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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2022-04-21 (Q1 2022) | Holdings: 56 | Value: $105.8M | 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 | Add 4% ($1.1M) | 30.36% | $32.1M | +39.40% | -9.61% | -5.10% | |
| AAPL - APPLE INC | 14.67% | $15.5M | +29.26% | -7.30% | -0.08% | ||
| VOE - VANGUARD INDEX FDS | Add 2% ($122.7K) | 5.19% | $5.5M | +16.57% | -10.93% | -8.60% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | 4.94% | $5.2M | +52.59% | -17.38% | -8.97% | ||
| VTI - VANGUARD INDEX FDS | Reduce 2% $(122.0K) | 4.74% | $5.0M | +39.37% | -9.57% | -5.06% | |
| EEM - ISHARES TR | Reduce 1% $(18.7K) | 3.26% | $3.4M | +16.25% | -7.20% | -6.98% | |
| MTB - M & T BK CORP | Reduce 3% $(87.8K) | 2.90% | $3.1M | +16.72% | -4.25% | -27.85% | |
| CSML - INDEXIQ ETF TR | 2.59% | $2.7M | -6.23% | -6.22% | |||
| DWM - WISDOMTREE TR | Add 3% ($62.3K) | 2.01% | $2.1M | +34.84% | -10.54% | +4.17% | |
| IEMG - ISHARES INC | Add 22% ($310.4K) | 1.65% | $1.8M | +17.83% | -7.81% | -6.55% | |
| PM - PHILIP MORRIS INTL INC | 1.62% | $1.7M | +88.54% | -7.64% | -1.43% | ||
| AMJ - JPMORGAN CHASE & CO | Reduce 1% $(22.6K) | 1.46% | $1.5M | -9.09% | +9.00% | ||
| GUNR - FLEXSHARES TR | Reduce 1% $(17.0K) | 1.43% | $1.5M | -6.99% | -16.89% | -4.33% | |
| XOM - EXXON MOBIL CORP | Add 4% ($51.6K) | 1.42% | $1.5M | +39.79% | +1.51% | +41.33% | |
| MRK - MERCK & CO INC | Add 1% ($16.7K) | 1.38% | $1.5M | -3.47% | +5.81% | +39.11% | |
| PG - PROCTER AND GAMBLE CO | Reduce 17% $(292.5K) | 1.36% | $1.4M | +7.87% | -11.82% | -1.69% | |
| RWR - SPDR SER TR | 1.22% | $1.3M | -8.08% | -17.49% | -24.19% | ||
| MSFT - MICROSOFT CORP | 1.05% | $1.1M | +65.75% | -7.35% | +1.01% | ||
| VOO - VANGUARD INDEX FDS | 0.93% | $987.0K | +42.36% | -9.19% | -3.97% | ||
| GOOG - ALPHABET INC | 0.86% | $913.0K | +34.58% | -13.31% | -14.58% | ||
| MDLZ - MONDELEZ INTL INC | 0.76% | $803.0K | +6.67% | -5.51% | +11.43% | ||
| DIS - DISNEY WALT CO | Add 63% ($307.2K) | 0.75% | $797.0K | -4.32% | -14.41% | -16.94% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(10.1K) | 0.72% | $757.0K | -2.85% | -11.56% | +7.90% | |
| T - AT&T INC | Add 2% ($16.9K) | 0.72% | $757.0K | +65.36% | -6.99% | -7.22% | |
| VLY - VALLEY NATL BANCORP | 0.70% | $738.0K | -16.52% | -12.76% | -30.00% | ||
| MO - ALTRIA GROUP INC | 0.67% | $709.0K | +33.75% | -22.25% | -10.26% | ||
| AMZN - AMAZON COM INC | Add 6% ($35.9K) | 0.65% | $685.0K | +38.39% | -17.42% | -28.36% | |
| IWM - ISHARES TR | 0.63% | $671.0K | +11.07% | -8.58% | -8.41% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 35% $(348.3K) | 0.61% | $642.0K | -9.39% | -5.07% | -7.87% | |
| FSK - FS KKR CAP CORP | 0.58% | $612.0K | +45.00% | -4.54% | -4.02% | ||
| PEP - PEPSICO INC | 0.52% | $552.0K | -17.60% | -2.40% | +8.86% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 3% ($17.6K) | 0.51% | $538.0K | +118.26% | -7.08% | -5.76% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.49% | $523.0K | -31.42% | -4.49% | -5.43% | |
| IVT - INVENTRUST PPTYS CORP | New Purchase | 0.47% | $493.0K | +3.08% | -12.88% | -24.68% | |
| NJR - NEW JERSEY RES CORP | Reduce 35% $(259.7K) | 0.46% | $482.0K | +12.83% | -5.35% | +19.41% | |
| INTC - INTEL CORP | Add 1% ($2.5K) | 0.41% | $432.0K | -51.15% | -16.73% | -34.72% | |
| HD - HOME DEPOT INC | New Purchase | 0.40% | $422.0K | +32.71% | -0.42% | -0.07% | |
| CMCSA - COMCAST CORP NEW | Add 1% ($5.1K) | 0.39% | $413.0K | -17.04% | -8.50% | -18.11% | |
| NVDA - NVIDIA CORPORATION | 0.38% | $407.0K | +567.48% | -14.68% | +33.32% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.36% | $379.0K | +17.61% | -18.89% | -11.00% | ||
| CL - COLGATE PALMOLIVE CO | 0.35% | $369.0K | +18.03% | -6.09% | -3.77% | ||
| PFE - PFIZER INC | 0.33% | $347.0K | -45.08% | +5.51% | -15.69% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 4% ($13.3K) | 0.31% | $327.0K | +0.34% | -15.78% | -26.20% | |
| NXJ - NUVEEN NEW JERSEY QULT MUN F | Add 16% ($44.5K) | 0.31% | $327.0K | +6.74% | +1.75% | -4.79% | |
| BAC - BK OF AMERICA CORP | Add 3% ($9.0K) | 0.27% | $288.0K | +24.77% | -13.37% | -21.41% | |
| NFLX - NETFLIX INC | Add 1% ($1.5K) | 0.27% | $287.0K | +441.16% | +0.12% | +49.43% | |
| BA - BOEING CO | 0.23% | $241.0K | +13.85% | -12.51% | +13.82% | ||
| CHD - CHURCH & DWIGHT CO INC | 0.22% | $229.0K | -4.05% | -9.09% | -10.34% | ||
| ORCL - ORACLE CORP | 0.22% | $228.0K | +111.33% | -5.09% | +22.53% | ||
| MSI - MOTOROLA SOLUTIONS INC | 0.21% | $227.0K | +89.38% | -4.35% | +28.15% | ||
| JLL - JONES LANG LASALLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MNR - MONMOUTH REAL ESTATE INVT CO | Reduce 100% | 0.00% | $0.00 | ||||