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Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2025-10-02 (Q2 2025) | Holdings: 568 | Value: $175.3M | 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 1% $(327.2K) | 27.83% | $48.8M | +1.66% | |||
| VTI - VANGUARD INDEX FDS | Add 28% ($2.2M) | 5.70% | $10.0M | +1.70% | |||
| AAPL - APPLE INC | Add 3% ($317.6K) | 5.48% | $9.6M | +9.38% | |||
| VOE - VANGUARD INDEX FDS | Add 3% ($240.8K) | 4.26% | $7.5M | +2.96% | |||
| ICE - INTERCONTINENTAL EXCHANGE IN | 3.62% | $6.3M | |||||
| FRDM - EA SERIES TRUST | Add 4% ($194.9K) | 2.74% | $4.8M | ||||
| PULS - PGIM ETF TR | Reduce 5% $(239.2K) | 2.66% | $4.7M | ||||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Add 3% ($148.0K) | 2.60% | $4.6M | +2.30% | |||
| CGGO - CAPITAL GROUP GBL GROWTH EQT | Add 5% ($163.4K) | 2.14% | $3.7M | +1.12% | |||
| DWM - WISDOMTREE TR | Add 4% ($144.9K) | 2.12% | $3.7M | +2.13% | |||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 48% ($1.1M) | 1.89% | $3.3M | ||||
| PM - PHILIP MORRIS INTL INC | 1.66% | $2.9M | -1.38% | ||||
| AMJB - JPMORGAN CHASE FINL CO LLC | Add 3% ($74.3K) | 1.56% | $2.7M | ||||
| MUB - ISHARES TR | Reduce 3% $(82.9K) | 1.54% | $2.7M | +0.96% | |||
| MMIT - NEW YORK LIFE INVTS ACTIVE E | Add 12% ($274.1K) | 1.49% | $2.6M | ||||
| VDE - VANGUARD WORLD FD | Add 2% ($60.0K) | 1.46% | $2.6M | +2.31% | |||
| MSFT - MICROSOFT CORP | Add 4% ($105.5K) | 1.46% | $2.6M | -7.29% | |||
| GUNR - FLEXSHARES TR | Add 2% ($52.1K) | 1.28% | $2.2M | +4.46% | |||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(12.6K) | 1.22% | $2.1M | -7.48% | |||
| RWR - SPDR SERIES TRUST | Add 2% ($30.3K) | 1.00% | $1.8M | -0.64% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.98% | $1.7M | +8.15% | ||||
| RZV - INVESCO EXCHANGE TRADED FD T | Add 20% ($242.3K) | 0.81% | $1.4M | +1.91% | |||
| PG - PROCTER AND GAMBLE CO | 0.78% | $1.4M | -5.37% | ||||
| XOM - EXXON MOBIL CORP | 0.78% | $1.4M | +7.11% | ||||
| GOOG - ALPHABET INC | Reduce 4% $(54.6K) | 0.73% | $1.3M | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 2% $(30.9K) | 0.73% | $1.3M | +2.77% | |||
| VOO - VANGUARD INDEX FDS | 0.72% | $1.3M | +1.77% | ||||
| NFLX - NETFLIX INC | Add 2% ($17.4K) | 0.60% | $1.0M | -18.29% | |||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 40% ($291.5K) | 0.59% | $1.0M | +3.39% | |||
| JCPB - J P MORGAN EXCHANGE TRADED F | Add 46% ($302.4K) | 0.54% | $954.3K | +0.36% | |||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 23% ($169.2K) | 0.52% | $916.7K | +2.55% | |||
| BR - BROADRIDGE FINL SOLUTIONS IN | Add 5% ($42.3K) | 0.52% | $910.9K | ||||
| AMZN - AMAZON COM INC | Add 6% ($47.6K) | 0.50% | $871.4K | +1.23% | |||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | Add 1% ($5.9K) | 0.45% | $783.5K | ||||
| MDLZ - MONDELEZ INTL INC | 0.41% | $720.8K | -12.36% | ||||
| DIS - DISNEY WALT CO | Add 5% ($35.5K) | 0.39% | $688.3K | -0.39% | |||
| HD - HOME DEPOT INC | 0.37% | $650.9K | -8.16% | ||||
| CVX - CHEVRON CORP NEW | 0.35% | $610.4K | |||||
| JPM - JPMORGAN CHASE & CO. | Add 1% ($6.4K) | 0.33% | $576.6K | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.33% | $571.9K | +1.59% | ||||
| ORCL - ORACLE CORP | New Purchase | 0.32% | $567.8K | -34.29% | |||
| AVGO - BROADCOM INC | New Purchase | 0.30% | $527.9K | ||||
| LQD - ISHARES TR | 0.30% | $519.7K | -0.64% | ||||
| T - AT&T INC | Reduce 15% $(90.0K) | 0.28% | $498.9K | ||||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | 0.28% | $483.7K | |||||
| FSCO - FS CREDIT OPPORTUNITIES CORP | 0.27% | $477.1K | |||||
| NJR - NEW JERSEY RES CORP | 0.27% | $474.3K | -1.66% | ||||
| META - META PLATFORMS INC | New Purchase | 0.26% | $459.8K | -11.70% | |||
| ABBV - ABBVIE INC | 0.26% | $455.5K | -5.05% | ||||
| BIV - VANGUARD BD INDEX FDS | Reduce 5% $(19.6K) | 0.23% | $408.0K | +0.30% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| CL - COLGATE PALMOLIVE CO | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||