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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2022-11-14 (Q3 2022) | Holdings: 74 | Value: $111.3M | 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 3% $(765.4K) | 22.92% | $25.5M | +50.87% | +3.98% | +12.34% | |
| AAPL - APPLE INC | Add 8% ($1.0M) | 12.11% | $13.5M | +40.71% | +2.20% | +24.21% | |
| VTI - VANGUARD INDEX FDS | Add 43% ($1.7M) | 5.04% | $5.6M | +50.74% | +3.95% | +12.34% | |
| VOE - VANGUARD INDEX FDS | Add 5% ($235.6K) | 4.32% | $4.8M | +24.51% | +4.64% | -1.62% | |
| BIV - VANGUARD BD INDEX FDS | New Purchase | 3.76% | $4.2M | +11.20% | +1.47% | +0.83% | |
| MUB - ISHARES TR | New Purchase | 3.39% | $3.8M | +8.25% | +3.61% | +3.33% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | 3.21% | $3.6M | +73.29% | +3.61% | +7.16% | ||
| MTB - M & T BK CORP | 2.88% | $3.2M | +22.14% | -3.66% | -22.43% | ||
| N/A - SCHWAB CHARLES FAMILY FD | 2.27% | $2.5M | |||||
| CSML - INDEXIQ ETF TR | Add 5% ($119.3K) | 2.17% | $2.4M | +1.69% | -5.76% | ||
| PULS - PGIM ETF TR | New Purchase | 1.78% | $2.0M | +15.71% | +1.87% | +6.09% | |
| MRK - MERCK & CO INC | Add 5% ($76.5K) | 1.48% | $1.6M | -18.77% | +7.96% | +3.71% | |
| XOM - EXXON MOBIL CORP | 1.42% | $1.6M | +3.52% | +2.78% | -5.80% | ||
| MSFT - MICROSOFT CORP | Add 10% ($144.8K) | 1.39% | $1.5M | +89.21% | +10.22% | +52.24% | |
| PM - PHILIP MORRIS INTL INC | 1.37% | $1.5M | +101.79% | +7.02% | +1.12% | ||
| DWM - WISDOMTREE TR | Reduce 10% $(163.3K) | 1.33% | $1.5M | +44.85% | +8.51% | +10.35% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 9% $(134.7K) | 1.20% | $1.3M | +4.84% | +19.23% | ||
| FRDM - EA SERIES TRUST | New Purchase | 1.17% | $1.3M | +42.59% | +4.54% | +10.31% | |
| EEM - ISHARES TR | Reduce 51% $(1.4M) | 1.16% | $1.3M | +26.23% | +4.09% | +3.81% | |
| CGDV - CAPITAL GROUP DIVIDEND VALUE | New Purchase | 1.13% | $1.3M | +62.70% | +6.04% | +18.27% | |
| GUNR - FLEXSHARES TR | Add 2% ($30.1K) | 1.12% | $1.2M | -5.77% | -0.51% | -7.94% | |
| PG - PROCTER AND GAMBLE CO | 1.07% | $1.2M | +22.26% | -1.59% | +9.27% | ||
| GOOG - ALPHABET INC | Add 1936% ($1.0M) | 0.98% | $1.1M | +70.49% | -1.59% | +38.22% | |
| AMZN - AMAZON COM INC | Reduce 3% $(31.6K) | 0.95% | $1.1M | +98.79% | -1.99% | +38.75% | |
| LQD - ISHARES TR | New Purchase | 0.83% | $922.0K | +13.35% | +3.20% | +2.26% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 0.81% | $906.0K | +39.16% | +7.64% | +9.20% | |
| CGGO - CAPITAL GROUP GBL GROWTH EQT | New Purchase | 0.81% | $897.0K | +45.23% | +8.47% | +14.74% | |
| JNJ - JOHNSON & JOHNSON | Add 44% ($255.7K) | 0.75% | $835.0K | -5.23% | -6.85% | -11.10% | |
| RWR - SPDR SER TR | Reduce 10% $(91.5K) | 0.75% | $835.0K | +19.50% | +7.32% | -2.02% | |
| VOO - VANGUARD INDEX FDS | Add 4% ($28.6K) | 0.73% | $809.0K | +53.80% | +3.70% | +13.94% | |
| CVX - CHEVRON CORP NEW | Add 17% ($116.3K) | 0.71% | $795.0K | -16.12% | -8.17% | -19.37% | |
| PEP - PEPSICO INC | 0.66% | $730.0K | -20.11% | -0.52% | -3.50% | ||
| MDLZ - MONDELEZ INTL INC | Reduce 4% $(28.8K) | 0.60% | $672.0K | +7.29% | +1.98% | +10.50% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 6% ($37.9K) | 0.56% | $628.0K | -31.97% | -5.73% | -30.10% | |
| TSLA - TESLA INC | Add 204% ($415.1K) | 0.56% | $619.0K | +78.67% | +9.37% | +23.97% | |
| VLY - VALLEY NATL BANCORP | 0.55% | $613.0K | -19.17% | -2.67% | -27.81% | ||
| BA - BOEING CO | Reduce 11% $(72.7K) | 0.55% | $613.0K | +17.28% | +23.90% | +18.93% | |
| DIS - DISNEY WALT CO | 0.54% | $601.0K | +19.61% | +13.79% | -2.16% | ||
| MO - ALTRIA GROUP INC | Add 7% ($40.7K) | 0.54% | $601.0K | +63.49% | +9.66% | -0.03% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.52% | $579.0K | +24.95% | +2.55% | +7.31% | |
| IEMG - ISHARES INC | Reduce 64% $(973.9K) | 0.50% | $553.0K | +28.28% | +4.19% | +5.68% | |
| T - AT&T INC | Reduce 2% $(9.2K) | 0.49% | $540.0K | +68.11% | +2.13% | -12.05% | |
| IWM - ISHARES TR | 0.48% | $539.0K | +15.50% | +4.00% | -3.32% | ||
| NJR - NEW JERSEY RES CORP | Add 20% ($83.0K) | 0.44% | $490.0K | +13.96% | +16.12% | -1.76% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 12% ($51.2K) | 0.42% | $471.0K | +104.06% | -4.17% | +11.16% | |
| V - VISA INC | Add 5% ($20.6K) | 0.42% | $462.0K | +77.19% | +9.23% | +19.09% | |
| AMZN - AMAZON COM INC | CALL | New Purchase | 0.41% | $452.0K | |||
| FSK - FS KKR CAP CORP | 0.40% | $441.0K | +55.81% | +3.79% | +18.32% | ||
| LOW - LOWES COS INC | 0.37% | $408.0K | +19.00% | +4.54% | +1.15% | ||
| HD - HOME DEPOT INC | 0.37% | $407.0K | +33.51% | +6.11% | +4.11% | ||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | -19.79% | -6.09% | +33.65% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -41.07% | -11.39% | -36.04% | |
| CL - COLGATE PALMOLIVE CO | Reduce 100% | 0.00% | $0.00 | +34.23% | -3.08% | +2.57% | |
| SPIP - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | +727.54% | +36.17% | +192.55% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +31.89% | +6.56% | +0.40% | |
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IVT - INVENTRUST PPTYS CORP | Reduce 100% | 0.00% | $0.00 | ||||