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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2022-04-05 (Q4 2021) | Holdings: 54 | Value: $107.4K | 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 | New Purchase | 30.58% | $32.9K | +36.12% | -14.55% | -8.19% | |
| AAPL - APPLE INC | New Purchase | 14.64% | $15.7K | +24.83% | -16.96% | -3.89% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 5.07% | $5.4K | +36.09% | -14.48% | -8.15% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | New Purchase | 5.03% | $5.4K | +41.62% | -26.11% | -15.26% | |
| VOE - VANGUARD INDEX FDS | New Purchase | 5.02% | $5.4K | +18.87% | -11.81% | -8.40% | |
| EEM - ISHARES TR | New Purchase | 3.49% | $3.8K | +9.33% | -12.99% | -11.46% | |
| MTB - M & T BK CORP | New Purchase | 2.66% | $2.9K | +27.75% | -2.58% | -25.43% | |
| CSML - INDEXIQ ETF TR | New Purchase | 2.66% | $2.9K | -11.13% | -8.16% | ||
| DWM - WISDOMTREE TR | New Purchase | 1.97% | $2.1K | +33.76% | -13.34% | +0.80% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.72% | $1.9K | +14.67% | -4.89% | +1.11% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 1.62% | $1.7K | +104.89% | -0.61% | +7.86% | |
| IEMG - ISHARES INC | New Purchase | 1.44% | $1.6K | +11.18% | -13.52% | -10.94% | |
| RWR - SPDR SER TR | New Purchase | 1.26% | $1.4K | -5.53% | -17.19% | -21.95% | |
| MRK - MERCK & CO INC | New Purchase | 1.26% | $1.4K | -1.75% | +11.30% | +37.17% | |
| AMJ - JPMORGAN CHASE & CO | New Purchase | 1.24% | $1.3K | -11.20% | +13.50% | ||
| GUNR - FLEXSHARES TR | New Purchase | 1.20% | $1.3K | -7.60% | -18.34% | -6.15% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.13% | $1.2K | +52.98% | -12.57% | -3.52% | |
| MNR - MONMOUTH REAL ESTATE INVT CO | New Purchase | 1.07% | $1.1K | ||||
| XOM - EXXON MOBIL CORP | New Purchase | 1.00% | $1.1K | +45.22% | +0.85% | +42.91% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 0.97% | $1.0K | +39.21% | -13.87% | -6.87% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.89% | $956.00 | -7.83% | +0.03% | -5.45% | |
| GOOG - ALPHABET INC | New Purchase | 0.88% | $946.00 | +20.88% | -17.21% | -21.75% | |
| MDLZ - MONDELEZ INTL INC | New Purchase | 0.79% | $844.00 | +11.62% | -0.45% | +15.38% | |
| VLY - VALLEY NATL BANCORP | New Purchase | 0.73% | $780.00 | -15.85% | -16.25% | -30.02% | |
| T - AT&T INC | New Purchase | 0.72% | $770.00 | +87.23% | +19.13% | +17.76% | |
| IWM - ISHARES TR | New Purchase | 0.68% | $727.00 | +8.64% | -14.54% | -12.20% | |
| NJR - NEW JERSEY RES CORP | New Purchase | 0.62% | $665.00 | +12.98% | -3.54% | +23.19% | |
| AMZN - AMAZON COM INC | New Purchase | 0.62% | $664.00 | +26.92% | -29.27% | -36.86% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.60% | $642.00 | +41.46% | -21.45% | -9.64% | |
| PEP - PEPSICO INC | New Purchase | 0.53% | $574.00 | -15.14% | +1.16% | +11.42% | |
| FSK - FS KKR CAP CORP | New Purchase | 0.52% | $560.00 | +42.16% | -7.62% | -6.90% | |
| DIS - DISNEY WALT CO | New Purchase | 0.51% | $553.00 | -14.15% | -28.16% | -25.26% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.51% | $552.00 | -3.12% | -13.89% | +5.20% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.50% | $535.00 | +138.63% | +9.37% | +7.22% | |
| NFLX - NETFLIX INC | New Purchase | 0.43% | $459.00 | +218.46% | -50.81% | -9.31% | |
| INTC - INTEL CORP | New Purchase | 0.42% | $446.00 | -51.14% | -21.41% | -27.77% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.41% | $439.00 | +443.51% | -39.31% | +8.54% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.41% | $438.00 | -18.79% | -16.25% | -18.80% | |
| CL - COLGATE PALMOLIVE CO | New Purchase | 0.39% | $416.00 | +27.67% | +5.59% | +0.52% | |
| PFE - PFIZER INC | New Purchase | 0.37% | $396.00 | -47.45% | +3.95% | -16.12% | |
| PEG - PUBLIC SVC ENTERPRISE GRP IN | New Purchase | 0.34% | $362.00 | +23.97% | -10.41% | -7.49% | |
| NXJ - NUVEEN NEW JERSEY QULT MUN F | New Purchase | 0.30% | $325.00 | +1.00% | -3.33% | -8.18% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.30% | $320.00 | +2.78% | -1.27% | -19.56% | |
| META - META PLATFORMS INC | New Purchase | 0.28% | $304.00 | +183.53% | -25.18% | -4.76% | |
| BAC - BK OF AMERICA CORP | New Purchase | 0.28% | $301.00 | +21.85% | -21.59% | -28.20% | |
| MSI - MOTOROLA SOLUTIONS INC | New Purchase | 0.24% | $255.00 | +87.25% | -7.25% | +22.41% | |
| BA - BOEING CO | New Purchase | 0.24% | $254.00 | +14.09% | -24.44% | +17.17% | |
| ORCL - ORACLE CORP | New Purchase | 0.22% | $241.00 | +105.29% | -12.18% | +19.13% | |
| JLL - JONES LANG LASALLE INC | New Purchase | 0.22% | $240.00 | +3.99% | -23.73% | -39.12% | |
| CHD - CHURCH & DWIGHT CO INC | New Purchase | 0.22% | $237.00 | -1.63% | -5.87% | -9.33% | |