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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2023-02-14 (Q4 2022) | Holdings: 75 | Value: $118.2M | 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% ($956.7K) | 23.82% | $28.1M | +46.50% | -0.30% | +22.88% | |
| AAPL - APPLE INC | 10.70% | $12.6M | +39.68% | +12.54% | +20.72% | ||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(190.4K) | 4.90% | $5.8M | +46.41% | -0.26% | +22.90% | |
| VOE - VANGUARD INDEX FDS | Add 3% ($166.5K) | 4.66% | $5.5M | +20.26% | -7.90% | +4.24% | |
| BIV - VANGUARD BD INDEX FDS | Reduce 1% $(21.6K) | 3.56% | $4.2M | +9.41% | +2.76% | +3.13% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 1% $(41.0K) | 3.40% | $4.0M | +68.13% | +2.10% | +28.63% | |
| MUB - ISHARES TR | Reduce 1% $(21.4K) | 3.26% | $3.9M | +4.19% | +0.55% | +3.65% | |
| CSML - INDEXIQ ETF TR | Add 6% ($159.5K) | 2.39% | $2.8M | -11.69% | +7.16% | ||
| MTB - M & T BK CORP | 2.23% | $2.6M | +27.45% | -27.30% | -10.12% | ||
| N/A - SCHWAB CHARLES FAMILY FD | Add 1% ($16.7K) | 2.15% | $2.5M | ||||
| FRDM - EA SERIES TRUST | Add 62% ($894.2K) | 1.98% | $2.3M | +37.13% | +1.25% | +9.59% | |
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Add 55% ($794.1K) | 1.90% | $2.2M | +54.36% | +1.54% | +24.97% | |
| MRK - MERCK & CO INC | 1.79% | $2.1M | -25.35% | +7.97% | +19.86% | ||
| DWM - WISDOMTREE TR | Add 18% ($319.2K) | 1.73% | $2.0M | +34.43% | +2.99% | +9.27% | |
| XOM - EXXON MOBIL CORP | Reduce 2% $(47.1K) | 1.65% | $1.9M | +1.03% | -8.42% | -7.15% | |
| CGGO - CAPITAL GROUP GBL GROWTH EQT | Add 88% ($889.6K) | 1.61% | $1.9M | +35.07% | +2.49% | +21.41% | |
| PM - PHILIP MORRIS INTL INC | 1.58% | $1.9M | +87.88% | -5.12% | -7.41% | ||
| MSFT - MICROSOFT CORP | 1.35% | $1.6M | +72.31% | +15.33% | +52.76% | ||
| PULS - PGIM ETF TR | Reduce 21% $(418.5K) | 1.32% | $1.6M | +13.65% | +1.07% | +6.19% | |
| PG - PROCTER AND GAMBLE CO | 1.21% | $1.4M | +24.10% | +12.85% | +15.74% | ||
| GUNR - FLEXSHARES TR | Reduce 9% $(135.3K) | 1.10% | $1.3M | -5.05% | -6.62% | -9.85% | |
| AMJ - JPMORGAN CHASE & CO | Reduce 12% $(176.0K) | 1.07% | $1.3M | -1.81% | +22.17% | ||
| SCHF - SCHWAB STRATEGIC TR | Add 3% ($32.1K) | 0.91% | $1.1M | +30.26% | +3.50% | +10.71% | |
| GOOG - ALPHABET INC | Reduce 1% $(8.9K) | 0.84% | $993.8K | +77.56% | +23.45% | +51.93% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(13.5K) | 0.83% | $979.0K | -8.86% | -7.20% | -5.04% | |
| RWR - SPDR SER TR | Add 9% ($79.0K) | 0.80% | $942.9K | +12.32% | -6.23% | +1.59% | |
| LQD - ISHARES TR | Reduce 3% $(25.4K) | 0.78% | $923.0K | +9.59% | +1.03% | +4.43% | |
| BA - BOEING CO | Reduce 13% $(123.8K) | 0.71% | $840.3K | -5.22% | -6.63% | -5.45% | |
| VOO - VANGUARD INDEX FDS | Reduce 5% $(45.7K) | 0.69% | $820.4K | +49.62% | +1.03% | +24.30% | |
| MDLZ - MONDELEZ INTL INC | 0.69% | $817.5K | +5.33% | +19.11% | +11.64% | ||
| PEP - PEPSICO INC | 0.68% | $808.3K | -19.23% | +11.76% | -1.33% | ||
| AMZN - AMAZON COM INC | 0.67% | $786.6K | +107.05% | +12.22% | +71.36% | ||
| VLY - VALLEY NATL BANCORP | 0.54% | $641.4K | -15.80% | -42.99% | -25.75% | ||
| T - AT&T INC | Reduce 2% $(14.7K) | 0.54% | $633.5K | +66.68% | -9.57% | -3.90% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 2% ($15.4K) | 0.53% | $631.4K | +22.19% | +1.97% | +11.37% | |
| NJR - NEW JERSEY RES CORP | 0.53% | $628.8K | -0.18% | -1.23% | -13.53% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 4% $(28.4K) | 0.51% | $607.5K | -28.67% | -4.94% | -28.92% | |
| JNJ - JOHNSON & JOHNSON | Reduce 37% $(331.8K) | 0.48% | $571.5K | +0.12% | -0.77% | +0.47% | |
| DIS - DISNEY WALT CO | 0.47% | $551.1K | +7.22% | -13.29% | +5.35% | ||
| IWM - ISHARES TR | Reduce 4% $(25.5K) | 0.46% | $544.9K | +13.08% | -8.12% | +8.64% | |
| V - VISA INC | 0.46% | $540.8K | +63.16% | +2.49% | +24.43% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 11% $(61.9K) | 0.42% | $497.1K | +114.82% | -7.51% | +44.63% | |
| MO - ALTRIA GROUP INC | Reduce 30% $(204.1K) | 0.40% | $476.2K | +50.57% | -1.38% | -7.09% | |
| HD - HOME DEPOT INC | 0.39% | $464.3K | +27.74% | -7.99% | +17.49% | ||
| FSK - FS KKR CAP CORP | Reduce 1% $(3.2K) | 0.38% | $451.9K | +50.51% | +1.27% | +20.45% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.37% | $441.3K | +29.56% | +2.42% | +9.02% | |
| LOW - LOWES COS INC | 0.37% | $432.6K | +15.27% | -4.61% | +9.76% | ||
| ABBV - ABBVIE INC | New Purchase | 0.36% | $421.6K | +31.22% | -3.07% | +20.39% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.35% | $414.9K | +100.00% | -3.76% | +30.65% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.34% | $402.3K | -3.10% | +3.34% | +9.64% | |
| IEMG - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | +63.00% | -21.44% | -5.34% | |
| AMZN - AMAZON COM INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| EEM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||