INGEVITY CORP | $2.9K | 0.0% | 41 |
| EXELExelixis Inc | $2.9K | 0.0% | 49 |
| PCGPG&E Corp | $2.8K | 0.0% | 229 |
| ROSTRoss Stores Inc | $2.8K | 0.0% | 12 |
| DBXDropbox Inc | $2.8K | 0.0% | 82 |
| INVESCO LTD | $2.8K | 0.0% | 92 |
| OLLIOllie's Bargain Outlet Holdings Inc | $2.7K | 0.0% | 32 |
| WSMWilliams-Sonoma Inc | $2.7K | 0.0% | 12 |
| PROCEPT BIOROBOTICS CORP | $2.7K | 0.0% | 150 |
| MASMasco Corp | $2.7K | 0.0% | 40 |
| HALHalliburton Co | $2.7K | 0.0% | 85 |
| PHMPultegroup Inc | $2.7K | 0.0% | 23 |
| RPMRPM International Inc | $2.7K | 0.0% | 27 |
| SFStifel Financial Corp | $2.6K | 0.0% | 37 |
| ROKURoku Inc | $2.6K | 0.0% | 17 |
| JKHYJack Henry & Associates Inc | $2.6K | 0.0% | 18 |
| HCAHCA Healthcare Inc | $2.6K | 0.0% | 6 |
| CUZCousins Properties Inc | $2.5K | 0.0% | 92 |
| JOHNSON CONTROLS INTERNATION | $2.5K | 0.0% | 17 |
| EIXEdison International | $2.5K | 0.0% | 47 |
| BKHBlack Hills Corp | $2.5K | 0.0% | 36 |
| JERSEY MIKES SUBS INC | $2.5K | 0.0% | 149 |
| CAVA GROUP INC | $2.5K | 0.0% | 46 |
| RLRalph Lauren Corp | $2.5K | 0.0% | 7 |
| SPOTIFY TECHNOLOGY S A | $2.4K | 0.0% | 5 |
| EHCEncompass Health Corp | $2.4K | 0.0% | 20 |
| APPFAppfolio Inc | $2.4K | 0.0% | 12 |
| QSQuantumscape Corp | $2.4K | 0.0% | 514 |
| MHKMohawk Industries Inc | $2.4K | 0.0% | 19 |
| VXFVanguard Extended Market ETF | $2.3K | 0.0% | 10 |
| IAGGiShares International Aggregate Bond Fund | $2.3K | 0.0% | 47 |
| ALPS ETF TR | $2.3K | 0.0% | 46 |
| BROOKFIELD INFRASTRUCTURE PA | $2.3K | 0.0% | 64 |
| KIMKimco Realty Corp | $2.3K | 0.0% | 102 |
| OGSONE Gas Inc | $2.2K | 0.0% | 31 |
| DDDupont De Nemours Inc | $2.2K | 0.0% | 17 |
| NWSANews Corp | $2.2K | 0.0% | 77 |
| CHWYChewy Inc | $2.2K | 0.0% | 121 |
| EXPOExponent Inc | $2.2K | 0.0% | 33 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $2.1K | 0.0% | 20 |
| LOPEGrand Canyon Education Inc | $2.1K | 0.0% | 14 |
| IBBiShares Nasdaq Biotechnology Index Fund | $2.1K | 0.0% | 10 |
| GLOBAL NET LEASE INC | $2.1K | 0.0% | 252 |
| CBRECBRE Group Inc | $2.1K | 0.0% | 16 |
| DALDelta Air Lines Inc | $2K | 0.0% | 24 |
| APPApplovin Corp | $2K | 0.0% | 7 |
| AXALTA COATING SYS LTD | $2K | 0.0% | 63 |
| INFLEQTION INC | $2K | 0.0% | 150 |
| DILLARDS INC | $2K | 0.0% | 3 |
| RNGRingCentral Inc | $1.9K | 0.0% | 26 |
| ODFLOld Dominion Freight Line Inc | $1.9K | 0.0% | 11 |
| EBAYeBay Inc | $1.9K | 0.0% | 18 |
| MOG.AMoog Inc | $1.9K | 0.0% | 5 |
| LNTAlliant Energy Corp | $1.9K | 0.0% | 30 |
| PFFiShares Preferred and Income Securities ETF | $1.9K | 0.0% | 64 |
| TOLToll Brothers Inc | $1.9K | 0.0% | 14 |
| ESIElement Solutions Inc | $1.9K | 0.0% | 51 |
| MMacy's Inc | $1.8K | 0.0% | 81 |
| ENSEnerSys | $1.8K | 0.0% | 10 |
| BBWIBath & Body Works Inc | $1.8K | 0.0% | 115 |
| AMGAffiliated Managers Group, Inc. | $1.8K | 0.0% | 5 |
| MPMP Materials Corp | $1.8K | 0.0% | 38 |
| DPZDomino's Pizza Inc | $1.8K | 0.0% | 6 |
| NEUNewMarket Corp | $1.8K | 0.0% | 2 |
| AEEAmeren Corp | $1.8K | 0.0% | 18 |
| GLPIGaming and Leisure Properties Inc | $1.8K | 0.0% | 47 |
| SJMJ.M. Smucker Co | $1.8K | 0.0% | 15 |
| CSGPCostar Group Inc | $1.8K | 0.0% | 65 |
| PKPark Hotels & Resorts Inc | $1.8K | 0.0% | 115 |
| EATBrinker International Inc | $1.7K | 0.0% | 9 |
Quarter ending 2026-09-30.
Follow Smallwood Wealth Investment Management, LLC by email
Smallwood Wealth Investment Management, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.