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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2025-01-17 (Q4 2024) | Holdings: 80 | Value: $146.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ITOT - ISHARES TR | Reduce 1% $(255.3K) | 30.97% | $45.4M | +13.77% | -14.93% | ||
| AAPL - APPLE INC | 7.62% | $11.2M | +24.79% | -13.67% | |||
| VTI - VANGUARD INDEX FDS | Reduce 4% $(289.5K) | 5.21% | $7.6M | +13.90% | -14.87% | ||
| VOE - VANGUARD INDEX FDS | Reduce 2% $(127.8K) | 4.71% | $6.9M | +9.53% | -10.37% | ||
| ICE - INTERCONTINENTAL EXCHANGE IN | 3.91% | $5.7M | +9.90% | +3.82% | |||
| PULS - PGIM ETF TR | Reduce 14% $(732.9K) | 3.08% | $4.5M | +4.45% | +0.87% | ||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Reduce 1% $(29.1K) | 2.60% | $3.8M | +21.76% | -8.50% | ||
| FRDM - EA SERIES TRUST | Add 6% ($208.8K) | 2.45% | $3.6M | +48.27% | +2.24% | ||
| CGGO - CAPITAL GROUP GBL GROWTH EQT | Add 1% ($34.3K) | 2.14% | $3.1M | +17.90% | -11.44% | ||
| MUB - ISHARES TR | Reduce 5% $(139.8K) | 1.94% | $2.8M | +3.52% | -2.35% | ||
| DWM - WISDOMTREE TR | Add 4% ($103.1K) | 1.93% | $2.8M | +29.69% | +7.96% | ||
| AMJB - JPMORGAN CHASE FINL CO LLC | Add 36% ($666.0K) | 1.73% | $2.5M | ||||
| VDE - VANGUARD WORLD FD | New Purchase | 1.65% | $2.4M | -0.92% | -16.12% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(16.4K) | 1.45% | $2.1M | +12.05% | -16.36% | ||
| MMIT - NEW YORK LIFE INVTS ACTIVE E | Add 110% ($1.1M) | 1.41% | $2.1M | +4.37% | -1.46% | ||
| GUNR - FLEXSHARES TR | Add 64% ($755.2K) | 1.32% | $1.9M | +21.67% | -2.67% | ||
| PM - PHILIP MORRIS INTL INC | 1.31% | $1.9M | +28.81% | +33.69% | |||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(10.1K) | 1.26% | $1.9M | +25.80% | -30.35% | ||
| RWR - SPDR SER TR | Add 57% ($625.7K) | 1.18% | $1.7M | +3.01% | -5.88% | ||
| PG - PROCTER AND GAMBLE CO | 0.98% | $1.4M | -8.91% | +4.25% | |||
| XOM - EXXON MOBIL CORP | 0.97% | $1.4M | +9.93% | -5.14% | |||
| GOOG - ALPHABET INC | Add 2% ($33.3K) | 0.95% | $1.4M | +55.47% | -25.18% | ||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 130% ($767.2K) | 0.93% | $1.4M | +5.67% | -8.30% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.87% | $1.3M | +41.00% | +5.69% | |||
| VOO - VANGUARD INDEX FDS | 0.81% | $1.2M | +14.57% | -14.18% | |||
| SCHF - SCHWAB STRATEGIC TR | Add 99% ($560.8K) | 0.77% | $1.1M | +28.73% | +3.21% | ||
| RZV - INVESCO EXCHANGE TRADED FD T | Add 42% ($306.8K) | 0.70% | $1.0M | +9.18% | -23.56% | ||
| SPY - SPDR S&P 500 ETF TR | CALL | New Purchase | 0.64% | $937.7K | |||
| BR - BROADRIDGE FINL SOLUTIONS IN | 0.55% | $805.7K | +0.52% | -1.51% | |||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.53% | $780.5K | -8.40% | -9.01% | |||
| AMZN - AMAZON COM INC | Add 4% ($32.9K) | 0.53% | $779.9K | -1.18% | -26.90% | ||
| CVX - CHEVRON CORP NEW | 0.49% | $717.3K | -2.61% | -16.09% | |||
| NFLX - NETFLIX INC | 0.47% | $690.8K | +10.23% | +14.40% | |||
| HD - HOME DEPOT INC | 0.47% | $690.6K | -10.75% | -15.47% | |||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 20% ($113.0K) | 0.46% | $676.1K | +6.07% | -8.54% | ||
| T - AT&T INC | 0.44% | $645.6K | +14.17% | +19.81% | |||
| MDLZ - MONDELEZ INTL INC | 0.44% | $638.4K | -3.87% | +18.75% | |||
| BR - BROADRIDGE FINL SOLUTIONS IN | PUT | New Purchase | 0.43% | $633.1K | |||
| DIS - DISNEY WALT CO | Add 1% ($3.6K) | 0.40% | $588.8K | +4.65% | -21.57% | ||
| LQD - ISHARES TR | Reduce 3% $(16.9K) | 0.35% | $507.8K | +7.06% | -0.41% | ||
| JEPQ - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.34% | $504.9K | +11.77% | -14.92% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.34% | $496.6K | +27.64% | +2.02% | |||
| JPM - JPMORGAN CHASE & CO. | 0.32% | $471.5K | +24.42% | -11.41% | |||
| BIV - VANGUARD BD INDEX FDS | Reduce 85% $(2.5M) | 0.31% | $451.0K | +7.84% | +1.94% | ||
| FSCO - FS CREDIT OPPORTUNITIES CORP | Reduce 7% $(36.1K) | 0.31% | $448.2K | -1.36% | -3.37% | ||
| AVGO - BROADCOM INC | New Purchase | 0.30% | $441.7K | +50.10% | -30.97% | ||
| ABBV - ABBVIE INC | 0.30% | $434.5K | +33.00% | -0.25% | |||
| ORCL - ORACLE CORP | 0.29% | $431.9K | +16.79% | -24.78% | |||
| NJR - NEW JERSEY RES CORP | Reduce 2% $(8.2K) | 0.29% | $426.6K | -0.13% | +3.96% | ||
| JCPB - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.29% | $426.1K | +7.08% | +0.85% | ||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| CL - COLGATE PALMOLIVE CO | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| FSK - FS KKR CAP CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||