10,000+ stock pitches from top investors available on joinyellowbrick.com
Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 505 | Value: $158.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ITOT - ISHARES TR | Add 3% ($1.3M) | 27.93% | $44.4M | +7.95% | |||
| AAPL - APPLE INC | Add 1% ($135.7K) | 6.33% | $10.1M | +0.82% | |||
| VOE - VANGUARD INDEX FDS | Add 3% ($202.9K) | 4.44% | $7.1M | +6.14% | |||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(191.3K) | 4.44% | $7.0M | +7.96% | |||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 10% $(666.7K) | 3.76% | $6.0M | ||||
| PULS - PGIM ETF TR | Add 8% ($364.6K) | 3.08% | $4.9M | ||||
| FRDM - EA SERIES TRUST | Add 4% ($140.5K) | 2.51% | $4.0M | ||||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Add 3% ($122.8K) | 2.51% | $4.0M | +6.72% | |||
| DWM - WISDOMTREE TR | Add 5% ($144.4K) | 2.06% | $3.3M | +3.00% | |||
| CGGO - CAPITAL GROUP GBL GROWTH EQT | Add 4% ($125.2K) | 2.00% | $3.2M | +6.61% | |||
| AMJB - JPMORGAN CHASE FINL CO LLC | Add 2% ($61.5K) | 1.79% | $2.8M | ||||
| MUB - ISHARES TR | 1.77% | $2.8M | +0.78% | ||||
| VDE - VANGUARD WORLD FD | Add 5% ($138.9K) | 1.72% | $2.7M | +4.26% | |||
| PM - PHILIP MORRIS INTL INC | 1.60% | $2.5M | +0.09% | ||||
| MMIT - NEW YORK LIFE INVTS ACTIVE E | Add 14% ($293.9K) | 1.48% | $2.4M | ||||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 63% ($827.3K) | 1.34% | $2.1M | ||||
| GUNR - FLEXSHARES TR | Add 3% ($55.8K) | 1.33% | $2.1M | +2.47% | |||
| MSFT - MICROSOFT CORP | Reduce 2% $(39.4K) | 1.16% | $1.8M | +16.11% | |||
| RWR - SPDR SER TR | Add 2% ($40.7K) | 1.12% | $1.8M | +4.00% | |||
| XOM - EXXON MOBIL CORP | Reduce 4% $(68.1K) | 0.95% | $1.5M | +0.40% | |||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(21.7K) | 0.93% | $1.5M | +23.35% | |||
| PG - PROCTER AND GAMBLE CO | 0.92% | $1.5M | +1.39% | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.91% | $1.4M | +15.32% | ||||
| GOOG - ALPHABET INC | Add 3% ($31.3K) | 0.74% | $1.2M | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 2% $(30.1K) | 0.74% | $1.2M | +3.67% | |||
| VOO - VANGUARD INDEX FDS | 0.71% | $1.1M | +7.78% | ||||
| RZV - INVESCO EXCHANGE TRADED FD T | Add 22% ($200.4K) | 0.70% | $1.1M | +8.41% | |||
| BR - BROADRIDGE FINL SOLUTIONS IN | 0.55% | $866.7K | |||||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.48% | $760.3K | |||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 12% ($79.7K) | 0.47% | $751.3K | +2.97% | |||
| MDLZ - MONDELEZ INTL INC | 0.46% | $725.2K | -0.41% | ||||
| NFLX - NETFLIX INC | Reduce 1% $(4.7K) | 0.45% | $718.0K | +8.32% | |||
| AMZN - AMAZON COM INC | Add 6% ($38.1K) | 0.45% | $714.4K | +7.92% | |||
| CVX - CHEVRON CORP NEW | Reduce 14% $(116.4K) | 0.45% | $712.1K | ||||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 51% ($236.0K) | 0.44% | $699.8K | +3.82% | |||
| JCPB - J P MORGAN EXCHANGE TRADED F | Add 50% ($216.6K) | 0.41% | $651.6K | -0.51% | |||
| HD - HOME DEPOT INC | 0.41% | $650.7K | +6.37% | ||||
| T - AT&T INC | Reduce 28% $(226.5K) | 0.36% | $575.4K | ||||
| DIS - DISNEY WALT CO | 0.33% | $519.6K | +25.40% | ||||
| NJR - NEW JERSEY RES CORP | Add 16% ($69.8K) | 0.33% | $518.5K | -5.09% | |||
| LQD - ISHARES TR | 0.33% | $516.6K | -0.33% | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(8.6K) | 0.32% | $516.1K | +4.27% | |||
| ABBV - ABBVIE INC | 0.32% | $512.3K | -2.12% | ||||
| JPM - JPMORGAN CHASE & CO. | 0.30% | $482.5K | |||||
| FSCO - FS CREDIT OPPORTUNITIES CORP | 0.29% | $463.3K | |||||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.28% | $438.0K | -2.68% | |||
| CL - COLGATE PALMOLIVE CO | New Purchase | 0.27% | $435.6K | ||||
| BIV - VANGUARD BD INDEX FDS | Reduce 8% $(38.7K) | 0.27% | $423.4K | -0.44% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.26% | $407.6K | -3.23% | |||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | New Purchase | 0.23% | $370.4K | ||||
| BR - BROADRIDGE FINL SOLUTIONS IN | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | CALL | Reduce 100% | 0.00% | $0.00 | |||